StarZero All shows Try the podcast clipper →

Google

includes Google Cloud, Google DeepMind, Google BigQuery, Google Search, Google Sheets, Google Analytics, Google Spanner, Google Brain, Google TPU, Google Maps, Google Chrome, Google Ads and 45 more

111 statements across 77 episodes · 42 bullish · 16 bearish · 73 people on the record · first statement Dec 5, 2013 by Joe Fernandez · said 1,235 times in 273 episodes since 2013 · across every show →

Mentions by year, the whole family

brought up most by Matt Turck (174), Benedict Evans (40), Spencer Kimball (37), Dylan Patel (30), Amr Awadallah (29), Sridhar Ramaswamy (24), Johnny Graettinger (23), Jordan Tigani (20)

tap a year for its mentions
0075201504020132014201520162017201820192020202120222023202420252026episodesmentions
0204020132014201520162017201820192020202120222023202420252026episodes it came up in
0042084020132014201520162017201820192020202120222023202420252026episodesmentions per episode
2026 143 mentions in 23 episodes 6 per episode
2025 123 mentions in 17 episodes 7 per episode
2024 133 mentions in 27 episodes 5 per episode
2023 120 mentions in 32 episodes 4 per episode
2022 80 mentions in 13 episodes 6 per episode
2021 45 mentions in 13 episodes 3 per episode
2020 71 mentions in 10 episodes 7 per episode
2019 81 mentions in 20 episodes 4 per episode
2018 70 mentions in 18 episodes 4 per episode
2017 78 mentions in 21 episodes 4 per episode
2016 78 mentions in 16 episodes 5 per episode
2015 75 mentions in 23 episodes 3 per episode
2014 92 mentions in 23 episodes 4 per episode
2013 46 mentions in 17 episodes 3 per episode

every mention, scene by scene, with the transcript →

Everything said about Google, oldest first

Dec 5, 2013 positive
Insight
Fernandez: Data startups can out-recruit tech giants by providing unique data
“Yeah, I think the diversity of skill set is critical, and the good news is if you're doing interesting things with data I know at least for us, like, I feel we have a shot at anybody, whether they're at Facebook or Google or doing, you know, wherever they're d…”
Joe Fernandez Dec 5, 2013 ▶ 15:20 "The Business of Data" Panel // October 2011
Dec 19, 2013 bullish
Opinion
Wilson: Google search holds an almost insurmountable data advantage
“I would even argue that Google benefits from network effects and the data that they have that, in their search business, I think, almost an insurmountable advantage because of the data asset that they have. And the network effects around that.”
Fred Wilson Dec 19, 2013 ▶ 5:08 Fred Wilson, USV // Data Driven NYC #18 // Sep 2013 (interviewed by Matt Turck)
Jan 16, 2014
Insight
Small, carefully structured data samples outperform large, sloppy data sets
“You're better off with small, carefully constructed, structured sample, rather than a large, sloppy sample.”
Joe Reisinger Jan 16, 2014 ▶ 14:14 Joe Reisinger, Premise // Data Driven NYC 21 // Dec 2013 (Hosted by FirstMark Capital)
Mar 3, 2014
Assertion Supported
Tasso Argyros's Stanford advisor was the first investor in Google
“My advisor at Stanford was the first investor at Google, right?”
Tasso Argyros Mar 3, 2014 ▶ 18:52 Tasso Argyros, Aster Data // Data Driven NYC 24 // February 2014 (Hosted by FirstMark Capital)
Mar 3, 2014 positive
Assertion Partly supported
StellaService customer service data integrates directly into Google and major marketplaces.
“So we are now integrated into Google and other search engines and shopping marketplaces with real live data about what it's like to buy from Finish Line or from Zappos.”
Jordy Leiser Mar 3, 2014 ▶ 3:37 Jordy Leiser, StellaService // Data Driven NYC 23 // January 2014 (Hosted by FirstMark Capital)
Mar 20, 2014 neutral
Assertion Partly supported
Gourley: Google includes Wikipedia on page one for 85% of common searches
“Google actually returns Wikipedia 85% of the time with the most common searches on the first page.”
Sean Gourley Mar 20, 2014 ▶ 11:49 Sean Gourley, Quid // Data Driven #25 // March 2014 (Hosted by FirstMark Capital)
Mar 20, 2014 neutral
Assertion Partly supported
In 2014, Google generated $30 per user annually versus Facebook's $6
“Google makes about 30 bucks a year per user. Facebook is doing a little bit worse. They're at six dollars per user”
Sean Gourley Mar 20, 2014 ▶ 10:37 Sean Gourley, Quid // Data Driven #25 // March 2014 (Hosted by FirstMark Capital)
Mar 20, 2014 neutral
Assertion Not checkable as stated
Facebook's infrastructure cost $1.20 per user annually versus $13 for Google
“It costs about buck 20 to run a user on Facebook for a year. That'll vary a little bit depending on which country you're in in the world. It costs 12 bucks, 13 dollars, for a user on Google.”
Sean Gourley Mar 20, 2014 ▶ 10:49 Sean Gourley, Quid // Data Driven #25 // March 2014 (Hosted by FirstMark Capital)
May 27, 2014 positive
Assertion Supported
Tan: Google generates $55B annually due to its search data lead
“They make fifty-five billion dollars a year, because they have so much data by being the number one search engine.”
Jason Tan May 27, 2014 ▶ 13:19 Jason Tan, Sift Science // Data Driven #26 // April 2014 (Hosted by FirstMark Capital)
Oct 16, 2014 neutral
Prediction Not checkable as stated
Big tech companies, not startups, will drive machine learning innovations
“I think we're gonna probably be seeing innovations from those types of companies, ah, before startups.”
