includes Google TPU, Google Cloud, Google Search, Google AdSense, Google Brain, Google Maps, Google Ads, Google DeepMind, Google Gemini, Google I/O, Google Pixel, Google Street View and 4 more
41 statements across 16 episodes · 22 bullish · 7 bearish · 14 people on the record · first statement May 20, 2025 by Gustav Söderström · said 307 times in 43 episodes since 2025 · across every show →
Mentions by year, the whole family
brought up most by Gavin Baker (64), Dylan Patel (36), Patrick O'Shaughnessy (34), Ben Thompson (34), Gokul Rajaram (26), David George (12), Alex Sacerdote (9), Krishna Rao (8)
tap a year for its mentions
2026 164 mentions in 21 episodes 8 per episode
- He Built The Revenue Engines for Google, Facebook & Square · Invest Like The Best
- What Happens When the AI Boom Runs Out of Money · Invest Like The Best
- Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
- Why the AI Boom Is Just Getting Started · Invest Like The Best
- Inside Anthropic's $100 Billion Al Compute Commitment | CFO Krishna Rao · Invest Like The Best
- Inside Dan Sundheim's Bets on Anthropic, OpenAI, and SpaceX · Invest Like The Best
- Everyone Is Still Undersizing the AI Market | Eric Vishria · Invest Like The Best
- How to bet on yourself (without venture capital) · Invest Like The Best
- 13 more episodes that year, every mention in 2026 →
2025 143 mentions in 22 episodes 7 per episode
- GPUs, TPUs, & The Economics of AI Explained | Gavin Baker Interview · Invest Like The Best
- Inside the Trillion-Dollar AI Buildout | Dylan Patel Interview · Invest Like The Best
- How a16z Growth Invests · Invest Like The Best
- The Future of AI Agents | Jesse Zhang Interview · Invest Like The Best
- The AI Lab Revolutionizing Smell · Invest Like The Best
- The Gift and The Curse of Staying Private with Bill Gurley · Invest Like The Best
- How This VC Went From Broke to Becoming the Hot Hand in Silicon Valley · Invest Like The Best
- The Anatomy of Ramp's Hyper-Growth | Karim Atiyeh Interview · Invest Like The Best
- 14 more episodes that year, every mention in 2025 →
Everything said about Google, oldest first
May 20, 2025 positive
Spotify essentially operates as the missing R&D department for the music industry
“My team, the, R and D team and all of Spotify, we are the R and D department of the music industry. And first people were like, what do you mean? And I'm like, well, look at it. It's an entire industry that doesn't have an R and D department. Like, you know, m…”
Jun 10, 2025
Gurley: Believing You Cannot Overpay Is Rational If Assuming Meta-Like Scale
“People that have watched Google or Meta, you know, go from Looking expensive at twelve billion to three trillion. Like, if they assume something might be that, they can't overpay in their mind. Which I think is rational for the independent player.”
