also referred to as: alphabet
includes Google DeepMind, Google TPU, Google Search, Google Chrome, Google Cloud, Google Gemini, Google I/O, Google Maps, Google Ads, Google Glass, Google Drive, Google Play and 47 more
181 statements across 86 episodes · 70 bullish · 42 bearish · 40 people on the record · first statement Nov 6, 2024 by Jordi Hays · said 2,533 times in 347 episodes since 2024 · across every show →
Mentions by year, the whole family
brought up most by John Coogan (865), Jordi Hays (266), Mark Gurman (27), Adam Kovacevich (19), Aravind Srinivas (18), Ben Gilbert (16), Tyler Cosgrove (14), Casey Neistat (14)
tap a year for its mentions
2026 896 mentions in 152 episodes 6 per episode
- Google I/O, Fertility Decline, Spotify Logo Drama | Diet TBPN
- Demis Is Out as DeepMind CEO, Revolut Founder Yacht Drama, AI’s Great Reverse Bank Run | Diet TBPN
- Google I/O: Day 1 Reactions, Goldman to Lead SpaceX IPO | Diet TBPN
- AI-Designed Viruses, OpenAI’s First Device, The Mansion Section | Diet TBPN
- AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
- AI Profits Surge, $70B Capex Surge Raises Investor Concerns, Automated Skin Exams | Diet TBPN
- Tech Earnings Quadkill, Red Button vs Blue Button | Diet TBPN
- FULL INTERVIEW: Dylan Patel Says We’re Still Underestimating AI
- 144 more episodes that year, every mention in 2026 →
2025 1,467 mentions in 173 episodes 8 per episode
- Weekly Recap: Casey Neistat, OpenAI Cracks Math, The Future of ChatGPT, Apple x F1, Intel Layoffs
- Weekly Recap: Tesla's Crazy Plan, USA vs. Google, Palantir CEO on Conspiracy Theories
- Weekly Recap: Grok 4 Launch, Texas Floods, Web Browser War, Top Signals, Meta Smart Glasses
- Behind the Scenes of the Google Antitrust Trial | Adam Kovacevich on TBPN
- Weekly Recap: CEO Affair at Coldplay Concert, Elon Musk's AI Girlfriend, Cognition Acquires Windsurf
- Weekly Recap: Apple Sitting on $100B, Disney Enters The AI Race, Marc Andreessen, All About GPT-5
- Mark Gurman on Apple Glasses Release Date, The Next AirPods, The Problem With Siri & More
- Perplexity's Offer to Buy Google Chrome for $34.5 BILLION Explained
- 165 more episodes that year, every mention in 2025 →
2024 170 mentions in 22 episodes 8 per episode
- Elon's Big Week (ep4)
- Inside JD Vance's Portfolio (ep8)
- The Secret Billionaire Party (ep6)
- How to Spend a Trillion Dollars Fast (ep13)
- Who's Getting Rich Off Ozempic? (e12)
- Low T levels at Y-Combinator (ep9)
- How we became the fastest growing podcast (ep20)
- Inside Facebooks Secret "Red Book" (ep18)
- 14 more episodes that year, every mention in 2024 →
Everything said about Google, oldest first
Nov 6, 2024 negative
Sam Altman Lapped Sundar Pichai's Google in AI While Google Coasted
“Yeah, he's making so much money, every employee's making a lot of money, the shareholders are doing well, everybody's just kind of coasting, and then you, it's like, boom, Sam Altman comes in and laps you on AI, all your AI products internally suck, Sam Altman…”
Nov 6, 2024 bullish
Overbuilt AI Infrastructure Will Eventually Enable Future Winners Post-Bubble
“This could lead to a bubble that pops, but it still could be amazing that all this stuff gets built out and there's all this infrastructure. And that's exactly what happened in the dot-com boom. There was a lot of dark fiber and that's what enabled Google to g…”
Nov 12, 2024 negative
Coogan: Aspiring founders should never take comfortable corporate tech jobs
“I used to tell people, like, if you want to just be a successful entrepreneur, just never take a job. Because, like, eventually you'll have to figure it out. And like, but as soon as you say, like, I'm taking a couple years off to go work at Google or somethin…”
Nov 19, 2024 positive
Nov 21, 2024 bullish
Nov 23, 2024 positive
Dec 6, 2024 negative
Hays: Applying Google's multi-year planning leadership style stalls early-stage startups
“I feel like Google has been in this position where they can plan things across decades and multiple years. And if you apply that style of leadership to a startup, like you probably will never Get off the ground.”
