Google, every mention
104 scenes, the whole family · ← back to Google
tap a year for its mentions
every year anyone John Collison 114Elad Gil 25Reiner Pope 23Ben Thompson 23Sundar Pichai 9Bret Taylor 8Tony Xu 6Alex Rampell 5Scott Wu 4Charlie Songhurst 4
Verbatim, from the transcripts: the passages where Google comes up
What comes after smartphones, with Evan Spiegel of Snap
- ▶ 1:13 John Collison You know, there were precursors like Google Glass, and actually, was it a precursor? 2 times in the scene
- ▶ 7:59 Evan Spiegel I mean, I think that's why you see the, the most recent, uh, you know, Google experiment project, Aura has a huge compute pack, right?
- ▶ 57:23 John Collison Often in social networks, because of the network effects, you get these very strong country network effects, where, like, Orcas was very, you know, Google's social network that no one really used for a long time, except all of Brazil, you…
The economics and trends of the restaurant industry, with Tony Xu of DoorDash
- ▶ 1:23:20 Tony Xu You know, I remember services, you know, Google food ordering launched in, I forget, 2015 or 16, and they allowed you to order delivery, for example, um, from various Google services, you know, Google Maps, Google Search, et cetera, and… 4 times in the scene
- ▶ 1:23:20 Tony Xu You know, I remember services, you know, Google food ordering launched in, I forget, 2015 or 16, and they allowed you to order delivery, for example, um, from various Google services, you know, Google Maps, Google Search, et cetera, and…
- ▶ 1:23:20 Tony Xu You know, I remember services, you know, Google food ordering launched in, I forget, 2015 or 16, and they allowed you to order delivery, for example, um, from various Google services, you know, Google Maps, Google Search, et cetera, and…
The world of voice AI, with Mati Staniszewski of ElevenLabs
- ▶ 17:19 John Collison Like Apple and Google.
The history and future of AI at Google, with Sundar Pichai
- ▶ 0:02 John Collison Sundar Pichai just passed a decade as CEO of Google.
- ▶ 0:05 John Collison Alphabet is now not only one of the world's biggest tech companies, but a leader in the AI race with plans to spend one hundred and seventy five billion dollars in CapEx in 2026.
- ▶ 0:18 John Collison A bit of history that people talk about a lot in the context of Google and AI is the fact that Transformers were invented at Google, but then productized outside of Google, uh, with, uh, mostly ChatGPT and kind of that style of product. 8 times in the scene
- ▶ 1:17 Sundar Pichai So Bert and Mom, people underestimate how much, because we measure search quality so religiously, some of the biggest jumps in search quality in that period where search went ahead of everyone else was because of Bert and Mom. 3 times in the scene
- ▶ 2:36 Sundar Pichai Maybe the, in fact, in the Google I.O. in, in 22,
- ▶ 5:17 John Collison As I think about the AI race in twin-twenty-six, one thing that strikes me is Google has for so long had speeds as the place it tries to differentiate. 3 times in the scene
- ▶ 5:27 John Collison And so original Google search was really fast and, you know, famously displayed the, ah, you know, search query time within the results, ah, sort of showing off. 3 times in the scene
- ▶ 5:35 John Collison And then, you know, Gmail fast search compared to the competitors at the time, or Chrome compared to the competitors at the time.
- ▶ 8:18 Elad Gil Obviously, Gemini has incorporated, um, or Search has incorporated Gemini or AI results in the, in the context of Google.
- ▶ 8:18 Elad Gil Obviously, Gemini has incorporated, um, or Search has incorporated Gemini or AI results in the, in the context of Google. 10 times in the scene
- ▶ 12:22 John Collison On Google, uh, the prevailing view was that, you know, search is cooked, and, you know, we're going to have a really hard time. 6 times in the scene
- ▶ 13:31 Sundar Pichai I remember it might have been 2016 Google I.O. where we announced the TPUs and, you know, spoke about we are building AI data centers.
- ▶ 14:30 Sundar Pichai Search to YouTube to Cloud to Waymo all relies on progress in this.
- ▶ 15:40 Sundar Pichai We made a bunch of, I mean, credit to the Google DeepMind teams, right?
- ▶ 16:34 Elad Gil Not at Google or at the other labs. 6 times in the scene
- ▶ 19:40 Sundar Pichai My first feeling the AGI moment was, uh, uh, when Jeff Dean demoed the earliest version of Google Brain.
- ▶ 21:58 John Collison I'm curious how it works for you and how at Google you ensure that you're staying connected to the experience of using the products.
- ▶ 22:54 John Collison Thank you for fixing the Google Calendar thing.
