Google, every mention
70 scenes (said by Ted Seides), 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
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.
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.
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
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.
Brett Barakett - Digging for the Puck at Tremblant Capital (EP.386)
- ▶ 46:35 Ted Seides It's very hard to know anything different from anyone else about a Google, for example.
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,…
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
Ashby Monk – Investor Identity, Navigation, and Resilience (Capital Allocators, EP.312)
- ▶ 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?
Avichal Garg – Programmer-Centric Crypto Investing at Electric (Manager Meetings, EP.34)
- ▶ 4:53 Ted Seides He's been a successful serial entrepreneur with executive experience at Google and Facebook,
Aydin Senkut – Tenacious Sourcing and Founder Support at Felicis, Venture is Eating the Investment World 6 (Capital Allocators, EP.234)
- ▶ 5:46 Ted Seides Experience as the first international product manager at Google, and transition into angel investing and founding Felicis.
- ▶ 12:59 Ted Seides and you found your way to Google early on. 14 times in the scene
- ▶ 20:18 Ted Seides So I'm curious when you got through those years at Google, what was your decision process at that point in time when you left of what to do next and why you decided to leave and move on? 6 times in the scene
Sean O'Sullivan – Start-up Development at SOSV, Venture is Eating the Investment World 3 (Capital Allocators, EP.231)
- ▶ 13:48 Ted Seides And where does that company sit relative to maybe more commonly today you think of Waze and Google Maps?
David Rosenthal and Ben Gilbert – Acquiring an Industry. Venture is Eating the Investment World 1 (Capital Allocators, EP.229)
- ▶ 38:30 Ted Seides What's been the place in this ecosystem for all of these technologists that have done incredibly well because they were early at Google or Facebook or Amazon and they have capital and they want to be involved.
Cade Massey – People Analytics in Investing and the NFL (Capital Allocators, EP.190)
- ▶ 4:59 Ted Seides Along the way, we touch on stories from his work with Google, Wharton's MBA admissions, and Teach for America.
Annie Duke – How to Decide (Capital Allocators, EP.156)
- ▶ 55:03 Ted Seides How do you more clearly define what is an appropriate category regime shift as opposed to just, well, if I say I'm a value investor and I love a growth stock, so it's one thing to say, I'm a value investor, I don't invest in Google, but… 2 times in the scene
Ben Inker – Value Investing at GMO (First Meeting, EP.17)
- ▶ 34:55 Ted Seides To what extent, when you have this growth, and we think of the tech giants, when you think of Google and advertising and obviously Amazon and commerce, even if growth slows down, whether it's a few years out or 15 or 20 years out, you end…
Ted Seides – A Rational Reminder (Capital Allocators, EP.121)
- ▶ 43:09 Ted Seides I think there's been a pleasant surprise, and you sort of mentioned it in Google searching my name.
Michael Novogratz – Galaxy Digital (First Meeting, EP.06)
- ▶ 35:08 Ted Seides And so you think about Amazon web services and Google cloud or whatever it is.
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
- ▶ 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
- ▶ 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
Paul Black - Gratitude, Fun, and Growth Stocks (Capital Allocators, EP.51)
- ▶ 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]
- ▶ 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)
- ▶ 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)
- ▶ 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)
- ▶ 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)
- ▶ 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)
- ▶ 1:09:32 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)
- ▶ 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)
- ▶ 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)
- ▶ 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.
Brett Barth – Asset Allocation for Families (Capital Allocators, EP.03)
- ▶ 58:11 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.
André Perold – Academic Practitioner (Capital Allocators, EP.02)
- ▶ 53:50 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.
Steven Galbraith – Five Tool Player (Capital Allocators, EP.01)
- ▶ 1:16:00 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.