Dec 6, 2024 positive
Coogan: Ramp significantly accelerated receipt scanning using Google OCR and GPT-4
“Early on, I remember they were they were one of the huge beneficiaries of GPT-IV for the receipt scanning because they could just do exactly what we did with the red book where they would OCR it with Google, take all the text in the picture, and then throw tha…”
Dec 11, 2024 positive
Sequoia Has Generated Over $70 Billion in Cumulative Gains
“Over the years, it's made its limited partners and its own rainmakers who pocket around a quarter of the gains plus a management fee a total of over seventy billion dollars, thanks to early bets. On future tech darlings like Airbnb, Apple, Google, and Nvidia.”
Dec 11, 2024 positive
Dec 12, 2024 positive
Dec 17, 2024 bearish
Jan 8, 2025 positive
Coogan: Apple will keep Google search deal due to 100% margin
“I disagree with that because that, that twenty billion dollars is 100% margin. They don't have to do anything. And they know that like, anytime they need to manage a new business line, there's risk and it could go wrong and stuff. And Google's just the best.”
Jan 9, 2025 negative
Coogan: Booking middleman sites arbitrage Google search ads against hidden fees
“And they're just arbitraging the Google ad cost of winning that auction and the fees that they can add. So they think, okay, it cost us 20 dollars to acquire this customer. We'll add a hundred dollars of fees at the last second.”
Jan 18, 2025 neutral
Coogan: TikTok ban legally targets app store distribution and Oracle hosting
“The law doesn't require TikTok to turn off the app. Instead, the law requires App Store operators like Apple and Google to stop making TikTok available for downloads. It also requires Oracle, TikTok's cloud provider, to stop hosting the app's U.S. Data user da…”
Jan 23, 2025 positive
Jan 24, 2025 neutral
Coogan: Apple earns about $20B at 100% margin from Google search deal
“And that's exactly what happened with Google, where, where they knew that people were going to be searching the internet using a search engine and they could, and they never needed to build a search engine because they were able to tax Google. And so they got …”
Jan 24, 2025 positive
Jan 25, 2025 bullish
Hays: ChatGPT leads consumer AI through mindshare and search-like utility
“The reason that ChatGPT has stayed very dominant from a user standpoint is because they have the consumer mindshare. The average person is not like prompt engineering. They don't care about the context window. They're just almost using it like a Google that ca…”
Jan 25, 2025 bullish
Jan 28, 2025 bearish
Hays: Consumer AI App Layer Will Be More Competitive Than Model Layer
“This consumer App layer is going to be more competitive in many ways than the foundation model layer because you're competing with Meta, Apple, all these different, you know, Google, et cetera, that have the distribution already.”
Feb 10, 2025 bullish
Mar 12, 2025 neutral
Mar 12, 2025 bullish
Lessin: Meta's core ad business faces no AI disruption unlike Google
“They're unlike Google aren't going to get disrupted in their core business on this. They don't have a search business. They don't have a lookup business to disrupt. They have a shit ton of an engagement attention and they sell ads. And you know, what definitel…”
Mar 17, 2025 bullish
Bartlett: Most AI equity value will probably accrue to Big Tech incumbents
“And I think in large part, maybe with the exception of open AI, like the vast majority of the equity value will probably end up accumulating to the Facebooks and the Microsofts and the, you know, the Googles and I guess open AI as well.”
