Google

includes Google DeepMind, Google Cloud, Google Search, Google Brain, Google TPU, Google Drive, Google Ads, Google Workspace, Google Gemini, Google Maps, Google Assistant, Google Chrome and 24 more

86 statements across 47 episodes · 38 bullish · 22 bearish · 39 people on the record · first statement Apr 25, 2023 by Sridhar Ramaswamy · said 697 times in 126 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Elad Gil (218), Sarah Guo (105), Sridhar Ramaswamy (30), Matthew Prince (27), Mustafa Suleyman (19), Dylan Patel (15), Oriol Vinyals (13), Emad Mostaque (10)

tap a year for its mentions
0015020300402023202420252026episodesmentions
020402023202420252026episodes it came up in
004208402023202420252026episodesmentions per episode
2026 59 mentions in 17 episodes 3 per episode
2025 205 mentions in 37 episodes 6 per episode
2024 158 mentions in 34 episodes 5 per episode
2023 275 mentions in 38 episodes 7 per episode

every mention, scene by scene, with the transcript →

Everything said about Google, oldest first

Apr 25, 2023
Assertion Not checkable as stated
Ramaswamy: Google Featured Snippets Never Passed 7 Percent Coverage
“Things like featured snippets were never deployable at scale. The technology simply was not there. Even if Google put the full might of its mighty machine against the problem, the coverage never really extended beyond like five, six, seven percent, and it woul…”
Sridhar Ramaswamy Apr 25, 2023 ▶ 6:38 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023 bullish
Insight
Ramaswamy: LLMs Can Replace Massive Click Data for Core Search Tasks
“We realized that a lot of problems that Google solved with massive scale and user data, they could, in fact, solve with LLMs. So we use a lot of them for things like query rewriting.”
Sridhar Ramaswamy Apr 25, 2023 ▶ 20:45 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023 negative
Opinion
Ramaswamy: Big Tech Claims That Ads Democratize Access Are Entirely Self-Serving
“I find this whole thing of ads enable Google to make free products or ads enable Facebook to be available for Ecuadorian people made by billionaires sitting in Palo Alto to be entirely self-serving.”
Sridhar Ramaswamy Apr 25, 2023 ▶ 27:56 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023 neutral
Assertion Partly supported
Ramaswamy: Google Gave Over 100 Percent Rev Share to Early Partners
“Google gave more than a hundred percent to AOL and close to a hundred percent to Yahoo in its early years.”
Sridhar Ramaswamy Apr 25, 2023 ▶ 17:33 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023
Assertion Contradicted
Ramaswamy: Google Beat Live.com Image Search Through Main Results Integration
“Google knocked out live.com Bing's image search as the top image search product in the world by integrating image search right into the search experience.”
Sridhar Ramaswamy Apr 25, 2023 ▶ 4:34 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023 positive
Assertion Not checkable as stated
Ramaswamy: Flash Let Neeva Solve Index Replacement Faster Than Google
“Asim, for example was just brilliant at engineering a system that ran completely on Flash in which we could do things like super rapid iteration, replace the entire index or the space of two days or put in arbitrary amounts of information for experimentation i…”
Sridhar Ramaswamy Apr 25, 2023 ▶ 20:17 No Priors Ep. 8 | With Neeva’s Sridhar Ramaswamy
Apr 25, 2023 neutral
Assertion Supported
Liang: Google beat Stanford's medical AI with a model 200x larger
“Google did come up with a model that was, I think, 200 times larger and they beat that model.”
Dr. Percy Liang Apr 25, 2023 ▶ 36:23 No Priors Ep. 7 | With Stanford Professor Dr. Percy Liang
Apr 25, 2023 neutral
Prediction Not checkable as stated
Srinivas: Google and Microsoft will match Perplexity's current search capabilities
“I feel like Google and Microsoft will pretty much do the same thing we have right now as well as us.”
Aravind Srinivas Apr 25, 2023 ▶ 33:42 No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
Apr 25, 2023 positive
Insight
Srinivas: Chat UI makes more sense than Google for complex queries
“As the questions get more complex. The chat UI makes a lot more sense than Google's UI.”
Aravind Srinivas Apr 25, 2023 ▶ 22:20 No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
Apr 25, 2023 bearish
Insight
Srinivas: Subscription search fails if incumbents offer an 80%-good free tier
“If a bigger behemoth like Google or Bing just put out the same or like even 80% as good as you for free, then you're never going to make it as a subscription product.”
Aravind Srinivas Apr 25, 2023 ▶ 32:47 No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
Apr 25, 2023 bearish
Opinion
Denis Yarats argues AI answer engines fundamentally break Google's monetization model
“And it's also kind of like why we believe my, it might be very hard for Google to fully launch this system. Like answer engine, because it just like breaks monetization strategy for them.”
