Google, every mention
34 scenes (2019), the whole family · ← back to Google
tap a year for its mentions
every year 2019 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
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.