Mar 17, 2025 bearish
Mar 19, 2025 bullish
Scott Wu: AI products will shift from Q&A search to autonomous agents
“And then the other thing that we felt really strongly about was that the product experience was going to shift from this kind of more Q and a text completion style products to basically an agent, you know, and practically I think what that means is I honestly,…”
Mar 25, 2025 positive
Masad: Google's Flutter UX significantly outperforms Meta's open-source infrastructure
“If you go to Google and, you know, use, you know, Flutter, I think that thing is actually much more polished of an experience, because they have a direct incentive to advance the Android ecosystem, for example. And so Facebook, we built really cool pieces of i…”
Mar 26, 2025 bullish
Mar 26, 2025 negative
Apr 6, 2025 bearish
Hays: Consumer-Aligned AI Search Threatens Google and Amazon's Ad Model
“It's obviously a threat to Google and to Amazon and other marketplaces when I'm going there and I'm saying, this is what I want to buy. Like help me buy the best version. And it can be more aligned with my interests than an ads based business model.”
Apr 9, 2025 bullish
Kirsten Green likens ChatGPT to Google, opening doors for vertical AI apps
“Jack GPT is to this generation what Google was to the last. If you think about Google is like the place where, you know, the front door, you go there, that's your big search. But if you want to, like, look for real estate, you go to Zillow. If you want to unde…”
Apr 9, 2025 neutral
Apr 9, 2025 bullish
Apr 9, 2025 neutral
Hudson: Honey charges low commissions compared to double-digit Google ad costs
“So it's not like the marketing spend on Google where you're spending well into double digits percentage of revenue on acquisition or what you're spending on Facebook. We're talking like really small numbers and Part of that reason the rates are low is actually…”
Apr 9, 2025 negative
Hudson: Google's Single-Purpose Policy Stifled Chrome Extension Business Models
“And it's a single purpose arbitrary policy that Google has for the Chrome store that extensions are only allowed to do one thing. And so extensions have effectively been pushed to only do a feature and it becomes increasingly challenging to attach a business m…”
Apr 10, 2025 positive
Logan Bartlett: Wiz successfully controlled the media narrative after rejecting Google
“What was interesting in that Wiz announcement when they announced that they were going their own and not going to be bought by Google, was like, everything that they said was then reported on the media in the media because of the leaked memo. And so they got t…”
Apr 25, 2025 positive
Kilpatrick: Heavy Gemini 2.5 Pro Demand Forces Continuous Inference Optimization
“Our team who's Like actually working around the clock right now to make it so that people can keep scaling with 2.5 pro because there's so much demand and we're having to like, you know, as a an artifact of the constraints that we're under, like we're having t…”
Apr 25, 2025 positive
Apr 25, 2025 positive
Kilpatrick: Gemini 2.5 Pro Relied on Pre-Training Innovations, Not Just RL
“But I think if you look at like a, an example of this in practice, like 2.5 pro is actually an example where it wasn't just like RL scaling that made that model better. Yes, RL was part of the story, but like there was also a bunch of pre-training innovation a…”
Apr 25, 2025 positive
Kilpatrick: Google's Full-Stack Control Extends From Silicon to Model Delivery
“Google controls. From a product perspective, like all the way to how the models are delivered to how the models are trained down to the silicon. So like you can make decisions assuming a bunch of those things are going to be true, which is like a lot of folks …”
Apr 25, 2025
Apr 25, 2025 negative
Srinivas: Google's siloed product teams fail to share lessons
“I think Google is actually the closest to ByteDance of America. If you think about it, they have so many different apps in one umbrella, but they don't share lessons. Like the YouTube team is so different from the Gmail team, sort of from the Chrome team, and …”
Apr 25, 2025 negative
Srinivas: Mobile OEMs previously refused search meetings because Google paid too much
“Until now, like, people with OEMs would just not even take a meeting with you. If you ever go to them and say, hey, like, what do you think about using an alternative assistant or an alternative search? They'd be like Google is paying too much money. I'm not g…”
Apr 25, 2025 negative
Apr 25, 2025 bearish
Srinivas: Google lacks incentive to enable native shopping and travel checkout
“Google even if Gemini gives you shopping answers, they have no incentive to, like, let you transact. Because like, they lose, they make money by sending you merchant sites. That's why Google Flights doesn't let you book flights on Google. You have to book it o…”
