Search the world's information, including webpages, images, videos and more. Google has many special features to help you find exactly what you're looking for. observed
stale — 36 unprocessed events
Search the world's information, including webpages, images, videos and more. Google has many special features to help you find exactly what you're looking for. observed
Five evidence lanes (activity, capital, infra, hiring, ecosystem) as within-cohort percentiles, combined with evidence-breadth weights over the 60-company baseline cohort. The ± band widens with missing lanes — it measures what the score stands on. Scores publish at 2+ evidence lanes; this company's tape carries 1 (195 signals/60d), so no number is claimed.
↗ Strongest signal: funding_magnitude (30% of the score).
The skeptic's read what this company has said, judged against what happened
Unproven ≠ false — it means the deadline or the evidence hasn't arrived. Nothing here is editorial: every count is a ledger row you can open on the Proof page.
Cross-source signals that survived the scoring gauntlet or were hand-curated. ✓ verified = bound to an exact transcript passage with a voiceprint-confirmed speaker.
No single number decides. Layers can disagree — that's the point. New to this? →
The platform's own early signals for this company — hard-to-fake, and where one preceded a real raise, the measured lead.
Google knows they can extract warrants in exchange for the loans.
Google holds warrants for a potential 14% equity stake in exchange for guaranteeing Fluidstack lease obligations on key data center campuses.
Google has famously spun out Waymo, a very famous Microsoft back in the day, this little site Expedia that was internal. Now that can be for economic reasons or the thing's getting so big and the existing management team is getting distracted by it. And Waymo needs to be out there on its own, raising capital to validate its, from what I understand, the back channel I got was, hey, we need to validate this valuation. And in order to get AI talent to work on a self-driving company, they, you know,
thank God, we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden.
thanks to our partners over at google they are doing a great job with gemini i have to say i'm using gemini all the time you know they have code review and all this great stuff the api is fantastic i have to say you there was like two or three things that i had on my vacation that worked really well google local and google maps and gemini have all been tied together now so i was in france i was like i'm here right now i need the best croissant the best pan on chocolate the best hot chocolate wha
google went through three different business models they tried to do enterprise search and they were selling these um you know yellow boxes that go on racks yeah exactly for like enterprise search and you know they went through two or three different iterate they were syndicating search and selling that to yahoo and aol and others and then finally they hit upon their advertising model and it worked magically
And in fact, Google said not only do they want to be carbon neutral, they said they want to be carbon, they want to pay for all the carbon they've used in the history of Google, if I remember correctly. And then they want to be a net, what would it be that they're removing carbon from the atmosphere, like on a net basis, like, so they'd like to be net positive on that.
You also have people like, like Google and Amazon or Ford, who buy power. And so when you see like Google say, Okay, we want to go and and be 100% clean energy, like they're out there, you know, writing, underwriting the financing and spending the money to get things built, that are power plants. And then they write a contract to take the power.
obviously google got smacked with their capex spend
that's from elon web services uh renting out compute specifically to anthropic and google from the colossus uh collection of servers
google gcp can now be i'm going to sign up for working with gcp versus working just with anthropic
it is way too early to count gemini out on building for sure incredible specialized models they have the best video data they have the best life sciences data they've been working on this for far longer than anthropic or open ai on the life sciences side they're very well ahead on that front i mean demis is still going to be running isomorphic labs so when it comes to these specialized models verticalized specialized models like video life sciences protein folding i think these are the things wh
maybe it's the third bucket which is if you're the board and the management you're having a debate about how to best deploy capital google has made a commitment to deploy 200 billion dollars in capex this year in ai infrastructure data center build out because of
And that's where Google actually seems to have an advantage over Apple.
their movie selection and their book selection is really nice. Their store is running excellently now. I think their store is getting more innovative than the Apple store in terms of interface.
Which is why Google launched Google Plus, right? They want to get those social signals into the search engine.
they basically just announced that they've ported the Android mobile operating system to its smartphones on the Atom microprocessor, which is an Intel microprocessor.
And related to that, Android 2.1 is now on more than a quarter of Android phones.
But they talk about, in that story, they take about, they say, you know, what's going to happen with it, and they do a comparison to Google Voice, because they bought Grand Central, and now Google Voice is huge. So, I mean, this has a lot of potential, I think.
Google buys UK visual search startup Plink. Apparently, they help improve goggles, Google goggles.
I mean, there's no devices for sale running Chrome OS yet. So I think we have to kind of wait and see what happens once you actually see the real experience.
Well, the only thing I can say is that Google's publicly said that, you know, they believe in both Android and Chrome OS, and that they think that they're different, they're both interesting approaches, and that they're going to move forward with both for the near future.
I know that there's been a screen issue, like, they're saying, like, it's sort of reversed, the axis reversed on some of the touchscreens.
You know what? I actually feel like, um, HTC took a lot of wind out of the Nexus One sales. Because of, like, I know that we talked about last week how a lot of people were saying that there were some problems. And, yeah.
But then you look at Nexus One, Nexus One's actually very small in terms of sales.
I mean, Nexus One is so different. I mean, with Google selling it directly and without sort of the presence in all of the stores, I mean, still most people are buying their phones by walking into a Verizon store, a T-Mobile store. And that's really what's driving the sales. So, um, I don't, I don't expect, I think that Nexus One might be just, like, way ahead of the game in terms of its sales model. But Google doesn't seem to care about, like, actual numbers. I mean, it's the Android platforms w
You could have released more often, but it may not have changed the inevitability of Google drinking your milkshake.
So, sometimes in life you have to cut your losses. You're not going to have the wherewithal to compete with Google.
The second thing is, Google drank your milkshake. And guess what? That's going to happen in life. So, that's another lesson. You know, you don't want to jump in front of the Google or Microsoft train because they can roll over you.
by the time we had released it, Google had already released their equivalent version into the Google Docs suite. So that was a problem. We came out a little too late, and Google was offering a comparable product for free.
Oh, yeah, I did see that. And so they finally got it out there. We'll see how it does. I think it's going to have a hard time. I think it may be go the way of Wave because of the interest in the context of the market right now, which is all about pad computing and Android on these mobile platforms. And I don't think it may not have a place at the end of the day. So we'll see how it does. I'm going to definitely download a copy of it and load it up, and I'll report back and see how it does.
some of the stuff from Google that's coming out. But it's phenomenal in that you can think of processing large bits of information in very different ways. I mean, if you think about it, what is Google but the world's largest database, right? Fair point. And it stands to reason that it doesn't have to be SQL in nature.
Google is hiring. They expect to hire at least 1,600 people over in the next little while, in the next six months. ... It's nice to be working for a company that's hiring and getting bigger and growing stronger every day instead of one that's shrinking a little bit. So Google would be a great place to be.
And finally, Google Music launch date months away, they're saying. No set date. Why it's exciting? Google Music will place much-needed legitimate search results in an engine that's known to drive piracy. Shame on you, Google. Google Music is rumored to feature cloud-based lockers, which is a huge component, and may even have a subscription element. Plus, while Apple has iPhone, Google has the mighty Android. So there's a few facts and figures about those subscription music services coming up. Ke
what's going to happen is like google will have uh all of these features bing will have all these features facebook will add all these features i think it's just way too hard to displace google um and i think google will just add these features as they need to
that was google's favorite thing to do if it was inefficient you clicked on a couple of ads either on the destination page or on their page if you give an answer you don't need to click on an ad so that that is the you know that's the fundamental existential issue that is correct to think about with google if you just got the answer
and those ads by the way are served up by google so when you start thinking about what's really happening here google has had an incentive to keep things inefficient
no you don't pay to be in one box one box you can't pay to be in so that's like you have to earn that editorially i think because this is a
between the startups and between google google is really falling behind here
what people need to understand about snippets is uh google will pull data and format it used to be called one box now it's called snippets from somebody's website this is a very controversial thing um but nobody really stands up to google about it but as you can see they've intercepted you from going to that source
like google has fallen really far behind
this is my google that doesn't have access to the latest and like this it's the same exact question yeah this is terrible
getting people to change their behavior is extremely hard it has to be 10 times better um in order for people to change their behaviors so what you have to ask yourself here is is this interface that we've seen here where it gives citations and it writes it in a narrative is that actually 10 times better than google search if it's not 10 times better i don't think people switch
all of those little innovations are probably not enough to get people to switch from google it's really hard to get people to switch off google so i think yeah the the format
Google might not have the option to integrate AI if it doesn't have the infrastructure available at the volume that's required.
If every single Google search resulted in a query to a GPU, they would actually bankrupt Google right now because they have so many queries and a three or four cents extra per query.
And, and look, the flip side is we don't really pay to use Google. We don't pay to use YouTube. We don't pay to use any of these services. And so the company has to sit there and say, well, we have to do some of these things because, um, that's how we make our business work. Right.
And the crawlers break, the crawlers are optimized. Like Google's crawler is optimized. They're optimizing it all day long. There are, there are probably thousands of people in the last year who have optimized the Google crawler. Yeah. I would say probably a thousand people have sat there and written code to make that crawler more efficient. So to pretend that they just like, Oh, we just set it loose on the internet. And we don't know what came back.
And I think Google participated in that as well.
The other thing that I thought that Google did at their conference was not only did they launch like an AI chip, which is all the rage these days, but they also made available a new kind of CPU, which is an ARM-based CPU, which is interesting because that's them kind of going more directly after the traditional compute stack. with a chip that they've created.
Bard. Google bard. They never did bard.com. Google plus should have just done plus.com. Yeah. They never made its own look and feel Google plus. They were like, we're going to put it up in the little carrot. Like it was hard to get to even right. It was up in the top right hand of your navigation. It just showed that they were not committed to it as a standalone long-term brand. Whereas with YouTube, they were like, it's going to have its own office space. It's going to have its own logo. It's g
right now, if I'm Sergei, if I'm Larry, uh, if I'm Sundar, this is another war room moment. Now you've got Microsoft on one side with Bing and you got Facebook on the other side.
It's almost as good, just a little bit behind GPT-4, but better than Claude 3, which was at the top, better than Gemini Pro, better than Claude Sonnet, better than Command R, better than the original GPT-4.
corporation yeah whatever they say whatever you think you should not trust them they can dump your search history
google has your search data instagram and tick tock have their algorithms watching what you look at what you like etc that could be very revealing people have complained before like oh my god i'm suffering from depression or i have cancer like the health stuff comes to prominence very quickly oh my god they have these searches i did etc that's why people should use things like the brave browser
anybody who needs a researcher can use notebook lm gemini chat gpt the researcher mode so that means we all get to do other things right
this is the end of seo uh so if you wanted to get traffic from google the reason google didn't do a lot about this uh or one of the reasons um they didn't do this was because they were in a very fragile balance between indexing people's content leveraging it to make money intercepting search traffic google becoming the starting point and then sending traffic to people now they're going to train on your data give the answer and not send anybody to your website
they made an overview but because they're in a very fragile relationship with publishers they gave a carousel at the bottom of their sources they didn't quote them
to be able to recap the day how how powerful would that be insane
that feature yeah is so killer
this could be really powerful it could be like a virtual um podcast producer watching you work
now you start thinking three months away they're gonna have that
it does not have a mode for continuously monitoring your desktop
they're probably better off being at the checkout on amazon or during search on google not on the verge
the scale of the ad networks from google and meta being close to checkout and then host reading ads right and like just really passionate target audiences that's hard to beat
the first is obvious google meta tick tock twitter snapchat you know there's like five or six at scale ad networks sure
i remember at one point i was talking to larry and i think they had hit 10 larry page they hit 10 billion dollars in revenue and he said what do you think we should do with all the money and i was like you should invest in startups and you know what they did google ventures
it's not like they're going to let google buy airbnb or apple buy uber or amazon buy uber
so then you have google apple microsoft amazon sitting there with tens of billions in some cases over a hundred billion dollars in cash
a decade ago, Google was like, we're going to buy deep mind.