Denis Yarats Apr 25, 2023 ▶ 27:34 No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
Apr 25, 2023 bearish
Prediction Not checkable as stated
Aravind Srinivas predicts users will abandon Google's blue links for answer engines
“They will eventually prefer this experience over the regular like 10 links or 20 links UI that Google has. So that, that's something I'm pretty confident about.”
Aravind Srinivas Apr 25, 2023 ▶ 23:49 No Priors Ep. 9 | With Perplexity AI’s Aravind Srinivas and Denis Yarats
Apr 25, 2023 neutral
Assertion Supported
Google's LaMDA Was Originally Just a Renamed Meena Chatbot
“So that was like a renaming of Mina. So I guess I went and helped Daniel on Mina. We got it on some giant language models and then kind of became like an internal, like a viral sensation and then got renamed to Lambda.”
Noam Shazeer Apr 25, 2023 ▶ 14:33 No Priors Ep. 12 | With Noam Shazeer
Apr 25, 2023 positive
Assertion Not checkable as stated
Daniel de Freitas Built Google's Meena as a Scrappy 20% Project
“Like he started the thing as like a 20% project where like people are encouraged to spend 20% of their time, like doing whatever they want. So and then he just, like, recruited, like, an army of, like, 20% helpers who were, like, ignoring their day jobs and, l…”
Noam Shazeer Apr 25, 2023 ▶ 12:58 No Priors Ep. 12 | With Noam Shazeer
Apr 27, 2023 neutral
Prediction Not checkable as stated
Gil: AI value capture will likely be 80% incumbents, 20% startups
“And it feels like in this wave, it's probably eighty-twenty again, right? It's probably, Google will probably become a player, right? OpenAI is closely aligned with Microsoft. And then, you know Salesforce with AI is probably Salesforce, right? It probably isn…”
Elad Gil Apr 27, 2023 ▶ 23:15 No Priors Ep. 14 | With Sarah Guo and Elad Gil
May 3, 2023 bullish
Assertion Not checkable as stated
Stability AI Has More Compute Available Than Microsoft or Google
“The reality is we have more compute available to us than Microsoft or Google.”
Emad Mostaque May 3, 2023 ▶ 9:33 No Priors Ep. 3 | With Stability AI’s Emad Mostaque
May 4, 2023 positive
Assertion Supported
Guu: FLAN Demonstrated Zero-Shot Generalization After Multi-Task Training on 100 Tasks
“What we were able to show was that if you train on a hundred tasks, if we then show the model a new 101 task, it will be able to adapt to that without having seen that particular task before.”
Kelvin Guu May 4, 2023 ▶ 10:39 No Priors Ep. 15 | With Kelvin Guu, Staff Research Scientist, Google Brain
May 11, 2023 bearish
Opinion
Google should be worried because its traditional search model will fail
“You know, if I was Google, I would be pretty worried because that old school system does not look like it's going to be where we're at in 10 years time.”
Mustafa Suleyman May 11, 2023 ▶ 34:23 No Priors Ep. 16 | With Mustafa Suleyman, Founder of DeepMind and Inflection
May 11, 2023 negative
Opinion
Google inadvertently degraded internet content by optimizing for ads and SEO
“The problem with what Google has sort of, I guess, in a way accidentally done to the internet is that it has basically. Shaped content production in a way that optimizes for ads. And everything is now SEO'd to within an inch of its life.”
Mustafa Suleyman May 11, 2023 ▶ 29:00 No Priors Ep. 16 | With Mustafa Suleyman, Founder of DeepMind and Inflection
May 11, 2023 neutral
Assertion Supported
Suleyman and others aggressively pushed Google to launch LLMs in 2021
“While I was there, sort of in the last year in twenty-twenty-one, I tried pretty hard to get things launched at Google. We were all kind of banging on the table, being like, come on, this is the future, and you know obviously David Luan from Adept was also in …”
Mustafa Suleyman May 11, 2023 ▶ 25:28 No Priors Ep. 16 | With Mustafa Suleyman, Founder of DeepMind and Inflection
May 11, 2023 negative
Insight
Google search is an appallingly painful conversation mediated by blue links
“Conversation is the future interface. And Google is already a conversation. It's just an appallingly painful one, right? You say something to Google, it gives you an answer in 10 blue links. You say something about those 10 blue links by clicking on it. You, i…”
Mustafa Suleyman May 11, 2023 ▶ 28:11 No Priors Ep. 16 | With Mustafa Suleyman, Founder of DeepMind and Inflection
May 18, 2023 positive
Opinion
Singhal: Medical AI is an ideal testbed for safety and alignment
“I think there's a good chance that this setting, this medical setting for example, medical question answering, Or maybe more broadly, I think ends up being a better scenario to study concerns about technical safety and to mitigate concerns like misaligned with…”
Karan Singhal May 18, 2023 ▶ 28:52 No Priors Ep. 17 | With Karan Singhal
May 18, 2023
Assertion Supported
Singhal: Google's 540B PaLM was the largest densely activated model in 2022
“The first Palm model was released in twenty-twenty-two, which was kind of this 540 B decoder only transformer model at the time, the largest densely activated model.”