Apr 25, 2025 negative
Srinivas: Breaking up Google harms America and will not increase competition
“I don't think Google should be broken up for two main reasons. One is, it's not even in the interest of America for Google to be broken up. And number two is, it doesn't actually increase competition. It's just gonna, like transfer from one monopoly to another…”
Apr 26, 2025 bullish
Yanisse: Mobile Driver's Licenses in Digital Wallets Will Replace Photo Scanning
“The other thing that I'm bullish on is electronic driver licenses and wallets, you know, like Apple and Google are starting to have your driver license in your wallet, like Apple pay. And I think you know, and the government, especially in Europe and other cou…”
Apr 26, 2025 positive
AI is a sustaining innovation for software incumbents, but disrupts Google
“In the sustaining versus disruptive innovation, I think AI is like pretty clearly a sustaining innovation in almost all cases. I think it like might be disruptive to Google. And so assuming like a scale up is still Competent and can still build new product. I …”
Apr 28, 2025 bullish
Apr 28, 2025 negative
Kovacevich: Court found Google held ad tech monopolies and illegally tied products
“And there were some points for Google, but it was mostly a loss for them. The court found that they had improperly tied some of their ad tech products together and they have a monopoly position And what's called the ad, ad exchange, as well as the ad server, w…”
Apr 28, 2025 neutral
Kovacevich: Google's network ad revenue fell from 16% to 11%
“This is part of what's called their network business, which is basically like serving ads on other people's websites. This is the part of Google's business that's actually shrinking. So it was like, 16% of their business, like five years ago, and now it's down…”
Apr 28, 2025 negative
Kovacevich: Supreme Court's Trinko precedent challenges the Google antitrust ruling
“One of the big cases, that's a challenge for the court here is this case called Trinco, which is old, old Supreme court precedent, which basically has to do with what's called the duty to deal, which basically says like you as a customer, you as a business, ev…”
Apr 28, 2025 negative
Kovacevich: FTC and DOJ divided Big Tech targets rather than subject matter
“What happened was about six years ago, the FTC and the Justice Department, they share responsibility for antitrust. They got together and they said, they basically struck a deal and they said, okay, FTC, you get Meta and Amazon and DOJ, you get Google and Appl…”
Jun 21, 2025 positive
Jul 5, 2025 neutral
Depue: Meta may eventually shift to releasing closed flagship AI models
“I w it wouldn't surprise me if they go kind of the Google route where like they are still, they still do open source. They still have the llama brand, but it isn't like their flagship thing where they start doing, whether it's for internal products or it's, th…”
Jul 5, 2025 negative
Jul 5, 2025 neutral
Jul 5, 2025 neutral
Hays: Facebook's 2010-2011 Poaching Raid Forced Google To Raise Comp
“In 2011, in 2010 and 20 11 Zuck and Facebook went super aggressive poaching from Google. So Facebook had crossed half a billion users. They were, in that period of transitioning from a super scrappy startup. Yep. And they went heavy into Google. So they went a…”
Jul 12, 2025 positive
Thompson: Search is the only part of Google that can still build products
“I do think, I think Google's done better than I expected over the last two years. I like what they're doing in search generally. I think they, it does seem to be the one part of the company that still functions, like they can actually iterate and build product…”
Jul 19, 2025 positive
Hays: Character.AI Had 20M+ Users and $100M Cash When Founders Left
“So when Character AI, when the Character AI founders and part of the core team went back to Google, the other, the Character AI became a ghost ship, but it was cool in the fact that they had 20 plus million users. They also had a hundred million on the balance…”
Jul 19, 2025 positive
Jul 19, 2025 positive
Jul 26, 2025 bullish
Coogan: AI is a sustaining technology favoring profitable incumbents like Google and Meta
“The way in which Google seems to have flipped the switch in terms of going all in on AI along with Meta's spending on AI talent really does Strongly suggest that AI, in the end, is a sustaining technology that favors the incumbents most of all. Both see a line…”
Jul 26, 2025 bullish
Polymarket Gives Google 46% Odds for Top AI Model by Year-End
“Google is still the polymarket, which company has the best AI model end of 2025. So December 31st, there's been one and a half million in volume, and Google is still sitting comfortably at 46% chance of being at the Top of LM arena at the end of the year.”