Mike Abbott Oct 16, 2014 ▶ 18:53 Mike Abbott, KPCB // Data Driven #30 // Oct 2014 (Hosted by FirstMark Capital)
Oct 16, 2014
Assertion Supported
Google and Bing source their drug knowledge panels from FDA and HHS
“If you use a major search platform Google, or Bing, or others, and I guess a major search platform and you put in a drug name you'll see in the knowledge box, or knowledge panel, or something like that, you'll see a bunch of information, and sourced will be th…”
Nick Sinai Oct 16, 2014 ▶ 13:03 Nick Sinai, White House Deputy CTO // Data Driven #30 // Oct 2014 (Hosted by FirstMark Capital)
Nov 20, 2014 positive
Disclosure
Google, Qualcomm, and Nvidia are strategic investors in Clarifai
“We got some great investors like Google, Qualcomm, and NVIDIA who help power this technology for us.”
Matthew Zeiler Nov 20, 2014 ▶ 12:23 Matthew Zeiler, Clarifai // Data Driven #31 // Nov 2014 (Hosted by FirstMark Capital)
Nov 20, 2014 neutral
Opinion
Clarifai does not view Google as a direct competitor
“So Google, we don't consider them a competitor. They have great research teams and really big research teams and great resources but they're working on their own problems. They have their own users, and they don't they don't really compete with us in terms of …”
Matthew Zeiler Nov 20, 2014 ▶ 19:07 Matthew Zeiler, Clarifai // Data Driven #31 // Nov 2014 (Hosted by FirstMark Capital)
Nov 20, 2014
Disclosure
AppNexus leveraged Google's trillion-word corpus for domain word-splitting algorithms
“The data here is the Google trillion word corpus, right, where they scrape the entire internet, look for the frequencies of all the different strings, including misspellings, right, and that basically gives you a probability of any given string being, like, a …”
Catherine Williams Nov 20, 2014 ▶ 13:52 Michael Rubenstein and Catherine Williams, App Nexus // Data Driven #31 // Nov 2014
Dec 18, 2014 positive
Disclosure
LeCun: Facebook stole Word2Vec creator Tomasz Mikolov from Google
“I should mention that Tomasz Mikolov now works at Facebook AI Research. I stole him from Google.”
Yann LeCun Dec 18, 2014 ▶ 28:34 Yann Lecun, Facebook // Artificial Intelligence // Data Driven #32 (Hosted by FirstMark Capital)
Dec 18, 2014 neutral
Disclosure
LeCun turned down Larry Page's offer to direct Google's research lab
“And they offered me the job, and I turned it down.”
Yann LeCun Dec 18, 2014 ▶ 8:34 Yann Lecun, Facebook // Artificial Intelligence // Data Driven #32 (Hosted by FirstMark Capital)
Feb 18, 2015 positive
Assertion Partly supported
Flatiron raised $138M from Google, its largest healthcare deal
“We, we've raised about a hundred and thirty eight million dollars from Google. We're their largest healthcare investment to date.”
Zach Weinberg Feb 18, 2015 ▶ 3:01 Zach Weinberg, Flatiron Health // Using Data to Cure Cancer // Data Driven NYC (FirstMark Capital)
Jun 19, 2015
Assertion Not checkable as stated
Kimball: Google expanded its MySQL AdWords backend to 1,000 shards before replacement
“And I ran into this, like, really head first, like, into a brick wall when I got to Google in 2002, and they were using sharded MySQL in order to run their AdWords backend, and they went from, like, eight shards to 12 shards to 30 shards. By the time they repl…”
Spencer Kimball Jun 19, 2015 ▶ 1:53 Spencer Kimball, Cockroach Labs // A New Kind of Database (Hosted by FirstMark Capital)
Jun 19, 2015
Assertion Not checkable as stated
Kimball: Google ported 150 to 200 user-facing applications to Megastore by 2006
“By 2006, Google had moved away from it for building applications. By 2006, they published a paper called Megastore, and this system was something that a 150 to 200, I think applications that are externally facing Google were ported over to.”
Spencer Kimball Jun 19, 2015 ▶ 3:12 Spencer Kimball, Cockroach Labs // A New Kind of Database (Hosted by FirstMark Capital)
Oct 21, 2015
Assertion Not checkable as stated
Falkowitz: Area 1 Security has captured the entire internet for security
“What we've been able to do is capture the entire Internet, right, in a way that maybe you would think Google or others do, right, and to do that for a very specific sort of security purpose.”
Oren Falkowitz Oct 21, 2015 ▶ 11:43 Oren Falkowitz, Area 1 Security // The Future of Cybersecurity (Hosted by FirstMark Capital)
Nov 23, 2015 positive
Insight
Bloom: Netflix and Google build fault tolerance to handle ML errors
“Netflix and Google, some of the best machine learning companies in the world, and these are their core products, and they still make mistakes. Yet these are not fatal mistakes. They've built fault tolerance into the machine learning.”
Josh Bloom Nov 23, 2015 ▶ 16:49 Machine Learning in Production with Josh Bloom, Co-founder Wise.io
Nov 23, 2015
Assertion Supported
Bloom: 95% of production machine learning code is just glue code
“Algorithms are important, but 95% of all machine learning code in production is actually just glue code. It's connecting all of these different pieces together.”
Josh Bloom Nov 23, 2015 ▶ 11:55 Machine Learning in Production with Josh Bloom, Co-founder Wise.io
Dec 17, 2015 negative
Insight
Srivas: Startups should avoid emulating Google or Facebook engineering infrastructure
“Technology wise, they are more advanced, but there's only one Google and one Facebook, right, and everybody else is not like that, so don't try to do that. I mean, as a startup, that's very extreme.”
M.C. Srivas Dec 17, 2015 ▶ 31:46 A Fireside Chat with MapR CTO M.C. Srivas (Data Driven NYC / FirstMark)
Jan 25, 2016 bullish
Assertion Not checkable as stated
Google's Peter Norvig estimated strong AI is worth up to $2T annually
“I asked Peter Norvik, who at the time was director of research at Google I said, you know, how much money would it really be worth if you could have strong AI? And he wrote back about five minutes later, I'm suddenly a much louder, I think. And estimated somet…”
Gary Marcus Jan 25, 2016 ▶ 4:20 Can A.I. Become More Human? // Gary Marcus, Geometric Intelligence (Hosted by FirstMark Capital)
Sep 30, 2016 negative
Opinion
Flomenberg: Competing directly against Google in AI is a terrible strategy
“Competing with Google is, is a terrible idea.”