- ▶ 28:12 John Collison And what's interesting to me is that Google could not spend four hundred billion dollars in CapEx if it wanted to, because the memory isn't there, and, you know, the power isn't there, and all these components.
- ▶ 36:06 Elad Gil Actually, related to that, Google does have an amazing portfolio of things that's both built and bought into. 2 times in the scene
- ▶ 36:31 Elad Gil There's TPUs.
- ▶ 41:27 John Collison How capital allocation actually works at Google. 4 times in the scene
- ▶ 49:20 John Collison Can you make the case that Google has historically been under levered, where Google has historically carried a strong neck cash position? 10 times in the scene
- ▶ 52:13 John Collison And the tech costs were, unless you were doing something very computationally expensive, which obviously Google did in place, you know, Google Books or something,
- ▶ 54:17 Elad Gil How do you think about that in the context of GCP and Google Cloud?
- ▶ 55:15 John Collison Speaking of Google Cloud, um, I have my, uh, product request that I've been saving up for this, uh, this section that I know you're looking forward to. 6 times in the scene
- ▶ 59:14 John Collison My other product idea is, for some reason, I don't know if this is your lived experience, but it's certainly my lived experience, that searching Google Docs is so much harder than, say, searching Gmail. 2 times in the scene
- ▶ 59:41 John Collison It turns out if I search, you know, Google Slides for twenty-twenty-six budget, neither of those words is, like, particularly unique in the context of words that exist in, you know, PowerPoints at Stripe, and so I can never find the exact…
- ▶ 1:01:00 Elad Gil Are you revisiting all that at Google? 4 times in the scene
- ▶ 1:01:34 Sundar Pichai So I can see groups, and particularly I would say GDM and some of the SWE groups really changed their workflows, right?
- ▶ 1:08:04 John Collison We're talking a lot about initiatives that started small at Google, like the Transformer, which is not Google's main priority, you know, when that initiative started. 3 times in the scene
Compliance at scale and why TAM is a distraction with Christina Cacioppo of Vanta
- ▶ 35:57 John Collison They just use Google Workspace for everything.
The 20-year journey to fully autonomous cars with Dmitri Dolgov of Waymo
- ▶ 0:04 John Collison He joined Google's self-driving car project in a year and was repeatedly promoted until he took it over in 21. 2 times in the scene
- ▶ 2:51 John Collison You know, the classic engineering interview question of, um, you know, what happens when I type google.com and hit enter as, you know, talk me through, you know, whatever you like, you know, HTTP and DNS and BG.
- ▶ 57:57 John Collison I only have a few more questions, but I'm curious to talk about Google's relationship with, um, uh, self-driving where, uh,
- ▶ 58:07 John Collison Uh, again, it feels like, um, right now Waymo is, aside from everything else, AI related, kind of the most exciting thing happening at, uh, Google. 9 times in the scene
- ▶ 58:49 Dmitri Dolgov Yeah, no, I, on the latter part, I just have to give credit and huge kudos and gratitude to, you know, Larry and Sergey, uh, and, you know, Alphabet Leadership Center Company.
Creating prediction markets (and suing the CFTC) with Tarek Mansour and Luana Lopes Lara
- ▶ 4:24 Tarek Mansour You know, we, we create this doc, one page on Google Docs, and we wrote a set of things like, why should we do this company?
Bret Taylor of Sierra on AI agents, outcome-based pricing, and the OpenAI board
- ▶ 0:04 John Collison He was one of the creators of Google Maps, invented the like button, was co-CEO of Salesforce.
- ▶ 1:25 John Collison But isn't that, okay, the thing that seems to me is funny, is if you look at the landscape, still in twenty-twenty-six, if you open a new Gemini chat, or if you open a new ChatGPG chat, it's basically a blank slate.
- ▶ 16:13 John Collison Uh, and that's how, you know, your agents manipulate the Stripe account, or you just give your agent access to Chrome and a login.
- ▶ 25:24 Bret Taylor I always joke, it's probably easier for you and me to call Sundar than to get Google customer service on the phone. 3 times in the scene
- ▶ 46:06 Bret Taylor So Google's chain of thought paper which preceded O-one and doing reinforcement learning chains of thought was out roughly when we started the company.
- ▶ 1:08:06 Bret Taylor And so my view is just like, I think, uh, you know, AdWords sort of changed the advertising industry on the internet, uh, you know, just drove it.