Jul 26, 2025 bullish
Jul 26, 2025 bullish
Coogan: Google Is the Only Company With an At-Scale Nvidia ASIC Alternative
“Google is the only company, we talked about the TPU thing, they're the only company with an at-scale ASIC alternative to NVIDIA's GPUs, which should give them a meaningful cost advantage to that end, ah, to the extent that cloud compute becomes commoditized.”
Jul 26, 2025 bullish
Jul 26, 2025 neutral
Coogan: Google Used Lean Proof Verifier While OpenAI Used Text-Based LLMs for IMO
“Using this program called Lean that is a formal math proof verifier, and there's rumors that Google's building their system to leverage that a lot. OpenAI apparently went way, way down just the text-based LLM reasoning path and had a lot of success there.”
Jul 26, 2025 neutral
Coogan: Google's search growth is driven by higher ad prices, not click volume
“The fact that paid clicks were up four percent and search revenue was up 12% makes it clear that search growth is primarily being driven by higher prices. And so the actual number of clicks is up four percent, but revenue is up 12%. That means that they're Mon…”
Jul 26, 2025 positive
Aug 8, 2025 bearish
Andreessen: Google Could Have Built a GPT-4 Level Chatbot by 2019
“I talked to somebody senior who was there at the time and I asked them, you know, when could you have had chat GPT with GPT four level output if you had just gotten, you know, gone, gone flat out starting in 2017. And they said by 2019.”
Aug 9, 2025 bearish
Aug 9, 2025 negative
Andreessen: Google could have built a GPT-4-level ChatGPT by 2019
“Google developed the transformer in 2017. And then they basically let it sit on the shelf, right? Cause it was a research project. They didn't productize it. They were very worried about, you know, from people I've talked to, they were very worried about the, …”
Aug 16, 2025 bearish
Aug 19, 2025 bullish
Aug 19, 2025 bearish
Hays: Perplexity won't significantly outvalue Snapchat in two years
“Search Feels like it'll be a winner take, take all market, and it's, they're not gonna, you know, two years from now, if they're sitting at thirty million monthly actives, or even a multiple of that, it's hard to see it, you know, being worth, ah, you know, si…”
Sep 6, 2025 neutral
Sep 6, 2025 neutral
Sep 6, 2025 neutral
Sep 6, 2025 neutral
Google antitrust remedy requires sharing search index snapshots at marginal cost.
“Judge Meta attempts to address number two necessary scale by forcing Google to share various types of data, including Google search index, but not the actual data from the web pages and the index or the output of Google's PageRank algorithm. Competitors, which…”
Sep 27, 2025 bullish
Baker: Larry Page willing to risk Google bankruptcy to win AI race
“He said, Larry Page has said internally at Google many times, I'm willing to go bankrupt rather than lose this race. Everybody is focused on ROI, but the people making the decisions are not basically saying that scale, it's all about scale.”