Karan Singhal May 18, 2023 ▶ 4:24 No Priors Ep. 17 | With Karan Singhal
May 18, 2023 neutral
Assertion Not checkable as stated
Singhal: Google presents health info by attributing it to authoritative sources
“Where, for example, Google is doing that with health information is largely because it can attribute things to the Mayo Clinic and other organizations.”
Karan Singhal May 18, 2023 ▶ 41:12 No Priors Ep. 17 | With Karan Singhal
May 18, 2023
Assertion Supported
Singhal: Med-PaLM and Med-PaLM 2 were trained without patient health information
“Like for example, MedPOM and MedPOM-II are trained without any patient health information. They, they're just kind of taking all the knowledge of POM and POM-II and then just kind of Aligning them and making them behave in a certain way.”
Karan Singhal May 18, 2023 ▶ 25:58 No Priors Ep. 17 | With Karan Singhal
May 24, 2023 positive
Opinion
Scott is not worried about major AI competitors behaving unsafely
“The thing that I will say is we fiercely compete with a whole bunch of these folks. But, like, one of the things that I don't do is, like, look at any of those companies that you just named and, like, worry that they're going to do something that like, is, lik…”
Kevin Scott May 24, 2023 ▶ 54:13 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
May 24, 2023 negative
Assertion Not checkable as stated
Scott: Early Google hiring lacked direction, leading engineers to zero-impact projects
“We were hiring these brilliant, brilliant people at the time, and the way that we did hiring was kind of crazy. It's like, all right, well, if you're smart, just come work here. And like, we have no idea like what exactly it is you're going to do. And you like…”
Kevin Scott May 24, 2023 ▶ 6:33 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
May 24, 2023 positive
Opinion
Kevin Scott: OpenAI's size and energy resemble early Google
“When I go sit In OpenAI, it really reminds me of early Google days, and it's about the same size Google was when I joined, and so, like, I couldn't figure it out for a while, and I was like, wow, this is, like, really giving me, like, you know, early Google no…”
Kevin Scott May 24, 2023 ▶ 8:28 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
May 24, 2023 positive
Assertion Not checkable as stated
Gil: OpenAI Is Hiring String Theorists into CS Roles Like Early Google
“It's the first time I've seen, like, string theorists getting hired again. Yeah. Into computer science roles. Yeah. You know, since Google days.”
Elad Gil May 24, 2023 ▶ 8:56 No Priors Ep. 18 | With Kevin Scott, CTO of Microsoft
Jul 20, 2023 neutral
Assertion Supported
Gil: Infrastructure Costs Drove YouTube's Early Acquisition by Google
“One of the reasons YouTube sold was the infrastructure point you made earlier, where just dealing with that huge amount of streaming and the costs associated with it and everything else, even in the prior generation of just, you know, can we host and stream th…”
Elad Gil Jul 20, 2023 ▶ 18:24 No Priors Ep. 24 | With Devi Parikh from Meta
Aug 3, 2023
Disclosure
Biewald: Why I Turned Down Google To Join Yahoo
“I actually turned down an offer from Google because they didn't tell me what I would be working on to go to Yahoo because they were like, okay, you can work on, you know, search rank ranking in different languages.”
Lukas Biewald Aug 3, 2023 ▶ 5:10 No Priors Ep. 26 | With Weights & Biases CEO Lukas Biewald
Aug 17, 2023 positive
Insight
Khan: Internalized knowledge and mathematical fluency matter more in the AI era
“The more that you have rapid access to knowledge in your head, the more that you are fluent with your mathematics, that you have information and concepts at the tip of your fingers, these tools will accelerate you more than anyone else. And the kid that has to…”
Sal Khan Aug 17, 2023 ▶ 46:59 No Priors Ep. 28 | With Khan Academy’s Creator Sal Khan
Sep 14, 2023 negative
Assertion Not checkable as stated
Polosukhin: LSTMs Were Too Slow for Production as Documents Scaled
“The state of the art at this time was LSTMs, Recurring Neural Networks, which you could not launch in production at all because they're too slow and take a fair bit of time to process as documents scale.”
