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every year anyone Matt Turck 174Benedict Evans 40Spencer Kimball 37Dylan Patel 30Amr Awadallah 29Sridhar Ramaswamy 24Johnny Graettinger 23Jordan Tigani 20Neil Zeghidour 19Noah Weiss 18
Verbatim, from the transcripts: the passages where Google comes up
AI Could Take Over in 2029. Is It Already Too Late?
- ▶ 1:25 Matt Turck I wanted to start with a strong statement that you guys have at the beginning of AI, where you said that the CEOs of OpenAI, Anthropic, XAI, and Google DeepMind understand that the current path AI is on leads to extinction or a power grab,…
“OpenAI’s Model Hacked Us” - Hugging Face’s Thomas Wolf
- ▶ 9:08 Thomas Wolf It's not the moment you want to fill in like a Google form or something and just have someone, you know, take
- ▶ 46:27 Thomas Wolf So either we say all life science is going to be built from now on by Anthropik, OpenAI and Google, maybe Meta, or we say we want a big ecosystem around there.
How to Build Autonomous, Long-Horizon AI Agents | Basis
- ▶ 7:10 Mitch Trojanowski It might be an agent in the sense that it has the agency to decide what tool to call or what Google search to put in, but it doesn't need to do much work to be coherent over a period of time because it's, uh, um, you're just getting the…
- ▶ 1:09:28 Mitch Trojanowski I think to this, I shouldn't, I need to go Google it, but, uh, 2 times in the scene
The Biggest AI Deployment Nobody Talks About | Samsara CEO Sanjit Biswas
- ▶ 36:05 Matt Turck Are you an open AI, Anthropic shop, Gemini shop?
Cerebras CEO: Why GPUs Can't Do Fast Inference
- ▶ 5:47 Andrew Feldman Um, there are a group of companies who, ah, the hyperscalers make, make some of their own parts, so the TPU. 4 times in the scene
- ▶ 5:55 Matt Turck So TPU is Google. 3 times in the scene
- ▶ 13:11 Andrew Feldman Not as good as, as, as GPT or Anthropic or Google's Gemini, but very good.
- ▶ 52:45 Andrew Feldman We just announced, uh, uh, sort of that we were fastest in the world on, on one of Google's multimodal models.
- ▶ 1:01:52 Andrew Feldman Um, because, uh, Gemini is trained on TPUs. 2 times in the scene
- ▶ 1:06:44 Andrew Feldman The TPU, Google had some of the best guys in the industry.
OpenAI’s Compute Chief: We Can’t Build Fast Enough | Sachin Katti
- ▶ 28:43 Sachin Katti Uh, we also have compute, as we have announced, from AWS, Ion Google.
- ▶ 33:43 Sachin Katti So Microsoft, Google, Amazon, Oracle, uh, we are off the offtake.
- ▶ 34:51 Sachin Katti Uh, they have, many, many of the team have designed TPU chips at Google in the past.
The "Token Heist" Wiping Out AI Startups | Emily Sands (Stripe)
- ▶ 3:33 Emily Glassberg Sands We recently partnered with Google.
- ▶ 7:05 Emily Glassberg Sands Or you're in Gemini or, you know, yeah, exactly.
- ▶ 11:04 Emily Glassberg Sands So, uh, with, with Gemini's and with Google, uh, Microsoft, uh, OpenAI, uh, and, um, lots more coming online in, in all three dimensions.
Inside Nemotron & NVIDIA’s AI Lab | Bryan Catanzaro
- ▶ 9:58 Bryan Catanzaro You know, I was really excited when, uh, OpenAI released the GPT OSS models, um, uh, a while back, and then of course Google's been doing great work with Gemma.
- ▶ 20:58 Bryan Catanzaro Um, because after all the transformer had been invented at Google.
Cloudflare CEO: The Internet's Business Model Is Dead
- ▶ 1:51 Matthew Prince The way Google works is they scrape the internet
- ▶ 12:54 Matthew Prince We, um, you know, we're, we're, we're sort of the next generation, um, sort of AWS or, or Google cloud where we're, we've rethought how that works.
- ▶ 1:19:45 Matthew Prince And so, you know, Google really is responsible for having built the business model, this power, the last 28 years of the Internet.
The GPU Myth: State of AI Compute 2026 | Stephen Balaban
- ▶ 2:16 Stephen Balaban And there's a reason why the biggest companies in the world, these multi-trillion dollar market cap businesses, whether it's Amazon, Microsoft, Google, Oracle,
- ▶ 9:06 Stephen Balaban It's a sort of substitute good for Google search and for other search, um, online.