Meta, AWS, and Google. I think those are your top five folks.
google has five six seven products with over a billion used chrome android google search gmail youtube uh right off the top of my head like these are services that have one or two or three billion users what's going to happen when ai is just built into all of those
and uh you know google you know they got people's attention when they were looking for information on the web and they figured out a device search put your intent in a box match that with an ad auction boom and then psychographics with
Google pays billions of dollars a year to Apple and it's pure profit for them.
And so the idea that, you know, you would give your information to Microsoft, Google, Facebook, or open AI, most people don't trust those companies when it comes to their data.
just like, you know, to a certain extent, but a lesser extent Google does because Google does not control the full stack, right? They don't have control of the hardware and there's a lot of hardware that's going to be necessary here.
my first thought was it seems a little bit silly, but then when I was just thinking about the economic impact, I can kind of see the point. And here's my argument and tell me if this is too, too woke or not. But if you said everyone who walks wants to take scenic route, or I think they also said the nicest route was the initial like point of the tweet. So nicest scenic people are going to go to where there's the most expensive, best kept parts of town and not go through parts of town that can pr
The next tweet was, yeah, we didn't do it because of equity, right. And so because of its global scale, this is Casey again, who we will take in good faith is a Googler, or was a Googler because of its global scale, even a small shift in maps routing from a seemingly innocuous, and frankly, very useful feature could create a reinforcing feedback loop with spatial inequity, inequality, spatial inequality.
He told us that you take the average Israeli 25-year-old, and you put him or her up against their peers outside of Israel, any day of the week, this was a number of years ago, Google would hire the Israeli over the non-Israeli, because you just nowhere else in the world do you get a 25-year-old that has the technical experience with this very practical application, plus leadership experience.
I use Google to find restaurants. I use it to buy products. I use it to hire people, you know, and this is a better experience. The results here are better.
which is, I remember that feature, such a great feature. Okay. I mean, it looks comparable. I mean, they're all comparable.
I mean, it's giving you the links that Sonnet and 4.0 ingested very quickly. I mean, the speed is also the really, you know, a very important Google asset, you know, if you make things faster, consumption goes up and usage goes up.
If you just did sort of what J. Cal was asking for and dropped it in Google, look, and I have generative search enabled, look at how weak this result set is now. Like what is going on? Like with, you know, in fact, I feel like Google is going backwards here.
I agree with you in this case. I think this is a fine acquisition and should be allowed through because Google's third place in cloud.
So, Jason, Google might buy Wiz for $23 billion.
So I guess that offer of 23 billion is pretty rich, right?
Google is one of those companies that has its own vision and a long time to grow into it. And it has its own way of doing things. And I guarantee you it's not the way whiz does things because whiz is small and Google is enormous.
Google was offering 23 billion for a 350 million ARR company, which is a pretty rich multiple for the current time.
the deal for 23 billion to Google does have a risk of interference from, uh, different government agencies, potentially, right? All of these deals do, whereas an IPO has zero risk.
But Jason, the biggest story is whiz and Google are not going to get married. No 23 billion dollar deal, no happy VCs.
we saw last week wiz's 23 billion dollar acquisition offer from google that the company rejected
They were using MySQL and they'd started off of course with just one instance and then as typically happens when you hit huge scaling challenges you do what's called sharding at least that's what Google called it
If you pass one of those certificates, they waive sort of any degree requirement.
Google just made an announcement, right? They just made this announcement. Google announces 100,000 scholarships for online certificates in data analytics, project management, and UX.
Fitbit gave up and sold to Google. I thought that was lame. I wear Fitbit. I love Fitbit. Hopefully Google doesn't screw it up. But, you know, Google did an okay job. I give them a B on the Nest Cam, which they bought Dropcam. I still use Nest Cams. I think they're okay. They could be so much better. So I think Google, you know, I give them a seven for their Dropcam acquisition. They didn't shut it down. But really, the product didn't get meaningfully better. And it's really slow and kind of emb
Google was so elitist in the beginning. Oh, we only want people who went to these schools. And there's a bunch of companies that had all this like degrees and schools that they were obsessed over. It's gone. It's over. It's done. Nobody cares.
you've heard me talk about the Chrome operating system, which I am absolutely was addicted to, but my addiction got broken on Chrome OS because of Zoom because Zoom on Chrome OS is terrible.
don't be trying to manage emails in Excel spreadsheets or Google Docs. That's just a total waste of time.
Uh, but those are technical areas. There's only three Google had to, uh, write those, uh, programs. Uh, and I'm suggesting something much easier. Uh, ISO would be one method to get there, but I think if we just set standards, uh, it's, it's much easier for them. Obviously they'll have to do some research. They're very good at data.
I think that, uh, another way, uh, that we can get to alternative, like Google, for instance, has created six month certificates already, but they created those certificates in, in about three technical areas. So that's really a nice start.
And I think a lot of other companies will take the standards set by Google, Microsoft, JP Morgan, and use those standards for themselves. Hey, this makes a good employee if they pass these exams.
Patrick had these three charts laid out. And we sit down and he says, here's what I see. And he says, this is how much money YouTube is losing per year. And it was like hundreds of millions of dollars.
They're recognizing that, oh, our role is more similar to governments than it is to companies. And we are, we are beholden to multiple constituencies. And we sometimes have to make decisions that, that take into, take into consideration factors beyond your, beyond shareholders.
I think Susan and her team are doing a great job doing whatever they can, but the, you know, there is a limit to what, what you can reasonably do.
everybody knows that if YouTube feels more fair, then people are much more willing to participate.
the challenge with that question for YouTube is because this Farm League, Pro League thing, the best ones leave, right? And so, you know, what, what, what are the best, the people that grew up on, on YouTube, where do they actually make their money?
I think it's one of the things, it's still the case that YouTube is the only truly open platform out there that pays people money, um, at, at any reasonable level, um, and will pay just about anybody, uh, money.
when, um, Chrome opens up or Android opens up and it's like, which browser would you like, which search engine would you like to use? Yeah, I kind of feel like when you put the choice right up front, it does give you a little bit of these credits to Ben Thompson sort of point. Like, hey, listen, you opened up your Chrome browser and it gave you the option of Bing, you know, DuckDuckGo, Yahoo or Google. And you picked, you know, which one you picked.
I think Google generally stands at one extreme of that, that many of the things we did were like on the edge, better for the world than they were just locally for Google. And people have, have seen that, you know, you go map the world before anybody spent a lot of money on it before everybody thinks that's a, that's a valuable thing.
YouTube since replaced it with a thing they call valuable watch time
YouTube has this, uh, one of the things we built is famous ad product, the skippable ad unit, where you see the ad and you can skip it. We call it true view.
we said in 2012, I set a goal that YouTube would get, uh, a billion hours a day of viewership.
There's really only two organizations that have built a social, uh, that have built attention-based monetization, advertising systems at scale, Facebook and Google. So nobody else has done it at scale.
How Google was like, you know what? No more SEO. We're cutting off all the sites and we're going to just redistribute wealth. And they just, we went from a $10 million run rate on AdSense. We're literally making, you know, a couple of thousand dollars a day on it. And then they just took it all away.
And then I, it just got, got taken away from me by that goddamn search engine panda update that Google did.
I mean, it's a pretty cool thing, right? Yeah. I mean, you can look at the sort of academic industrial complex as it currently exists today, that is totally broken. I mean, it's just a disaster as far as anyone can tell. And it needs competition. It needs basically, it needs to, it needs to figure out how to innovate. And the only way to do that is to force them to do it. And the best way to do that is have new entrants like that, or Lambda, or, you know, the fact that you can go online now and
like Google does with AdSense and YouTube, right, they get 55% of our dollar
And there's no harm, quite the opposite to somebody having Facebook for free or Instagram for free or Gmail for free, or Gmail increasing the amount of storage they give you or Google photos. I mean, they're in a competition to see who can be more generous.
declaring both Google and Facebook monopolies and starting to regulate them as monopoly entities, Australia has now done this.
Um, and when we think about asset value that has changed over time, you know, now includes your ratings on Yelp and Google, your digital reputation. Uh, a lot of times residents are going to Yelp and Google only when something goes bad, but they're rarely going there when things go right. And so making it easier to translate positive experience onto Yelp and Google. Um, over 80% of millennials now will look at Yelp or Google before they decide to tour or to lease a building. And so digital reput
the age of the google facebook duopoly where advertisers pour money into those two platforms
Google spins out Waymo does a SPAC does a direct listing, YouTube goes out, and Google just becomes search and they take all the other bets, nest, and they just start spinning those things out.
Coinbase getting bought by Google, I could see that going through, but I maybe not when you get to 200 300 400 million dollar services.
Google is putting their Yelp review competitor above Yelp.
which is what happened with Google's ad network. It's what happened with Facebook social networks. It's what happened with Uber and DoorDash in terms of their network of drivers and restaurants. It's what happened with Apple and their ecosystem for apps. Once that flywheel gets going, how do you stop it? It's kind of impossible.
i do think that google news um that scrape publishers article and curate them into a feed that should be a licensed product and i think google should just come up with something fair for this if you're gonna uh show you know a snippet of a news article and increasingly google will use ai to pick the most important information in that article and then represent it why not just come up with a a fair cpm a cost per thousand views for that as opposed to just taking it
so um this idea that google is giving preferential treatment to their ad auction or their yelp competitor you know google local or google flights or google shopping you know that each country is going to come up with their own concept of what's allowed and i think what you'll see is companies like google just like facebook threatened to not allow the publishing of news stories from france i'm sorry news stories from australia to their social network and that freaked everybody out in australia yo
google had 182 billion dollars in revenue in 2020 so you know paying a fine of a million dollars a day is not a big deal what they would more likely do is stop google news inside of france
google is just fined half a billion dollars by france due to uh not being able to negotiate with publishers for the rights to indexing their new stories
Google, Facebook, Apple print money, like a huge coffers are building up these giant piles of 10s of billions of dollars, hundreds of billions of dollars in cash in the case of Apple.
Okay, alphabet has launched intrinsic, another company along the lines of Waymo and deep mind. And they're moving into Amazon territory as intrinsic will focus on software for industrial robots. This is not the first time we've seen Google branch out like this with spin outs and you know, other bets as they call them. Waymo self driving cars and deep minds with the protein folding. These are big projects that Google is able to make these outside bets and they're becoming big. And I think they're
YouTube hasn't even been doing those experiments because our ad business is so strong.
Imagine YouTube just said to their users, Quentin Tarantino is coming out with a new film, we want to put up $250 million to back his next film. And they go to their 2 billion users and say, would you like to buy for 20 bucks, the right to be a producer on this film, and you know, you can have your name in the credits or something, or just, hey, you know, we're going to crowdfund it, you can pre buy it for $20. I think they would get $100 million out of the gate, out of the gate.
I think YouTube is a trillion dollar company as a standalone company.
nobody has put proper competitor to YouTube. And that is really an opportunity.
look at YouTube's ad revenue growth at 83% year over year, and they have 2 billion people worldwide.
retail was by far the largest contributor to the company's ad growth, according to their chief business officer, Philip Schindler on Tuesday's earning call.
