also referred to as: alphabet
includes Google Gemini, Google DeepMind, Google Brain, Google Search, Google Cloud, Google Ads, Google Glass, Google Veo, Google Maps, Google Slides, Google X, Google AdSense and 9 more
29 statements across 22 episodes · 19 bullish · 3 bearish · 23 people on the record · first statement Mar 3, 2024 by Alex Kolicich · said 310 times in 95 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by Molly O'Shea (56), Michael Barton (14), Tomasz Tunguz (13), Alex Kolicich (10), Richard Socher (9), Art Levy (9), Nikesh Arora (8), Mark Bhargava (7)
tap a year for its mentions
2026 122 mentions in 41 episodes 3 per episode
- Nikesh Arora: $300B, 40 Acquisitions, Still Paranoid
- Harvey Co-Founder Gabe Pereyra on the Token Pricing Reckoning Coming for AI · Sourcery with Molly O'Shea
- How Anthropic’s $100M Anthology Fund Works | Menlo Ventures · Sourcery with Molly O'Shea
- "Dig Through Your Couches. SpaceX Needs It." Cyan Banister on Luke Nosek's Pitch · Sourcery with Molly O'Shea
- Snowflake vs Databricks: The AI Data War | CEO of $SNOW · Sourcery with Molly O'Shea
- David Friedberg Explains America's Economic Crisis in 60 Minutes · Sourcery with Molly O'Shea
- Chips, Gigawatts, AI, & Agents: Coatue's Public Markets Update | CIO Jaimin Rangwalla · Sourcery with Molly O'Shea
- Wiz: $6M Seed → $32B Exit | Inside the Biggest Cybersecurity Deal Ever · Sourcery with Molly O'Shea
- 33 more episodes that year, every mention in 2026 →
2025 136 mentions in 40 episodes 3 per episode
- Inside Theory Ventures: Tomasz Tunguz’s $688M Thesis on Go-To-Market Disruption · Sourcery with Molly O'Shea
- Inside Coatue: $70B Hedge Fund’s AI & Retail Strategy · Sourcery with Molly O'Shea
- Understanding OpenAI’s $500B Valuation · Sourcery with Molly O'Shea
- Brex’s Road to IPO and The Golden Age of M&A · Sourcery with Molly O'Shea
- Inside General Catalyst’s $1.5B AI Roll-Up Machine · Sourcery with Molly O'Shea
- Raising $2 Billion to Become the SpaceX of Quantum | PsiQuantum's Pete Shadbolt · Sourcery with Molly O'Shea
- Inside Thrive Capital: Investing in OpenAI, Wiz, Cursor, Nudge, Physical Intelligence · Sourcery with Molly O'Shea
- How Marc Andreessen, Ben Horowitz, & David Ulevitch Started a16z’s American Dynamism Fund · Sourcery with Molly O'Shea
- 32 more episodes that year, every mention in 2025 →
2024 52 mentions in 14 episodes 4 per episode
- Alex Kolicich, 8VC: Exodus of Venture Capital, AI Predictions · Sourcery with Molly O'Shea
- Former Chief Scientist at Salesforce, Richard Socher | You.com, LLMs, AI Agents, Complex Work · Sourcery with Molly O'Shea
- Computer Science is 'So Hot Right Now' | Grace Isford, Lux Capital · Sourcery with Molly O'Shea
- Impulse Labs, Trojan Horse for Battery-Powered Homes | Backed by Lux Capital · Sourcery with Molly O'Shea
- Silicon Valley's Best Kept Secret for Skilled Immigration | Minn Kim, Founder of Lighthouse · Sourcery with Molly O'Shea
- David Weisburd, 10X Capital: Finding Alpha and LP Bias · Sourcery with Molly O'Shea
- Mark Suster, Upfront Ventures: Investing in Space, Defense, & Exit Opportunities · Sourcery with Molly O'Shea
- Nick Abouzeid, Rivet: Growth "Hacking" Myths, What Worked at Ramp, & Better Tax Services · Sourcery with Molly O'Shea
- 6 more episodes that year, every mention in 2024 →
Everything said about Google, oldest first
Mar 3, 2024 positive
Mar 3, 2024 neutral
Mar 29, 2024
Jan 23, 2025 bearish
Jan 23, 2025 neutral
May 23, 2025 bullish
Whop CTO prefers Google Gemini for coding due to fewer hallucinations
“I'm bullish on Gemini right now. I use it. I use it for a lot of my code right now, and I go back and forth, and it's really good at not being delirious. Like, at the end, it circles back to what you asked, which is beautiful. So I'm bullish on Gemini. That's …”
May 28, 2025 positive
Aug 18, 2025 bullish
Amoruso predicts Sergey Brin will be the world's first trillionaire
“You know, Sergey Brin was just on the All In podcast and talking about, you know, he jumped back into Google and is kind of all in on AI and, you know, he's like one of the smartest people I know. So I would, my bet would be Sergey.”