- ▶ 45:19 Stephen Balaban And that was inspired by the image net, uh, 20 and 12 moment, or that was even before that the image net moment, you know, I, I pulled the CUDA covenant repo off of Google code. 2 times in the scene
- ▶ 48:26 Stephen Balaban And it was basically using the Google deep dream, uh,
- ▶ 48:26 Stephen Balaban And it was basically using the Google deep dream, uh,
OpenAI's Dan Roberts: Why AI Can Now Make Discoveries
- ▶ 8:41 Matt Turck OpenAI came out first with this progress, but like almost within a few hours, Google DeepMind had a claim as well on different problems. 5 times in the scene
- ▶ 26:04 Dan Roberts Like, there was this 2016, 27, maybe even to 2018 before the transform period where DeepMind was all in on RL and OpenAI had Dota and, um,
State of Enterprise AI 2026: Aaron Levie on Tokenmaxxing, Rise of Headless, and AI-Proofing Your Job
- ▶ 27:07 Aaron Levie You know, obviously Codex as a super app is, is, is emerging as this, you know, powerful workhorse, uh, Gemini with, I think Spark and whatnot, you know, I think there's like rumors that cursor might, might, you know, try and try and…
- ▶ 28:17 Aaron Levie And honestly, like in many ways, not that different from somebody going to Google to say like, I want to go research this customer versus going to chat to BT and say, I want to reach us to kind of like, like almost nothing has changed…
- ▶ 53:37 Aaron Levie But those engineers have largely sort of seen that, that no, like you go to CS and then you, you, you go to Google or you go to meta, et cetera.
OpenAI Board Member Zico Kolter: Modern AI Is Just 200 Lines of Code
- ▶ 8:29 Zico Kolter It's actually, uh, OpenAI has preparedness, Anthropic has RSPs, Google has their
- ▶ 9:48 Matt Turck And as, uh, taking your OpenAI hat off and just more as a broad industry observers, you mentioned various initiatives across OpenAI, uh, DeepMind, Anthropic.
- ▶ 33:47 Zico Kolter I mean, I think that that vision probably was also at other places too, like at the time, Google brain and things like this.
Anthropic’s Felix Rieseberg: Claude Cowork, Mythos, and the SaaS Extinction
- ▶ 16:18 Felix Rieseberg At Anthropic, we have a specific particular vendor that helps us with our travel booking, so you can't just go to Google Flights, you need to go to this, like, particular vendor portal, and then we have various travel policies, and the…
- ▶ 18:15 Felix Rieseberg If you have a PowerPoint or a Google slides template, you should tell Claude about it.
- ▶ 21:09 Felix Rieseberg Like, I think a good example for me is always maybe using your Chrome. 3 times in the scene
AI is Already Building AI — Google DeepMind’s Mostafa Dehghani
- ▶ 0:31 Matt Turck Today, my guest is Mustafa Degani, a top AI researcher at Google DeepMind, and a core contributor to some of the most influential architectural breakthroughs of the last decade, including Universal Transformers, the Vision Transformer, and…
- ▶ 11:45 Mostafa Dehghani It's quite funny, but sometimes, um, I'm figuring out that, okay, how can I, uh, create an environment for a model that operates safely in, in like within Google, right?
- ▶ 27:39 Mostafa Dehghani But on the other hand, um, like I, I know at different companies, it's also the case, but at GDM, a lot of exciting recent work is going into the pre-training side and like new, new recipe, new ideas.
- ▶ 33:08 Mostafa Dehghani Given that, like, I've, I've seen, like, very impressive progress on this, uh, of the Sweden Gemma and GDM.
- ▶ 33:51 Matt Turck What's work and what was your journey to AI and then your journey to, to Google DeepMind?
- ▶ 34:22 Mostafa Dehghani And, and, and the funny story is, um, I, I did an internship at Google Brain in 20, like early 20 17.