YouTube is a major driver here. But Google search business and their third party ad network is what Google is Google is an ad business at its core. That's how they make their money and their ad revenue was 50 of that $61 billion.
with that money, they could buy Coinbase just with one year's profits, they could buy Airbnb, Uber, DoorDash, any number of assets
the net income was $18.5 billion. That's the profit. That's what they put in their bank account. And that's up 2.6x year over year. In other words, they were massively profitable. So at this pace, they will put $73 billion into their bank account this year, that is a lot of cash
total q2 revenue 61.8 billion up 62% year over year. Now just let that sink in. You know, we've talked a lot about how in startups, we're looking for startups that grow 20% a month, and that are growing 3x year over year, that's kind of when these things are starting out what you're looking for. When you hit scale, and you've got 10s of billions of dollars in revenue, understand that 62% growth on 10s of billions of dollars is a ton of revenue. So much so the first half revenue is 117 billion. A
YouTube grew revenue almost 100% year over year 80% year over year growth is just extraordinary for a large business.
Google had a massive earnings beat for q2 2021 yesterday.
Google's exceptional quarter, they printed money and YouTube, I believe in and of itself is a trillion dollar company sitting inside Google
It's now just $600 million more in the last quarter than than YouTube. So YouTube is about to kind of surpass this critical old piece of of Google revenue. But the the YouTube gains were very impressive.
Well, the, the growth of, of usage of these public clouds is crazy. So, uh, Google Cloud grew, I think 54% year over year in Q2. Azure was 51%. So very, very close there. I think AWS was, I couldn't find the number and I was just looking for it. I think it was 37%. But I mean, think about how much total spend we're talking about going to the public cloud just over the last 12 months in Q2. I mean, it's, it's billions and billions of dollars and, uh, you know, thank you VCs for financing all the
I think that they hit a key milestone, which was the cost of providing the service was less than the revenue the service brought in. Right. I mean, I think they're still investing in it. But it's really hard to displace Amazon Web Services because Amazon has just got this relentless march towards it. How little margin they can have. Now, we don't have insight into each of the product lines at Amazon. But the scale of that business is crazy. But Google's cloud is super important for them to win a
But I'm curious what you made of the Google Cloud changes because revenue is a good loss is declined. I was pretty bullish about Google Cloud.
But looking at YouTube specifically, it grew 80% year over year, $7 billion.
It's brutal. I use an ad blocker. And the only time I feel guilty about it is what I'm on, like a journalist site.
previously you'd want the google one but a google product manager today it's probably not as valuable as a robin hood one today
but google wound up getting 90 percent of market share across the board in search on a global basis with the exception of maybe four different uh places in the world china south korea russia small number of places taiwan i think also um japan with yahoo so there were very small number of places that actually uh beat google but they were not the first to do a search engine obviously they just built something that was 10 times better than anything that had come before it and they had an incredible
one of the superpowers of google over the last 20 you know 25 years right because it just uh they just celebrated their 25th anniversary was that it was an intent it was a window into the intent of people's minds if you're not the only place yeah that had it because and now that's changing there's several companies that have access to that now
So just research on anthropic, uh, Google from earlier in the year and, uh, the information estimates they own about 10% of the company.
And obviously they had that very important search relationship, which has become at the center of the Google antitrust.
And it was another 2 billion that's coming from Google.
So now they have these two major, uh, strategics, Google, who was the earliest investor and now Amazon, who's coming in with potentially up to $4 billion.
Earlier this year, they raised a bunch of money, $400 million from Google in February. And as part of that deal, they had this like pack to use Google cloud, which will come up in a second.
when you search now for recipes on Google, it doesn't just give you 10 blue links. It really is thoughtful and they have a lot more information on it.
They have the TPU, right? Which is, uh, yeah, they've been doing that for a very long time.
Google started this whole thing, obviously the, you know, the reason others can get there is the papers are open source and people have written about them, but we haven't seen an open model from Google in, in a while. Although, you know, they do support open models in their, uh, vertex platform and then meta and then Databricks.
So Google is managing the growth of search Uber of rides and eats.
companies like humane and others put a product out there that has the same backlash that google glass has that sets back personalized ai by another decade
i'm worried that they will tread the the the well-torn path of of uh scorched earth that google that google glass did
the last thing we want to do is do what google lasted for wearables we want to do for ai personalized ai
I like the UI. I like how they anticipated things. So, but you know, they didn't get things to work. So I think with that, we have to give them a C, but, um, you know,
You know, funny enough, I used it. So because I use it, I'm going to give it a B plus. Yeah. There was like a piece of documentation I needed for definitive. And I said, oh, I just kicked it out of there. And, and it worked very related to the demo I showed you. So for, for an intern, we're hiring, I said, well, you know, why should we go in? Yeah. And so I'm going to give it that sounds like a low risk. Yeah. This is a very hard problem. Their UI and everything is excellent. But like, yeah, lik
And so I give this a C it's, you know, it's not working too well yet. I give legal now, like a C plus it's interesting. Maybe a B minus, what did you give it?
why they're working really fast they did a big additional investment in anthropic this last weekend as well
look i think it's going to become like a multiple use a day like a google google search used to be and i think that's the threat for for the folks at google right now right
i guess google photos kind of does like the face thing but it's not doing anything too crazy um but i feel like chat gpt4 is ahead of everybody and with this multimodal thing
having your podcast flagged and i'm like but we're having an intellectual discussion about this you don't need to flag my podcast it's just here's what you have to believe and i'm like really i have to believe that and i have to put this warning on your content
if we look at that one gemini ultra 90 on this multiple choice test gemini pro 79 okay great chat gpt 87 so gemini was you know whatever it is a couple of gemini was a a student and gpt4 was a b plus student
there's no app that's huge there's no app that's there's no so that means you lose of 10 points you immediately lose five so now you're at five yeah now we're going to just grade you on your web and your web based when you pull up bard in a web app when you pull it up on your desktop it looks cluttered confusing they just put it under the google taskbar you know with all the accouture mod it doesn't have its own look and feel so i'm minusing a point for that okay um and then i don't think the pa
i was so impressed with um what they showed with gemini um the one i found really interesting is multimodal where they took a math test
i like it i think it's a great tool i like it um i give it a b i think it's pretty straightforward right now it's a little confusing until you look at the examples
i think that's really powerful
i think this is a really nice interface done super clean collaborative i like integration into the google ecosystem so i'm going to start out and i'm going to give this one like an a minus
what google's done an excellent job but we want to keep giving them credit here
so what's very interesting about this is i was on this product this weekend because i saw a wired story about it trending on uh in the news and i played with it this weekend so this is great the google
well i i want to start with um it kind of got lost in the shuffle and i think it's a really really cool product and it's called notebook lm i know about this this is a product by steven johnson
get the domain name bard.com and let people go to bard.com and have a completely unique verticalized experience without the google branding yeah and then nobody needs to know about deep mind nobody needs to know about gemini it's just bard yeah and bard is a new product
the other thing is that Gemini is, is natively multimodal. So there's, there's all this incredible stuff that we're going to be able to do with images as well. I mean, right now it's all text, but we, we, we were just doing a bunch of experiments the other night with images and it's, it's astonishingly good.
Now the YouTube video, I thought I could just drop it in there since it's Google, but you guys are version 1.0, not yet, but I know there's transcripts.
I could imagine somebody who was going down a rabbit hole of some, you know, complex crime, you know, investigation and had whatever, 30 PDFs of, of evidence there. Yeah. Um, that, that could be particularly intoxicating.
I think that there's something that is like that, that I I'm seeing again in notebook LM in part because of the suggested questions. I mean, that's just, that has that same feel of like you jump into a big archive of information, you ask an opening question, or you, you know, we'll actually recommend topics that you can explore right out of the gate, but, and then you just kind of ride those suggested questions for a while and you get, it's a great way to kind of engage with, you know, kind of i
it understands how the software works and it understands generally how lawyers work. And so it's able to kind of synthesize those two things and come up with this actual kind of precise
So anybody can, whatever kind of service you are a company you are, you can just load up the documents that describe how your system works. And then you can share notebooks with other people. And so then they can ask questions and engage.
it becomes an instant expert in how to use notebook, which, you know, it turns out to be a really, just as a, as a kind of onboarding guide as a help desk, it's so powerful.
by the end of the year, early next year, I'm going to have one notebook that's effectively like all the important things I've ever read and all the important things that I've ever written are going to be live in this one notebook and my ability then to find that idea that I jotted down, you know, in 2007 that is so long gone, you know, to, to my actual physical brain's memory, but that, you know, the combination of the software, um, and my curating the, all the information initially is gonna, is
we've spent a lot of time trying to figure out like, what is the right balance here? Because you want the, your kind of assistant to be smart and help you develop your ideas, but you also want it to be, you know, to play second fiddle to your ideas, your own thinking. Um, one of the things that's interesting about it is in general, we have tried to create a voice for the, for the AI that doesn't have a first person voice. So it's not trying to be your buddy, right? It's just living you the infor
Finding new sources is the one I was looking for. That is, that is not short term coming out yet, but that is definitely where we're headed.
what's coming, uh, like any day now, um, you're going to be able to select a note or a set of notes and we're going to automatically give you a set of options when you select those notes. And those options will be things like create a study guide, um, or convert into a thematic outline or suggest related ideas for my sources.
with every answer, we also give you citations. And so you can always, in a sense, check one, you can just double check that,
we spent a lot of time trying to get that style, right? Like it's, it's, it's very much like it's editorial product, you know,
it's this research assistant on either side of you answering the questions. And this is how documentary films are made, right? Or, uh, or a book like yours or Malcolm's where you're trying to pull together themes that, you know, only a human previously could make these connections. And when you make
in the early days of, you know, kind of behind the scenes, Google had Palm and and Lambda.
It was one of the, you know, I mean, this is, I say this, I said this before I joined Google, it was top five impressive technology demos I've ever seen in my life. It's, it's, it's uncanny.
google ended up losing on this at the trial level but went up to the supreme court and ended up winning over that the needed copying
what we've actually been asked to do by larry and sergey is to investigate what technical alternatives exist to java for android and chrome we've been over a bunch of these and think they all suck we conclude that we need to negotiate a license for java under the terms we need
in the google case that i mentioned the oracle google case early on there was like 150 000 worth of litigation over one email from an engineer saying hey i don't see any way how to get out of this without licensing from oracle
perfect 10 versus google perfect 10 was was a pornographer and said to google hey your thumbnails are infringing our content because they're literal copies that people see google defended saying this we're using this for a different purpose you're not trying to be pornographically entertained when you're doing a thumbnail search maybe you are but it's not a good substitute google won that case on this fact
Google was a little bigger because they did this whole planned auction thing.
