Google, every mention
304 scenes, the whole family · ← back to Google
tap a year for its mentions
every year anyone Ted Seides 115Josh Wolfe 21Tom Russo 20Chris Sacca 20Ashby Monk 17Chris Dixon 16Ben Inker 9Aydin Senkut 9Jonathan Tepper 8Ash Fontana 8
Verbatim, from the transcripts: the passages where Google comes up
Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510)
- ▶ 37:11 Baroness Dambisa Moyo He was deep tech, ex-Google, but also founded Qualtrics.
Contrarian Quality at GQG Partners – Rajiv Jain (EP.505)
- ▶ 0:15 Rajiv Jain When Google went public, I remember it was 2004, they were worth fifty billion market cap, but they're generating seven hundred million of free cash flow.
- ▶ 30:00 Rajiv Jain Google last score had ten billion dollar free cash flow. 4 times in the scene
- ▶ 35:55 Rajiv Jain If you look at Google and Microsoft is more than half open AI.
Operator-Led Private Equity at Ethos - Erik Brooks (EP.504)
- ▶ 37:31 Eric Brooks It is Disney, The Gap, Forbes, Google, Verizon, Brinks, you name it, across the spectrum.
Jeremy Grantham – Bubbles, Value Investing, and the Long Game at GMO (EP.493)
- ▶ 1:08:57 Jeremy Grantham That's how you get to the top of the old Google list, and that's how you get to the top of the AI list.
Ryan Lovell – Chainlink: The Infrastructure Pipes for Multi-Chain Finance (EP.491)
- ▶ 25:04 Ryan Lovell Google wasn't there, now Google's in the conversation, when six months ago they weren't in the conversation. 3 times in the scene
Katelin Holloway – Human Side of Venture Investing at 776 (EP.490)
- ▶ 53:36 Katelin Holloway He was at Google for 20 years. 2 times in the scene
Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489)
- ▶ 31:34 Gavin Baker So for instance, there's this company, Roku, no VCs would fund it, because every venture capitalist was worried about competition from Amazon, Google, and Apple.
- ▶ 54:00 Gavin Baker AI is different in that at every level of the stack, whether it's the frontier models, you have OpenAI, Anthropic, XAI competing with Google, whether it's semiconductors, at every level of semiconductors, the key competitors are both…
- ▶ 1:03:00 Gavin Baker 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.
Bobby Jain – Multi-Strategy Hedge Fund First Principles at Jain Global (EP.487)
- ▶ 36:41 Bobby Jain Many people would like to work at Microsoft and Google and Apple, and many people want to work at Stripe.
Jonathan Lewinsohn – Credit Microcycles at Diameter (EP.484)
- ▶ 23:43 Jonathan Lewinsohn We'll sell ads on the Google.
- ▶ 25:05 Jonathan Lewinsohn Then you can feel comfortable that not only do you have a really important company of consequence, the Metas, the Amazons, the Microsoft, the Googles,
Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480)
- ▶ 26:18 Ashby Monk Google then went and indexed the world. 2 times in the scene
- ▶ 27:39 Ashby Monk We can layer, just like Google Maps does, the different risk factors. 2 times in the scene
- ▶ 41:57 Ashby Monk You could imagine it as if Google is like, what search and ChatGPT is how?
- ▶ 59:12 Ashby Monk Google and Facebook and all of the accommodations they were making for engineers, dentists,
Top 5 of 2025: #4: Alex Sacerdote
- ▶ 26:44 Alex Sacerdote It's a lot like internet one point O when you had seven or eight search engines, and then later Google came out and crushed them all.
- ▶ 39:00 Alex Sacerdote Google's doing it, using a massive self-learning LLM to target 30,000 times more effectively than the old CPU-based systems.
Matthew Dicks – Storytelling Mastery (EP.477)
- ▶ 23:51 Matthew Dicks Within six months, I found myself working with Microsoft and Salesforce and Slack and Google.
