Google, every mention

18 scenes (2026), the whole family · ← back to Google

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every year 2026 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

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Economic Growth, Governance, and Capital Allocation – Dambisa Moyo (EP.510) Jul 13, 2026 · 1 mention

Contrarian Quality at GQG Partners – Rajiv Jain (EP.505) Jun 8, 2026 · 6 mentions

  • ▶ 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) Jun 1, 2026 · 1 mention

  • ▶ 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) Mar 23, 2026 · 1 mention

  • ▶ 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) Mar 12, 2026 · 3 mentions

  • ▶ 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) Mar 9, 2026 · 2 mentions

Gavin Baker – Truth-Seeking and Crossover Investing at Atreides (EP.489) Mar 2, 2026 · 3 mentions

  • ▶ 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) Feb 16, 2026 · 1 mention

  • ▶ 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) Feb 2, 2026 · 2 mentions

Ashby Monk – Total Portfolio Approach and the Future of Asset Owners (EP.480) Jan 12, 2026 · 6 mentions

  • ▶ 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,
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