Oct 9, 2025
Oct 9, 2025
Oct 9, 2025
Oct 9, 2025
Rosenthal: Acquired conducted 30+ hour-long background calls for Google episode
“Like for our Google series that we just wrapped up, we probably talked to 30 plus people. You know, those are all hour long research calls where, you know, sometimes people are like, oh, is this going to be recorded? And we're like, no, no, no, this isn't for …”
Oct 13, 2025 bearish
Oct 17, 2025
Oct 17, 2025 positive
Alphabet is vertically integrated from chips and AI to autonomous robotics
“He's got the data center, he's got the chip, right? Tensor, right? He's got, he does a lot of the operating system type work, including the model, you know, the Gemini model, the applications he does as well, and he even gets all the way to the robotic layer, …”
Oct 28, 2025 bullish
Nov 4, 2025 bearish
Gurman: Snap should partner with Google rather than develop SnapOS
“In my mind, they might be just better off sort of lowering their R&D on these things by focusing on their hardware, partnering with a company like Google, and putting their own social layer over Android XR, but obviously they have their own SnapOS.”
Nov 4, 2025 neutral
Nov 4, 2025 neutral
Nov 4, 2025 neutral
Gurman: Google to launch smart glasses with Samsung and Warby Parker
“What you're going to see is Google come into this space, too. They're going to launch, you know, their smart glasses with Samsung in a few months, their glasses with Warby Parker and a few other glasses brands in a few months, and there's going to be a lot of …”
Nov 4, 2025 neutral
Gurman: iPhone Air is a stepping stone to a foldable iPhone
“It's a technology exercise to really set the stage for an eventual foldable iPhone. They have to create thinner form factors, thinner batteries, more advanced materials like titanium for the casing in order to create something like the foldable phone to compet…”
Nov 4, 2025 neutral
Gurman: Apple considered buying Perplexity due to Google antitrust fears
“First, on the perplexity, when I was the one who broke that, that was real. That did not come from perplexity. The idea there was Apple was sort of scared out of its mind that it was going to lose this Google search deal. It was a very real possibility the jud…”
Nov 8, 2025 bullish
Nov 19, 2025 neutral
Nov 19, 2025 negative
Nov 19, 2025 negative
Hays: Apple will block iMessage data portability to Google's Gemini
“I have zero faith that there will be any portability. And the reason for that is Apple's paying Google to effectively, yeah, white label the model, leverage Gemini in the next version of Apple intelligence. And they're just gonna be focused on integrating it w…”
Nov 19, 2025 positive
Nov 19, 2025 neutral
Coogan: Nvidia retains monopoly power because Google refuses to sell TPUs
“If TPUs are not for sale, Nvidia does have a monopoly. If Nvidia truly is the only seller in the market because Google is not a seller then yes, they still extract monopoly power from every other buyer because every other buyer says, yeah, I'd love to buy TPUs…”
Nov 19, 2025
Nov 19, 2025 neutral
Nov 19, 2025 neutral
Nov 19, 2025 positive
Nov 19, 2025 bullish
Nov 19, 2025
Nov 22, 2025 neutral
Coogan: Apple's Privacy Focus Left It Ill-Equipped for AI vs. Google and Meta
“Apple has been building a brand around We don't access your data. We don't store your data. We would never train on your data. And that put them in an awkward position where they couldn't just snap their fingers and deliver a great AI experience. Whereas Googl…”
Nov 25, 2025 bullish
Nov 25, 2025 bullish
Nov 25, 2025 negative
Nov 25, 2025 neutral
Nov 25, 2025 positive
Dec 3, 2025 negative
Coogan: Google's Gemini mobile app repeatedly fails with server disconnect errors
“The Gemini mobile app has, is really, really struggling to stay connected. There's something in the, when you fire off a prompt, it doesn't like save it locally and then cash that and then send it off, inference it, and then come back. It like, unless you keep…”
Dec 3, 2025 negative
Dec 3, 2025 bullish
Chen: OpenAI has internal models matching Gemini 3 and better successors coming
“Just looking purely at the benchmarks, you know, we actually felt quite confident you know, we have models internally that perform at the level of Gemini three, and we're pretty confident that we will release them soon, and we can release successor models that…”
Dec 12, 2025 neutral
Dec 12, 2025 neutral
Dec 12, 2025 neutral
Dec 12, 2025 negative
Hays: Disney accuses Google of massive copyright infringement with AI models
“As Disney has gone into business with OpenAI, the Mouse House is accusing Google of copyright infringement on massive scale, using AI models and services to commercially exploit and distribute infringing images and videos.”