Illia Polosukhin Sep 14, 2023 ▶ 0:47 No Priors Ep. 32 | With NEAR’s Illia Polosukhin
Oct 5, 2023 positive
Assertion Supported
Gil: Google's Med-PaLM 2 Output Was More Accurate Than Physician Experts
“They trained a model specifically on medical data, and the output from the model tended to be more correct than human physician experts.”
Elad Gil Oct 5, 2023 ▶ 10:15 No Priors Ep. 35 | With Sarah Guo and Elad Gil
Oct 5, 2023 positive
Assertion Supported
Gil: Google paper shows AI feedback matches human feedback in specific cases
“Google just came out with a really interesting paper on that, where, you know, they showed that you can have an AI similarly provide feedback to whether the AI itself is generating good output. And for certain use cases, that works as well as people.”
Elad Gil Oct 5, 2023 ▶ 9:47 No Priors Ep. 35 | With Sarah Guo and Elad Gil
Oct 12, 2023 negative
Prediction Not checkable as stated
Halligan: Mass AI content creation won't work for LLM discovery
“One of the things that's not going to work is using AI to just create tons of content. I think Sam Altman and all the people building the other models are going to look at similar signals to Google. They're going to say how many links are into the site with th…”
Brian Halligan Oct 12, 2023 ▶ 30:09 No Priors Ep. 36 | With Hubspot's Co-Founder Brian Halligan
Oct 19, 2023 positive
Assertion Not checkable as stated
Gil: Google TPUs were dramatically more performant than GPUs for years
“And it obviously was dramatically more performant than GPU for a long time.”
Elad Gil Oct 19, 2023 ▶ 23:22 No Priors Ep. 37 | With Kawal Gandhi
Oct 26, 2023 neutral
Insight
Noon: Cybersecurity incumbents acquire startups because early-stage efficacy is unpredictable
“There's a, you know, like a truism that all cybersecurity products are just, you know, complex insurance policies or whatever, right? But the point is like that, that mushiness exists. And so what has resulted in, in, in the free market here is these incredibl…”
Ryan Noon Oct 26, 2023 ▶ 21:15 No Priors Ep. 38 | With Material Security Co-Founder Ryan Noon
Oct 26, 2023 negative
Insight
Noon: Duopolies bring market stability but extreme security fragility
“Duopolies are stable in the market, but very fragile when it comes to security.”
Ryan Noon Oct 26, 2023 ▶ 4:55 No Priors Ep. 38 | With Material Security Co-Founder Ryan Noon
Jan 31, 2024 neutral
Opinion
Guo: Specialized AI will fracture search from a single unified market
“We're at this very, I think, special moment where the technology and perhaps the like user behavior, the expectation, if we take out like slices of it, where the expectation is very different and get people to think about pieces of search Because it's not at a…”
Sarah Guo Jan 31, 2024 ▶ 37:33 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024 neutral
Opinion
Coates: Perplexity sits exactly between ChatGPT's interface and Google's search
“The sort of the triangle of like perplexity, Google, ChatGPT of like, it's basically like LLM native search and like ChatGPT really good at the LLM interface thing, not amazing at search yet. Google amazing at search, not really figured out the LLM thing yet. …”
Glen Coates Jan 31, 2024 ▶ 32:05 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Jan 31, 2024 negative
Assertion Not checkable as stated
Gil: Google's identity layer build froze company-wide shipping for 18 months
“Like at Google, there was a famous sort of identity layer that was built, and for a year and a half, people just didn't ship things, right, in other areas.”
Elad Gil Jan 31, 2024 ▶ 7:36 No Priors Ep. 49 | With Shopify VP of Core Product Glen Coates
Mar 7, 2024 neutral
Assertion Supported
Gil: Big Tech, not VCs, drives multi-billion dollar AI funding rounds
“The big rounds aren't venture capitalists. Investing billions of dollars is the big tech companies. It's Amazon and Google and Microsoft and Salesforce and NVIDIA actually, right?”
