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
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
Michael Mauboussin – Consilient Observations in a Crisis (Capital Allocators, EP.127)
- ▶ 34:47 Michael Mauboussin Now, as you know, you can Google bias or behavioral finance, and you're going to get, I think there are a 150 biases people talk about now, right?
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
- ▶ 23:36 Benjamin Felix If you Google your name that, uh, maybe your podcast comes up more than the bet now, but after the bet with Buffett, it would be easy to label you as someone that does not believe that investing in index funds is a good thing just because…
- ▶ 43:09 Ted Seides I think there's been a pleasant surprise, and you sort of mentioned it in Google searching my name.
Gregory Zuckerman – Decoding Renaissance Medallion (Capital Allocators, EP.119)
- ▶ 47:16 Gregory Zuckerman They compete with Facebook and Google. 2 times in the scene
Kip McDaniel – How to Get an Allocator's Attention (Capital Allocators, EP.115)
- ▶ 54:00 Kip McDaniel We don't want people to be able to Google it because we want it to be set on stage first.
Jason Karp – From Hedge Funds to Health and Wellness at HumanCo (First Meeting, EP.12)
- ▶ 47:28 Jason Karp Things like Google Trends, but there's a lot of them, where we can tell you on a real-time basis what the fastest growing trends are in terms of actual consumption and search behavior on things like keto, intermittent fasting, paleo, vegan.
Ash Fontana – Investing in Artificial Intelligence at Zetta Ventures (First Meeting, EP.11)
- ▶ 20:34 Ash Fontana This was about 1015 years ago when Netflix, Amazon, Google started to use artificial intelligence to make better recommendations and personalize their products for you. 2 times in the scene
- ▶ 35:14 Ash Fontana Very, very good tools provided by Google, and Amazon, and all these other companies to sort of take a model off the shelf, feed it a bunch of data, and generate a prediction.
- ▶ 1:02:44 Ash Fontana Don't get me wrong, like, DeepMind is an amazing institution, and Google has a huge amount of talent, and so does Amazon and Facebook and Microsoft and whatnot.
- ▶ 1:03:36 Ash Fontana Another company called Bebop that sold to Google Cloud, and we invested a lot in tooling at the start of the fund, and then as we moved into the second fund, a lot of these big companies like Google released TensorFlow, and Amazon released… 2 times in the scene
- ▶ 1:03:36 Ash Fontana Another company called Bebop that sold to Google Cloud, and we invested a lot in tooling at the start of the fund, and then as we moved into the second fund, a lot of these big companies like Google released TensorFlow, and Amazon released…
- ▶ 1:10:27 Ash Fontana That'd be great, and if Google Reader still existed, I'd probably prefer to do that, but they don't, and the proxy for that now, the way that you do that now is through Twitter.
Jonathan Tepper - Variant Perception of Capitalism (Capital Allocators, EP.110)
- ▶ 29:28 Jonathan Tepper So Google and Facebook essentially are an ad duopoly in terms of the ad market. 7 times in the scene
- ▶ 42:09 Jonathan Tepper But even moving beyond price, so in the case of the digital giants, Facebook's free, Google's free, so like, who's complaining?
Matt Whineray – Leading New Zealand Super Fund (Capital Allocators, EP.108)
- ▶ 55:32 Matt Whineray So, big group of investors who are concerned about this issue where, and so that engagement is with the likes of Facebook and Google and Twitter, aimed specifically at preventing that distribution and live streaming of those things.
Eric Ries – Lean Start-Ups and the Long-Term Stock Exchange (Capital Allocators, EP.107)
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 20:49 Mike Novogratz And so I did like a two minute, ah, you know, 15 minute, 20 minute scan on Google and started looking at it and started asking my guys on the desk and a couple of them hadn't heard about it and surmised really quickly that this is a…
- ▶ 33:44 Mike Novogratz Amazon's cloud, Google's cloud, Alibaba's cloud, take their cloud earnings, put a market cap.
- ▶ 35:08 Ted Seides And so you think about Amazon web services and Google cloud or whatever it is.