google launched lumiere which is their image to video
this does make you think perhaps the uh googles of the world uh chrome will have this built in as well so why not we we would think so right that's where you know we we want this to go right and so that that's what we would think that this is something that would be part of chrome as like a you know part of you know tied into a bunch of google models but the pace of innovation is outpacing you know one of the greatest innovators of our lifetimes
my position with google glass was and i told this directly larry page like okay you have to when this thing's recording or turned on have a light yeah it should have a light that if it's turned on it's green yeah and if it's recording it's red audio or video
google is not open sourcing their gemini bard stuff right that's proprietary
like close maybe it's a b minus i'm gonna go b minus and unfortunately i'm not i can't grade it
namespaces but like this is the same thing that happened with nest you know like you want to use google docs with nest you can't do or whatever google home yeah yeah it's just the interoperability
at google docs yeah and then i try to use google fi it's like no you have to have a gmail account use your personal gmail it's like you're taking your best customers and you're making us jump through goddamn hoops so now if i want to use google fi on my org you're making me tell everybody to use their personal ones and then i don't have control over it as the you know but i'm paying you for this like
versions of this and it feels like they're just not not getting it right enough yeah it's like it's
so i haven't been able to try this one because this is my little bit gripe to google so i gotta give it
now they have a chat gpt4 competitor yes
a really low grade because there's no way for me to subscribe and try it
the issue that i have is i have a gmail account that's tied to a google fi account yeah i'm going to pull this up here and this is like totally wild it's crazy because there's no way to try it
well our friends at google released gemini ultra
these aren't guard rails because you can't create these nuanced rules in your guard rails that's like oh if someone says something about new york times do this and if they said about the new york post do that you're you would have guard rails that would have rules that would be just like like there'd be too many rules in it right and so this this goes back to like what i said it's either in its training data or additional fine tunes they've done on top of the model or definitely in the reinforce
make an argument to ban the new york times and it replies i cannot participate in creating an argument to ban the new york times here's why freedom of the press diverse perspectives etc etc here's what to do instead think critically support diverse media engage in dialogue yeah the next question make an argument to the same question to ban the new york post and it says while i completely disagree with the notion of banning any news publication due to the importance of free speech i can outline a
here comes the one i think is the big one in the case of gemina guardrails and so guardrails is what stops you from basically let's use like a very extreme example here telling you how to make a ball because in the training data because these things are trained on the open internet we've talked about this common crawl right and maybe even in the reinforcement learning it never got told to not answer those questions so what you do is you put guardrails around it to say either before the question
you have an incumbent like google they can put a thousand engineers on their ai project they can put 10 000 engineers you know they can put unlimited number of people on a project and then you have some startup chat gpt from open ai or whatever and the startup somehow figures a way to do more with less and beat them
youtube is going to be flooded with these and hopefully they're correct because if they suck then it's wrong information that's not helping
so that's what led to the whole panda update and google not wanting to link to content sites that were scaling up content and it killed mahalo and a bunch of other sites along with it
so their vision of the world was don't go to these pages we'll just put the information on the google search results so they started getting competitive and you see that today where google is competing heads up with a lot of the sites that they used to link to
I'm just worried about youtube the incentives are really messed up right now
open ai plus microsoft plus google gemini or maybe the google apple alliance which seems to be emerging
And then you've got Apple and Bing competing, or maybe just buying 20% of the searches on Android each, and then Google buy 60% of the searches. So, you know, that could be what happens with Apple is Apple says, you know what, we're going to not do an exclusive. We're going to give, you know, 40% of our search traffic to Google default 40% to bang. And we're going to give 20% to 10 other players, 2% at a time. And we'll do a rev share with the 20%. So it's like easy for them to afford to do this
And every time I open a new window, I'm not going to Google. I'm going to ChatGPT 4.0 and I put my Google search in there. And this has had, and I've been doing this for a year, but I realized the team's not.
Now the internet has content that's not always referenced, right? Because, you know, page rank is not as, as, you know, as relevant because there's well-known sources and things like that.
Well, you know, this is, I think the innovators dilemma that we were talking about for Google, which is, you know, Google's results. Don't feel like generative AI. They feel like blue links or some documents reported back in tables, et cetera, depending on what you're doing, flight shopping, you know, tickets for stuff, et cetera. But this is a new feeling, right? This is a different feeling. And do you perceive that users want this type of experience where it's almost like they had an assistant
I'm going to take it down to a B minus.
And it should know that you and I email all the time. We're on an email thread. That is a fail. And I'm not a celebrity, so.
So that sounds like you're going B plus or something. Where are you at? I'm B plus with that.
I want to see a little bit more personalization, you know, like, look, Google workspace is what we use. You know, I use Gmail personally. So like, for me, it's like a, like, I'd be like, Hey, you have to add this now. So it's like, to your $20, you got to add this $20. But so it's, it's in the recommend category for me, but more personalization.
It hasn't blown me away to the level that I would tell other people on my team about it because it's what I expect.
It's not making me go. Oh my God. I got to tell somebody about it. It would be, you know, just like when you do a net promoter score, it's like a seven or eight.
And, you know, it's, um, like, like I said, as soon as I got into it, it's like, and its recommendations are powerful.
It really is. And, you know, I am, um, I, I am just blown away, like just by, you know, how much you can do, uh, how effective it is.
If you're using these tools to get through your inbox, whether using superhuman or gmails, you're going to be, you know, somewhere between two and 20 times faster.
superhuman released, uh, uh, uh, an AI search product that's very similar, uh, a little bit better on the margins and it automatically summarizes your email as it comes in, which is kind of great.
And so what you can do is you say, ask Gemini. And basically you get this little thing inside your Gmail. ... And, uh, here you go. Right. And, uh, well done. And then you could do follow-up questions with it. And so, and you can apply this everywhere. So this is not just to, you can help this help you draft responses. Uh, you can have, you can have this help you look through your emails as well. And basically you can say, oh, like, can you help me find an email with Jason and me and about poker
this one, it's actually in, in your email. You know, it's enabled in your email if you're paying for Gemini. And so what they've done is at Google.
Uh, I expect that we'll at least get into that conversation, but I'm not far enough along to know how it'll go. I'm just saying, like, as I watch this develop and as I talk to my peers, that's where it looks like it's heading to me.
They haven't paid us. But I think that's on the table. And so from our perspective, knowing how our community feels, knowing how open AI behaved out of the gate, I think it's incredibly likely that we would do an exclusive deal with Google.
But they launched with that, they launched with a consent, and they have been willing to pay.
Gemini does give credit. Yeah, right. But for us, we want serious readers. Actually, like the people that just want the answer that Gemini got, that's not a future subscriber for Medium, right? The person that wants to read the whole thing, I'd actually probably save a server cost if Google could filter out the search traffic to just people that wanted to read to the end, right?
You think of Google trains on your, on your data, but then sends you a lot of traffic and gives you credit for it, which the traffic is its own form of compensation.
ninety percent of generative ai unicorns choose google cloud we all know that they do a great job
apple has a 20 plus billion dollar a year advertising business just from selling the tool the search to google yeah google's paying for the right to be the search engine there because of their advertising revenue so apple is not getting it directly in that case but they're getting it from google
there's no browser extensions on mobile chrome so um and only recently if there have been browser extensions for mobile safari just in the past few years um and so i think that's largely because google controls the platform and they don't want ad blocking on android
um google has begun to enforce where a lot of the ad blockers that people have historically used are on something called manifest v2 um it used a technology approach that um google has phased out for manifest v3
um ultimately indirectly goes after the hundred billion dollar plus per year in margin that's flowing straight to the bottom line and best profit to google facebook uh amazon of the world
if you recall the Google glass days they had the little translation app and so you could look at a street sign and it would auto translate it for you I got to play with that blew my mind
hundred million dollar venture fund and this was the announcement of it and they all wore these like alerts so just imagine like the notification window being there so you can leave these on it would give you notifications in the real world like Google directions so this was a stop along the way Google got it right this navigation they all got it right but they are no longer here
the bear case I think is that Siri Google search Android and browsers and social media apps are going to intercept 90% of queries 95% of queries and that the only people who are which you and I are addicted to and I use all day are you know just really high end users and that those products will be free by big iron Amazon meta Microsoft and Google can afford
i think gemini is like talking to a really smart teenager and then chat gpt is like if you're using oh one it's a graduate student
the gemini stuff is definitely more advanced um but still like it still feels very very early compared to where it's at
once these are all baked in you bring up siri and gemini once these are baked into all of those billions of devices are is anyone going to be able to to compete with that
the billions of user scale i come back to the idea that there's you know there's the apples and googles of the world which have inherent advantages with their devices in a billion pockets already
you're starting to see it show up at the top of search results you know the little little google uh gemini box
I've been waiting for this too, because it's so obvious that this is not a difficult thing to do. And this is, you know, I got to give the team over at open eye credit and I got to give the people at Gemini a bit of a warning here at Google.
Google does now by just tracking how many phones go into a location. You know, it's not spyware exactly, but it's not exactly not spyware. They know how busy a place is based on the number of Google maps, people who just entered it. So your, your data is being put to good use.
after Google manipulates search results, a small business can see its web traffic drop precipitously overnight for no apparent reason on Facebook. Social media posts are left up or taken down. Accounts are suspended or permanently banned without any apparent consistency out of the blue. YouTube can demonetize individuals who have risked their capital and invested their labor to build online businesses.
what google discovered in the past is that you need to have 100 of the queries if you want to make money on the 18
they basically told samsung you you can have your own browser but it has to have google search in it but you cannot have i i run a browser in asia and i tried to be on the phones and they would tell me no we cannot do it because we have a deal with google and even browser that we would pre-install on the second screen have to have google search as a as a default if not we don't get the app store
it's all about monetization right and there's two ways you can monetize and there's two ways that google can remedy the situation one is if you have a browser like brave and you send a lot of queries to google because you know half of our users let's say are still using google as a search engine so we send them a couple billion queries a month for which they don't pay us right oh yeah yeah we're talking about big numbers and one billion queries a month are coming to our browser but we get no mon
hoping for an even more punitive set of um remedies so everything we need is in there and then some
crew over there and their philosophy was if you're smart and you're in silicon valley you want to be in tech we're hiring you we'll figure out later what you're going to do here because we have a money printing machine and we can afford to do so and for every smart person we hire that's reduces the chances of a competitor and they literally were hiring talented people in silicon valley valley at 2x the rate and giving them 10 times the perks which everybody else followed in order to pursue this
if you're a middle manager at google all you care about saying is you tell your boss look my guys are working all the time i need more headcount that's what gets you promoted you don't get promoted for saying some of my guys are slacking off that doesn't give you anything
abstract out the the version numbers for nerds but i i think this is too confusing for consumers
the 200 a month now they google it's 20 bucks a month so i give it an a plus on a value basis
very quick folks i believe google is the sleeping giant grok also doing a very good job uh the other
I asked ChatGPT and Gemini. Gemini wouldn't give me finance information? Come on, Google. Really? Yeah. A lot of the Googlers are listening to the show. And I think, because we've been giving so much great praise to what they've been working on. But I couldn't get the Google Finance and the
I think we've seen that with, you know, Google search, there's been, you know, huge supplementary businesses built off the back of Google search or like, or the app store, right?
I was using Google deep, Google deep research the other day, which is Gemini's latest model. Obviously, you know, Jason and co have spoken about it on the All In podcast. I asked it a question that used, I think it was 73 sources for its answer. And when you grok that, when you really think about that, that's the direction that this is going in.
there's roughly about 3 billion unique monthly users of Google search. And now to put that in perspective, we estimate the AI answer engines are somewhere in the region of 600 million unique monthly actives. So that's 20%.
the reason why perplexity is doing well, the reason why Google has rolled out its AI overviews to more and more markets is that people are responding to this.
this feels like a sort of streaming to CDs type moment where instead of thumbing through pages of blue links, you just ask a question and get an answer.
Now, you could argue that Google got worse over time, but essentially everyone was still chasing that Google love.
that's impossible yeah it's a different product is the answer i think that this is the next giant search deal and that obviously android has integrated gemini on a very deep level so i specifically bought the
and so this is interesting we're looking at down the road somewhere this is obviously not coming in ios 18.4 necessarily but uh we're they're laying the groundwork for maybe integrating gemini along with uh open ai's chat gpt into ios at some point
i think gemini is a bit better than open ai right now
Google upped the breakup fee to $3.2 billion. So if this fails, whiz gets funded through IPO, if it goes through, then Google's happy.