Jake Flomenberg Sep 30, 2016 ▶ 18:07 Venture Capital Investor Panel: Investing in Big Data (Data Driven NYC / FirstMark)
Sep 30, 2016 positive
Opinion
Dauber: Google is the only tech giant successfully investing outside core business
“Google's the only company that seems to go out and invest in areas that have nothing to do fundamentally with their core business, and then do a good job of it.”
Mike Dauber Sep 30, 2016 ▶ 20:14 Venture Capital Investor Panel: Investing in Big Data (Data Driven NYC / FirstMark)
Sep 30, 2016 neutral
Assertion Not checkable as stated
Chung: Tech giants offer seven-figure salaries to undergraduate AI recruits
“If you go straight to academia and try to pull them out of, even if it's, you know, undergrad, they're getting seven figure offers from Google, Facebook to go work on, whether it's core, Deep learning tech, AI, or better ad targeting.”
Jeff Chung Sep 30, 2016 ▶ 21:16 Venture Capital Investor Panel: Investing in Big Data (Data Driven NYC / FirstMark)
Sep 30, 2016 neutral
Assertion Not checkable as stated
Weiss: Slack search lacks a head query distribution across teams
“When you think about it broken out by team there's no head, right? Like, if you append kind of team equals Slack or team equals first mark, you know, there is no head of that query stream across all teams. Whereas Google, on the other hand, you know, they have…”
Noah Weiss Sep 30, 2016 ▶ 16:38 Big Data at Slack // Noah Weiss, Slack (Data Driven NYC / FirstMark)
Sep 30, 2016
Insight
Weiss: Continuously relearning web data for search is brittle
“Relearning all this information from the web over and over again actually turned out to be quite brittle, and a lot of this information is actually quite evergreen.”
Noah Weiss Sep 30, 2016 ▶ 1:14 Big Data at Slack // Noah Weiss, Slack (Data Driven NYC / FirstMark)
Sep 30, 2016 positive
Insight
Weiss: Surfacing individual experts satisfies 80% of workplace search needs
“Unlike Google, if you give someone as a result, an individual person often that can be 80% of what someone's actually looking for.”
Noah Weiss Sep 30, 2016 ▶ 10:46 Big Data at Slack // Noah Weiss, Slack (Data Driven NYC / FirstMark)
Feb 3, 2017 positive
Assertion Supported
Microsoft, Google, and IBM build computational services on Jupyter
“Many, many companies are actually building on top of this platform, ah, to build out, ah, computational services, including Microsoft, Google, IBM, Continuum analytics and more.”
Jason Grout Feb 3, 2017 ▶ 10:24 Project Jupyter // Jason Grout & Sylvain Corlay, Bloomberg (FirstMark's Data Driven)
Jul 13, 2017 neutral
Opinion
Big tech uses AI and machine learning as its next feature war
“And three, and this is a belief of me that could be wrong, is that actually the big tech firms, Amazon, Facebook, Google, Microsoft, and all the others, they're using AI and machine learning as their next feature war.”
Stan Christiaens Jul 13, 2017 ▶ 6:18 AI, Big Data, and Data Governance // Stan Christiaens, Collibra (FirstMark's Data Driven)
Sep 28, 2017 bearish
Prediction Not checkable as stated
Big tech companies will lose massive amounts of money on ML APIs
“I do not think that these numbers are going to be good for these machine learning APIs. And I think those bigger companies are going to lose a massive amount of money over the next several years.”
Bradford Cross Sep 28, 2017 ▶ 17:44 AI Startup Predictions // Bradford Cross - A fireside chat with Matt Turck (FirstMark's Data Driven)
Sep 28, 2017
Assertion Not checkable as stated
Top machine learning talent is heavily concentrated at Google and Facebook
“Almost all of the really smart machine learning people are in less than 10 companies in the world. They're actually in less than five, right? In fact, they're mostly all at Google and Facebook.”
Bradford Cross Sep 28, 2017 ▶ 19:21 AI Startup Predictions // Bradford Cross - A fireside chat with Matt Turck (FirstMark's Data Driven)
Nov 20, 2017 bullish
Opinion
Hoffman: TensorFlow is one of the top 10 innovations of the past decade
“In my opinion, it's one of the top 10 innovations in, in the last 10 years.”
Auren Hoffman Nov 20, 2017 ▶ 7:33 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017 neutral
Assertion Not checkable as stated
Hoffman: Internal data represents under 0.01% of global data for most companies
“Most companies out there, their own data represents, like, point oh one percent of the world. It's, unless you're Google, Facebook, Amazon, Tencent, a couple of others, you have a very small sliver of what's happening in the world.”
Auren Hoffman Nov 20, 2017 ▶ 11:57 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017 positive
Assertion Not checkable as stated
Hoffman: Google ML engineers spend 95% of their time building models
“As a machine learning engineer, now you can spend 95% of your time predicting the future, which is what you want to do as a machine learning engineer.”
Auren Hoffman Nov 20, 2017 ▶ 5:24 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017
Assertion Not checkable as stated
Hoffman: Google has location data on 70% of US mobile phones
“Companies like Google have great access to this data because they have 70% of the phones in the U.S. That they have data on, and probably even a higher percentage of phones worldwide that they get to see all this great location data on.”
Auren Hoffman Nov 20, 2017 ▶ 12:51 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017
Insight
Hoffman: Data overhead is the core struggle for non-big-tech AI companies
“So this is the course, the core struggle for almost every single company, except for maybe Google, Facebook, Amazon, Tencent, that has to deal with all these types of issues.”