Josh Wolfe & Brett McGurk – Venture, Geopolitics, and the Next Frontier (EP.476)
- ▶ 38:27 Josh Wolfe One of them in preview is memory, and one is Google. 9 times in the scene
- ▶ 39:51 Josh Wolfe Google, 20 years ago, looked at Microsoft's main cash cow of Office, PowerPoint, Excel, Word, and Outlook, and they gave it all away for free, because they could, because they have this advertising model in search.
- ▶ 40:03 Josh Wolfe Google can give away Gemini, which was the laughing stock when it was called Bard about two years ago.
- ▶ 40:13 Josh Wolfe Young companies run on G Suite.
- ▶ 40:15 Josh Wolfe I allow it and trust it to search my Google Drive and my files and my Gmail and so forth.
- ▶ 44:49 Josh Wolfe He goes to Meta, builds a group, has fifty million a year of budget, builds a twelve-person team, is competing with AlphaFold DeepMind, publishes a paper on protein structure prediction. 2 times in the scene
- ▶ 48:55 Josh Wolfe Compute, you used to have to go, have a data center, then you went to co-located, then you went to cloud, going from an CapEx decision to an OpEx decision, treating it like utility that you can get off of Amazon or Azure, Microsoft or…
Mason Morfit and Rob Hale – Quiet Activism at ValueAct (EP.462)
- ▶ 28:17 Mason Morfit And so with Google, they went after Bing because that was hot, and so they poured tons of money into these initiatives that were not accurately tracked by the existing financial reporting systems of Microsoft, but you could triangulate… 2 times in the scene
- ▶ 28:43 Mason Morfit 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 iPhone or chase the Google search dream.
Jack Kokko – Building the Google of Finance at AlphaSense (EP.461)
- ▶ 0:38 Ted Seides My guest on today's show is Jack Koko, co-founder and CEO of AlphaSense, the market intelligence platform often described as Google for finance.
- ▶ 5:30 Jack Kokko And back in those days, you already started to have technology for consumers where I had Google to search the internet.
- ▶ 5:58 Jack Kokko In the early days, we even called it, I forgot if it was us calling it, or clients first calling it, Google for finance, or Google for analysts. 2 times in the scene
Michael Ovitz – Reinventing Talent and Building Momentum at Treville (EP.455)
- ▶ 24:45 Michael Ovitz There was no Google.
- ▶ 40:12 Michael Ovitz He had built a really nice little credit business, but when I started Googling him, he had very few hits and
Friends Reunion 3 – Five Allocators Riff on Investing (EP.454)
- ▶ 42:05 Jon Harris Somebody said if you're over 50, you basically use ChatGPT as an enhanced Google, and I think it's great.
Ben Forman – Unlocking Blockchain's Potential (EP.441)
- ▶ 41:17 Ben Forman So you've seen a lot of experiments here, a company that is basically paying people to attach a dash cam onto their automobile, and drive around and collect data in real time, similar to what Google Maps would create on what's happening on… 2 times in the scene
Anthony Pompliano – Building Influence and Capital to Live an Extraordinary Life (EP.430)
- ▶ 15:00 Anthony Pompliano They flew me out there to do the final interviews, and on the way to the airport, I bought on Kindle the art of product management, which I had Googled around and found that was the best product management book, and I read the full thing…
- ▶ 49:10 Anthony Pompliano So I always laugh that Google, they just got a little bit more money offered to them early.
Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
- ▶ 21:45 Mitchell Green It's going to be the next Google. 2 times in the scene
Striking Oil – CrownRock by Lime Rock Capital (EP.428)
- ▶ 4:25 Ted Seides When you think about the greatest private equity deals of all time, names like Google, Facebook, Uber, Dell, and Hilton might come to mind.