Jun 10, 2025 bullish
Sep 23, 2025 bearish
Sep 30, 2025 bullish
Sep 30, 2025 neutral
Sep 30, 2025 bullish
Sep 30, 2025 bullish
Patel: Super Bullish on Google as It Wakes Up Across All AI Fronts
“It was pretty bearish Google, like, two years ago, but I'm like, super bullish Google. ... They're waking up on every front, you know, they're taking the TPUs, they're selling them externally, they're taking the their models, and they're actually, like, compet…”
Sep 30, 2025 neutral
Sep 30, 2025 neutral
Patel: Google is partnering with TeraWulf and Fluidstack to deploy TPUs
“There have been more recent deals with crypto miners, Google, and Fluidstack, because Google's really short on data center capacity. People want to use more TPUs. They can't serve them all themselves, so they're gonna sell TPU systems to providers you know. Go…”
Oct 6, 2025 bullish
Dec 2, 2025
George: Vast Majority Of Tech Market Cap Creation Goes To The Leader
“The vast majority of market cap creation is going to go to the market leader. And this is probably underappreciated. Like we see this all the time with our peers in the growth investing industry, where they say things like, yeah, you know, even the number two …”
Dec 2, 2025 positive
George: a16z was the only VC firm in Waymo's 2020 outside round
“We originally invested in 2020 in Waymo. They came to us to raise outside capital for the first time. So it's just purely funded by Google over time. They thought it would be helpful for employees, for hiring all that stuff, outside counsel, all that, diversif…”
Dec 9, 2025 positive
Dec 9, 2025 bullish
Dec 9, 2025 bearish
Dec 9, 2025 positive
Jan 6, 2026 neutral
Hastings: Google's hiring model mirrors Stanford graduate school's low-attrition culture
“You know, other people have a view like keep very hard to get in, but then you can stay no matter what. And I think that's been more of the Google orientation as an example. And it comes from their graduate school background, right? It's really hard to get int…”
Jan 29, 2026 neutral
Larry Page Prioritized Global Ad Ubiquity Over Google's Revenue Milestones
“His goal was not to, again, he didn't care about the revenue. He cared that Google is involved in serving every single ad on the planet. Versus like making a making a business of like whatever billion or two billion or ten billion.”
Jan 29, 2026 neutral
Jan 29, 2026 bullish
Feb 3, 2026
Horowitz: Elite AI Model Training Cannot Be Learned in Academia
“If you haven't been at like Google or Facebook or open AI or anthropic and like somebody gave you hundreds of millions of dollars to try and build a giant model and you weren't like one of the main people, then you probably don't know how to do it because you …”
Feb 24, 2026 bullish
Sundheim: Personalization, Not Answer Quality, Will Be the Moat for AI Assistants
“I think if you're Google or you are OpenAI, the differentiating factor will not necessarily be that Google gives you a better answer. Like if we were just like to, you know query Gemini or ChatGPT on something I don't think it's the case that we would say defi…”
Apr 23, 2026 neutral
May 13, 2026 bullish
May 13, 2026 bullish
May 20, 2026 negative
Baker: Anthropic and OpenAI surpassed Google on the AI intelligence-cost Pareto frontier
“Google dominated that nine months ago. At every point on the Pareto frontier, OpenAI, XAI, and Anthropic were inside of them. Now, the Pareto Frontier is dominated by Anthropic, OpenAI, and then Grok 4.3 is on the Pareto Frontier.”
May 20, 2026 positive
May 20, 2026 bullish
May 20, 2026 bearish
Jun 9, 2026 bullish
Sacerdote: Mega-cap tech offers massive alpha over generalist portfolio managers
“I think there's tremendous alpha in the largest cap, because if you think about it, a small cap, it just takes one person to figure out it's good and move it up, but it takes a hundred people, a hundred diversified PMs to realize Google's not a loser, it's a w…”
Jun 9, 2026 bullish
Aug 18, 2026 positive
Aug 18, 2026 bullish
Aug 18, 2026 bearish
Thompson: Sufficient power gives Amazon and Google time to threaten NVIDIA's margins
“The longer we have enough power, the more time Amazon has to make Trinium better. The more time Google has to make TPUs competitive from an efficiency standpoint. And if we get in a world where, this is a world where those margins seem very hard to sustain.”
Aug 18, 2026 bearish
Thompson: Early OpenAI ad model would severely threaten Google and Meta
“There's a bit where had they leaned into advertising immediately as soon as ChatGPT was a hit, I think they would have a killer ad product right now. I think that Google would be in much bigger trouble. I think Meta would be in much bigger trouble”
Aug 18, 2026 positive
Aug 18, 2026 positive
Thompson: Chinese AI labs remain 6 to 9 months behind frontier models
“I think OpenAI and Anthropic are clearly on the frontier. Who knows what's happening with Google and then Grok and Meta are chasing them. Meanwhile, the Chinese are very capable, very smart, and also definitely distilling these models to sort of stay about six…”
Aug 18, 2026
Aug 18, 2026 neutral