Auren Hoffman Nov 20, 2017 ▶ 5:32 Where Should Machines Go to Learn? // Auren Hoffman, SafeGraph (FirstMark's Data Driven)
Nov 20, 2017 bullish
Opinion
Ash Fontana: Search-as-a-service incumbents are AltaVista while Constructor.io is Google
“A lot of the, all the companies in the market today for search as a service are AltaVista, and constructor is Google.”
Ash Fontana Nov 20, 2017 ▶ 13:39 The Evolution and Impact of AI // Ash Fontana, Zetta Venture Partners
Dec 19, 2017 positive
Disclosure
Davis: Frame.ai is re-implementing Google's Sling framework
“We're kind of, we're fiddling with and re-implementing the Sling framework that came out of Google a couple of weeks ago we think there's a lot of opportunities there in terms of creative uses of neural networks to represent semantic frames at different timesc…”
George Davis Dec 19, 2017 ▶ 20:36 Superpowered Conversations // George Davis, Frame.ai (FirstMark's Data Driven)
Apr 9, 2018 negative
Opinion
Glaser: Recent public criticism of Google's internal culture is likely deserved
“The culture there that has taken some beatings recently, I think probably deservedly”
Harry Glaser Apr 9, 2018 ▶ 17:38 The Conscience of AI // Harry Glaser, Periscope Data (FirstMark's Data Driven)
Jun 8, 2018
Disclosure
Chris Dixon meets weekly with three teams leaving Google or Facebook
“I have three of these meetings a week where it's team coming out of Google or Facebook or someplace like that”
Chris Dixon Jun 8, 2018 ▶ 29:50 Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
Jun 8, 2018 negative
Prediction Not checkable as stated
Dixon: Non-tech giants will find speech recognition AI very tough
“I think for some applications, like speech, you know speech is going to be, I think, very tough for non, you know, I mean, like Google and Amazon with their, you know, with their, and Apple with their phones and the, you know, the Alexa's and things like that.…”
Chris Dixon Jun 8, 2018 ▶ 9:29 Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
Jun 8, 2018
Insight
Dixon: Ten Google results act as a fault-tolerant UI for AI
“In some ways, you can think of Google results. They give you 10 results, right? They're sort of, you know, like in an ideal world, they give you one result, but they give you 10 results, because they let the human figure out the last 20%, right? So that's sort…”
Chris Dixon Jun 8, 2018 ▶ 15:13 Fireside Chat: Chris Dixon, General Partner at Andreessen Horowitz (FirstMark's Data Driven)
Oct 17, 2018
Assertion Not checkable as stated
Three-site consensus replication yields 43% higher non-storage resource utilization
“It does require three copies, so you're using three times, ah, three X storage as opposed to two X. But you actually get 43% higher utilization On your actual, ah, you know, resources other than storage.”
Spencer Kimball Oct 17, 2018 ▶ 5:52 Ultra-Resilient SQL for Global Business // Spencer Kimball, Cockroach (FirstMark's Data Driven NYC)
Oct 17, 2018
Assertion Supported
Google runs AdWords across five data centers to guarantee fault tolerance
“This isn't just sort of a, you know, a random example. This is how Google runs their AdWords system. With five data centers, and the reason is that you can actually have a planned maintenance on a data center, and actually have an unplanned, ah, outage on anot…”
Spencer Kimball Oct 17, 2018 ▶ 10:38 Ultra-Resilient SQL for Global Business // Spencer Kimball, Cockroach (FirstMark's Data Driven NYC)
Oct 17, 2018 positive
Disclosure
Talend partnered with Google to transition Dataflow into Apache Beam
“We talked to Google, and they had open sourced a part of that, and said, would you be willing to make that an Apache project, and, you know, co-sponsor it with us, and so we can now jointly push this thing forward? And they said yes, and we did. And so that be…”
Mike Tuchen Oct 17, 2018 ▶ 14:44 Fireside Chat: Mike Tuchen, CEO of Talend (TLND) (FirstMark's Data Driven NYC)
Jan 16, 2019
Prediction Not checkable as stated
Bloch: Apple, Amazon, and Google will likely compete in personal health
“And plus, you have Apple, Amazon, and Google that are very likely to be in this market and probably compete directly here.”
Allon Bloch Jan 16, 2019 ▶ 17:29 Building An Info Layer for Personal Health // Allon Bloch, K Health (FirstMark's Data Driven NYC)
Jan 17, 2019 bearish
Prediction Not checkable as stated
Cloud giants will turn backend open-source software into a corner case
“So I just think Amazon, Microsoft, and Google are, like, absolutely, like, moving far, far away from the pack in terms of their ability to create infrastructure software. So I feel like from now on it's like their game to write our databases and our message qu…”
Nick Rockwell Jan 17, 2019 ▶ 19:02 Fireside Chat: Nick Rockwell, CTO of The New York Times (FirstMark's Data Driven NYC)
Feb 25, 2019
Assertion Supported
Google Spanner provides ACID transactions and SQL semantics
“Well, Spanner is Google's relational database. It has asset semantics and SQL, sorry, asset transactions and SQL semantics.”
Daniel Chia Feb 25, 2019 ▶ 1:29 Dynamic Range Sharding with Spanner // Daniel Chia, Google Spanner (FirstMark's Data Driven NYC)
Feb 25, 2019
Assertion Not checkable as stated
Tech giants like Google and Uber rely on home-rolled ML infrastructure
“Most of the tooling is kind of home rolled. Best practices haven't emerged yet. We're seeing a lot of, especially large companies, roll their entire own stacks. So Facebook has FB Learner, Google has TFX. Uber has Michelangelo. Airbnb has Big Head.”
