StarZero All shows Try the podcast clipper →

Google

also referred to as: alphabet

includes Google Play, Google Search, Google Maps, Google Cloud, Google Talk, Google Translate, Google Ads, Google DeepMind, Google Drive, Google Glass, Google Reader, Google Research and 12 more

53 statements across 38 episodes · 19 bullish · 15 bearish · 38 people on the record · first statement Sep 18, 2017 by Scott Malpass · said 468 times in 176 episodes since 2017 · across every show →

Mentions by year, the whole family

brought up most by Ted Seides (115), Josh Wolfe (21), Tom Russo (20), Chris Sacca (20), Ashby Monk (17), Chris Dixon (16), Ben Inker (9), Aydin Senkut (9)

tap a year for its mentions
00402080402017201820192020202120222023202420252026episodesmentions
020402017201820192020202120222023202420252026episodes it came up in
003206402017201820192020202120222023202420252026episodesmentions per episode
2026 26 mentions in 10 episodes 3 per episode
2025 36 mentions in 11 episodes 3 per episode
2024 31 mentions in 16 episodes 2 per episode
2023 57 mentions in 14 episodes 4 per episode
2022 75 mentions in 24 episodes 3 per episode
2021 60 mentions in 24 episodes 3 per episode
2020 34 mentions in 14 episodes 2 per episode
2019 80 mentions in 14 episodes 6 per episode
2018 24 mentions in 16 episodes 2 per episode
2017 45 mentions in 33 episodes 1 per episode