Chris Heller - Ten Years of Weird Alternatives (EP.420)
- ▶ 38:27 Chris Heller So, how do we think about owning powered land, and the hyperscalers, the Googles, the AWSs of the world, need to build many more data centers, and they need pad-ready land to build data centers very quickly, and that land is a very small
Brad Briner - Family Office to Public Service (EP.413)
- ▶ 6:45 Ted Seides After reading about Google's Notebook LM, I uploaded the book and downloaded a twelve-minute AI-generated podcast discussing it.
- ▶ 10:06 Ted Seides So don't spread the word about Google Notebook LM just yet, but do feel free to let your friends know that you first listened to a book summary right here on the Capital Allocators podcast.
Matt Miller – Crossing the Energy Divide at Grey Rock (EP.412)
- ▶ 5:51 Ted Seides After reading about Google's Notebook LM, I uploaded the book and downloaded a 12 minute AI generated podcast discussing it. 2 times in the scene
- ▶ 28:09 Matt Miller Well, if you think about it this way, hey, I'm a Google or I'm a Meta, and I want to be a hundred percent renewable power, but my data center might sit in Illinois next to a coal plant.
Todd Simkin - Game of Trading at Susquehanna (EP.399)
- ▶ 34:47 Ted Seides Susquehanna famously has never taken outside capital, and now you can Google search and say, even though it's a big mystery, sort of how big Susquehanna is, it's very, very large.
- ▶ 37:10 Todd Simkin People know that if you go to Google, you're going to be working as a technologist, and they think they know what that means.
Jennifer Prosek – Nailing the Narrative (EP.396)
- ▶ 1:01:36 Jennifer Prosek The guy at Google who hired the first 5000 people, and he said the difference between an average engineer and a rockstar engineer is billions of dollars, and that is true.
Yann Robard - Liquidity Solutions for Private Capital at Dawson (EP.392)
- ▶ 17:28 Yann Robard I mean, sometimes we call ourselves a Google of private equity, because we're always coming up with new ideas, new financial
- ▶ 31:24 Yann Robard When you start selling a share of Google or Walmart at the end of the day, that's a secondary.
Graham Weaver – People-Driven Private Equity at Alpine (EP.391)
- ▶ 43:40 Graham Weaver There's Google searches.
Alexis Ohanian – From Reddit to 776, a Technology Company that Deploys Venture Capital (EP.388)
- ▶ 17:42 Alexis Ohanian Not even 10 months in, we're out at Google's headquarters and Chris Saka, who's gone on to be a prolific investor. 3 times in the scene
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 41:47 Brett Barakett 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 BlackBerry, and the losers are going to be Nokia and Sony, and so we had…
- ▶ 46:35 Ted Seides It's very hard to know anything different from anyone else about a Google, for example.
Chris Dixon - Empty Rooms: Web3 After the Fall (EP.380)
- ▶ 8:50 Chris Dixon And then over the following decades, new services were created like Facebook and Twitter and Google. 4 times in the scene
- ▶ 15:26 Chris Dixon Google shut down their Google reader software, which is the most popular RSS reader.
- ▶ 15:26 Chris Dixon Google shut down their Google reader software, which is the most popular RSS reader.
- ▶ 27:23 Chris Dixon Google's IPO changed that.
- ▶ 55:08 Chris Dixon If you're Google Cloud, this is another service you can sell.
Shiloh Bates – CLO Investing at Flat Rock Global (EP.379)
- ▶ 9:26 Shiloh Bates If you wanted to learn about CLOs a different way, you could do Google searches, and there's tons of different articles, but I tried to make this book the one-stop shop, if you will, for all your CLO knowledge needs.
Nigel Dawn - Secondaries in Private Markets (EP.378)
- ▶ 8:33 Nigel Dawn I Googled secondary buyers, came up with a number of names, and then ran a small auction in 2001.