Dillon Erb Feb 25, 2019 ▶ 3:10 CI/CD for Machine Learning & AI // Dillon Erb, Paperspace (FirstMark's Data Driven NYC)
Mar 19, 2019 positive
Insight
Cloud incumbents struggle against open-source startups under $100M revenue
“Listen, if you're in the first hundred million dollars Because of revenue, and you're the innovator, and you own the code, I think it's incredibly difficult for these larger incumbents, you know, Google, Amazon, and Microsoft to compete against with you. They …”
Martin Casado Mar 19, 2019 ▶ 22:21 Fireside Chat: Martin Casado, General Partner at Andreessen Horowitz (FirstMark's Data Driven NYC)
Nov 13, 2019
Assertion Supported
Volpi: Google and Azure partner with OSS creators to counter AWS
“And then the other thing that you do As a business is you partner with Google and Azure who, because they're pretty far behind Amazon, they're more than happy to have the original item and to pay you something for the privilege of running your version.”
Mike Volpi Nov 13, 2019 ▶ 11:22 Fireside Chat: Mike Volpi, General Partner, Index Ventures (FirstMark's Data Driven NYC)
Jan 22, 2020 positive
Insight
Delangue: Collective open source can outperform tech giants like Google and Facebook
“We believe that actually if all the other companies than Facebook, Google, Apple, Amazon are actually all contributing to the same open source technology, they can actually end up with something way better than each one of these guys could build.”
Clement Delangue Jan 22, 2020 ▶ 22:04 NLP—The Most Important Field of ML // Clement Delangue, Hugging Face (FirstMark's Data Driven NYC)
Jan 22, 2020 positive
Assertion Supported
Delangue: Google called transformer adoption one of its biggest changes ever
“Google did a lot of PR a few months ago saying that moving to these new transformer models has been one of the most impactful changes that they'done over the last five years, if not since the beginning of Google.”
Clement Delangue Jan 22, 2020 ▶ 11:44 NLP—The Most Important Field of ML // Clement Delangue, Hugging Face (FirstMark's Data Driven NYC)
Feb 20, 2020 positive
Assertion Supported
Google-built Kubernetes is the standard across all cloud vendors
“Kubernetes clearly which was built by Google, is the standard now for doing this”
Amr Awadallah Feb 20, 2020 ▶ 23:01 How to Resurrect Innovation in the Enterprise // Amr Awadallah, Google (FirstMark's Data Driven NYC)
Sep 18, 2020
Insight
Fraser: Building custom data pipelines works best for large, stable internal sources
“If the data source is really large, it's something that's just yours, so Fivetran's never going to build a connector to it, and it's relatively stable, like it's not constantly changing configuration, then you can build your own data pipeline using the tools p…”
George Fraser Sep 18, 2020 ▶ 40:40 Fireside Chat: George Fraser (Founder & CEO, Fivetran) with Matt Turck (Partner, FirstMark)
Mar 15, 2021 positive
Assertion Partly supported
Google, Facebook, Microsoft, and OpenAI used Reddit data for AI models
“Google, Facebook, Microsoft, and OpenAI all used Reddit's data to train their conversational AI models.”
Jack Hanlon Mar 15, 2021 ▶ 17:52 Fireside Chat: Jack Hanlon (VP Data, Reddit) with Matt Turck (Partner, FirstMark)
Apr 5, 2021
Assertion Not checkable as stated
95% of machine learning models at Google and Facebook are neural nets
“So if you look at a company like Google or Facebook, almost all of their models, like, 95% of their models are neural net based.”
Bindu Reddy Apr 5, 2021 ▶ 7:12 Fireside Chat: Bindu Reddy (Founder & CEO, Abacus.AI) with Matt Turck (Partner, FirstMark)
Apr 5, 2021 bullish
Opinion
Pinterest visual search beats Google and Bing in head-to-head tests
“You'll find that Pinterest is usually the one that comes out of top.”
Dave Burgess Apr 5, 2021 ▶ 13:06 Fireside Chat: Dave Burgess (Head of Data Engineering, Pinterest) w/ Matt Turck (Partner, FirstMark)
Mar 8, 2022 negative
Opinion
Azhar: Meta is the weakest of the major big tech companies
“And what's true for Facebook, which is the weakest of the big tech companies is As true for Apple and Google and everyone else.”
Azeem Azhar Mar 8, 2022 ▶ 11:57 Fireside Chat - Azeem Azhar (Author, The Exponential Age) with Matt Turck (Partner, FirstMark)
Sep 12, 2022 bullish
Disclosure
Runway's enterprise clients include CBS, Google, Facebook, and Vox
“We help companies like CBS, Assembly, Google, Red Lab, Facebook, VaynerMedia, Vox, RGA, and countless other companies create better video content faster and literally at a fraction of the cost they're creating it today.”
Cris Valenzuela Sep 12, 2022 ▶ 0:09 Harnessing AI to Make Video Creation a Breeze | Runway’s Cris Valenzuela
Oct 24, 2022
Insight
Housley: Core data engineering issues haven't changed in 20 years
“A lot of the core issues in data engineering actually haven't changed that much in 20 years, and so people got so excited about technology in the transition in the 2000, the internet bubble, rise of Google, the rise of Facebook, that they lost sight of that”
Matt Housley Oct 24, 2022 ▶ 4:39 Fundamentals of Data Engineering | Joe Reis and Matt Housley
Nov 17, 2022
Assertion Partly supported
Kimball: Google ran over 1,000 MySQL shards for a decade before Spanner
“Google didn't replace that system with Spanner, I think for almost 10 years. So by that time it had gotten to a thousand plus shards of MySQL.”
Spencer Kimball Nov 17, 2022 ▶ 49:20 A Cloud SQL Database Built for Survival | Cockroach CEO & Co-Founder, Spencer Kimball
Mar 23, 2023
Assertion Supported
Turck: Google invented the Transformer but is playing catch-up
“So in GPT, which stands for generative pre-trained transformers, the T is a transformer architecture that was actually Developed at Google, and the irony is that Google is playing catch-up to Microsoft and OpenAI right now because OpenAI accelerated the develo…”
Matt Turck Mar 23, 2023 ▶ 13:51 The 2023 MAD (Machine Learning, Artificial Intelligence & Data) Landscape
May 1, 2023 positive
What-if
Falcon: Modern generative AI would not exist without open-source research
“None of this wouldn't exist if Google hadn't put published transformers and put the paper out there, right? None of this would have existed if Ah, the attention stuff would have been out there if the Anno hadn't been created, if TensorFlow hadn't been created.”