Dec 16, 2025
AI labs offer top researchers packages worth $100M or more
“But with AI companies, including meta platforms, Google, Anthropic, wooing top researchers with pay packages that can be worth a hundred million dollars or more, researchers and engineers have been able to hold out for the most attractive terms, and in many ca…”
Jan 14, 2026 neutral
Jan 14, 2026 bullish
Coogan: AI providers will eventually pay Apple to route search queries
“Now my real hot take is that I think it's going to flip at some point. And I think Google or someone else is going to pay Apple To route LLM queries to them, because with the universal commerce protocol, agentic commerce protocol with ads and LLM responses, th…”
Jan 14, 2026 neutral
Jan 21, 2026 neutral
Amodei: Anthropic rarely faces Chinese AI models in enterprise contract bids
“When we go out, when we're you know, competing against other companies for enterprise contracts, We see, just honestly and candidly, we see Google, and we see OpenAI. Every once in a while, we see a couple other US players. I have almost never lost a deal, los…”
Jan 21, 2026 neutral
Jan 22, 2026 neutral
Jan 23, 2026 neutral
Apple Reportedly Rebuilding Siri as OS-Integrated Chatbot 'Campos'
“Apple plans to revamp Siri later this year by turning the digital assistant into the company's first artificial intelligence chatbot, thrusting the iPhone maker into a generative AI race dominated by OpenAI on Google. The chatbot, codenamed Kempos, will be emb…”
Jan 23, 2026 neutral
Jan 24, 2026 bullish
Hays: Google has a massive infrastructure advantage over OpenAI in AI ads
“OpenAI has to not only, like, figure out how to actually implement ads within the product, but they have to build out all the advertising
Like, infrastructure, the platform infrastructure, in order for people to run campaigns successfully and at scale.
So, Goo…”
Jan 28, 2026 negative
Steinberger: Startups acquire other companies just for their Gmail API licenses
“You know, like when you are a company, you want to access Gmail, the amount of red tape is so large that, that startups buy other startups that have the license for Gmail, because going through the process yourself is, is a huge pit.”
Jan 31, 2026 positive
Jan 31, 2026
Feb 3, 2026
Feb 3, 2026 neutral
Patel: Google is splitting TPU production between Broadcom and MediaTek
“Yeah, so, so for the longest time Google's had, ah, one main line of TPUs, right? All made by Broadcom, and then sort of next year they've diverged it, right? Where Broadcom makes a TPU, ah, and MediaTek makes a TPU. These two TPUs are focused at different thi…”
Feb 6, 2026 neutral
Feb 6, 2026 bullish
Feb 10, 2026 negative
Coogan: Abstract Super Bowl ads are too risky for AI labs
“You know, I think Apple, Google, like the really established brands do have the permission to sort of go higher higher abstraction. And just sort of do, like, these brand films. For the AI labs who are trying to push a particular product, it's, it feels like a…”
Feb 19, 2026 bullish
Feb 23, 2026 bullish
Feb 25, 2026 neutral
Gurley: Index Funds Already Provide Sufficient AI Exposure for Retail Investors
“There's an interesting irony that if you wanted AI exposure, you're pretty good just owning the index.
NVIDIA is such a large part of the index.
You have exposure to Microsoft and Google and Facebook.
Like, I don't know that you need to be in that place”
Mar 19, 2026
Mar 30, 2026 bullish
Mar 30, 2026 bullish
Kim: AI chatbots threatening search positions Meta better than Google
“Like, no one's going to replace better digital ad position. I mean, like, I would even say in the AI world, they're even better positioned, because Google might lose digital ad share to AI chatbots, their search position in the future. So, like, no one's going…”
Mar 30, 2026 bullish
Apr 1, 2026 negative
Apr 1, 2026 neutral
Apr 7, 2026 positive
Google stock rallied after Meta's IPO disproved internet cannibalization fears
“As soon as the company went public, ironically, Google's stock started working. Because they didn't come out and tell you, we want to kill Google, or we're replicating the internet. We're doing kind of something different. Both stocks ended up working.”