Blythe Masters - Fintech Innovation at Motive Partners (EP.376)
- ▶ 41:34 Blythe Masters Our thesis around wealth is the analogy to it is what happens in the world of advertising and search with the advent of Google and what happened in the world of e-commerce and then
Brad Jacobs – Masterclass on Leadership and Management (EP.368)
- ▶ 1:17:51 Brad Jacobs He's the head of a big AI project at Google, and he's a big thinker.
Sanjay Ayer – Think Different and Get Better at WCM (EP.366)
- ▶ 44:19 Sanjay Ayer Very different for an industrial company, a railroad versus a tech company like a Google.
Brian Christiansen – High-Conviction Growth Investing at Sands Capital (EP.361)
- ▶ 51:05 Brian Christensen If you go throughout history, Amazon with Jeff Bezos is a great example, or Walgreens, that was entrepreneurial and family run, or Walmart is also a fantastic example of that, or many of the tech platforms, for example, Google.
Rick Heitzmann – New York Venture Investing at FirstMark Capital (EP.350)
- ▶ 22:03 Rick Heitzman So fast forward to now, Google, Microsoft, all the biggest companies, this is a huge engineering headquarters where Google has several million square feet, where they're putting more and more engineers. 5 times in the scene
- ▶ 55:22 Rick Heitzman It's happening now, even if you look at your Google map of what do you see on the street and how that works, you're going to have more and more computers on you.
Allison Thacker – Different Perspectives and Different Assets at Rice University (EP.348)
- ▶ 11:46 Allison Thacker But I also got to see the Netflix IPO, and I saw the NetSuite IPO, and I saw the Google IPO, and did the first Dutch auction bids,
Isaac Corre – Event-Driven Investing at Governors Lane (EP.344)
- ▶ 23:37 Isaac Corre Attention that it needs while Amazon and Google are all about the internet of things and they're coming up with these really cool products.
Alan Forman – Yale Endowment Real Estate (EP.340)
- ▶ 6:16 Ted Seides So the next time you buy a device, or a family member, colleague, friend, casual acquaintance, or random person you meet in the store is about to buy one, and whether that device is from Apple, Google, Dell, IBM, or even the classic ENIAC,…
Michael Carmen – Late-Stage Private Investing at Wellington (EP.332)
- ▶ 24:26 Michael Carmen It's just been a lot of stuff around the edges, and now it looks like in terms of what OpenAI is doing with ChatGBT, and now we have BARD from Google, and there'll be many other versions, is we're starting to see those applications…
- ▶ 24:26 Michael Carmen It's just been a lot of stuff around the edges, and now it looks like in terms of what OpenAI is doing with ChatGBT, and now we have BARD from Google, and there'll be many other versions, is we're starting to see those applications…
Matt Breitfelder – Optimizing Investment Performance through Human Capital (Capital Allocators, EP.323)
- ▶ 57:37 Matt Breitfelder And Google's been a pioneer of this. 4 times in the scene
Chris Sacca – Hustling to Save the Planet at Lowercarbon (Capital Allocators, EP.321)
- ▶ 5:48 Ted Seides We cover his transition to Google, foundations of his investing philosophy at lowercase, and work today at Lower Carbon.
- ▶ 20:17 Ted Seides Let's touch a little bit on your experience at Google, because you've had all these hustles, you land at Google, you're running businesses. 4 times in the scene
- ▶ 24:43 Chris Sacca Within Google, I had the opportunity to start stuff, and so I did. 7 times in the scene
- ▶ 24:51 Chris Sacca We acquired what became Google Maps, Google Earth, Google Talk, location-based stuff.
- ▶ 24:51 Chris Sacca We acquired what became Google Maps, Google Earth, Google Talk, location-based stuff. 2 times in the scene
- ▶ 24:51 Chris Sacca We acquired what became Google Maps, Google Earth, Google Talk, location-based stuff. 3 times in the scene
- ▶ 30:48 Chris Sacca 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 better. 3 times in the scene
- ▶ 36:34 Chris Sacca I had some exposure to the publicly switched telephone network and trying to code for it back building Google talk and some of our chat products, but I was looking at it with completely fresh eyes with Uber.