William Falcon May 1, 2023 ▶ 17:37 Build and Deploy AI with Pytorch | Lightning AI Founder & CEO, William Falcon
Aug 16, 2023 bullish
Assertion Not checkable as stated
Socher: Studies show developers using You.com are more efficient than on Google
“Yeah, we actually did some studies and developers who use you.com are way more efficient than developers who use Google.”
Richard Socher Aug 16, 2023 ▶ 23:06 Reinventing Search with AI: Richard Socher on Building You.com & the Future of Google
Nov 1, 2023 negative
Opinion
Srinivas: Google is making a mistake chasing OpenAI with Gemini
“Hence why, like, you know, I actually think Google is making a big mistake by trying to do whatever OpenAI is doing, right, like, going after them with the large, oh, I'm not, they're having GPT-IV, I'm going to turn Gemini.”
Aravind Srinivas Nov 1, 2023 ▶ 31:58 Perplexity AI CEO on Dethroning Google & Redefining Search
Nov 1, 2023 bearish
Prediction Not checkable as stated
Srinivas: Google will lose its single search monopoly in the conversational era
“And in that era, I don't think Google is going to be the one single monopoly because they're already like far behind in this interface.”
Aravind Srinivas Nov 1, 2023 ▶ 20:28 Perplexity AI CEO on Dethroning Google & Redefining Search
Nov 8, 2023
Insight
Zhou: Editing search queries on Google is essentially prompt engineering
“I think Google is essentially prompt engineering. When you edit your query to get the results that you want, that's prompt engineering.”
Sharon Zhou Nov 8, 2023 ▶ 5:29 Custom LLMs at Scale: Lamini CEO Sharon Zhou’s Playbook for Enterprise AI
Nov 17, 2023 positive
Disclosure
DeepScribe grew from zero to $6M ARR purely through inbound marketing
“We bought AdWords on Facebook and Google and all of our traffic and all of our initial sales from I think zero to six million in ARR came from inbound.”
Akilesh Bapu Nov 17, 2023 ▶ 27:18 AI Medical Scribe Breakthrough: DeepScribe CEO Akilesh Bapu on Healing Doctor Burnout
Dec 21, 2023 positive
Disclosure
Moody's Analytics partnered with Google to extract data from unstructured financial statements
“We have another partnership with Google where we're, ah, leveraging, we're working together to leverage the NAI to, ah, be able to extract more information from financial statements. Ah, financial statements, not the ones that are, you know, published at the 1…”
Cristina Pieretti Dec 21, 2023 ▶ 17:49 How Moody’s Analytics Is Using AI to Transform Credit Risk | Cristina Pieretti & Yimei Fan
Apr 3, 2024 positive
Assertion Not checkable as stated
Only Foursquare and Google use human confirmation for location data
“What we think is unique other than basically Google in the world, which is human confirmation.”
Gary Little Apr 3, 2024 ▶ 4:31 Foursquare’s Remarkable Transformation Into Leading Location Intelligence Platform | Gary Little
Apr 10, 2024 neutral
Assertion Supported
Evans: Predictions that only tech giants had enough AI data were wrong
“And this is clearly what happened with the last wave of machine learning. There was a brief moment where people said it needs all this data. Only Google's got all the data. There's going to be, like, three people who've got enough data to do AI, and that turne…”
Benedict Evans Apr 10, 2024 ▶ 14:31 Is AI a platform shift or a paradigm shift? With Benedict Evans
Apr 26, 2024 bearish
Prediction Not checkable as stated
Turck says horizontal AI startups will struggle against reactive tech incumbents
“It seems that for stuff that's very horizontal startups are going to have a harder time building long lasting businesses because in this Cycle. They are facing a very different type of incumbents compared to prior platform shifts where you know, this time you'…”
Matt Turck Apr 26, 2024 ▶ 25:54 Navigating the AI Landscape: A Survival Guide | 2024 MAD Landscape with Matt Turck and Aman Kabeer
May 16, 2024 positive
Assertion Partly supported
Amazon spiked cloud CapEx 18 months before Google and Microsoft
“Amazon Spiked almost 18 months before Google and Microsoft did, so they must have seen some of these inference workloads coming.”
Tomasz Tunguz May 16, 2024 ▶ 12:41 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
May 16, 2024 negative
Assertion Supported
Google's generative search queries initially cost 10x more than standard queries
“Well, Google, when they initially released search, their generative search experience, the cost to serve a query was 10 X a standard one.”
Tomasz Tunguz May 16, 2024 ▶ 30:23 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
May 16, 2024 bullish
Assertion Not checkable as stated
Antitrust locks Big Tech out of M&A, empowering Snowflake and Databricks
“But you look at like Amazon, Google, Facebook, Microsoft, all are under an attack trust and basically impossible for them to acquire. So there's, you don't really have the big chip stacks at the table anymore, which means if you're an acquirer like Snowflake o…”
Tomasz Tunguz May 16, 2024 ▶ 36:08 AI, Data and Blockchain: a VC perspective | Tomasz Tunguz, Founder of Theory Ventures
Jul 18, 2024 negative
Assertion Not checkable as stated
Kahn: Google search has degraded human memory retention
“I think it really is true that Google has hurt our memory. I think people memorize far less than they used to.”
Jeremy Kahn Jul 18, 2024 ▶ 16:44 An inside look at “Mastering AI” | Jeremy Kahn, Author & AI Editor, Fortune
Sep 19, 2024 positive
Disclosure
ZoomInfo selected Anthropic over OpenAI and Google for call summarization
“We are using Anthropic, we are using OpenAI, we are using Google, but for that one, we released Anthropic.”