every mention, scene by scene, with the transcript →

Everything said about Google, oldest first

Sep 18, 2017 neutral
Insight
Only two or three truly transformational companies emerge in every VC cycle
“But if you really look at What are the companies that really become big and sustainable? Every cycle, there's only two or three. You know, the Googles, you know, the Facebooks. There's only a couple, and those tend to be funded by the same people.”
Scott Malpass Sep 18, 2017 ▶ 38:29 Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
Jan 29, 2018 positive
Insight
Job seekers should target great companies that are under temporary stress
“I would always say find a great company with a great team of people that is currently under stress. But still looking to hire? That's a very wonderful combination if you can find that, and that's not what most people are looking for.”
Seth Masters Jan 29, 2018 ▶ 24:58 Seth Masters – Investment Polymath (Capital Allocators, EP.38)
Jun 11, 2018
Disclosure
Google is the Number One Research Tool for ETF-Focused Advisors
“We do a study every year entitled how to communicate with ETF-centric advisors, and we ask them not only how they want to be communicated with, but how do they get their research. Their number one research tool is Google.”
Tom Lydon Jun 11, 2018 ▶ 23:26 Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Jul 2, 2018 negative
Opinion
Paying Hedge Fund Fees for Mega-Cap Tech Stocks Is Not Valuable
“And I know this is not the greatest thing to say, but being in the hedge fund business for all these years, it's interesting how few hedge funds I give money to. And it's not because I don't want to. It's that the market's gotten more efficient. There's a lot …”
Peter Troob Jul 2, 2018 ▶ 35:34 Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
Jul 9, 2018 positive
Insight
Scaramucci: Wall Street is the essential arterial system of capitalism
“Wall Street is the arterial structure of the capitalist system. It's literally the design of where capital can flow. You want to go into fracking, you come to Wall Street, you raise money. You want to build a new search engine, your name is Google, you come to…”
Anthony Scaramucci Jul 9, 2018 ▶ 26:34 Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
Sep 17, 2018 neutral
Insight
McKeon: For-profit corporations struggle to establish widely adopted industry standards
“It's very hard for sort of a for-profit corporation to create a standard that's gonna be widely adopted, because, of course, everyone knows that a lot of value is going to accrue to that corporation, and so you get all these sort of strategic forces that preve…”
Stephen McKeon Sep 17, 2018 ▶ 56:40 Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
Mar 11, 2019 bullish
Disclosure
Russo: Gardner, Russo & Gardner adds Google as new portfolio position
“Well, it's Google and it's Googled now.”
Tom Russo Mar 11, 2019 ▶ 5:13 Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 11, 2019 bearish
Disclosure
Russo: Firm avoided Facebook because its engagement relies on unsustainable conduct
“And I haven't involved capital with Facebook, because within Facebook, though they are probably even more indispensable than Google in terms of programmatic advertising, part of the appeal has been the length of time and the height of passion that people exert…”
Tom Russo Mar 11, 2019 ▶ 7:17 Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 11, 2019 negative
Opinion
Russo: Refusing Defense AI projects threatens Google's science-driven leadership
“Well, the moment you say that you're not going to have an AI business that has an involvement with some aspect of the Defense Department, particularly if it's defense-oriented, and you say that we just won't touch it because of our values, the moment you stop …”
Tom Russo Mar 11, 2019 ▶ 16:58 Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 11, 2019 bearish
Assertion Not checkable as stated
Russo: Alphabet CEO Larry Page no longer shows up to work
“At a time when, by the way, Larry Page no longer shows up. To work.”
Tom Russo Mar 11, 2019 ▶ 18:22 Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 11, 2019 bearish
Opinion
Russo: The ideal cash flow conversion ratio for compounding businesses is zero
“You can imagine from my perspective, my ideal cash flow conversion ratio is zero. That means that we have a button. And at some level, Google stands out on that. They have zero because they have the ability to plow all that money back into moonshots. Unfortuna…”
Tom Russo Mar 11, 2019 ▶ 33:54 Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 11, 2019 bullish
Prediction Didn’t hold up
Russo: Google's top-line revenue growth will exceed 20% over coming years
“It's well over 20%.”
Tom Russo Mar 11, 2019 ▶ 18:08 Thomas Russo – All About Google (Capital Allocators, EP.90)
Mar 18, 2019
Assertion Contradicted
Friedman: Google Is Moving 20,000 AI Employees to Lower Manhattan
“Google is just moving 20,000 AI people to the tip of New York. Now, some of it's not an opportunity zone, but it's surrounded by three opportunity zones.”
Manny Friedman Mar 18, 2019 ▶ 14:42 Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
Jun 10, 2019 bullish
Insight
O'Shaughnessy: A High-Quality Twitter Following Functions Like Having an AGI
“That having a big, smart, diverse group of people that follow you on Twitter is literally like having an AGI. I believe that that is true. It's the best search engine in the world. So if you're looking for something, ask a big group of people, you're going to …”