Ash Williams – Florida SBA's Reigning Chief (Capital Allocator, EP.104)
- ▶ 58:23 Ash Williams It's the same region where Google is.
Patrick O'Shaughnessy – O'Shaughnessy Asset Management (First Meeting, EP.01)
- ▶ 45:46 Patrick O'Shaughnessy So it's not just VC and startup, but big public technology companies like Microsoft and Google and Amazon and asking whether or not we can apply those principles to a very simple old school asset management business.
- ▶ 50:08 Patrick O'Shaughnessy So if you're looking for something, ask a big group of people, you're going to get far better results than the best Google search or whatever.
- ▶ 52:01 Patrick O'Shaughnessy We own the intellectual property, so that's a really important piece, that for finance professionals might be a barrier, but for people that are sort of from different walks, we've got really interesting computer scientists, ex-Google and…
Khe Hy – Radical Shift from Investing to Purpose (Capital Allocators, EP.101)
Paul Rabil - Lacrosse and Entrepreneurship (Capital Allocators, EP.95)
- ▶ 25:50 Paul Rabil So while people used to grow up in the same market where they lived the rest of their lives and go to the local ballpark, and they had that geographical affinity because teams and leagues were far bigger than athletes, you fast forward to…
- ▶ 33:55 Paul Rabil We were certain we were going to get a network deal, because we had all the interests from CBS, NBC, Fox, Turner, ABC, Google, Amazon, Facebook, and Twitter.
Manny Friedman – EJF on Economic Opportunity Zones (EP.91)
- ▶ 14:42 Manny Friedman Google is just moving 20,000 AI people to the tip of New York. 2 times in the scene
- ▶ 36:05 Manny Friedman You're probably going to have lots of people, lots of funds who want to give you money, and raising money, raising capital is the honey that starts all of it, is the catalyst that makes it work, and if Uber can't raise money, if Amazon…
Thomas Russo – All About Google (Capital Allocators, EP.90)
- ▶ 4:19 Ted Seides This week, we continue the conversation with his newest holding in Google. 3 times in the scene
- ▶ 5:13 Tom Russo Well, it's Google 14 times in the scene
- ▶ 11:01 Ted Seides When did you start paying careful attention to Google or the ecosystem? 4 times in the scene
- ▶ 14:10 Ted Seides How do you think about Google 10 or 20 years from now? 7 times in the scene
- ▶ 17:30 Ted Seides Everything you've said, except for the comparison to a tiny little aperitif that could grow multiple, multiple times, makes it sound like, well, Google, 7 times in the scene
- ▶ 21:17 Tom Russo Amazon, what's intriguing about Amazon, at least as a consumer for my purposes, and you mentioned Sequoia Fund, ironically, because they actually, I was an analyst there, as you know, and today the analysts there are deeply involved with… 4 times in the scene
- ▶ 23:23 Ted Seides So when you watch a stock like Google, and clearly outside of this antitrust concern, you've been interested in it for a while. 4 times in the scene
- ▶ 29:30 Ted Seides And so within Google, do you try to assess how good they are at that? 2 times in the scene
- ▶ 34:01 Tom Russo And at some level, Google stands out on that.
Thomas Russo – All About Berkshire Hathaway (Capital Allocators, EP.89)
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
- ▶ 53:36 Tim McCusker Two of the biggest companies in the world, Google and Amazon, didn't exist.
Annie Duke – Thinking More in Bets (Capital Allocators, EP.76)
- ▶ 15:44 Annie Duke So you're looking through Google News, and you're seeing the stuff that agrees with you, and you don't see the stuff that doesn't agree with you so much.
Karl Scheer – Competing Sensibly as CIO of the University of Cincinnati (EP.74)
- ▶ 14:15 Karl Scheer If you think about the advantages to a venture capital firm of having taken Google public and having,
Stephen McKeon – Professor of Crypto Security Tokens (Capital Allocators, EP.69)
- ▶ 56:34 Stephen McKeon If you're Google, like, you don't want to sign on to Microsoft's centralized standard and vice versa.