Elad Gil Mar 7, 2024 ▶ 17:12 No Priors Ep. 54 | With Sarah Guo & Elad Gil
Mar 7, 2024 bullish
Prediction Not checkable as stated
Gil: Longer context windows will prove more important than expected for biology
“I think for certain application areas, like biology, longer context windows actually seem to be quite important. And so, for example, if you're doing a protein folding model and you have a short context window, you're often actually not encapsulating much of t…”
Elad Gil Mar 7, 2024 ▶ 0:46 No Priors Ep. 54 | With Sarah Guo & Elad Gil
Mar 7, 2024 positive
Opinion
Guo: Google's unreleased internal multimodal and function-calling capabilities are highly impressive
“Gemini is a very impressive model. I think the capabilities that they have internally that they haven't released yet around additional, like, function calling and multimodality are also really, really impressive”
Sarah Guo Mar 7, 2024 ▶ 5:31 No Priors Ep. 54 | With Sarah Guo & Elad Gil
Mar 7, 2024 bullish
Prediction Not checkable as stated
Gil: Competitive pressure has reignited Google's will to make major AI strides
“And so really, I think the thing that was lacking until recently was the will. And it seems like now, because of the competitive dynamic, the will has been reborn, right? And so it really feels to me like they are gonna make really big strides going forward.”
Elad Gil Mar 7, 2024 ▶ 8:07 No Priors Ep. 54 | With Sarah Guo & Elad Gil
May 22, 2024 negative
Opinion
Alexandr Wang: Multimodality is a lateral move; the industry needs smarter models.
“So, you know, we got multi-modality capability. That's exciting. It's more of a lateral expansion of the models, and the industry needs smarter models. We need GPT-V, or we need Gemini-II, or whatever that, those models are going to be. and so to me it was, y…”
Alexandr Wang May 22, 2024 ▶ 34:16 No Priors Ep. 65 | With Scale AI CEO Alexandr Wang
Aug 1, 2024 positive
Assertion Supported
Vinyals: Gemini Reasons Over Entire Books Rather Than Compressing to Single Vectors
“The problem with, of course, retrieval based methods is they tend to simplify things to say, hey, like this whole book is just a single vector. Whereas if you just upload a whole book into Gemini and ask questions, it can really reason about every single word,…”
Oriol Vinyals Aug 1, 2024 ▶ 14:04 No Priors Ep. 74 | With Google DeepMind VP of Research Oriol Vinyals
Aug 29, 2024 negative
Opinion
Garman says Google and Microsoft forced new app paradigms in early cloud
“I think if you look at some of those others like Google and later Microsoft they kind of went at this space for first, we were the first ones out there that had anything like this, but even soon after that, I think they went after the space, like that was goin…”
Matt Garman Aug 29, 2024 ▶ 3:47 No Priors Ep. 78 | With AWS CEO Matt Garman
Sep 19, 2024 bullish
Prediction Not checkable as stated
Taylor: Large consumer giants like Apple, Google, and OpenAI will dominate personal agents
“My take is the domain of personal agents is probably of the very large consumer companies like Apple and Google and OpenAI and others that have big consumer brands.”
Bret Taylor Sep 19, 2024 ▶ 3:32 No Priors Ep. 82 | With CEO of Sierra Bret Taylor
Oct 17, 2024 bullish
Prediction Not checkable as stated
Sarah Guo predicts massive engagement leaps for workflow-integrated AI interfaces
“And as builders, even Google builders, great job, Google, like enable more of these interfaces. We're just going to get a step function increase in engagement on them.”
Sarah Guo Oct 17, 2024 ▶ 3:47 No Priors Ep. 86 | With Sarah Guo & Elad Gil
Oct 17, 2024 positive
Opinion
Sarah Guo uses Google NotebookLM as a prebuilt RAG interface
“I notebook LM is my favorite new AI product of late, but that's not the way I use it. I just use it as like a really nice little prebuilt rag gooey attached to all my data.”
Sarah Guo Oct 17, 2024 ▶ 2:28 No Priors Ep. 86 | With Sarah Guo & Elad Gil
Oct 24, 2024 positive
Assertion Supported
Google's self-driving project pivoted from ADAS to full autonomy in 2013
“And actually our first product that we thought was going to be viable was, you know, what nowadays you would call kind of an advanced driver system, right? And we had some expectations of, you know, a small number of years that it would take for us to get ther…”
Dmitri Dolgov Oct 24, 2024 ▶ 4:28 No Priors Ep. 87 | With Co-CEO of Waymo Dmitri Dolgov
Dec 6, 2024 neutral
Insight
Simons: System prompts are not a moat, like viewing source on Google
“It's not going to be, you know, the system prompt kind of a, you know, for those who have done web development, it's kind of like view sourcing on a webpage. Like you can go to google.com, you can view source. No one so far has kind of done that and built anot…”
Eric Simons Dec 6, 2024 ▶ 5:52 No Priors Ep. 92 | With StackBlitz CEO and Co-Founder Eric Simons
Mar 20, 2025 negative
Disclosure
Finn: Google's code security rules made real-world robot data collection nearly impossible
“As one example, taking a robot off campus was like almost a non-starter just for code security reasons. And if you want to collect diverse data, taking robots off campus is, is valuable.”
