meg seven

2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jun 20, 2025 by Dave Morin · across every show →

Everything said about meg seven, oldest first

Jun 20, 2025 positive
Opinion
Google is the only major AI product innovator among big tech
“We're also not seeing any product innovation from basically anyone other than Google, at least at the Meg seven level, Google's the main product innovator right now.”
Dave Morin Jun 20, 2025 ▶ 10:33 #104: AI Clones, Commoditized Ads, and the Cult of Trust · More or Less Podcast
Oct 10, 2025 neutral
Assertion Supported
Morin: Top hyperscalers projected to spend $400B this year
“And the Meg seven, not Apple, but the rest of them met a Google, Amazon, et cetera, are projected to spend about four hundred billion this year.”
Dave Morin Oct 10, 2025 ▶ 23:37 Oracle's GPU Margins, OpenAI’s Consumer Playbook, and the Ads vs Commerce Endgame · More or Less Podcast
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