Google

also referred to as: alphabet

includes Google Search, Google DeepMind, Google Drive, Google Pay, Google Play, Google Chrome, Google Maps, Google Ads, Google Sheets, Google Talk, Google Bard, Google Chat and 9 more

21 statements across 15 episodes · 9 bullish · 6 bearish · 14 people on the record · first statement Apr 20, 2023 by Umang Bedi · said 267 times in 44 episodes since 2023 · across every show →

Mentions by year, the whole family

brought up most by Nikhil Kamath (67), Aravind Srinivas (40), Varun Mayya (16), Umang Bedi (13), Tanmay Bhat (13), Nikesh Arora (10), Ghazal Alagh (8), Sajith Sivanandan (6)

tap a year for its mentions
007510150202023202420252026episodesmentions
010202023202420252026episodes it came up in
0051010202023202420252026episodesmentions per episode
2026 43 mentions in 11 episodes 4 per episode
2025 104 mentions in 16 episodes 7 per episode
2024 25 mentions in 7 episodes 4 per episode
2023 95 mentions in 10 episodes 10 per episode

every mention, scene by scene, with the transcript →

Everything said about Google, oldest first

Apr 20, 2023 negative
Assertion Not checkable as stated
Bedi: Startups spend roughly 60% of raised capital on Google and Meta
“I would say 60% goes to Google and Facebook.”
Umang Bedi Apr 20, 2023 ▶ 2:27:06 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Apr 20, 2023 bearish
Opinion
Ex-Facebook MD Umang Bedi: India should ban Meta and Google
“Ban it. If you have the b**** when you become the chief of the country, that'll be my input to you.”
Umang Bedi Apr 20, 2023 ▶ 2:29:33 Ep. #2: Secrets of Social Media Success, Mental Health & Distribution Hacks - 3 OGs Reveal All · Nikhil Kamath
Apr 21, 2024 negative
Opinion
Kim: Indian parents favor traditional tech giants over gaming companies
“I think the other thing is more of a cultural issue that I have discovered over the past few years that I've been here in India, which is that gaming, at least, and you guys please disagree with me, but in my experience, it seems like gaming is not looked upon…”
Joseph Kim Apr 21, 2024 ▶ 33:48 Ep# 17 | WTF is Gaming in India? | Career, Investment, Entrepreneurship · Nikhil Kamath
Jun 14, 2024 positive
What-if
Gates: If I were 25 in India, I'd build vertical AI apps
“I'd probably build, pick some AI thing, And just use the Google, Microsoft platforms and go on top of that and try and, because I'd be in touch with the customer so well and improving my data, keep ahead You know, and I'd say, okay, who's the most demanding cu…”
Bill Gates Jun 14, 2024 ▶ 24:27 Nikhil Kamath x Bill Gates | People by WTF | Ep. #1 · Nikhil Kamath
Jun 14, 2024 bearish
Prediction Not checkable as stated
Gates: Foundational AI models require $2B–$3B, limiting Indian players to at most two
“So if you're an entrepreneur who's trying to build foundational models, models from the very ground up, like Google does, or Microsoft with OpenAI does, and they have four or five others, You have to raise, you know, two, three billion dollars. Now maybe some …”
Bill Gates Jun 14, 2024 ▶ 20:11 Nikhil Kamath x Bill Gates | People by WTF | Ep. #1 · Nikhil Kamath
Mar 21, 2025 neutral
Opinion
Pai: D2C brands only have three ways to acquire customers
“Currently in DTC, there are only three ways of acquiring customers. Google and Facebook, influencers, which is incredibly fragmented, and word of mouth.”
Vikram Pai Mar 21, 2025 ▶ 58:29 Inside India’s Next Gen Startups | Nikhil Kamath ft. WTFund C2/24 Founders · Nikhil Kamath
Mar 23, 2025 bearish
Prediction Not checkable as stated
Aravind Srinivas: Google will never make AI search the centerpiece of core Google
“Google has the least incentive to bring out AI native search or agents right there on core Google homepage or Google apps. It can be hidden in a mode or like sometimes firing some for some queries, but it's never going to be the central piece of it.”
Aravind Srinivas Mar 23, 2025 ▶ 1:21:29 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bullish
Prediction Open · timeframe Mar 2028
Srinivas: Google will remain dominant for years via transaction capture
“Another thing I'll tell you why they'll, they'll still continue to be dominant for a few years is let's say you do your research on like what microphones to buy, whatever, or like, you know, Let's say the best headphones for podcast recording. You're buying eq…”
Aravind Srinivas Mar 23, 2025 ▶ 1:30:30 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 positive
Assertion Contradicted
Aravind Srinivas: Google is the only company full-stack independent of Nvidia
“The only one who's managed to do this, I would say, is Google. They built their own chips, they built their own software around it called JAX, and then they built their own accelerated linear algebra library called XLA. And then, you know, they have their own …”
Aravind Srinivas Mar 23, 2025 ▶ 1:49:04 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Mar 23, 2025 bullish
Insight
Srinivas: Meta has a stronger moat than Google due to network effects
“Meta has a bigger moat than Google because Google's moat on distribution comes from their deals with carriers, OEMs, and like all, you know, all these people but Meta's moat is this raw network effects, like, Nobody pre-installs Instagram or WhatsApp on phones…”