Chelsea Finn Mar 20, 2025 ▶ 28:04 No Priors Ep. 107 | With Physical Intelligence Co-Founder Chelsea Finn
Apr 10, 2025
Assertion Supported
Gil: Google's Med-PaLM 2 outperformed individual physicians in panel evaluations
“Where MedPalm II, where the output of the model was better than the average physician. It was basically like a health model, the Google Belt, and they would use physician panels to rate Outputs of the model versus individual physicians, and the model did bette…”
Elad Gil Apr 10, 2025 ▶ 22:07 No Priors Ep. 110 | With Mercor CEO and Co-Founder Brendan Foody
Apr 10, 2025 neutral
Assertion Not checkable as stated
Gil: Early Google hired well but fired poorly, unlike early Facebook
“Google was a good example of a organization that would always hire well, but couldn't fire well. It took them a really long time to clean people out. Years, like literally years. Facebook, on the other hand, was kind of known for a more mixed early talent pool…”
Elad Gil Apr 10, 2025 ▶ 37:49 No Priors Ep. 110 | With Mercor CEO and Co-Founder Brendan Foody
May 15, 2025 neutral
Assertion Contradicted
Jain: The entire internet was one billion documents in 2004
“In 2004, the entire internet was actually one billion documents.”
Arvind Jain May 15, 2025 ▶ 7:52 No Priors Ep. 115 | With Glean Founder and CEO Arvind Jain
May 15, 2025
Disclosure
Glean Built Custom Enterprise Embeddings on Top of BERT
“We started with this BERT model that Google had put in open domain, which was trained on all of the internet's, you know, data and knowledge. And we would then take those models and then for every customer of ours, we'd actually build custom embeddings, you kn…”
Arvind Jain May 15, 2025 ▶ 3:30 No Priors Ep. 115 | With Glean Founder and CEO Arvind Jain
May 15, 2025
Assertion Not checkable as stated
Jain: Users adopted Glean search immediately but struggled with conversational Assistant
“Everybody has been trained over the last 20 years to actually type in, you know, one or two keywords, like Google has sort of taught us, you know, on what search can do. So with search, we never had a problem. Like, you know, we launched our product, we had, l…”
Arvind Jain May 15, 2025 ▶ 16:45 No Priors Ep. 115 | With Glean Founder and CEO Arvind Jain
May 15, 2025 negative
Assertion Not checkable as stated
Jain: Finding internal information inside Google was super hard
“Even at Google, like, it was a big joke, you know, always we had internally, like, you know, All of us were spending all of our time making it easy for people to find things, but not us internally at Google. It's super hard to find anything inside the company.”
Arvind Jain May 15, 2025 ▶ 26:19 No Priors Ep. 115 | With Glean Founder and CEO Arvind Jain
Jun 5, 2025 positive
Assertion Contradicted
Fei-Fei Li: Her and Andrej Karpathy's image captioning research was first
“And Andre and my work were the first together with Google's that was out of the door.”
Dr. Fei-Fei Li Jun 5, 2025 ▶ 27:00 No Priors Ep. 117 | With Co-Director of Stanford's HAI & Founder of World Labs Dr. Fei-Fei Li
Jun 12, 2025 positive
Assertion Supported
Mann: OpenAI, Google, and Microsoft are betting big on Anthropic's MCP
“OpenAI, Google, Microsoft all these companies are betting really big on MCP.”
Ben Mann Jun 12, 2025 ▶ 39:50 No Priors Ep. 118 | With Anthropic Co-Founder Ben Mann
Jun 26, 2025 bullish
Assertion Supported
Balog: AlphaEvolve improves Google data center efficiency, hardware design, and software
“So, so we show that AlphaEvolve can improve the efficiency of the data center. It can contribute to hardware design, and it can contribute to improving the efficiency of most important pieces of software that that are being run inside Google.”
Matej Balog Jun 26, 2025 ▶ 40:49 No Priors Ep. 120 | With Google DeepMind’s Pushmeet Kohli and Matej Balog
Jun 26, 2025 positive
Disclosure
Balog: DeepMind benchmarked AlphaEvolve against heavily optimized Google infrastructure problems
“The problems we chose to apply Alpha Evolve to in the first instance both on the scientific side and the practical side, We deliberately chose problems which have been worked on for a very long time by the very best people. So on the, you know, on the scientif…”
Matej Balog Jun 26, 2025 ▶ 10:04 No Priors Ep. 120 | With Google DeepMind’s Pushmeet Kohli and Matej Balog
Jun 26, 2025 positive
Assertion Supported
Balog: AlphaEvolve algorithms are already deployed in Google's infrastructure
“Alpha Evolve is an AI coding agent that is able to discover new algorithms that are able to make new discoveries on open scientific problems. And at the same time, those algorithms can be so practical that they are already deployed in keep Key parts of Google'…”
Matej Balog Jun 26, 2025 ▶ 0:57 No Priors Ep. 120 | With Google DeepMind’s Pushmeet Kohli and Matej Balog
Jul 31, 2025 neutral
Assertion Contradicted
Krishnan: DeepSeek Preceded Anthropic and Google in Releasing Reasoning Models
“DeepSeq was the only reasoning model, which was not open AI. So I don't think Claude had come out of the reasoning model yet. I don't think Google had yet. It was the only non-open AI reasoning model.”