May 5, 2026
May 8, 2026 positive
May 12, 2026 bullish
May 21, 2026 neutral
May 21, 2026 negative
May 21, 2026 neutral
Hays: Apple will build proprietary smart glasses rather than partner for eyewear
“My expectation, my uninformed
expectation is that Apple will just make Apple glasses, right?
They will probably, I, it's hard to see them taking the route at least early on of partnering and allowing another company to influence the design language”
May 21, 2026 negative
May 29, 2026 bullish
May 29, 2026 bullish
Gerstner: Anthropic is fastest-growing company in history of capitalism
“OpenAI has not blown away their numbers. Google has not blown away their numbers. Like numbers have been good, but the fundamental driver of outperformance in terms of offtake of AI revenues has been Anthropic, which is the fastest growing company in the histo…”
Jun 2, 2026 neutral
Jun 2, 2026 bullish
Coogan: Waymo's Success Will Outweigh All Google's Failed Side Projects
“You look at the progress with Waymo, and it's very clear that just one win in Waymo will be a power law that will wash out all of the side chat apps that never went anywhere or little Little software projects that an April fool's jokes that they launched and s…”
Jun 2, 2026 positive
Jun 2, 2026 neutral
Jun 2, 2026 neutral
Berkshire Hathaway to buy $10B of Alphabet in $80B capital raise
“Berkshire's buying ten billion worth of shares at a roughly six percent discount from Monday's closing price. Another thirty billion dollars will consist of underwritten public offerings, and the last forty billion will be staggered common stock offerings Begi…”
Jun 18, 2026 positive
Jul 2, 2026 negative
Coogan: Academic study finds Google AI Overviews cut organic clicks 40%
“Eric Sufert is sharing a new paper by researchers at Carnegie Mellon in the Indian School of Business finds that AI overviews were triggered in roughly 41% of observed Google searches, and when triggered, reduced outbound organic clicks by about 40%.”
Jul 9, 2026 neutral
Jul 30, 2026 neutral
Jul 30, 2026 neutral
Coogan: Employees from OpenAI, Anthropic, and Google Signed AI Pause Letter
“There's this open letter from a bunch of lab employees saying like, hey, maybe we should do a mutual pause. Maybe we should all slow down. And I think even some meta researchers signed that as well, but there's like a wide group from OpenAI, Anthropic, a bunch…”
Aug 5, 2026 neutral
Aug 5, 2026 neutral
Jeff Dean leaves Google after 27 years to launch an AI startup
“Google CEO Sundar Pichai also announced that Google DeepMind chief scientist Jeff Dean will be leaving the company after a 27 year run to start, along with Google's senior fellow Sanjay Gemwat, a public benefit corporation to accelerate discoveries in machine …”
Aug 5, 2026 neutral
Aug 5, 2026 bearish
DeepMind has lagged behind AI competitors and embarrassed Google for a year
“Google, the deep mind organization has, you know, made some real contributions to the space, but has been lagging. It's been a point of embarrassment. For, I would say, for Google, for, I would say, a year plus. They've always felt behind, even though they cre…”
Aug 5, 2026 neutral
Aug 5, 2026 positive
Google becomes Anthropic's largest financial backer through compute lease guarantees
“Obviously Google has made it, you know, massive bet on anthropic and is, You know, becoming their largest financial backer, especially through some new reporting on, on some of the lease guarantees that they're doing.”
Aug 6, 2026 neutral
Aug 6, 2026 bearish
Aug 8, 2026 neutral
Aug 8, 2026 negative
LA jury awards $6 million in Meta and Google youth addiction case
“On March, 25th, a Los Angeles jury found Meta and Google slash YouTube negligent for designing platforms harmful to young people. A woman who said she became addicted to social media as a child was awarded 6000004.2 million against Meta and 1.8 million against…”
Aug 8, 2026 negative