Benedict Evans: OpenAI’s Moat Problem & the Future of Software
- ▶ 2:05 Benedict Evans That's how Windows and Google and Facebook and Instagram and TikTok and iOS, what we're kind of used to in tech is that software by definition has no capital or very little capital, but it has network effects. 4 times in the scene
- ▶ 3:17 Matt Turck Not Windows, but if you think of the oligopoly of AWS, Azure, and GCP, those are largely undifferentiated businesses that in, uh, because of the market size seem to be doing quite well. 2 times in the scene
- ▶ 3:44 Benedict Evans Google is mostly scrambling to catch up in a very distant certain place despite having basically invented cloud. 2 times in the scene
- ▶ 6:48 Benedict Evans Or at the extreme, could you say, well, people only use Google once a month, once a week too, which doesn't seem like a good answer. 2 times in the scene
- ▶ 13:06 Benedict Evans You can make the underlying rendering engine better, like Chrome has a better rendering engine, fine, and you can make the underlying LLM better, but the actual product that's presented to the user is an input box and an output box and a…
- ▶ 18:00 Benedict Evans And some of this is just familiarity, you know, it took a while to work out, you know, you can't, you could ask Google that, it's not going to be able to answer this.
- ▶ 21:55 Benedict Evans Google couldn't invent 2 times in the scene
- ▶ 25:14 Benedict Evans And, you know, you ask it to tie, you know, what the other interesting thing about, about OpenFlow is it shows you why Google and Apple haven't shipped this.
- ▶ 26:59 Benedict Evans And Frame.io is unbundling Google Sheets and Dropbox. 3 times in the scene
- ▶ 29:10 Benedict Evans No, no one will vibe code their own ERP or their own frame.io, but they may ask Anthropic or Gemini or, or, or ChatGPT, can you do this thing for me?
- ▶ 43:52 Benedict Evans So Google and Microsoft are not far behind.
Everything Gets Rebuilt: The New AI Agent Stack | Harrison Chase, LangChain
- ▶ 34:58 Harrison Chase They had this really interesting mix of like Google veterans and then like MIT and, and Harvard physics PhDs.
AI That Can Prove It’s Right: Verification as the Missing Layer in AI — Carina Hong
- ▶ 10:51 Matt Turck People may have heard, uh, of both OpenAI and Google DeepMind sort of winning IMO, the International Math Olympiad, and other very hard to crack.
- ▶ 16:07 Matt Turck And just to make sure I understand, so are we saying that the OpenAI and Google DeepMind approach would fall into the informal, whereas you'd be falling into the formal?
- ▶ 16:17 Corinna Hong Google was doing, I think, formal until, I think, as of
- ▶ 41:22 Corinna Hong Um, we have a lot of really good people from Meta, from Google Brain, from Anthropic, et cetera, and we just, um, we keep hiring, you know, more and more, uh, sort of Frontier Lab researchers.
Voice AI’s Big Moment: Top Researcher on Why Everything Is Changing (Neil Zeghidour, Gradium AI)
- ▶ 0:42 Matt Turck My guest today is Neil Zegidor, CEO of Gradium AI and formerly of DeepMind and Meta.
- ▶ 10:01 Neil Zeghidour So, you know, when you use Google Home or Alexa or whatever, you have a wake word that is going to turn the speech to text on.
- ▶ 13:00 Matt Turck And the company, so I mentioned DeepMind and Meta, and now Gradium and Qtai in the middle.
- ▶ 13:46 Neil Zeghidour So I, I literally Googled how can I analyze text automatically or whatever. 2 times in the scene
- ▶ 16:17 Neil Zeghidour At that time, it was interesting because, uh, so I joined working on speech in Google Brain, and there were almost nobody working on speech in Google Brain. 2 times in the scene
- ▶ 17:13 Neil Zeghidour And that's something we worked on for Google Meet.
- ▶ 22:23 Neil Zeghidour At the time where, where, uh, uh, Gemini started at, uh, at Google, that's where, that's when I, I left. 2 times in the scene
- ▶ 22:30 Neil Zeghidour I wanted to, to, you know, to create a small research environment that reminded me of the early days of fair or Google brain.
- ▶ 24:03 Neil Zeghidour As the first person I, I, I reached out to is Alex Defossé, who is also now co-founder of Gradium, he's our chief science officer, because we had done our PhD together at Facebook, and then when I joined Google, we kind of 2 times in the scene
- ▶ 29:41 Neil Zeghidour The main one being, uh, to me, a living legend, Aaron van den Hoort from Google DeepMind.
- ▶ 31:38 Matt Turck So I think for voice in particular, like the obvious question is why has OpenAI or Google or Meta not already won voice AI?
- ▶ 43:17 Neil Zeghidour I had faced that in the past when we did Music LM at Google.
- ▶ 1:13:10 Neil Zeghidour I think now also what is interesting is, uh, so we see that in a video generation, like with a VO three from Google, now there is native audio that is, uh, included.