Patrick O'Shaughnessy Jun 10, 2019 ▶ 49:58 Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
Sep 9, 2019
Disclosure
NZ Super Fund leads $10T investor coalition on social media moderation
“Post the Tragedy in Christchurch, we, together with another group of the New Zealand Crown Investors. We got together to lead an engagement with the social media companies about the, well, aimed at preventing the live streaming of objectionable content and sub…”
Matt Whineray Sep 9, 2019 ▶ 54:45 Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
Oct 7, 2019 negative
Assertion Supported
U.S. Antitrust Chief Makan Delrahim Was Once Google's Lobbyist
“Macon Dalrahim, for example, is the attorney general for antitrust in the US. He was Google's lobbyist for the double click acquisition.”
Jonathan Tepper Oct 7, 2019 ▶ 30:46 Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
Oct 28, 2019 negative
Opinion
Fontana: Google will never build AI solutions for niche vertical markets
“They're not really structured, and their businesses are so big such that it's not really worth it for them to go in and solve problems in a lot of vertical markets, so markets where the total opportunity is a couple hundred million dollars. This just doesn't w…”
Ash Fontana Oct 28, 2019 ▶ 1:05:00 Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
Mar 30, 2020 neutral
Insight
Inker: Google cannot outgrow GDP forever without a new business model
“Google has been able to grow extraordinarily fast by taking share from every other kind of advertising that has happened. The underlying fundamental truth that advertising grows with GDP has not changed, and as their share of advertising gets bigger and bigger…”
Ben Inker Mar 30, 2020 ▶ 31:50 Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Nov 2, 2020 negative
What-if
Trigg: Buying Dell and Yahoo over Apple and Google damaged WCM
“We were buying Dell instead of Apple, eBay instead of Amazon, Yahoo instead of Google. I mean, those three trades alone would have had, had they been done differently, would have had dramatically different results for that domestic product.”
Mike Trigg Nov 2, 2020 ▶ 20:15 Mike Trigg – Defying the Fade at WCM (Capital Allocators, EP.162)
Mar 29, 2021 positive
Assertion Contradicted
Housenbold: Made eBay Google's first advertising customer in the world
“In that role, I also became Google's first customer in the world. Having ran AltaVista and competed with them, they were starting to monetize their search, and I became the first customer, and that really changed the trajectory for both Google and for eBay”
Jeff Hausenbold Mar 29, 2021 ▶ 11:03 Jeff Housenbold – Inside Softbank Vision Fund (Capital Allocators, EP.186)
Apr 19, 2021 positive
Assertion Not checkable as stated
Massey: Google was ground zero for evidence-based people analytics
“The people analytics world really blew up in the last, I don't know, 10 years or so. Google was ground zero and the tech world really kind of bought into this. We need to improve HR decision-making by being more evidence-based.”
Cade Massey Apr 19, 2021 ▶ 7:25 Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)
May 17, 2021 positive
Insight
Ariely: Human motivation factors drive impact across all industries, not just tech
“There are big differences about people care, and we can all imagine how people who care at Google are going to create a bigger impact, but no, people who care, it would manifest everywhere. So the things that we're capturing are Feeling appreciated. Feeling th…”
Dan Ariely May 17, 2021 ▶ 38:16 Dan Ariely – The Human Capital Factor (Capital Allocators, EP.195)
Jun 14, 2021
Assertion Supported
Milkman: Rigid routines harm exercise habit durability compared to flexible schedules
“We were startled to find that the rigidity was harmful. What we found is that that group, they went ever so slightly more often, they did sort of form a habit around going at that magic time, a little bit more often than the group that had had a more flexible …”
Katy Milkman Jun 14, 2021 ▶ 51:27 Katy Milkman – How to Change (Capital Allocators, EP.199)
Sep 30, 2021 neutral
Assertion Supported
Graña: The S&P 460's Returns Match Emerging Markets Exactly
“If you were to strip out the 40 most successful US stocks out of the S&P 500 and compare that to the, so the remaining S&P 460, I guess. The S&P 400 sixty's performance is actually bang in line with emerging markets. Bang in line with European markets. There's…”
Daniel Graña Sep 30, 2021 ▶ 37:37 Daniel Graña – Janus Henderson Investors Emerging Markets Equity (Manager Meetings, EP.13)
Nov 1, 2021 positive
Opinion
Singh: Uber's decentralized ownership drove global expansion over Lyft's comfortable culture
“Why is that? I'd argue that it was the cultural difference because they had all the same resources, they had the same people, and you had one culture that was so intense that was driven It treated every manager as a CEO of a business unit. You go run that, tha…”
Savneet Singh Nov 1, 2021 ▶ 20:45 Savneet Singh – The Operator/Investor whose Software is Feeding the World (Capital Allocators, EP.220)
Nov 29, 2021 bullish
Opinion
Cocke: Digital infrastructure is the Class A real estate of the 21st century
“I think that digital infrastructure, which is in the bite index, is 40 digital infrastructure businesses. So think data centers, fiber, towers, cable. I believe that is the class A real estate of the 21st century. It's incredibly recurring, inflation protected…”