Aug 27, 2025 bullish
Aug 27, 2025 bullish
Agrawal: OpenAI's Consumer Business Could Reach $200B in Annual Revenue
“We think over time,
The number of users could go up to three to four billion users. We think on the monetization side, over time, it could go from 10 today to 60, 70 dollars per user per year, which is where Meta and Google and other large consumer platforms a…”
Sep 19, 2025 negative
Bain and eBay management concluded Google posed no threat to commerce
“I remember sitting in a management meeting at eBay after we got acquired and right after we got acquired and they hired some consulting firms, Bain actually, to analyze the threat posed by Google to commerce. And their conclusion as a management team and with …”
Oct 10, 2025 positive
O'Shea: Turing Reaches $300M+ Revenue and $2.2B Valuation Profitably
“Three hundred million plus in revenue and profitable. Two hundred and twenty-five million in funding at a last valuation of 2.2 billion. A network of four million engineers and customers that include OpenAI, NVIDIA, Anthropoc, Google, Microsoft, Meta, Salesfor…”
Oct 10, 2025 positive
Oct 23, 2025 neutral
Nov 24, 2025 bullish
Nov 24, 2025 positive
Dec 13, 2025 positive
Dec 27, 2025 bullish
Mignano: Earlier-stage AI startups should IPO to capture retail investor demand
“Maybe more AI companies should be going public because there's clearly a lot of demand for it. And if you're a public market, you know, if you're a public investor, a public market investor, a retail investor, you don't really have a lot of choices, right? You…”
Jan 23, 2026
Ramaswamy: Google Ads Targeted 5% Quarterly RPM Growth
“For pretty much the entirety of my stay at, ah, Google, we took what's called an OKR, an objective, to increase RPM, which is how much revenue we made per thousand queries, by five percent every quarter. Every single quarter during my time there, we took that …”
Jan 23, 2026
Ramaswamy: Google Search Ads scaled from $1.6B to $100B under his tenure
“Where a product that I was personally leading, search ads, went from a billion and a half, 1.6 billion dollars in revenue in oh three, the day I started as an engineer in that team, to making a hundred billion dollars the year that I left, 2018.”
Mar 11, 2026 positive
Mar 13, 2026 bullish
Immerman: Larry Page will be the world's second trillionaire
“Would probably put my money today on Larry Page quarter trillion. Google, Google, or should say Alphabet has like woken up. They own, you know, close to a hundred percent of search. They own a hundred percent of deep mind. They own like mid teens percentage of…”
Mar 20, 2026 positive
Huffman: Reddit data has trained every major LLM, with or without permission
“Reddit's data has been used to train every large language model you've heard of, some with and others without our permission, which has, you know, been a situation to navigate but with our biggest partners, Google and OpenAI, you know, we do it on purpose, and…”
Apr 15, 2026
May 15, 2026 bullish
Rangwalla: Coatue favors Amazon and Google as hybrid shortage players
“I actually think Amazon and Google are an unusual camp, and those are the two companies that we really like because they are also a bit of a hybrid, in that Google has TPUs that they sell, and Amazon has talked about selling Tranium, or at least openly discuss…”
May 15, 2026 bearish
Jul 10, 2026 positive
Banister: Google used its mobile game Ingress to crowdsource free mapping data
“Google ultimately is a mapping company, They're gathering points of information. They're getting these players to take pictures of it, categorize it, tell them exactly where it is, and to scan that, that, that information. It's basically like free mapping data…”
Jul 13, 2026 positive
Feldman: Google TPU Co-Design with Gemini and DeepMind Is a Major Advantage
“One of the advantages Google has is that their TPU can be designed in collaboration with the team building Gemini or the team of DeepMind, and so they can inform their choices back and forth, and that's an enormously powerful thing that is surprisingly relativ…”
Jul 19, 2026 positive
Agrawal: Enterprises must plan for multi-model routing over single-lab lock-in
“So if you're a CIO, if you're a CEO, if you're about to make a multi-million, billion-dollar decision of which lab to build your intelligence on, plan for the climate, not for the weather. What does that mean? That's multi-model routing. That's evals. That's t…”