- ▶ 1:24:41 Bret Taylor Um, I, both Google and Facebook, where I spent, uh, some of my early career both did this well, where, you know, in, like, a product review, you weren't just talking to a manager, you were talking to the, you know, tech lead and PM who are…
- ▶ 1:34:49 Bret Taylor Um, and then, you know, Google offered free food to their employees, which a lot of people did, and then, you know, Facebook, you know, a lot of, like, the layouts of offices all looked like Facebook for a long time.
- ▶ 1:36:29 Bret Taylor OpenAI, Google Anthropic, and say, like, who's, you know, whose model scores better on this leaderboard, to actually go in and see this company where every single researcher is trying to make safe AGI and not come out of this board means…
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
- ▶ 0:01 John Collison He's a former math whiz and Haskell programmer who became a TPU architect for Google, and now he's teamed up with Google's former chief chip architect to design a better chip for AI. 8 times in the scene
- ▶ 0:56 Reiner Pope Pretty much, uh, anyone who's maybe, I don't know, over 30 and at a large lab has been at Google Brain at some point.
- ▶ 3:13 Reiner Pope In twenty-twenty-two was about the time when just Google completely stopped publishing its research.
- ▶ 8:10 Reiner Pope Um, the, where, what led us into MATX, um, so Mike is, uh, the other founder, uh, Mike and I were both working at Google, um, and we, I mean, I was working on, on the, um, inference stack for, for running LLMs, and I was, uh, saying, like,… 2 times in the scene
- ▶ 12:27 Reiner Pope Roughly, I would say it costs all-pack a hundred million dollars to produce a chip in small volumes, um, but then if you want to, like, you see the orders that are going around, like, uh, OpenAI, Anthropic, Google are going around buying… 9 times in the scene
- ▶ 16:53 John Collison I'm sorry, HBM-based chips are things like TPUs.
- ▶ 35:47 Reiner Pope Um, I have hired, uh, 50 of the best, uh, people who can write, um, optimized, uh, GPU or TPU or Tranium software.
- ▶ 40:29 John Collison I mean, Google does. 2 times in the scene
- ▶ 1:02:59 Reiner Pope So a previous project I worked on at Google, um, we did a lot of Haskell. 8 times in the scene
- ▶ 1:09:26 John Collison Okay, but you could go to the, you know, Google JavaScript team and probably help them eke out better performance in the Chrome JavaScript center?
- ▶ 1:10:20 Reiner Pope Um, and so really, really strong team, um, uh, uh, the JAX team at Google, although as with a lot of brain people are now elsewhere as well.
Stripe’s 2025 annual letter
- ▶ 6:27 John Collison For its part, Google only accepted its first payment in British pounds from an advertiser in the UK, which is actually a live lobster mail order firm, no joke. 2 times in the scene
- ▶ 21:54 John Collison There was an altavista for every Google. 2 times in the scene
Ramp founder Eric Glyman on the many ways AI is changing corporate spending
- ▶ 15:46 Alex Rampell So, I don't know if you saw this, Google wanted to issue a 100 year bond. 5 times in the scene
Ben Thompson from Stratechery on AI ads, the end of SaaS, and the future of media
- ▶ 5:25 Ben Thompson And Booking.com is the particularly interesting one, because they aggregate all the hotels, but they are also aggregated by Google. 3 times in the scene
- ▶ 12:34 John Collison So are you saying that, like, the AI ads should be more like Facebook ads than Google ads? 3 times in the scene
- ▶ 13:26 John Collison Well, sorry, in the defense of Google Ads that, um, everyone complains about the branded search and yeah, you're paying for capitalization, but Google pays so much attention to search quality that the sponsored listings themselves have a,… 4 times in the scene
- ▶ 14:10 Ben Thompson So Demis is out there saying, well, I can't believe they're adding ads and we're not going to do that, which is hilarious because the entire Gemini deep mine apparatus
- ▶ 14:10 Ben Thompson So Demis is out there saying, well, I can't believe they're adding ads and we're not going to do that, which is hilarious because the entire Gemini deep mine apparatus 6 times in the scene
- ▶ 21:34 Ben Thompson Google has left a lot to be fair.
- ▶ 35:44 Ben Thompson I mean, the contrast between your own OpenAI's announcement and sort of Google's announcement, I think is, is pretty interesting and speaks to what the companies are driving for. 2 times in the scene
- ▶ 1:03:42 Ben Thompson I think it probably replaces what I used to do a lot of on, it's much more efficient Googling. 3 times in the scene
- ▶ 1:05:12 Ben Thompson And I don't think it's Google's fault. 2 times in the scene
- ▶ 1:10:33 Ben Thompson If you have an agent out doing stuff, it's doing so many more computations in a limited amount of time than me and my Googling is
- ▶ 1:25:16 Ben Thompson Um, Google, I've had the hardest time understanding Google, in part because I think Google does a lot of stuff 4 times in the scene
UK Budget 2025: Stripe + Startup Coalition
- ▶ 44:04 Matt Penicard And I think it's things like we don't want to sell another deep mine for four hundred million quid.