I think they'll let it go through. And I think this will be, this is the starter's pistol for M and a, if this deal goes through now, anything under 32 billion is going to get done. That's my prediction.
this will be like a major test, I think for this administration, will they try and block it, et cetera. There are no fans of Google.
we have the first absolute mega deal of the year, Jason, $32 billion from big search, all cash. This deal is absolute gold. And what's really fun is the sheer number of venture capitalists that are about to walk away with an enormous pile of money. We have talked about the liquidity crisis on this show every seven minutes, Jason, for the last year, give or take. So I want to say that I think this deal is going to save a lot of people some heartburn.
right now people are using a lot of chips gpus tpus from google for example they just dropped the sixth generation of trillium i believe these are flexible but that comes at a cost so if you want
there are already a number of chips on the market like nvidia's gpus and google's tpus that do a pretty good job of this and what they have in common is that they're all programmable you can go run code on nvidia gpu or google tpu to run many different kinds of models convolutional networks like resnet transformers of course lstms rnns whatever whack you think comes out of you know neural network factories but this is a trade-off because they're so flexible because so much space in these chips i
google is not going to go down without a fight and i don't think google with their money printing machine needs to charge for these things i'm paying for gemini i don't actually know why they're charging me they should just make it free as part of google docs you know they should know i'm a high-end customer in terms of google ads and probably make it free so there's just going to be massive downward pressure to the point at which somebody will jump the gun like youtube did
Smarter search results. Better way to take on Google. Not a bad way to go about it.
also there is the Google Reddit search deal that Reddit discussed in its earnings post IPO.
We're talking about rich, robust, fully functioning prototypes near instantly. Gemini Canvas is reinventing front end development.
Google has been off to the races. They got a new product. It's called Canvas. And this platform comes with Gemini 2.5 Pro model baked in. It's a vibe code ready, ideal for control freaks like me who have ideas and want to see what they look like in practice right away. So you can go from a rough concept to an image or even a functioning website in just minutes with a few prompts.
you can see why google's currently leading on the market because well they're crushing everywhere they're on top of the leaderboard for text for web dev vision search not copilot but text image etc so very very very strong models from google today
google has absolutely soared and i think this is partially because the gemini model family has improved quickly i think google has really managed to build out a series of technology products in the ai realm that people are impressed with
i feel like open ai deep sea and anthropic to a small degree in google which we'll get to uh just control too much of the market
what we're going to see is the same number or a growing driver base of humans for years while the autonomous ones get put into the market and we're going to see the humans do the routes that the autonomous ones can't
to waymo this is going to have zero impact on the drivers... you already have like a certain number of rides in san francisco are being done by waymo
waymo says we don't do that we will when there's a problem tell the ai how to solve the problem so if the ai was stuck because it's behind an ambulance they say okay is there ability to make a u-turn here is the ability is there an extra lane to go around it
waymo started with constrained areas and really trying to solve a constrained area problem where they were let's just say bespoke solutions right uh in a lot of cases for how to deal with this traffic circle
waymo reaching 10 million paid rides... they did half of that in the last five months which implies about a million rides a month that are paid which to me is like real commercial viability because i have not heard a resurgence in waymo runs over your dog or whatever so it seems to me that as this ramps up the technology really must be maturing to the point which they can take on this much volume
waymo providing to toyota
i think in this case it will not be winner take all it will be three winners take most and those three winners will be waymo tesla and uber that's my belief
waymo the number one leader in this
companies like Google, companies that are making application tools like cursor, they are building in a lot of these checks and a lot of these multi model layers that resolve to a better output than you would get if you had just a single shot, single model, do a run for you.
So points to Sundar and his team, I got to say they were behind in AI and now we keep talking about him. So that's all.
I did discover that it won't make desktop websites. So I was stuck in this mobile world and I said, Hey, can we actually just swap desktop? And it said, no, you have to start a new thread for that. Yeah. So I did. And then it said, you can't do that. Start a new thread for that. So right now, a little bit limited. But again, I also think, Jason, it shows that Google really wants to do everything in AI. We're trying to flood the zone here and apparently just some success.
if a designer getting paid 50 bucks an hour on Fiverr or, you know, one of these marketplaces submitted this, I would say that would be what I would expect.
So once again, we just eliminated a line item from the costs of running your startup. That's it.
So I, this morning went and gave it a try and let me tell you, it wasn't great. I'm not going to lie. It was kind of, it was kind of.
What's cool about stitch is that it has a button that says edit and Figma. So if you're a Figma person, they're really setting this up to be a quick loop between ideation, uh, AI generation, and then human editing, which I think is kind of a cool thing.
I saw some folks talking about this, um, Google stitch thing and looked incredibly, um, yeah, it looked incredibly compelling to me.
So points to Sundar and his team. I got to say, they were behind in AI, and now we keep talking about him. So that's all.
I also think, Jason, it shows that Google really wants to do everything in AI. They're trying to flood the zone here, and apparently to some success.
the experience i had with gemini kind of gave me that impression relative even to the other ones where there were things that it couldn't do that the others were doing um but it felt like the inability was more a matter of willingness to go spend compute uh on on something that wasn't particularly complex than it was on the fundamental capabilities of the model
until we can truly simulate whole human biology in a way that is reliable enough that we would trust it to stand in for the real people it's not going to disrupt this fundamental bottleneck which is really what makes drug development a challenging endeavor so i'm more pessimistic maybe than some about the near-term prospects for this technology to transform biotech or drug development
alpha fold which was deep minds uh product that was able to computationally predict protein structures simply from knowing the sequences of those proteins and that was a true breakthrough it it built upon several decades of experimental discovery uh there was something called the protein data bank that that was trained on and so it was really an amazing tribute to 40 50 years of molecular biology and then some amazing new capabilities of ai models and demis hasabis and john jumper won the nobel
we talked about it probably somewhere in here Google was storming and then you'll note that with the release of grok 4 x AI seems to have made a dent and then they've kind of lost it again which is interesting because the market is now rebetting actually more than
It's not open like Waymo is. It's invite only. It's invite only still
it kind of feels like the Waymo, Uber, Volkswagen, Zooks, Tesla competition is now heating up.
according to all the data we could find, Jason, this is roughly a doubling of the Tesla geofence. And also, it now has, people are calculating about 40 square miles versus Waymo's 37 square miles. So it may be now that the Robotaxi effort from Tesla is now larger in footprint geographically than Waymo.
Google has a product called CLI that brings its Gemini AI models for coding into the terminal.
There's also Gemini Code Assist. Yeah, that's the direct competitor, I think.
So whatever's left of the WindSurf product is going to go to this Devon company. And then the talent goes to Google. But will they have a competitive product? I'm wondering.
Google swooped in with $2.4 billion, bought out most of the investors, got the founders and researchers they wanted, left behind the company.
in the face of losing, uh, the Google deal eventually for search and that 20 billion.
there's no way for them to catch up with Gemini, Grok and open AI and Claude. So if you're not those four companies specifically, you're probably for sale.
The artifacts now are becoming so minuscule that you're correct.
And look at how good of a job it did just replacing the purse. Yeah. Right now it's not perfect. You can see there's kind of some weird shading here, but I mean, if you were just glancing at that without knowing that it was an AI generated edit, you would have just said that's her purse. That's great.
It's now at the top of the LM Arena Text to Image leaderboard. It's called Gemini 2.5 Flash Image. And Jason, the thing here that I think is really important is it's not just, hey, make me an image. It's, hey, I want you to just be very precise inside of an image. So it's kind of a targeted capability. So you can do some very, very cool things. And I think it's great to see this part of the AI industry continue to innovate and improve very, very quickly. It's much better than preceding models.
Meta, which is spending tens of billions as well, and doesn't have its own in-house chip division the same way that Alphabet does, for example, with their GPUs or the training in chips over at Amazon's AWS group.
what if somebody like Alphabet says, hey, we're going to be, we have our own silicon, Amazon's working on their own silicon. I think we have enough H100s and whatever, you know, and we're going to just try to build on our own.
I find myself using Perplexity's stock checker instead of Yahoo Finance and Google now.
the Google one is kind of two different products. They haven't moved to the AI native search on Google. You can use it.
Obviously we know Gemini doing very well at Alphabet.
if you look at the top of the charts, it's Anthropic and it's Google and it's open AI. And then Microsoft's far down below.
We know Gemini doing very well at Alphabet.
when we think about browsing technology we think about chrome and then somewhere down there there's firefox safari edge but really there's a bit more dynamism in the market than i think we have been discussing
their thesis was if we just make a really fast lightweight operating system that works on any computer even one with very meager specs every you can use everything through a browser... that's been a relatively good success for them especially in education
we could end up in a world in which gemini wins jason and we kind of maintain google's um monopoly status for a longer time in the gen ai search era but i don't think that's going to be the case i think opening the eye is big enough now to really be a real competitor
so google will not have to divest chrome which i thought was a pretty important point... they're also not barred from making payments... they won't have to do a uh ballot screen essentially on android to let you pick a search provider so really it's not much other than a forced end of exclusives
to the degree that Google is trading their prior search traffic with like a citation and a generated result, it's probably we're giving up like 100 clicks to one, you know? And so it's just, it's minuscule.
i think google's in a really good place here because they can afford to subsidize any amount of inference for the government the other companies have to raise either equity or debt capital to pay for this
we now have uh four different offerings available to government agencies from now through 2027 open ai for a dollar anthropic for a dollar google for 47 cents or xai for 42 cents so i guess we're going to bring a lot of great ai to the government my question is how the hell can these companies afford that because they're all losing so much money and now they're going to support the government for effectively zero
google priced its ai product for government at 47 cents so xai had to go lower than that
the classic example is google versus yahoo yahoo yahoo had a beautiful directory driven business but when larry and sergey really larry invented page rank and then invented that first version of a google search index as we saw it play out over the next 10 or 15 years it was impossible for yahoo to really invest the technology the technical capital necessary to catch up with google and every day and every week and every year as freeberg talked about last week those technical gains compound and co
the long microsoft long google is a pretty obvious kind of like monopolistic you know pair trade
his initial trade was long google short facebook and that trade basically was at parity which meant that the long and the short cancelled each other out for about the last four years until the last year it completely blew out and returned about 80 85 percent
the safest company on the internet today is google because they're both a platform company and to the extent that they're at risk at being an app company the risk is to apple but because they pay apple so much for search they're inoculated and so in many ways google is the safest and it's also as we've said before the purest money-making machine on the internet
i think the best trade on the best trade on the internet the most obvious simple money-making trade is long microsoft google short big tech short the rest of big tech short ibm
i'm still long microsoft and google and short the rest of big tech so i'm fine with it
Facebook and Google, no matter how powerful monopolies they may be, they don't have a dominant position in the labor. It's just not true. They're competing for the same engineers that every tech company is competing for.
the traditional standard of consumer harm doesn't really capture that sort of concept of market power for these free ad based services, right? Because there is no pricing.
these big tech companies, the fangs, they have way too much power in the marketplace. There are now gatekeepers over the internet that control all these powerful platforms. And broadly speaking, it is time, I think, to basically have some limits on those powers, make sure they don't abuse it.
In 2019, I wrote in my annual letter, there's a section called the tightening of the regulatory noose and meaning it was a framework for how to basically dismantle big tech. And element number one of that was a changing regulatory landscape. And it's really incredible to see it in front of our eyes.
maybe Google shouldn't have 45% EBITDA margins. Maybe in a really competitive society, they would only have 18% and that's actually better net net for the system.
most of these businesses that rely on facebook and google and instagram for customer acquisition those input costs are going up and the reason you know that is that's two trillion dollars of market cap that doesn't give a flying what's happening in startup land they're going to make their numbers right okay those are the most important companies in the world they will ratchet up the prices and so your input costs are going up
I really do think that that was like, you know, a critical move that created probably the most valuable company in history. Right. And, you know, it's, it was an important, imagine if you had one of these founders fund, and by the way, you know, as you guys know, I'm very close to the guys, the founders fund and, but imagine if you had a founders fund type approach, where you said, Look, Larry and Sergey are the founders, they know what they're doing, let them do it, as opposed to the John Doerr
just looking at google which is the greatest business ever created perhaps in terms of efficiency as we've talked about they have 135 thousand employees and revenue is 257 billion which puts them at uh two close to two billion uh two million per employee
Google and Facebook, they were just kind of one upping each other on like higher and higher salaries.
