Google, every mention
24 scenes (said by Benedict Evans), the whole family · ← back to Google
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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
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
- ▶ 3:44 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.
AI Eats the World: Benedict Evans on What Really Matters Now
- ▶ 2:42 Benedict Evans There's an interesting kind of split in that, like, you could say that Anthropik and Claude and ChatGPT are just as good as each other or R&D Gemini, but then go and look at the App Store charts, or look at Google Trends and see which…
- ▶ 16:34 Benedict Evans And at a certain point, somebody says, no, you should, you should put it in Google Sheets.
- ▶ 19:35 Benedict Evans I mean, it's funny if you look at Google Trends.
- ▶ 23:31 Benedict Evans Of course, you know, in 1995, nobody had heard of Google. 2 times in the scene
- ▶ 30:49 Benedict Evans There's make it a feature, which is Google, Microsoft, Amazon, Google, Microsoft, Meta, Apple strategy.
- ▶ 38:09 Benedict Evans And it's clearly Google, because this is a very different way to process and retrieve information and answer questions about it. 5 times in the scene
- ▶ 40:35 Benedict Evans And it's interesting, you look at or listen to the conference calls, you know, and I'm sure you've done the chart, you've missed the chart of the CapEx, where like, Google, Meta, um, AWS, not Amazon overall, AWS only, and, um, and, and, um, 2 times in the scene
- ▶ 45:12 Benedict Evans The other avenue is, why is it that no one installs the Gemini app, or the Copilot app, or the Meta AI app, or the Claude app, or the Grok, is there a Grok app?
- ▶ 1:02:20 Benedict Evans You go to Google, you can imagine what the screen looks like. 2 times in the scene
Is AI a platform shift or a paradigm shift? With Benedict Evans
- ▶ 14:36 Benedict Evans Only Google's got all the data.
- ▶ 16:54 Benedict Evans So there will be generative AI capabilities inside stuff from Google and Microsoft and Oracle. 2 times in the scene
- ▶ 39:50 Benedict Evans And so there's an interesting turn on this, however, which is that DeepMind did a project with Moorfields, which is iHospital in the UK.
- ▶ 43:35 Benedict Evans It's Fujitsu, it's not Google, or DeepMind, or someone, or OpenAI.
- ▶ 43:35 Benedict Evans It's Fujitsu, it's not Google, or DeepMind, or someone, or OpenAI.