- ▶ 1:17:43 Neil Zeghidour and then Google Brain moved to Paris and Google DeepMind afterwards. 2 times in the scene
- ▶ 1:17:43 Neil Zeghidour and then Google Brain moved to Paris and Google DeepMind afterwards.
- ▶ 1:18:40 Neil Zeghidour So again, a lot of the current audio generative models of Google, a global company, obviously, uh, were developed between Paris and Zurich. 2 times in the scene
Mistral AI vs. Silicon Valley: The Rise of Sovereign AI
- ▶ 9:13 Matt Turck Obviously there's Gemini and Google to add to the list and meta.
Dylan Patel: NVIDIA's New Moat & Why China is "Semiconductor Pilled”
- ▶ 2:47 Dylan Patel And so Google and OpenAI have both released mechanisms of this with their pro models, where the model actually doesn't just have one single chain of thought for reasoning. 2 times in the scene
- ▶ 7:18 Dylan Patel Google like implemented OKRs because Intel did it, but that's like, you know, management stuff, right? 2 times in the scene
- ▶ 9:14 Dylan Patel And there's, so there's a lot of AI chip companies on the startup side, but then there's also, you know, Google's TPU, AMD, GPUs, uh, Amazon Tranium, uh, who are all really credible competitors.
- ▶ 10:36 Dylan Patel These support AMD GPUs almost as first-class citizens now, and VLLM is getting significant support for TPUs, for Tranium, and there will be other chips coming out from startups that also support VLLM slash SGLang. 2 times in the scene
- ▶ 15:15 Dylan Patel You know, companies like Anthropic, Google, OpenAI have already done it, but what about the wide world, right? 2 times in the scene
- ▶ 22:05 Dylan Patel And as would like Meta and Google would like, they should do that.
- ▶ 25:18 Dylan Patel ByteDance rents, rents tons of chips from Oracle and Google and, and, you know, many other cloud companies.
- ▶ 34:21 Dylan Patel Like, and I think some of the things that they've done are reactions and competitive dynamics with AMD or Google's TPUs or whatever, right? 4 times in the scene
- ▶ 34:21 Dylan Patel Like, and I think some of the things that they've done are reactions and competitive dynamics with AMD or Google's TPUs or whatever, right? 2 times in the scene
- ▶ 39:40 Dylan Patel And then, you know, vertex, deep minds, uh, models at Google Gemini.
- ▶ 39:40 Dylan Patel And then, you know, vertex, deep minds, uh, models at Google Gemini.
- ▶ 41:59 Dylan Patel If you look at the top 10 companies, like of the world, I think eight of them designed semiconductors right now, obviously like Google designed semiconductors, but it's like, oh wait, no, but their cost of search would be like 10 X higher…
- ▶ 41:59 Dylan Patel If you look at the top 10 companies, like of the world, I think eight of them designed semiconductors right now, obviously like Google designed semiconductors, but it's like, oh wait, no, but their cost of search would be like 10 X higher…
- ▶ 41:59 Dylan Patel If you look at the top 10 companies, like of the world, I think eight of them designed semiconductors right now, obviously like Google designed semiconductors, but it's like, oh wait, no, but their cost of search would be like 10 X higher…
- ▶ 47:59 Dylan Patel It'll be the hottest button issue, especially as like, we're really getting into like, I think last year, Google spent three billion dollars on Waymo and we're waiting for their guide for this year, three billion dollars on Waymo taxis,… 2 times in the scene
- ▶ 51:13 Dylan Patel Same with Anthropic and Amazon Google and their models now being so good now is that capex.
- ▶ 52:43 Dylan Patel Myself, you know, my roommate, a handful of people from, like, OpenAI, GDM, Anthropic, we just would do LAN parties of AOE-II over the holidays a bit.
- ▶ 1:04:26 Dylan Patel It's like, well, ok, Google doesn't have enough data center capacity, they need people to build data centers, but 2 times in the scene
- ▶ 1:11:39 Dylan Patel Flip side, Google has a better pre-trained model than Anthropic or OpenAI, but their RL stack sucks. 2 times in the scene
State of LLMs 2026: RLVR, GRPO, Inference Scaling — Sebastian Raschka
- ▶ 9:51 Matt Turck Last year, I believe Google DeepMind announced one called Gemini Diffusion.
- ▶ 15:07 Sebastian Raschka That was, I think going even back to the Google pathways paper in, I don't know, 2022, three, something like that.
- ▶ 50:24 Sebastian Raschka like if you use or compare ChatGPT, Gemini, 3 times in the scene
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