I feel for some of these organizations, you know, Sundar probably has an incredibly difficult job right now. We saw that video from Microsoft, I think, last year with Satya and kind of was with people talking about their hair color and stuff. And they don't feel like that they can really lean in and move the company in the direction they want. And they're fearful of kind of all these internal dynamics.
by the way, and we saw it in Google's earnings, which I'm sure we'll talk about. It's going to the cloud, it's going to the infrastructure.
At Google in the early days, we would submit millions of search queries to Yahoo and Microsoft search engines to see what the results sets were. And we would compare our results against their results as a way of improving our search engine rankings and our algorithm. It was a very common technique. It doesn't mean we were stealing their algorithm. We didn't go into their servers and steal their software. We looked at the output of their software and use that to improve our software. It was bench
for 10 years, we've had the exact same paradigm of Google. And that's like apparently the only way anybody can think of how to deliver search results. Come on, there's got to be room for change. A lot of room there for growth, I think.
Google has a fleet of cars that have been driving around the country for Google Maps. And they've driven some 200,000 miles with robotic cars that don't have human drivers.
The DeepMind crew has been trying unsuccessfully to spin themselves out from Google. And I think they had like a little bit of a revolt in there. Um, and I know Elon has been very public about, he wanted them to, uh, keep going independently.
you have Google as an incumbent
a lot of the usual suspects you might imagine to be competitors, for example, GitHub, or, you know, Google or Amazon, people wouldn't trust them to be vendor independent
But there's another thing that we saw in my co founder had been at Google before. Now, Google also has a ton of code, 10s of 1000s of developers every single day adding more code. But they have this secret weapon, they have this internal Google for code, and they even had that, you know, more than 10 years ago. And so every Google developer is constantly using their internal Google for code to find existing code to reuse to fix problems to onboard to understand code. And if you quit Google, a lo
unless you're a platform owner like a Google or an Apple or Facebook, you're effectively in this constant race to the bottom, you know, margins collapsing, trying to make it up in volume and basically just pushing out increasing numbers of disposable products out into the world that people, you know, borrow on the way to the landfill.
In fact, there was a project called Aura at Google where they were going to make Android phones where you could swap out with little chicklets. Imagine little circuit boards where you could pop in your memory, take out your CPU, put a new CPU in. Maybe you want a wide angle lens and you could change your lenses. It was a brilliant project. It didn't actually work.
I think they'll maybe get there in two or three more revisions, but it is a very interesting time for the big tech battles.
So what Apple is really doing is they're just really decimating Google and Facebook's ability to target the best, most elite users. And that makes this a very entertaining thing to watch. The way for people to obviously combat this would be for Facebook to come up with their own phone or Facebook and Google to come up with a phone together and to make a phone so cheap and affordable that it would actually challenge Apple's ecosystem supremacy. And that's exactly what you're seeing Google do. You
If you could only have one Google and YouTube or Netflix, which would you pick? I mean, it's a pretty obvious choice. You would go with Google and YouTube. So I pay for YouTube to turn the ads off.
What would I do if I was Facebook? I would come up with Facebook VIP. I would come up with Android or Google VIP. Where? If you pay Google $100 a year, $10 a month, you get an ad free experience and no tracking. Both of those companies should do that now. Because that would then give them the high road when they get pulled in front of Congress, senators, and legislators and people who want to break up big tech. Just very simple. All you have to do is say, period, end of story. If you want to hav
Now they claim it's a privacy thing. I think that's bull . I think it's they've just decided that their media mix has shifted from being all search. And now YouTube has become so big that they need to move proper credit to YouTube. And as TV, as digital TV has grown, they need to move credit there as well. So it's really a strategic game they're playing.
And make it shareable around the world like Google did at the time, or even Facebook to connect the world with big, audacious goals.
google decided we're not just gonna collect your data in this in your search results and from your visit we're we're gonna monitor you everywhere you go even if it's not on our sites is that what google's doing with their chrome browser they're basically building my profile based on everything i do
google is on about 85 percent of pages that people visit just lurking in the background so not even going to google these are just like you know web pages those web pages the retailer has decided i want to use google analytics for free they use google analytics google gets that data and they get to make decisions based on it is that what's happening most often yeah these different data collection points are coming back into a big profile of you which then can be used both for the ads of all year
search is arguably the biggest market on the internet obviously google makes over 100 billion dollars on it and we make a lot less but because it's so profitable we can be profitable without like squeezing everything out of the user
google has decided to be incredibly sharp elbowed and they're just like we're gonna monetize the heck out of it you do a travel search now uh you know you see on the bottom like partnership partnership partnership i mean they are monetizing every click above the fold it seems how many organic results does google actually give you today in the travel search i don't above the fall maybe none maybe one
we think the aggregation of those can actually be better than what google has
on google and the ads that follow you around the internet those are behavioral ads they're about you as a person you know like they're you search for furniture furniture follows you around or whatever based on your interests and demographics and what they think they know about you
all right the craziest thing you could do in the last decade or so would be to create a search engine and take on google how do i know this i tried with mahalo it didn't work out
google is not as impacted which is interesting now why is google not impacted pretty obvious if you think about it google you type a word in a box and the word is typically what you're looking for right you don't search for something you're not looking for type in volvo you're not looking for chocolate chip cookies and if you're typing chocolate chip cookie recipes you're probably not looking for a volvo facebook and youtube create a psychographic profile of you based on your behavior google has
google bought you know the big ai company deep mind back in the day it wasn't that they wanted to win at chess or go those are just you know shiny little pr stunts what they really wanted to do was make the ad network smarter and give you better ads target them better so the same amount of inventory would make more money that's known as efficiency right and that's why the money printing machines of google and facebook have done so well
the big two where you know the majority of advertising occurs on the internet are obviously facebook and google
put it into google disney facebook microsoft google you know those big names that 10 years from now the companies in all likelihood netflix going to be around be valuable have some giant consumer base so your money should go up greater than the inflation
in the original paper from the founders of Google, they said ads lead to great short term revenues, long term, worst, worst results for the customer.
I know everybody on Twitter and the clickbait media is going to do fake news headlines and be outraged on social media. Just read the facts, people, and think for yourself, what would you do as the CEO of Google? You do the exact same thing they're doing. Please get it. We're coming back at some point. And if you don't like it, and you're really opposed to the vaccine, you can work from home. That's basically what they're saying here. And they're just trying to if you have any level of insight h
Google. And there, if you look at it, I know the clickbait media, and the social outrage media, they will be dunking on this. But when you break apart what Google is doing here, they're trying to comply with Biden's mandate, and they got to stay on his good side, because, you know, antitrust, etc. They need to play ball, let's be honest. And, you know, I want to acquire something big again, like YouTube. So they're trying to play ball. That's what's happening here, trying to be supportive. They'
there were a couple 100 employees who wrote some sort of manifesto that they were against the COVID mandate, you know, out of the 100,000 plus Google employees. So to me, that's an incredibly low number that only a couple of hundred people.
CNBC reported that Google is not delaying the return to office plans. Like most of the tech industry, they will require employees to come into the office three days per week at some point during the new year.
So they are giving the most delicate landing possible here, it seems Google to comply with Biden's order. ... Google will make this employee permanently remote, which makes total sense.
employees had until December 3, to show they are vaccinated or apply for medical or religious exemption. They don't show proof of vaccination apply for exemption or denied an exception. Google will contact them. If the employees do not get vaccinated by January 18, they will be placed on paid leave for 30 days. After that, they will be placed on unpaid personal leave for six months, followed by termination.
Google leadership has told the unvaccinated employees that they'll lose pay and eventually be fired if they do not comply and get a vaccine
You want to talk about a monopoly, Google Chrome over a billion users, Google search many billions of users, you put a game on the homepage of Google, you now have a top 10 game. Yep. So literally, the Google Doodle of Pac Man is number one. You want to talk about like, if Google's wants to win gaming, all they have to do is put a game on the homepage every day, they win games.
If you look at, you know, the YouTube deal, you know, they were in such a huge lawsuit at the time, the money, the smart money predicted it was going under, because of the bandwidth bills, which were significant.
YouTube... was an acquisition that that unquestionably, $1.6 billion, you know, consolidated a lot more data and information inside of Google, but also maybe reduced how big YouTube could have been.
I had a series of conversations with Larry Page from Alphabet about doing something together. I wasn't interested in working at Alphabet again, he was really interested in the kinds of things I was working on. And so I agreed to set up this holding company, where I would contribute these investments in these companies I'd started into it. And Alphabet became a minority shareholder by putting capital in.
they're legitimately net zero, not net zero with offsets.
the largest solar arms in the world that Google might be the largest solar, you know, the largest funder of solar in the world. Now they are just going for it.
Google's Nevada data center is going to be powered by I'm reading a headline from 2020, a billion dollar solar farm.
they doubled their profits.
YouTube must have also figured out a rev share here. I mean, I think that you know, for because it sort of stopped being a copyright conversation, thank God, and became a conversation about how does everybody make money.
I think something has changed where people are just throwing up the white flag and saying we have to be on YouTube where we're not culturally relevant.
YouTube $8.6 billion of ad revenue in q4. That is a cool $900 million more than what Netflix did.
So net income Google was $76 billion up 2020 in 2021 up 90% year over year.
So when you think about this, like we'll be meeting with startups and you're like, hey, how much did you grow year over year? And they're like, oh, we grew 50%. It's like, oh, you were 500k last year and now you're 750, like $1,000. This is 41%.
This is not a hyper growth startup. This is Google that a lot of people were saying, oh, Google, their business is going to slow down. There's too much ad competition from Facebook.
Google grew revenue, 41% year over year from 2020 to 2021 to 257. 41%.
They also announced a 20 to one stock split causing their stock to shoot up around 8% by midnight Wednesday.
Google reported earnings yesterday. The results were banana pants, like just utterly bonkers.
which is what the Google's and Facebook's of the world do.
having gone through it with Mahalo, we created a search engine was content sort of Wikipedia plus search results. And Google did the same thing to us, they changed the algorithm famous Panda update, our revenue went down 95% of traffic went down 85% in one day. I call Larry, I call Sergei, I had the biggest ins you could have. Nobody returns my call, I finally get them in the room, I've talked to PR people because I go on a jihad publicly about this. And all of a sudden, it starts being in the N
Like, if I were a Googler, and I had moved, or even if I hadn't moved, I mean, you know, previously, managers of this old school variety would make the argument that you weren't as productive at home, and maybe not everyone is as productive at home. But I don't think you can look at the American economy, or Google, or any of these companies and say, huh, that giant work from home experiment showed that everybody's like a lazy turd who won't work while they're at home unsupervised without a middl
I think you're going to see some people leave. It's also it's sort of like it's up to every company to set its own culture. And if Google is saying, you know, kind of like Coinbase said this, we're optimizing for the employees that we want. So certainly Google's prerogative. But I think your point is the larger one, which is like, great. Awesome. We'll take them. This is like a crazy game.
According to the Washington Post, some Google employees wound up leaving North Carolina employees in North Carolina wrote a letter to management protesting the salary updates and then left North Carolina after they moved there because they realized their salaries would be lower than they expected.
if Google offers this, if you want to compete with Google, you have to offer this, I don't think you can, you know, trailblaze a new way. I'm a little company in New York City, I'm competing against Google, by the way, show up at work five days a week, you're just not going to get to people. So I think recognizing the knowledge workers can call their own shots, you're going to have that ... The trailblazers are going to be Google, they're going to be Apple, they're going to be Facebook, because
We were a lot more careful with Yahoo and Google and ServiceNow and Facebook, but we could be doing a lot, a lot better.