Josh Wolfe – Seeing the Lux (Capital Allocators, EP.65)
- ▶ 29:32 Josh Wolfe We already have Alexa, et cetera, and Google now, uh, as voice assistants.
- ▶ 33:00 Josh Wolfe Amazon and Google and a whole slew of other venture funds that participated, and I joined the board.
Anthony Scaramucci – It's Called a Mooch (Capital Allocators, EP.60)
- ▶ 27:03 Anthony Scaramucci You want to build a new search engine, your name is Google, you come to Wall Street and venture capital and raise money.
Peter Troob – Monkey Business in High Yield (Capital Allocators, EP.59)
- ▶ 35:51 Peter Troob And I'm not begrudge anyone to buy Apple or Google or Facebook.
Brian Portnoy – From Complex to Simple (Capital Allocators, EP.57)
- ▶ 56:29 Brian Portnoy And if we accept that 15 to 20 years ago, Google wasn't a thing, and we fold forward 15 to 20 years, and, and, you know, the conversations you have with certain entrepreneurs, and the world's so fascinating, but it's also so unpredictable,…
Tom Lydon – ETF Trends (Capital Allocators, EP.56)
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 40:00 Paul Black We really believed in this wide moat stuff, so we were buying these wide moat businesses, and we really believed in evaluation, you gotta get them cheap, so we were buying Yahoo instead of Google, and this isn't a 20 stock portfolio, right? 2 times in the scene
- ▶ 43:46 Ted Seides So the notion is supposed to be that value stocks work because they're boring and nobody pays attention to them, and growth stocks, you do get the Google or the Amazon every now and then, but on average, that the growth stocks underperform…
It's Not About the Money (Capital Allocators, EP.45)
- ▶ 53:12 Ted Seides You know, Facebook and Amazon or Google are big businesses now, and if they want to hire a programmer, they're not paying a programmer. 2 times in the scene
Annie Duke - Improving Decision Making [Capital Allocators, EP.39]
- ▶ 39:02 Annie Duke You can Google them.
- ▶ 1:03:58 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Seth Masters – Investment Polymath (Capital Allocators, EP.38)
- ▶ 23:41 Seth Masters First, everybody's first choice seems to be to get a job at Google.
- ▶ 1:09:25 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Bill Spitz – Seasoned Commodore (Capital Allocators, EP.37)
- ▶ 53:08 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Michael Mauboussin – Active Challenges, Rational Decisions and Team Dynamics (Capital Allocators, EP.36)
- ▶ 1:15:49 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Margaret Chen – Leadership and Outsourcing the Investment Office (Capital Allocators, EP.35)
- ▶ 56:24 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Deep Dive into Hedge Funds (Capital Allocators, EP.34)
- ▶ 56:40 Patrick O'Shaughnessy Typically great mentorship, a proven track record, um, they're probably going to do well, and to use an analogy from another industry, this has been written about a lot recently, um, if you think at, uh, Marissa Mayer's, uh, tenure at…
- ▶ 1:21:30 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Chris Acito – Credit Where Credit is Due (Capital Allocators, EP.33)
- ▶ 1:03:57 Ted Seides If you've liked what you've heard, please write a review on iTunes or Google Play to help others find out about the show.
Paul Johnson and Paul Sonkin – The Perfect Investment (Capital Allocators, EP.32)
- ▶ 1:02:46 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Meredith Jenkins – A Path to Trinity (Capital Allocators, EP.31)
- ▶ 56:04 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Larry Mestel – Making Music Royalties Sing (Capital Allocators, EP.30)
- ▶ 43:24 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Ashby Monk – Asset Giant Futurist (Capital Allocators, EP.29)
- ▶ 21:06 Ashby Monk He's recruited this guy who was an early hire at Facebook and Google, and he's building what looks like a very experienced entrepreneurial team to help scale businesses.
- ▶ 24:49 Ashby Monk And if I remember the first time I put the search term sovereign wealth fund into Google scholar in 2007 zero, it might've been 2006, but literally zero papers have been written.