Ali Dasdan Sep 19, 2024 ▶ 27:45 AI at ZoomInfo: Superpowering GTM teams | Ali Dasdan, CTO, ZoomInfo
Oct 10, 2024 negative
Insight
Socher: Startups cannot be 10x better than Google on simple consumer search
“If you think about it from first principles, there is nothing you can do to be 10 X better.”
Richard Socher Oct 10, 2024 ▶ 56:56 AGI, The Future of AI Agents And The Next Wave of Opportunities in AI | Richard Socher, CEO, You.com
Oct 24, 2024
Insight
Ex-Google engineers must realize marketing is war because nobody cares naturally
“I realized that marketing is war. You know, when you're at Google, you think, oh, well, you don't need to do marketing. Who needs to do marketing? But then you realize outside of Google is like, well, nobody cares about what you're doing. And you have to basic…”
Jordan Tigani Oct 24, 2024 ▶ 56:58 The Death of Big Data and Why It’s Time To Think Small | Jordan Tigani, CEO, MotherDuck
Nov 8, 2024 neutral
Assertion Supported
Google's $2.7B Character.AI deal was the largest acquihire ever
“And, you know, we also had the biggest acquihire of all time. So for those of you who don't know, 2.7 billion dollar acquihire by Google of the Character AI founders who, funny enough, were already at Google before they went to start Character AI.”
Aman Kabeer Nov 8, 2024 ▶ 3:28 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 positive
Assertion Supported
Over 25% of new code at Google is AI-generated
“Sundar Pashai said, you know, more than a quarter of all code written at Google is now generated by AI before it's reviewed and accepted by engineers”
Aman Kabeer Nov 8, 2024 ▶ 26:28 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 positive
Assertion Supported
Big tech and AI companies are driving a U.S. nuclear revival
“But yeah, in 24, it turns out that big tech companies and AI companies are the ones driving this, Revival of nuclear power with, you know, Microsoft entering into a deal with Constellation to revive Three Mile Island, which was the site of the last nuclear acc…”
Matt Turck Nov 8, 2024 ▶ 6:26 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Nov 8, 2024 neutral
Assertion Partly supported
Meta, Google, and Amazon on track for $200B in AI capex
“The three top companies, MetaGoogle and Amazon, are on track to invest two hundred billion in AI infrastructure this year.”
Matt Turck Nov 8, 2024 ▶ 3:57 Superintelligence, Bubbles And Big Bets: AI Investing in 2024 | Matt Turck & Aman Kabeer, FirstMark
Apr 10, 2025
Assertion Not checkable as stated
Ramaswamy: Five nines availability in Google search ads was worth $100M
“Similarly, when I ran the search ads team, getting those five nines of availability actually meant a hundred million dollars more because that thing was running at such scale.”
Sridhar Ramaswamy Apr 10, 2025 ▶ 11:30 Snowflake CEO on Winning the AI Arms Race
Apr 10, 2025 neutral
Assertion Not checkable as stated
Ramaswamy: Google's ad spam team had over 150 people when he left
“I had entire teams devoted. It's called an ad spam team. Like when I left, I think they had more than a 150 people.”
Sridhar Ramaswamy Apr 10, 2025 ▶ 52:37 Snowflake CEO on Winning the AI Arms Race
Apr 10, 2025
Assertion Not checkable as stated
Google earns $1 to $2 every time a user searches 'auto insurance'
“You'll be shocked to know that there are queries that have 1502 thousand dollar RPMs, which means Google makes one or two dollars every time you or I, like, a user types the word auto insurance, words auto insurance into search.”
Sridhar Ramaswamy Apr 10, 2025 ▶ 43:27 Snowflake CEO on Winning the AI Arms Race
Apr 10, 2025 bearish
Prediction Not checkable as stated
Ramaswamy: Google Gemini won't become a hit unless 10x better than ChatGPT
“They can't make Gemini into a consumer hit unless it's 10 times better than ChatGPT, and that's a really tall order.”
Sridhar Ramaswamy Apr 10, 2025 ▶ 46:35 Snowflake CEO on Winning the AI Arms Race
May 1, 2025 negative
Opinion
Mike Palmer: Google's Looker acquisition failed by locking out non-experts
“Google's experiment with Looker has failed, and with Looker, they built a LookML, which by the way, I would say back in 2017, it was probably the best product on the market, but they built a product for experts, and they ensured that it was going to be a produ…”
Mike Palmer May 1, 2025 ▶ 32:56 Dashboards Are Dead: Sigma’s BI Revolution for Trillion-Row Data
May 22, 2025 neutral
Assertion Supported
Evans: Google and Meta delayed LLMs in 2022 due to high error rates
“This is why Google and Meta didn't launch their own LLMs in twenty-twenty-two when they had them as well, because they looked at them and said, well, they're wrong too much.”
Benedict Evans May 22, 2025 ▶ 38:52 AI Eats the World: Benedict Evans on What Really Matters Now
May 22, 2025
Assertion Supported
Evans: Big Tech data center spending will exceed $300B this year
“Google, Meta AWS, not Amazon overall, AWS only, and Microsoft spent about two hundred twenty billion dollars building data centers last year, and will spend about 300, maybe over 300 this year, depending on where their numbers come out.”
Benedict Evans May 22, 2025 ▶ 40:35 AI Eats the World: Benedict Evans on What Really Matters Now
Jun 5, 2025
Assertion Supported
Gomez: Google quickly integrated Transformer architecture into Search and Translate
“No, they jumped all over it. So it went to production inside of search, inside of translate, like the existing product suite. And so they, to say that they didn't adopt the transformer architecture would not be correct.”
Aidan Gomez Jun 5, 2025 ▶ 11:35 Inside the Paper That Changed AI Forever - Cohere CEO Aidan Gomez on 2025 Agents
Jun 5, 2025
Assertion Not checkable as stated
Gomez: Google failed to lean into language modeling early, unlike OpenAI
“To say they didn't lean hard enough into language modeling, like just pure Sequence modeling of text on the internet. That's, I think the accurate statement. That's what OpenAI did early and uniquely well.”