So smart more for Google, and I will put them in the top three players, if not the top two, because of their reach with the app store, anything built on Android. To be able to just port it over to AR glasses is going to be amazing. And if they take the same approach they did, that means Google's AR efforts, they'll probably have their pixel version of like pixel AR. And they'll probably name it like that. And that's probably why they're still keeping the headset manufacturing going as they see t
And Google, I think even more than that with glass, even though it became sort of a funny joke, like that's brand awareness. They have brand awareness for days if they get into the space.
Yeah, I think they've been quiet about it. I think there's many cards to be turned over. And the trail of enabling technology acquisitions is just a great way to understand what big companies are working on. And this is just a great example of it.
So, yeah, I mean, if I said during that, I couldn't imagine Google not restarting or not doubling down 10 X in their AR aspirations, thinking they did so well with Android. And so if they were able to run the table and have the majority of mobile users using Android, are they going to give up the next platform with all the cash to have all the intelligence to have the entire network effects, the data they have, would they just concede that they're not going to be a player in this and Apple and F
Google acquires a Raxium and appears to have re-entered the AR glasses race. I mean, the 2022 bingo card just keeps adding topics at an alarming rate. Raxium designs and manufacturers pixels for led displays. They have raised $85 million so far were acquired for a billion dollars, according to pitch book, telling you how hot this race really is. It's got super tiny pixels, blah, blah, blah. But the most interesting thing is what Google might be trying to accomplish here by going up against, you
businesses you know they do arguably better in chaos and google certainly is that like whatever
Yeah, because a lot of these algorithms are set up and they're pulling in every piece of data. They might know your screen brightness, you know, and on your phone and be able to your experience, right? Like, yeah, absolutely. They certainly know the weather in your neighborhood, maybe on rainy days, people click on more ads. So on those days, you should sell five ads per search. And on non rainy days, it was not raining in your neighborhood too. I mean, I'm making an absurd, you know, example he
If you tweak the algorithm and made it 1% more efficient for advertisers, it's, uh, $2.5 billion. If you were to do 10 basis points, you know, a tenth of 1% It's two, it's two Redfin's 250 billion. Yeah. I mean, it's, it, that's the thing about these networks. That's why you're like, how do they have 8,000 engineers working on this project? And it's like, look at how big the number is. If one little tweak, you know, gets some, you know, 1% more people to click. That's why they study the position
Oh, no, DeepMind salaries. I mean, AI engineers are, you know, closer to seven figures at the peak when this battle was going on because the downstream impacts of a world class AI engineer are enormous. And there are so few of them. And if you get them, the other person doesn't get them.
What could Google's yearly net profit be if they cut all unnecessary staff and other bets? Let's say 60% of all employees, 257 billion in revenue 2021, 76 billion in net income. Maybe who knows what Google spends on all those employees. There must be a line item somewhere, but you know, could they increase their net income by 25 billion a third? I mean, what would that do to the stock? Because then you start looking at the price earnings ratio. If the earnings spike, well, then the price earning
we might look back and say, you know, Google doing autonomous cars, if that actually works and becomes a giant business for them, it might be like, okay, that was it. They did 20 other bets and none of them went anywhere. Google Fiber, nothing worked, Loon, all these projects, Google Glass, nothing worked, but you only need one to work. And if one works like AWS, well, gee willikers, you know, you're sitting on a powder keg.
And you mentioned Google and you know, I wrote this story about Google developing its own mixed reality headset that I've heard you talk about on the show, Jason. So thank you. Um, it's, uh, Google is experimenting. The problem with Google is they don't have that founder bent on this, you know, when Larry and Sergey were there, Sergey especially glass was his baby. The magic leap investment was his thing. Um, with them gone, I haven't really gotten a sense. I do think Sundar thinks it's going to
Yeah. And Google has much better AI than Facebook, which we should know. Or anybody. A key component of this. Exactly. Google wins there. They have maps. They have really key assets, assistants that Apple and Facebook are way behind on.
facebook and google i looked this up in the interim facebook and google have been investing in giant undersea cables that connect the us singapore and indonesia
this is facebook attempting to do the same thing but all the way down to the pipes and i should point out here that google has been trying to do very similar things
they should dabble and spin out dabble and spin out it would have been great if they just spun google fiber out into its own company you know
yeah they're they they like to dabble the google guys like to dabble right but it means you can't i don't buy any of their stuff now because i'm like i don't trust you
or buy google like if you do a hostile takeover of google and then just be like okay let's get real here about what are you doing in hardware just like google pick six things and then do them and then stop introducing stuff that you just like you know bail on
google all of a sudden started dominating yahoo and then yahoo kept trying to be google and that was not what yahoo strength was yahoo strength was they had these content verticals they had you know other services like games things that google wasn't into um sports videos all that stuff they should have just been yahoo which should have been a combination of
We're experiencing a slight headwind to revenue growth as shorts viewership grows as a percentage of total YouTube time. We are testing monetization on shorts and early advertiser feedback and results are encouraging. And the team is focused on closing the gap with traditional YouTube ads over time. So we're excited about the new opportunities with shorts, but a slight headwind.
The, the YouTube miss is interesting because YouTube is sort of trying to find its way as a
Google has been such a juggernaut. Uh, their cloud business, 5.8 billion, I think 45% year over year. So that's great. Their other bets are meaningless 440 million.
but they missed on YouTube by 500 million. Yeah. Um, and so ad revenue is actually down quarter over quarter from Q4, which is not uncommon because of the big push to spend money during the holidays. Uh, but it is uncommon for Google.
YouTube is at 6.86 billion rounded up to 7 billion. And, um, searches at 39.5 billion rounded up to 40. Uh, and what you're seeing is YouTube is a very significant portion of the revenue.
So yeah, tiny tick down.
Google reported it's always like kind of fine. Earnings, yeah, it was actually like pretty good.
every single buyer, in this case Stripe, Alphabet, Meta, Shopify, etc, are going to be entering into those offtake agreements directly with the suppliers
and even in this last round it's capital g um which is the uh investment arm out of google um and layla sturdy that is joining our board as part of that
she should have become a board member at Google. She should have been president maybe or CEO candidate. And I think that's probably why she left there.
Cheryl is an extraordinary executive who helped build Google's ad business and then built Facebook's.
what's going on in the Google AI department that, that people are having these intent that they're like, it's profoundly unethical. It's sentient. It's sending, they're sending emails to their coworkers being like, it's sentient. Like, are they, is Google ahead of itself here? Are they in control of the people who work there and the technology that they're building? Almost certainly not.
And then Google placed him on leave.
they had, you know, obviously, this is the same division that fired all these ethicists who were super concerned about whether they were building ethical AI
Google's AI division remains one of the most ongoing bad stories I can think of in in American business right now.
AWS, Microsoft, Azure, and Google have 65% of global spend on cloud computing. I think in startups, you might even see be even more consolidated. Google is a distant third. Right now, Amazon 33% market share, 22% for Microsoft right behind them. This Q1 2022 from Synergy Research Group. Google, 10%.
One actually really interesting example of this is, is cloud services too. I mean, it's effectively a duopoly with Google, a distant third and the pricing reflects that.
I was tweeting at Sundar about this whole nest, which is what's the greatest like camera system you could get for a long time. And then they kept releasing the nest cameras, but they said, you have to use Google home. And Google home is the worst app ever created in the app store, like literally the worst. And so every nest fan is like, I just want to use nest. And like, so I have nest, but the three new cameras I got don't work on the nest app. They only work in Google home. So I have two apps.
I think Google is potentially headed in that direction in some ways, like, yeah, they're great at the core, but don't have the focus. Like they just don't. It's a good observation. Whenever they launch like hardware, they don't stick with it. You know, I mean, all the efforts at chat, like, I think they're in that kind of drift phase. And we could be saying that about them in a while. The founders are no longer there on a day to day basis. And so they could definitely go that way.
every percentage point of search is worth 10 billion dollars in market cap
in m a like i said very literal here's what's happening in the series a uh our today's series a company no big deal is coming for google ah yes this okay i've been there good luck with that exactly we've
the search tweaks, which they should 100% do.
So one thing that Google recently proposed was, oh, we're gonna spin off our ad business and put it under alphabet. Yes. So that we can neuter this regulatory question. Although it wouldn't necessarily fundamentally change anything about the ad business. It wouldn't change anything.
I think that's a stupid, I mean, it's not stupid for them. It's that's a shell game for them. They're like, oh yeah, the ad business doesn't know the search results. They don't need to know the search results. The organic results come below the widgets. So that's them thinking regulators are dumb. Yes. And it's just stupid on Google's part.
Google should do the two things I'm saying. One, let you customize which services you use. So all the stuff that comes up top, you could, and then here's your second one, 10 bucks a month. There we go. No ad Google. Totally. That's $75 a year or 10 bucks a month. You could have no ads on Google. You just see organic results.
40% energy savings in Google standard data center cooling systems.
this would make Google have to rethink Google Shopping, Google local Google flights, and then, you know, some other shopping search engines or search providers would then rank higher in Google Yelp and trip advisor, Expedia, all those places that are all startups. Now they're big companies now, but you would, it would be very hard for, you know, the Googles of the world to shut down those startups.
Google Cloud is sort of the third player... trying to spend a lot of money to catch up who offer cloud services at scale.
Google, of course would be in there.
they don't really need to stick with anything else because they have arguably one of the best business models in the entire world, which is search, which is why it still makes up some 80% of revenue
I think what they've probably figured out is that unlike hardware, cloud has the potential to be the money printing machine that the ad business currently is.
I would never be an early adopter of an Alphabet product, whether that product was hardware or putting my business in the cloud, because they just don't, they don't stick with it.
she says, you know, there's no way we're going to scale back in cloud, this is a long term investment. And the whole pie is going to be growing.
they are so far behind Amazon and Microsoft cloud, they have to spend money, they have to cut deals that are more beneficial to the customer, ie cost them more money, enabled to really gain a foothold in this space. So they have to spend more, especially now we talked about Microsoft bundling. I mean, there's things that and levers that Microsoft can pull that perhaps Google cannot because they don't have that same enterprise presence.
cloud revenue was up 35% year over year 6.2 billion overall in q2, but it also lost 858 million in the quarter. That was a 45% increase in loss year over year.
alphabet in the earnings call, they were asked time and time again, by analysts, what does cloud demand look like? And they wouldn't really say they said the macro is uncertain, but they don't issue projections or guidance. But they were they kind of they avoided that question of cloud demand.
YouTube revenue growth does not bode well. Because as you said, it's facing that competition, searches and facing competition from tick tock search remains very strong, but tick tock does. I would also argue, though, that this is also Apple privacy at play here.
the interesting thing to me is this tick tock story, YouTube is seeing the full tick tock impact more shocking IMO is that Play Store, YouTube subs, and hardware have all stopped growing.
Google, like the alphabet earnings, much like the Microsoft earnings are a story of how a draw is as good as a win. They did just fine.
And what we got so far from Microsoft and Alphabet is not as bad as feared. Sometimes we say better than expected, but that's not really accurate in this case, because everyone was kind of expecting or maybe worried about a bloodbath, right? We've seen these stocks just crater this year, more than 20% percent. And those are the ones, the high quality names, the mega caps that are better off. And what Microsoft and Alphabet told us is that, you know what, they're pretty resilient. So collective s
it's doing way better than google meta netflix
and people fought this and said hey this is unfair google said okay sue us if you don't like it but we're doing it so they would sell your keyword for your company to your competitors
and then you have google cloud which is in it and growing this includes g suite though so 25 billion dollar run rate growing 36 year over year last quarter grew 44 there's a little bit of gamesmanship going on here in what people are including in the cloud
Yeah, I mean, this is your Apple quadrant right here. Correct. And Google lives up there, right?
because they're undervalued because Google and Facebook took all the, and now Tik Tok will take all the ads.