Sriram Krishnan Jul 31, 2025 ▶ 4:46 No Priors Ep. 125 | With Senior White House Policy Advisor on AI Sriram Krishnan
Aug 7, 2025 negative
Assertion Not checkable as stated
Prince: AI companies fear Google most due to its privileged content access
“Why Google is so important is when you talk to all of the other AI companies, Google is the one company that they're the most afraid of. And that the reason that they're most afraid of them is because they think that they have privileged access to content in a…”
Matthew Prince Aug 7, 2025 ▶ 28:32 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
Aug 7, 2025 negative
Assertion Supported
Prince: Google Clicks Are 10x Harder to Get Than 10 Years Ago
“The data that we have also substantiates that and shows that compared with 10 years ago, it's become 10 times harder for the same piece of content to get a click from Google than it was before.”
Matthew Prince Aug 7, 2025 ▶ 5:24 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
Aug 7, 2025 negative
Assertion Supported
Prince: OpenAI and Anthropic Refer Traffic 750x and 30,000x Less Than Google
“In the case of someone like OpenAI, it's 750 times harder than it was with the Google of old. With the case of Anthropic, it's 30,000 times harder than the content of old”
Matthew Prince Aug 7, 2025 ▶ 5:49 No Priors Ep. 126 | With Cloudfare CEO Matthew Prince
Aug 14, 2025 bearish
Insight
Patel: Hyperscalers cannot replicate CPU and storage profit margins in GPUs
“Their ROIC is, like, extremely high on CPU and storage, and to assume that it can, like, translate over to GPUs is, is a bit of a fallacy, which is why a lot of these companies are moving in, right?”
Dylan Patel Aug 14, 2025 ▶ 15:54 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 14, 2025 positive
Assertion Not checkable as stated
Patel: Some NeoClouds beat AWS, Google, and Azure on software performance
“Actually some of these NeoClouds are better than Amazon and Google and Microsoft in terms of software.”
Dylan Patel Aug 14, 2025 ▶ 13:18 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 14, 2025 bullish
Prediction Not checkable as stated
Patel: AMD, Trainium, or TPUs will beat chip startups as NVIDIA alternatives
“I probably think that like AMD GPUs or Amazon's Tranium will be probably more likely to be a best second choice. For people or Google TPU, of course, but I think Google is just more interested in it for internal workloads. I just think that those will be much …”
Dylan Patel Aug 14, 2025 ▶ 27:55 No Priors Ep. 127 | With SemiAnalysis Founder and CEO Dylan Patel
Aug 21, 2025 positive
Insight
Ng: Startups gain an advantage over incumbents by building for a single persona
“So it turns out one advantage that startups have is while you are early, you can serve kind of one user profile. Today, you know, if you're, I don't know, like Google, right? Google serves such a diverse set of user personas, you really have to think about a l…”
Andrew Ng Aug 21, 2025 ▶ 21:57 No Priors Ep. 128 | With Andrew Ng, Managing General Partner at AI Fund
Sep 5, 2025 bullish
Assertion Not publicly verifiable
Nadler: OpenEvidence is NEJM's largest traffic referrer after Google
“You know, I think we're one of the largest sources of referral traffic to the England Journal of Medicine after Google. The rankings, I don't know if they're number two or three or four, but we're one of the largest sources of referral traffic to our partner i…”
Daniel Nadler Sep 5, 2025 ▶ 10:00 No Priors Ep. 130 | With OpenEvidence Founder Daniel Nadler
Oct 2, 2025 bullish
Assertion Partly supported
Arora: Only two or three companies worldwide have billion-user distribution
“There are two or three companies in the world which have distribution of the billions, and whether it's Facebook with all their properties, whether it's Apple with their properties, Google with their properties, so they have the distribution.”