- ▶ 1:04:52 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Jason Klein – Investing to Cure Cancer (Capital Allocators, EP.28)
- ▶ 55:07 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Ellen Ellison – Playing to Your Strengths (Capital Allocators, EP.27)
- ▶ 51:07 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
David Barrett – Searching for Leaders (Capital Allocators, EP.26)
- ▶ 44:24 Ted Seides If you've liked what you've heard, please rate review on iTunes or Google Play to help others find out about the show.
Scott Malpass – The Fighting Irish's Twelfth Man (Capital Allocators, EP.25)
- ▶ 38:37 Scott Malpass You know, the Googles, you know, the Facebooks.
- ▶ 1:24:30 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Jim Dunn – Protect, Perform, Provide (Capital Allocators, EP.24)
- ▶ 1:08:14 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Dan Egan – Better Investment Outcomes (Capital Allocators, EP.23)
- ▶ 1:07:35 Ted Seides If you've liked what you've heard, please write a review on iTunes or Google Play to help others find out about the show.
Chatri Sityodtong – Warrior Spirit (Capital Allocators, EP.22)
- ▶ 1:08:47 Chatri Sityodtong You can just Google one championship, or you can Google me, and you can stay, stay abreast, but at least in Asia, it's kind of hard to miss us. 2 times in the scene
- ▶ 1:09:32 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Richard Lawrence – Compounding in Asia (Capital Allocators, EP.21)
- ▶ 1:03:09 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Kip McDaniel – CIO Whisperer (Capital Allocators, EP.20)
- ▶ 30:53 Kip McDaniel I got one, uh, last week, a text from someone, number I didn't know, telling me to Google something.
- ▶ 1:11:46 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Dan Schorr – Death, Ice Cream, and Entrepreneurship (Capital Allocators, EP.19)
- ▶ 16:39 Dan Schorr And I Googled on my phone and was like, vice cream can't be available.
- ▶ 56:31 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google play to help others find out about the show.
Thomas DeLong – Authentic Leadership (Capital Allocators, EP.18)
- ▶ 59:26 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Adam Blitz – Inside Hedge Fund Allocation (Capital Allocators, EP.17)
- ▶ 1:06:54 Ted Seides If you've liked what you've heard, please write a review on iTunes or Google Play to help others find out about the show.
Thomas Russo – Buy and Hold...and Then What (Capital Allocators, EP.16)
- ▶ 1:03:33 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Chris Douvos – Venture Capital's Super LP (Capital Allocators, EP.14)
- ▶ 36:09 Chris Douvos So you look at Google, right?
- ▶ 1:14:25 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Andrew Golden – Beyond the Long Term (Capital Allocators, EP.13)
- ▶ 1:17:07 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Mario Therrien – The Canadian Pension Model (Capital Allocators, EP.12)
- ▶ 54:09 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play.
Larry Kochard – Endowment Professor (Capital Allocators, EP.11)
- ▶ 1:09:44 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
David "Bull" Gurfein - Interdisciplinary Lessons from the Marines (Capital Allocators, EP.10)
- ▶ 1:17:34 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Jeffrey Solomon – Vision, Tenacity, and Empathy (Capital Allocators, EP.09)
- ▶ 59:09 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Charley Ellis – Multiple Ways to Win (Capital Allocators, EP.08)
- ▶ 1:15:32 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Jennifer Heller – Thinking it Through (Capital Allocators, EP.07)
- ▶ 35:45 Ted Seides It's been very hard for anyone to know that you should have owned Google and Facebook and Amazon, and if you didn't, you're probably going to underperform the S&P.
- ▶ 58:18 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Josh Brown – When Witchcraft Failed (Capital Allocators, EP.06)
- ▶ 1:09:52 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
The Bet with Buffett (Capital Allocators, EP.05)
- ▶ 53:26 Ted Seides They buy Google.
- ▶ 1:14:37 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.
Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
- ▶ 1:05:11 Ted Seides If you've liked what you've heard, please rate a review on iTunes or Google Play to help others find out about the show.