Aravind Srinivas Mar 23, 2025 ▶ 1:25:09 Nikhil Kamath ft. Perplexity CEO, Aravind Srinivas | WTF Online Ep 1. · Nikhil Kamath
Apr 11, 2025 negative
Assertion Supported
Gates: Microsoft lost the mobile OS race and Android won non-Apple phones
“We competed with Google over the mobile phone operating system, and we fell behind, and, you know, today, nobody remembers there was a Windows Mobile thing. It's just Android. For non-Apple phones, it's basically all Android.”
Bill Gates Apr 11, 2025 ▶ 32:35 Bill Gates x Nikhil Kamath Part 2 | People by WTF | Ep.8 · Nikhil Kamath
Apr 26, 2025 positive
What-if
Sharma: Alibaba and Baidu Wouldn't Exist Without China's Protectionism
“So if it was like what we're discussing that, yes, sitting across the table. Okay. If you do this, I do this, then all this, then Google would have been there probably, or Amazon would have been there. I don't think so whether they will be having an Alibaba or…”
Rahul Sharma Apr 26, 2025 ▶ 20:03 Ep #23 | WTF are Consumer Electronics? | Nikhil ft. Carl Pei, Rahul Sharma & Amit Khatri · Nikhil Kamath
Jun 28, 2025 neutral
Assertion Supported
Arora: Larry Page structured Google with 7 product heads, 1 business lead
“When he became CEO of Google, he said, I'm going to have 10 direct reports. There's going to be one CFO. One lawyer, and one business person, and seven product people.”
Nikesh Arora Jun 28, 2025 ▶ 1:12:24 From Ghaziabad to Silicon Valley: Nikhil Kamath x Nikesh Arora | People by WTF | Ep. 11 · Nikhil Kamath
Aug 2, 2025
Assertion Partly supported
Khosla: 35% of Google's code is written by AI
“Because, you know, Google's gone from zero percent AI-generated code to, I think the last claim, 35% of all code being written in Google is being written by an AI.”
Vinod Khosla Aug 2, 2025 ▶ 38:58 Vinod Khosla: College Degrees Are Becoming Useless | People by WTF | Episode 12 · Nikhil Kamath
Aug 24, 2025 bullish
Prediction Not checkable as stated
Khosrowshahi: OpenAI and Google will completely dominate AI travel inspiration startups
“I would not go after the inspiration side, because I think the inspiration side, thank you very much, is, is going to be served really, really well by an open AI or a Google.”
Dara Khosrowshahi Aug 24, 2025 ▶ 32:24 From Iran to Uber CEO | Nikhil Kamath x Dara Khosrowshahi | People by WTF | Ep. 14 · Nikhil Kamath
Aug 29, 2025 bullish
Prediction Not checkable as stated
Kamath: Content will be the biggest differentiator for brand success
“With search being disrupted in the manner that it is, and people, let's assume, use Google a lot lesser, or any kind of search platform that is throwing up ads. And if anyone wants to build a brand, social media might exist in some form, but Google ads and the…”
Nikhil Kamath Aug 29, 2025 ▶ 1:32:54 Inside Silicon Valley’s VC Playbook | WTF is Venture Capital? - 2025 Edition | Ep. 24 · Nikhil Kamath
Nov 5, 2025 bullish
Opinion
Adcock: Waymo is super underrated at a $50 billion valuation
“I would probably pick Waymo as my pick. I think I, you know, I think it's like a fifty billion market cap super underrated.”
Brett Adcock Nov 5, 2025 ▶ 1:15:27 Humanoids Cost as Much as an SUV Now | Nikhil Kamath x Brett Adcock | WTF Online Ep 2 · Nikhil Kamath
Nov 30, 2025 bullish
Prediction Not checkable as stated
Musk: Google will be extremely valuable due to its AI groundwork
“I think, you know, Google is going to be pretty valuable in the future. They've laid the groundwork for An immense amount of value creation from an AI standpoint.”
Elon Musk Nov 30, 2025 ▶ 1:27:10 Elon Musk: A Different Conversation w/ Nikhil Kamath | Full Episode | People by WTF Ep. 16 · Nikhil Kamath
Mar 11, 2026 neutral
Opinion
Staniszewski: OpenAI and Google pose biggest competitive threat to ElevenLabs
“We are, of course, continuously looking at, like, OpenAI, Google, incredible teams, and probably, like, as we think about the space, the biggest potentials of effectively competing with 11 Labs.”
Mati Staniszewski Mar 11, 2026 ▶ 14:01 The $11B Bet That Voice Will Replace Everything | Mati Staniszewski x Nikhil Kamath | WTF Online · Nikhil Kamath
Sep 9, 2026 neutral
Assertion Not publicly verifiable
Rajesh Magow: MakeMyTrip gets 75% of its user traffic directly, bypassing Google
“Like today also, we have 75% of the traffic coming directly on us, and that comes in with the trust built over a period of time on the brand.”
Rajesh Magow Sep 9, 2026 ▶ 1:07:05 Why A 25-Year-Old Should Build A Hotel, Not An App | MakeMyTrip x Taj | WTF is Travel?
Sep 9, 2026 neutral
Insight
Rajesh Magow: Deep transaction businesses cannot be easily replicated by AI
“You know, I'll tell you the reason why I don't think that replication is so easy. In a deep transaction business versus a, you know, generic search business. Think about Google, for example. So Google historically has always been perceived as potential competi…”
Rajesh Magow Sep 9, 2026 ▶ 45:15 Why A 25-Year-Old Should Build A Hotel, Not An App | MakeMyTrip x Taj | WTF is Travel?
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