Chas Cocke Nov 29, 2021 ▶ 49:29 Chas Cocke - From Allocator to Manager (Capital Allocators, EP.224)
Feb 7, 2022 positive
Insight
Larry Page mandated insane goals at Google to prevent incremental thinking
“He had a very simple philosophy, which was, I'm going to ask you to do insane things. And they are insane by default because If they're not insane, you're going to basically revert to status quo and you're going to come up with incremental ideas. And the only …”
Aydin Senkut Feb 7, 2022 ▶ 16:54 Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
Feb 7, 2022
Assertion Not publicly verifiable
Larry Page launched Google Research when the company had just 50 employees
“Exactly at 50 people at Google, Larry said, you know what, we need to move even faster, and if we only put engineers on projects as they become relevant, It's not fast enough and we're going to fall behind. So for the first time in the history of Google, he to…”
Aydin Senkut Feb 7, 2022 ▶ 49:39 Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
Feb 21, 2022 bullish
Assertion Not checkable as stated
Wolfe: Tech veterans from Stripe and Google are returning to Africa
“You have people that were born and raised in Nigeria and Ghana and Kenya who have gone to Silicon Valley and trained at Stripe and Google and Facebook and Amazon and are coming back, and they're coming back Sent to millionaires. They've made hundreds of millio…”
Josh Wolfe Feb 21, 2022 ▶ 1:02:07 Josh Wolfe – Caution and Innovation at Lux Capital, Venture is Eating the Investment World 8 (Capital Allocators, EP.236)
Mar 7, 2022 positive
What-if
Lamont: Google and Amazon wouldn't exist without 1990s internet mania
“If we hadn't had a mania, we wouldn't have funded things like Google and Amazon, some of the great companies of today.”
Annie Lamont Mar 7, 2022 ▶ 13:56 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
May 5, 2022 negative
Opinion
Drobny: Public ESG ETFs are filled with non-ESG companies like Amazon
“It's really hard to do in public markets, because when you look at these ESG ETFs, they're full of Amazon and Google and things that aren't really ESG.”
Steve Drobny May 5, 2022 ▶ 35:10 Steve Drobny – Where the World is Going at Clocktower Group (Manager Meeting, 30)
Jun 23, 2022 positive
Insight
Crypto assets are functional utilities, unlike passive traditional equities like Google
“When you hold Google stock, it's not an asset that gets sort of activated and used in a system, whereas in a crypto asset, it really is a useful asset a lot of the time.”
Olaf Carlson-Wee Jun 23, 2022 ▶ 24:51 Olaf Carlson-Wee – The Future of Crypto (EP.257, Crypto for Institutions 2 – EP.04)
Jun 27, 2022 positive
Opinion
Dixon: Hollywood understands Web3 and NFTs while Silicon Valley dismisses them
“People at Google and Facebook, in my experience, just don't get this stuff. Web two entrepreneurs just scratching their heads and they say it's all scams and fraud. They just don't get it. People in Hollywood get it. It's not weird to them. They've been sellin…”
Chris Dixon Jun 27, 2022 ▶ 38:30 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Jun 27, 2022 bearish
Prediction Not checkable as stated
Dixon: Google and Facebook will become low-growth legacy giants like IBM
“I think they're very likely going to become like IBM and HP and just chugging along and not really doing much new innovative stuff. They'll still be around and they'll still have their services, but I think that their relevance and growth are limited.”
Chris Dixon Jun 27, 2022 ▶ 14:27 Chris Dixon – Frameworks and Investing at Scale (EP.258, Crypto for Institutions 2, EP.05)
Aug 4, 2022 negative
Assertion Supported
Crypto startups cannot rely on Facebook or Google for customer acquisition
“Many of the traditional customer acquisition channels you can't use like Facebook and Google don't make it easy to advertise crypto things. You just can't use those channels.”
Avichal Garg Aug 4, 2022 ▶ 44:10 Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
Jun 12, 2023
Disclosure
Sacca: Invested $25K into Twitter while employed at Google
“I wrote a check into Twitter while I was still at Google for 25 K. And that was one of the things I needed that money back. So I would show up at the company and work my ass off to try and make it more valuable because that wasn't break off 25 to be polite sit…”
Chris Sacca Jun 12, 2023 ▶ 29:22 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Jun 12, 2023 positive
Assertion Supported
Sacca: Google published verbatim executive meeting notes for employees to subscribe to
“They were wildly transparent and their executive meetings, they had a note taker who would take the notes and then you could subscribe to the notes from that meeting. They would be published after the end of the meeting. And you could see almost like a script,…”
Chris Sacca Jun 12, 2023 ▶ 58:20 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Jun 12, 2023 negative
Insight
Sacca: Early angel deals fail when backing fixable companies over great ones
“The first few deals I did with my own individual money once I got out as an investor were garbage because they would come pitch me and I'm like, oh, I know how I can make this better because that's what I was used to doing at Google was just making things bett…”
Chris Sacca Jun 12, 2023 ▶ 30:41 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Jun 12, 2023
Disclosure
Sacca: Financed early angel investment in Photobucket using credit card checks
“At Google, I personally did the photo bucket investment using credit card checks.”