- ▶ 53:17 Chris Sacca I told the Dropbox guys that Google was going to crush them because we already had G Drive internally.
- ▶ 53:17 Chris Sacca I told the Dropbox guys that Google was going to crush them because we already had G Drive internally.
- ▶ 1:09:01 Chris Sacca I'm a seed stage, early stage guy, so that's a couple hundred deals maybe, something in that realm, and maybe add 50 from time at Google.
Jim Falbe – Modern Value Investing at Saguaro (Capital Allocators, EP.320)
- ▶ 8:28 Jim Falbe And I Googled him like anyone else and very quickly was captivated by his wit and his wisdom, not just in investing, but life.
- ▶ 52:47 Jim Falbe Amazon and Google and MasterCard and Visa all happened to be discounted when we launched, and so we actually weren't excited about that because, oh, well, our portfolio is not that differentiated.
Kiyan Zandiyeh – Empty Rooms: Venture Capital on the Emerging Frontier at Sturgeon Capital (Capital Allocators, EP.317)
- ▶ 24:26 Kiyan Zandiyeh And that really they're coming back to the country because they believe that the opportunity set for themselves is larger than if they were to earn a pretty good salary working at Google or Microsoft.
Richard Craib – Crowdsourcing Data Science for Returns at Numerai (Capital Allocators, EP.314)
- ▶ 5:04 Richard Craib There was just about to be the Google DeepMind acquisition.
- ▶ 14:50 Richard Craib Just in a similar way, the people at Google Translate, who are working on Google Translate, do not know all the languages. 3 times in the scene
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 20:42 Ashby Monk Google has indexed the planet. 4 times in the scene
- ▶ 23:49 Ashby Monk By the way, you still get rerouted sometimes when you're navigating to the burger joint, because Google realizes something about where it's telling you to go. 2 times in the scene
- ▶ 41:33 Ted Seides What's the low hanging fruit that you've seen in a non-investment technology company, whether it's a Google or a startup, that you're just waiting for an asset owner organization to adopt?
Mario Giannini & John Toomey – Private Equity Panel (Capital Allocators EP.309)
- ▶ 14:12 Mario Giannini Everyone tells me, well, hey, Google was formed during the Great Recession,
William Orum – Mission-Aligned Allocation at Capricorn (Climate Solutions EP.2, Capital Allocators EP.301)
Anthony Scaramucci – Another Winter and Another Rebirth (Capital Allocators, EP.292)
- ▶ 35:53 Anthony Scaramucci And that was obviously a really stupid decision because the ensuing 22 years, the sector of technology, which includes Facebook and Amazon and Apple Computer and Google, that sector is arguably one of the best investments in US economic…
Sachin Khajuria – Two and Twenty, An Insider's Take on Private Equity (Capital Allocators, EP.285)
- ▶ 25:51 Sachin Khajuria Microsoft, Alphabet, Google, etc.
Annie Duke – The Power of Quitting (Capital Allocators, EP.273)
- ▶ 53:52 Annie Duke And it gives us a clue to one of the first ways to think about quitting well, and it's a mental model that I absolutely love that comes from Astro Teller, who's the CEO, otherwise known as Captain of Moonshots, over at Axe, which is the…
Allan Jean-Baptiste and Marco DeMeireles – Under-covered Venture Markets and Teams at Ansa Capital (Manager Meetings, EP.36)
- ▶ 4:44 Alan Jean-Baptiste After college, I joined Goldman's TMT banking team before moving to San Francisco to become an early member of the team at Capital G, Google's Growth Equity Fund.
Brent Montgomery – The Disney Flywheel at Wheelhouse (Capital Allocators, EP.265)
- ▶ 20:32 Brent Montgomery You Google, 1957 Walt Disney business model.
page 1 of 4 · 100 scenes per page · newest episode first next →