Aidan Gomez Jun 5, 2025 ▶ 11:48 Inside the Paper That Changed AI Forever - Cohere CEO Aidan Gomez on 2025 Agents
Jun 20, 2025 bullish
Disclosure
Canva is natively integrating Google's Veo 3 video model
“We are integrating VO three, which is Google's new amazing video generation model natively into Canva.”
Brendan Humphreys Jun 20, 2025 ▶ 54:40 Inside a $3B ARR Rocketship — Canva CTO Brendan Humphreys on Deploying AI at Scale
Jun 26, 2025 positive
Opinion
Rauch: ChatGPT's UI simplicity gives it a fundamental advantage over Google
“If you look at ChatGPT, one fundamental advantage they have over Google is the simplicity of the UI.”
Guillermo Rauch Jun 26, 2025 ▶ 1:26:30 Guillermo Rauch: Why Software Development Will Never Be the Same
Oct 2, 2025
Assertion Not checkable as stated
Douglas: Google LLM inference stack saved hundreds of millions in months
“This ended up saving several hundred million dollars, I think, like, even over the first six months”
Sholto Douglas Oct 2, 2025 ▶ 14:18 Sonnet 4.5 & the AI Plateau Myth — Sholto Douglas (Anthropic)
Oct 23, 2025 bullish
Opinion
Valuations for OpenAI, Anthropic, and Google are fairly conservative
“If you look at OpenAI, if you look at Anthropic, if you look at Google, those evaluations, those revenue numbers are actually fairly conservative.”
Julian Schrittwieser Oct 23, 2025 ▶ 3:32 Are We Misreading the AI Exponential? Julian Schrittwieser on Move 37 & Scaling RL (Anthropic)
Nov 26, 2025
Disclosure
Łukasz Kaiser says Ray Kurzweil was his first manager at Google
“I came to Ray Kurzweil's group. He was my first manager.”
Łukasz Kaiser Nov 26, 2025 ▶ 23:48 What’s Next for AI? OpenAI’s Łukasz Kaiser (Transformer Co-Author)
Nov 26, 2025 positive
Assertion Not checkable as stated
Kaiser: Pre-training scaling laws still hold across OpenAI and Google
“What scaling clause says is that your loss will log linearly decrease with your compute. We totally see that and clearly Google sees that and all other labs.”
Łukasz Kaiser Nov 26, 2025 ▶ 4:35 What’s Next for AI? OpenAI’s Łukasz Kaiser (Transformer Co-Author)
Dec 18, 2025 positive
Disclosure
Bourgeau: Google leadership's research background shields DeepMind from benchmark pressure
“There's actually very little of that. I think because all of the leadership has a research background that they're very much aware that yes, to some extent you can force and accelerate specific benchmarks and certain goals, but in the end, the progress and the…”
Sebastien Bourgeau Dec 18, 2025 ▶ 25:12 ”We’re Ahead of Where I Thought We’d Be” — Gemini 3 & the Future of AI
Dec 18, 2025 positive
Assertion Not checkable as stated
Bourgeau: Google and DeepMind are actively researching post-Transformer architectures
“I believe so. There's groups doing research on the model architecture side, for sure, within Google and within DeepMind”
Sebastien Bourgeau Dec 18, 2025 ▶ 10:38 ”We’re Ahead of Where I Thought We’d Be” — Gemini 3 & the Future of AI
Feb 5, 2026
Assertion Not checkable as stated
Patel: Google has better pre-training than OpenAI or Anthropic, but worse RL
“Flip side, Google has a better pre-trained model than Anthropic or OpenAI, but their RL stack sucks.”
Dylan Patel Feb 5, 2026 ▶ 1:11:39 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 5, 2026
Insight
Patel: AI model performance is a lagging indicator of prior hardware CapEx
“Ultimately the capex that Microsoft spent in 2024 for OpenAI is what results in 2025 for OpenAI or CoreWeaver or whoever is what results in their models being so good this year. Same with Anthropic and Amazon Google and their models now being so good now is th…”
Dylan Patel Feb 5, 2026 ▶ 51:03 Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
Feb 19, 2026 positive
Assertion Supported
Zeghidour: Most of Google's audio AI models were built in Paris and Zurich
“A lot of the current audio generative models of Google, a global company, obviously were developed between Paris and Zurich. Actually most of it.”
Neil Zeghidour Feb 19, 2026 ▶ 1:18:40 Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
Mar 19, 2026 neutral
Insight
Evans: Meta and Google do not need standalone LLM monetization
“Because if you are Meta or Google, You've got this whole other highly profitable business, which now needs to have LLMs inside it, powering all sorts of capabilities and features, and you probably want them to be your LLMs rather than somebody else's. But you …”
Benedict Evans Mar 19, 2026 ▶ 4:59 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Mar 19, 2026 bearish
Prediction Open · timeframe Mar 2031
Evans: Microsoft Bing will never catch up with Google in search
“Doesn't matter how much money and how hard Microsoft works, Bing will never catch up with Google.”
Benedict Evans Mar 19, 2026 ▶ 2:52 Benedict Evans: OpenAI’s Moat Problem & the Future of Software
Jul 9, 2026 positive
Disclosure
Stripe partners with Google for direct checkout inside Gemini
“We recently partnered with Google. So merchants can sell right inside AI mode and the Gemini app. So, you know, maybe you shop at JD sports cause I was on the topic of running shoes or fanatics or quince. Those were all early adopters.”
Emily Glassberg Sands Jul 9, 2026 ▶ 3:33 The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe)
Jul 16, 2026
Assertion Supported
Katti: Many OpenAI chip team members previously designed Google TPUs
“They have, many, many of the team have designed TPU chips at Google in the past.”
Sachin Katti Jul 16, 2026 ▶ 34:51 OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
Made with StarZero

Turn any episode into a week of clips.

This entire site, over 400 conversations transcribed, diarized, checked and made playable, runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the moments worth sharing, cuts them, captions them, and reframes them for every feed.

Try the podcast clipper Learn more