Julia DeWahl of Antares on building nuclear reactors for the US military
- ▶ 44:03 Julia DeWahl Big power purchase agreements where you have Google partnered with, I think, NextEra, or the, the Iowa-based utility, um, to bring on Dwayne Arnold, which was shut down about five years ago.
Satya Nadella describes how lessons from Microsoft’s history apply to today’s boom
- ▶ 25:15 Satya Nadella There's the Google web. 2 times in the scene
- ▶ 37:04 John Collison What's happened as we've scaled up is we now just have a trust network where we can prevent fraud by virtue of the fact that we've seen most internet users, and so we have a knowledge for what good and bad looks like, and even the fact…
- ▶ 51:27 Satya Nadella I mean, obviously, ChatGPT is the big one, but there's going to be, I mean, you know, Google's going to be there.
Dave Ricks, CEO of Eli Lilly, on GLP-1s and the business of pharma
- ▶ 1:03:07 John Collison Have you guys formalized that like Google 20% time or there are some people are just doing curiosity or.
Stablecoin special: Zach Abrams (Bridge) and Henri Stern (Privy)
- ▶ 1:03:38 John Collison And, you know, Google is a good example of YouTube is now a fifty billion dollar revenue business, and I believe they literally had no revenue. 6 times in the scene
- ▶ 1:03:58 John Collison You know, there were acquisitions that became Google Maps and separately Google Earth and, uh, you know, Google Docs and all this kind of stuff.
- ▶ 1:03:58 John Collison You know, there were acquisitions that became Google Maps and separately Google Earth and, uh, you know, Google Docs and all this kind of stuff.
- ▶ 1:03:58 John Collison You know, there were acquisitions that became Google Maps and separately Google Earth and, uh, you know, Google Docs and all this kind of stuff.
Casey Handmer of Terraform Industries on solar maximalism, hard tech, and reclaiming the Salton Sea
- ▶ 45:17 Casey Handmer This is not the case that, like, Apple has, what, 2030, 40% market share in smartphones, and Pixel has 10%, and, and Huawei and so on has a, this is like, SpaceX has, like, 95% market share for the entire world, and then the second place…
- ▶ 1:12:33 John Collison Tech companies, build research organizations, model after kind of the Bell Labs type thing, SirXpark, Microsoft Research, many parts of Google.
Dan Sundheim of D1 Capital on the art of public market investing
- ▶ 56:27 Dan Sundheim But like the narrative back then was like, okay, they're just like arbing Google, and like this, this is like a flimsy business model, whatever.
- ▶ 1:32:53 Dan Sundheim Um, they're not like tech companies like Google or Meta where they're just dominant, like, JPMorgan is dominant in the US, but like, Europe doesn't matter, like same thing with the European banks.
How to build a $16B car company with RJ Scaringe, founder of Rivian
- ▶ 28:05 John Collison And then you guys launch Google Maps, and it's awesome.
- ▶ 29:47 RJ Scaringe The first is Maps, and so until we launched this partnership with Google, we had built our own mapping platform where we took OpenStreetMaps, and we layered in a routing platform on top of that, and we had information that we would buy… 3 times in the scene
Tobi Lütke is still captivated by internet commerce, 20 years later
- ▶ 40:27 Tobi Lütke Like, you want to be excited about this, and like, you want this travel adapt to last forever, and so you never have to think of, you, you literally never have to Google what plug is being used in Singapore, right?
Marc Andreessen and Charlie Songhurst on the past, present, and future of Silicon Valley
- ▶ 8:42 Charlie Songhurst Why is it that sort of public markets is good in oh three and oh four, but VC just has sort of almost like a lost seven years ex-Google between 2002 1007? 3 times in the scene
- ▶ 19:03 John Collison We're talking about the Silicon Valley, uh, ecosystem here, uh, and you referenced, uh, Andy Bechtolsheim, uh, and his, uh, investment in Google. 3 times in the scene
- ▶ 37:12 Charlie Songhurst So moving forward in time, why did none of the pre-Google internet companies survive?
- ▶ 1:23:30 John Collison Just at a certain point, Google and Facebook and all of these companies start to work, and if you try to launch Facebook in 1998, it doesn't work because there aren't enough, um, you know, internet connections.
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