Nikesh Arora Oct 2, 2025 ▶ 3:09 No Priors | With Palo Alto Networks CEO & Former Chief Business Officer of Google Nikesh Arora
Oct 31, 2025 neutral
Assertion Not checkable as stated
Jain: Glean's largest customer holds over 1 billion internal documents
“One of our largest customers. They have more than one billion documents inside their company. Now hear this, you know, when Alain and I, you know, when we were working on search, At Google, you know, in 2004, the entire internet was actually one billion docume…”
Arvind Jain Oct 31, 2025 ▶ 15:56 No Priors Ep. 138 | The Best of 2025 (So Far) with Sarah Guo and Elad Gil
Nov 6, 2025 negative
Assertion Not checkable as stated
Ramaswamy: Why Google Failed in Shopping and Travel
“Google, for example, stopped that information. God knows I spent enough time trying to get into physical things like shopping or airline purchases or hotels. We didn't really succeed because we didn't have core competence really in some fundamental way beyond …”
Sridhar Ramaswamy Nov 6, 2025 ▶ 20:59 No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
Nov 6, 2025 positive
Insight
Ramaswamy: Google and Meta Succeeded by Being Data-First Rather Than Product-First
“The great companies of this century, a company like a Google or a Meta, were more data-first companies than like purely product-first companies than pretty much any others compared to before.”
Sridhar Ramaswamy Nov 6, 2025 ▶ 24:11 No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
Nov 6, 2025 negative
Assertion Supported
Ramaswamy: Google's PageRank Ran Out of Juice by 2004
“The insight that powered Google was PageRank. It was a way of harnessing the power of the entire internet to figure out what was popular and what was not. But PageRank ran out of juice. Like in six years, like 2004 or five. And while Google never really liked …”
Sridhar Ramaswamy Nov 6, 2025 ▶ 38:57 No Priors Ep. 139 | With Snowflake CEO Sridhar Ramaswamy
Dec 5, 2025 neutral
Prediction Not checkable as stated
Pereyra: Senior systems engineering expertise won't enter AI models soon
“None of this is public. This will, won't go into the models for a long time.”
Gabe Pereyra Dec 5, 2025 ▶ 14:45 No Priors Ep. 142 | With Harvey Co-Founder and President Gabe Pereyra
Feb 19, 2026 bullish
Assertion Partly supported
Gil: AI labs scaled from $1B to $10B revenue in one year
“ADP Took 20 something years to grow from a billion to ten billion in revenue. And then the next wave of companies like Adobe took about 20 years to go from one to 10. And then you fast forward in time and you have things like Salesforce or SAPs for an even mor…”
Elad Gil Feb 19, 2026 ▶ 15:53 The AI Code Slop: Risk or Opportunity?
Aug 6, 2026 positive
Prediction Not checkable as stated
Gil: Displaced Big Tech engineers will be absorbed by traditional enterprises
“So even if there is some displacement of engineers at some point in the future, I don't know when that is or if it happens, but if it does happen, there's lots and lots of homes for them. Because there's tons of enterprises that never had the capability set or…”
Elad Gil Aug 6, 2026 ▶ 25:02 Chasing Trillion-Dollar Companies, Founder Ambition, Token Budgets, & Regulatory Capture
Aug 27, 2026 positive
Assertion Supported
Ehrlich says Google bought bankrupt Spirit Airlines' data for $10 million
“Google buy something from the bankrupt Spirit Airlines. They didn't buy airplanes. They bought the data. They bought the data for ten million dollars, because they think it's very important in that perspective, they're using it to train models.”
Ofir Ehrlich Aug 27, 2026 ▶ 3:47 Rethinking Legacy Data Infrastructure with Eon Co-Founders Ofir Ehrlich and Gonen Stein
Sep 3, 2026 positive
Assertion Supported
Haas: Nvidia, Amazon, Microsoft, and Google Backed Arm's Physical Chip Strategy
“So whether it was Nvidia, Amazon, Microsoft, Google, All people who build ARM-based server chips, they were all on board, and I think the ultimate proof point was when we announced the product last March, we had Jensen, we had Ronnie Boker, we had Amin, we had…”
Rene Haas Sep 3, 2026 ▶ 5:03 Redefining Chip Architecture with Arm CEO Rene Haas
Sep 10, 2026 positive
Assertion Supported
Armstrong: Coinbase contributed x402 to Linux Foundation with Google and AWS
“We're seeing a lot of agentic payment now flow over these new protocols, like x-for-o-two, which is one that we incubated at Coinbase that we actually put into the Linux foundation. So Google and Cloudflare and AWS, a bunch of people are working with us on tha…”
Brian Armstrong Sep 10, 2026 ▶ 5:49 Coinbase’s Everything Exchange: Agentic Finance, Stablecoins & Tokenization with CEO Brian Armstrong
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