Chris Sacca Jun 12, 2023 ▶ 29:06 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Jun 12, 2023 positive
Assertion Partly supported
Sacca: Google's $6B spectrum bid established net neutrality rules for wireless networks
“We went from zero to within a year bidding six billion dollars on spectrum and attaching openness rules to wireless spectrum. That's why the wireless networks are net neutral. It was because of this big hand of poker we'd played.”
Chris Sacca Jun 12, 2023 ▶ 25:16 Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
Jun 26, 2023
Assertion Partly supported
Breitfelder: Google found moving top coders to bad managers collapses performance
“They ran studies where at Google there's a project called Project Oxygen where their hypothesis was maybe managers are so bad we should just eliminate the role. So let's test what are the characteristics of a great manager and does it even matter? And they fou…”
Matt Breitfelder Jun 26, 2023 ▶ 57:42 Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
Jun 26, 2023
Insight
Breitfelder: Debate without psychological safety causes wasted organizational energy
“Psychological safety must be inherent for a team to fulfill its total potentials for performance. Seems like an obvious point. But if you have debate but not psychological safety, there's a lot of wasted energy.”
Matt Breitfelder Jun 26, 2023 ▶ 58:21 Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
May 20, 2024 neutral
Disclosure
Tremblant Made and Lost Substantial Money on an Early BlackBerry Position
“We made a bunch of money in BlackBerry, and then we lost a bunch of money in BlackBerry. We were early, one of my partners was like, this mobility thing is going to scale much faster than people think, and the winners are going to be Apple and Google and Black…”
Brett Barakett May 20, 2024 ▶ 41:43 Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
May 27, 2024 neutral
Assertion Not checkable as stated
Google tried to acquire early Reddit for a YouTube commenting system
“It actually made us an acquisition offer. It was like an acqui-hire type thing, and Google wanted to roll Reddit into YouTube, and they were gonna make us this sort of YouTube commenting system.”
Alexis Ohanian May 27, 2024 ▶ 17:57 Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
Feb 3, 2025
What-if
Pompliano claims Google would have sold early for slightly more money
“Google, they just got a little bit more money offered to them early. They would have sold.”
Anthony Pompliano Feb 3, 2025 ▶ 49:10 Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
Sep 29, 2025 negative
Assertion Not checkable as stated
Morfit: Microsoft burned $4B to $6B annually chasing Apple and Google
“We could deduce that there was massive amounts of costs and losses being poured into these hardware initiatives. To the tune of four or five, six billion dollars a year that might be better spent driving Office three 65 in Azure instead of trying to chase the …”
Mason Morfit Sep 29, 2025 ▶ 28:29 Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
Dec 15, 2025
Assertion Not checkable as stated
Dicks Landed Microsoft, Salesforce, and Google as Consulting Clients in Six Months
“Within six months, I found myself working with Microsoft and Salesforce and Slack and Google.”
Matthew Dicks Dec 15, 2025 ▶ 23:51 Matthew Dicks – Storytelling Mastery (EP.477)
Mar 2, 2026 bullish
Disclosure
Baker: Fidelity led three Roku rounds when VCs feared Big Tech
“There's this company, Roku, no VCs would fund it, because every venture capitalist was worried about competition from Amazon, Google, and Apple. I was like, well, I'm really familiar with those companies. Competing with Roku, it is not on their top 50 list of …”
Gavin Baker Mar 2, 2026 ▶ 31:34 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Mar 2, 2026 neutral
Assertion Contradicted
Baker: Google JAX and Meta PyTorch teams fought publicly on X until leaders called truce
“The JAX team at Google got into a giant fight with the PyTorch team on Meta on X, and the heads of each company's respective AI division had to make a public truce and instruct their troops to stop fighting.”
Gavin Baker Mar 2, 2026 ▶ 1:03:00 Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
Mar 12, 2026 positive
Assertion Supported
Chainlink uses OpenAI, Anthropic, and Google models to reach data consensus
“Through our technology, we were able to have the AI models reach consensus on that single piece of data that is the share split 10 to one. OpenAI, yes. Anthropic, yes. Google, yes. We posted that on a blockchain as a unified golden record.”
Ryan Lovell Mar 12, 2026 ▶ 25:10 Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
Jun 8, 2026 bearish
Assertion Not checkable as stated
Jain: Over half of hyperscaler backlog stems from OpenAI and Anthropic
“Now we're getting more clarity that more than half of the backlog, hence probably the revenue too, Is coming from basically anthropic slash open AI. If you look at Google and Microsoft is more than half open AI. Amazon is more than half. So they invest with op…”
Rajiv Jain Jun 8, 2026 ▶ 35:48 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Jun 8, 2026 bearish
What-if
Jain: Google's operating margin would be single digits without depreciation changes
“If you look at Google, if they had not changed the depreciation policy, the margin would be high single digits, operating margin.”
Rajiv Jain Jun 8, 2026 ▶ 32:36 Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 700 episodes transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more