also referred to as: alphabet
includes Google Search, Google Cloud, Google Gemini, Google DeepMind, Google Maps, Google Ads, Google Brain, Google Chrome, Google Docs, Google TPU, Google Glass, Google I/O and 10 more
31 statements across 8 episodes · 13 bullish · 8 bearish · 9 people on the record · first statement Jul 9, 2025 by Pieter Levels · said 237 times in 24 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by John Collison (114), Elad Gil (25), Reiner Pope (23), Ben Thompson (23), Sundar Pichai (9), Bret Taylor (8), Tony Xu (6), Alex Rampell (5)
tap a year for its mentions
2026 199 mentions in 12 episodes 17 per episode
- The history and future of AI at Google, with Sundar Pichai
- Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
- Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- The economics and trends of the restaurant industry, with Tony Xu of DoorDash
- Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- What comes after smartphones, with Evan Spiegel of Snap
- 4 more episodes that year, every mention in 2026 →
2025 38 mentions in 12 episodes 3 per episode
- Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- How to build a $16B car company with RJ Scaringe, founder of Rivian
- A Cheeky Pint with Cognition CEO Scott Wu
- Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- Dan Sundheim of D1 Capital on the art of public market investing
- UK Budget 2025: Stripe + Startup Coalition
- 4 more episodes that year, every mention in 2025 →
Everything said about Google, oldest first
Jul 9, 2025 bullish
Aug 27, 2025 neutral
Wu: Google hired Windsurf's core research team while other functions remained intact
“There was a core kind of, like, research and product engineering team that went to Google, and the, all of the other functions were entirely intact, which includes enterprise engineering, infra, deployed engineering go to market, marketing, finance operations,…”
Nov 18, 2025 neutral
Nadella: AI front doors will remain highly competitive among major tech firms
“Because the good news here is there is going to be multiple. I mean, obviously, ChatGPT is the big one, but there's going to be, I mean, you know, Google's going to be there. We're going to be there. Meta will be there. Perplexity. There's going to be a lot of…”
Nov 18, 2025 negative
Feb 12, 2026 bullish
Ben Thompson: Google should monetize Gemini data through YouTube and Search
“I think the ideal outcome for Google is they never put ads in Gemini, but they understand so much about you because of what you do in Gemini, that they can then manifest that through ads on YouTube, through ads on Google, through ads on their other properties.”
Feb 12, 2026 bearish
Feb 12, 2026 positive
Feb 12, 2026 negative
Feb 26, 2026 neutral
Feb 26, 2026 bearish
Pope: Groq and Cerebras are uncompetitive on dollars per token
“And then there's the Grok and Cerebris that are much better at latency because they've got this the SRAM, weights are in SRAM very low latency. The problem is, and the challenge when you go to a Grok or a Cerebris system is that the throughput you get there, i…”
Feb 26, 2026 negative
Feb 26, 2026
Apr 7, 2026 positive
Pichai: Google CEO uses internal AI agent to summarize product launch feedback
“Internally, like, I would go fire to our earlier part. Like, I would query in anti-gravity, just our internal version of anti-gravity. Hey, we launched this thing. Like, what did people think about this? Tell me that, like, the worst five things people are tal…”
Apr 7, 2026 bullish
Apr 7, 2026 neutral
Pichai: Google held back LaMDA due to lack of RLHF and toxicity
“In fact, in the Google I.O. In, in 22, We launched something called AI Test Kitchen, and that was Lambda, but we had constrained it because internally we didn't have an end-to-end version which was RLHFed, right? So the version I saw was a lot more you know, t…”
Apr 7, 2026 positive
Pichai: Google rolled out agentic tool 'Jet Ski' to Search team
“For some strange reason, we have a different name internally than externally of the same product, but it's jet ski internally which is anti-gravity. And you're living on it. You're living in an agent manager world, your workflows, and you're kind of working in…”
Apr 7, 2026
Apr 7, 2026 neutral
Pichai: CEO spends a dedicated hour weekly reviewing granular compute allocation
“I at least spend a dedicated hour a week thinking about that question at a pretty granular level.
So I will know by projects and by themes the compute units they are using, right?
And, you know, or at least I have that information
and I'm looking at it and …”
Apr 7, 2026 positive
Apr 7, 2026 bullish
Pichai: First-party hardware will be very important in regulated AI and robotics domains
“My lesson from Waymo and on the AI side with TPUs, et cetera, I think to really push the curve well, particularly in areas where you have safety, regulatory, everything, you want the firsthand experience of the product feedback cycle. So I think having first p…”
Apr 7, 2026 bullish
Pichai: 2027 will be a profound inflection point for agentic workflows
“I definitely expect in some of these areas, 27 to be Important inflection point for certain things. Even the people doing it, that is the workflow through which they would produce it. And, you know, maybe for a while, you would check it in the conventional way…”
Apr 7, 2026 negative
Apr 7, 2026 bullish
Apr 7, 2026 positive
Apr 7, 2026 bullish
Apr 7, 2026 bullish
Apr 7, 2026 neutral
Apr 7, 2026
Apr 7, 2026 neutral
Apr 21, 2026 negative
Xu: Google's food ordering failed because it couldn't manage post-checkout logistics
“I remember services, you know, Google food ordering launched in, I forget, 2015 or 16, and they allowed you to order delivery, for example from various Google services, you know, Google Maps, Google Search, et cetera, and while on the one hand it was low frict…”