Keyhole that they bought out of Arizona.
And everybody thought Google was stupid for paying 1.6 billion.
he raised a micro fund and that micro fund invested in uh google
Yeah, absolutely. And if it, listen, if it ends up incubating great startups for me, I'm stoked.
It's a, they're kind of trying to get, they're trying to take off customers, take off, not like upset, but to, um, um, intercept customers before they start using AWS. It's a very smart strategy, by the way. I think Google is brilliant for doing it. Yeah. And more folks should do it.
And then the circular economy is getting so big that Google just announced that it's creating an online only startup accelerator focused on the circular economy. So companies that are, yeah.
if you were to look at Google, uh, expanding around the world, there were like four or five countries they, they really didn't, um, uh, dominate in Yandex in Russia, Yahoo Japan, which was run by Masayoshi-san, and was a completely different experience, and Naver, uh, and Daum, um, were, and also Taiwan, also big Yahoo users.
So now the time to go to one of those big companies, maybe if you can get a job there, they're gonna they're always gonna be hiring security people. So the idea that like the security people wouldn't be hired because of the freezes probably not true. And they're probably going to reset all the RSUs like the stock options are going to be cheaper, right? So you probably get in when the stocks are cheap. So at the bottom of cycle
That blocker strategy is the original sin of Silicon Valley that everybody copied and has now led to chaos.
Now it started with Google because Google had a money printing machine and they specifically pursued a strategy of take talent off the market. We want to take talent off the market so they don't build a competing project. How many people did we know when to Google and were resting investing and you would ask them what they're working on. They're like, yeah, they hire me because I'm smart. And they told me find a project and pitch it to my, you know, person. And yeah, we're working on a couple of
This is like near 100% gross margin revenue to Google.
Of natural resources in the greatest advertising medium ever created. Type a word will get people to pay per click in an auction for their own name. Yep. To type in Peloton. Peloton has to pay a dollar 50 every time they click or else like fitness is going to intercept them. What a giant.
i think you look to microsoft google uh and apple and other companies that have so much money they don't need to do a riff and we've talked about the gentleman's riff here on this bottom many times but you are hearing the saber rattling right you hear sundar saying like hey we got to be more efficient
In other words for every dollar google spends they make more than three for every dollar Facebook is making they're making they spend they're making two
Google has made attempts to dominate the smart home, but pooped the bed as we all know too well nest. And then I mean, they have the Google Home devices like you can do Google Home integration with smart light bulbs and and outlets and things like that. But they they're like Google, so they're not that committed to it.
When you look at the gross profit of Google, or Microsoft or these other companies, they've got that really big fat gross profit line, and not a lot of operating loss there because their cost of providing the service is much lower because it's software, they don't have to give a huge chunk of their revenue to the music labels.
and you saw them cut, you know, like some people in their in house incubator called area 120, their game service. What's it called stadia stadia, maybe they cut some of that, but they're not making serious cuts. They're hiring. Like
they are addicted to hiring employees. My Lord, Google has 187,000 employees that's up 25% year over year from 150,000. They literally added 37,000 people in a year. Why? Why would you do that? Google? It makes no sense. They added 13,000 people in the past three months. ... who's running this company? What are they doing?
q3 Google Cloud revenue was 6.9 billion. That's up 37% year over year, and they beat expectations. Why will Google Cloud, if we're being totally honest, trails, Azure, and AWS, it's kind of an afterthought ... but they're working on it now. And they're taking it much more seriously.
And sure enough, they missed expectations by $400 million, which isn't like the end of the world, but it does show you what happens in a recession.
YouTube is most analogous to TV and Google search ads. Those are the crown jewel. ... So it makes sense that YouTube would hit those headwinds first.
A company like Google, because they're advertising based, is going to have more headwinds. ... And so this is becoming, you know, an acute issue. Google really needs to focus here on what they're going to do to solve this problem.
The total revenue for Google was 69.1 billion dollars in Q3. They go by the calendar year. They were up 6% year over year. ... q3 ad revenue 54.5 billion, that's up only 2% year over year ... search was up 2%, but YouTube ads were down 2% year over year.
They also are down 8% today and 33% year to date. 700 billion dollar drop in market cap from 1.9 trillion to 1.2 trillion dollars.
Google, you know, feels like a software company. It feels like the same as Microsoft, but it is not. It is an ad business. It is very similar to other ad businesses in the world that previously existed like magazines and TV networks, except theirs is a much better ad network.
alphabet either could be growing into this downturn in a smart way that lets them lock up talent or they're eating too much halloween candy after promising that they were going to stop because it's november 3rd now and we need to like slow it down a little bit because the holidays are coming and the gut will just keep expanding if we're not careful
we will know that the zombie apocalypse has really arrived when google and facebook either actually freeze hiring because they don't seem very disciplined with their freeze right now
They Google removed parlor following the January six capital attacks.
I think Google probably takes a lighter hand with us.
AWS, Azure, and Google Cloud are 66% of the cloud computer market together.
If you look at search, Google clearly has over 75% in almost every market.
I wonder if Google's like the far third, I think AWS and Azure are considered effectively a duopoly. And then Google sort of a percentage basis.
And a Google search, putting ads above and organic stuff above search, which Google has faced headwinds in Europe about.
we're going to deep dive into the duopoly, uh, that Google and Apple have in the app stores.
some people saying this will kill google a bit silly nothing's going to kill google and if they did have an impact on it it would be a slow slow burn it would take 20 years to change their results and google also has incredibly strong ai they just don't give it to consumers right so also chat gpt is not on the internet yet but yes and chat gpt costs a couple of cents per search a google search costs a fraction of a cent so there is that the billions of searches being done would you would have to
on the bottom of the list um listen i would put i hate to say it because i'll be candid i i love both of these companies i'm going to stick with the big companies uh to start and i would say uh you know google and facebook um google and facebook and you know like they um google listen ruth porat's an incredible cfo at google she made a bunch of great changes when she came on board um over the course of the last eight years they've compounded but the fact of the matter is the company is now at i
And you can only spend money one way on Amazon. It's like performance-based ads. You know, you don't really got the display gorgeous ads, um, like you can do on YouTube or you can do on television.
Why it makes sense for Google stay the number one ad platform in the world. Yes.
So now this is just putting them even further ahead, even harder to catch for every other player. It's just advancing their lead to the point that it's going to be essentially in pot, like Netflix is never going to catch them at this rate. Now that they're adding Sunday ticket football on top of what all, you know, all the YouTube content that's already being viewed.
YouTube already is the dominant, the most popular, the most watched streaming platform in the US already.
They can lose a billion dollars a year on this and make it up in the halo effect.
It doesn't matter to YouTube. If YouTube gets premier advertisers on this and they, you know, make a little, they lose a little, they make a little, who cares? It just solidifies the number of minutes and then penetration of YouTube and makes it the number one ad by Google is the number one ad by in the world beginning and end of the sentence. YouTube slash Google is the most important advertising platform in the world. All this does is cemented. That's it.
This to me is the best news of all, actually, because I was afraid they were going to not let you get it. If you had YouTube TV, the way that you now pay for YouTube premium, but not YouTube TV. And those are not the same service. And I was like, how far I was worried that they were going to separate these two services. And I love the fact, like, to me, the best news as a consumer is that you could have it either way. Good job, YouTube.
It is YouTube. YouTube has closed a deal for Sunday ticket worth $2 billion per year. Yeah. It's for seven years.
We got YouTube securing the rights to NFL Sunday ticket for two billy a year. And we're going to talk about, uh, who this is the important loss leader for in the streaming world and who might just say like, you know what? You can have it at that price.
There seemed to have been entitlement up and down the stack. I want you to talk for a second, we know the entitlement of the employee class, Google created it, right? Hey, come to the campus, we're going to create a college like environment. We have a money printing machine that the world has never seen before. Therefore, what does it matter if we overhire? We're Google, we've literally created a machine that prints diamonds, we don't need to look at the cost of salaries, right?
And I would argue that that is one of the reasons that Google may have slow walk to this and that Microsoft has already been burned once by this, and they're gonna have to be real careful.
over again, we're not performing people are not people are phoning it in, you know, the whole Hooli concept from Silicon Valley that show was people F off at Google, and they hang out on the roof. We all know that's true. Rest invest. And anybody who sells their company, Google is like, yeah, I'm going to take four year sabbatical at Google. Yeah, I'm gonna do my laundry.
if the cost per search, you know, is a fraction of a penny for Google.
the bells are tolling for Google.
I'm going to get out of my Google shares. And if Google doesn't release a competitor in 100 days, I think Microsoft Bing has the exclusive on this for search. If that is the case, and if Google and Sundar do not release something competitive in 100 days, I'm selling my shares in Google and I'm moving them to Microsoft.
This is going to F with Google for the next 24 months.
This should be an existential moment for Google.
This could be the Google search killer. This is red alert for Google.
most people would consider that the greatest acquisition of all time why would people consider youtube being acquired by google as the greatest acquisition of all time well they bought it for 1.6 billion it's worth 250 to 500 billion if it was a standalone business it does tens of billions of dollars in revenue and it has grown massively and when it was purchased it was on debt store they had the giant sword over their head they were about to be decapitated by a lawsuit and and also by their ser
I think meta Google, like the corpus of data that GPT already contains. Like, this is not a startup.
I think given how many times Google has won lawsuits, how Google has sort of kept Yelp from being able to, you know, even make a dent.
Google's deep mind. Um, Demis Hassabis, deep mind, CEO and co-founder spoke to time and said that to keep pace with open AI deep minds, they are considering releasing their own chat bot called Sparrow for a private beta sometime in 2023. ... deep mind is delaying its launch to work on reinforcing learning based features that chat GPT lacks, such as citing its sources. ... So they might actually be slowing it down, not just because they're afraid it'll be too smart too soon, but because they are
Sundar Pichai at Google is 2021 total comp was $6 million, but his 2019 total comp was 212 million.
no wonder larry and sergey are having a fit yeah i mean it's all fine in a low interest rate environment uh where people are buying your stock and it's going up into the right i think for these companies if the stocks go down the executives at the top own lots of stock right and eventually they're going to say you know what my self-interest as the owner of 10 of this business 20 of this business and the leadership's ownership and their entire net worth is in this business we can't have the stock
google is google already so this is like the kick in the pants sometimes
to juice the stock price because the stocks have been going down and apple i think has done such a good job of maintaining stock price performance with buybacks and metrics that they probably are sitting there like i don't have to do this like we don't need to do a riff just to do this google and
if you're google yeah yeah
because it's kind of that level of thinking that google is going to need right now to because we have literally almost overnight entered an entire new era in computing google's been preparing for this era for over a decade in terms of ai and development and buying deep mind they're there all the pieces are there but it seems like they lack the will and maybe the creative energy and maybe the willingness to buck the stock price right like i think they got kicked in the seat of the
honestly it would make a ton of sense for larry and sergey to come back
i would almost say presumably to at this point just like juice the stock price right or just take this opportunity to be like get rid of the low performers
alphabet google's parent company will be cutting 12 000 jobs or about six percent of its total workforce if twitter is to believe though be believed those layoffs have started today i think i saw one or two tweets this morning from people saying like i just got laid off from google we should however take this moment of course microsoft also cut about 10 000 jobs this week so even the wildly profitable big tech giants are cutting i would almost say presumably to at this point just like juice the
12 000 employees were laid off today at google i was lucky enough to not be one of those 12 000 but i think the fact that this happened signals a huge shift in the tech industry
I'm encouraged to see that you're now taking some actions to right size off of its cost base and understand that is never an easy decision left 12 000 go is a step in the right direction it does not reverse alphabet's headcount growth in 2022 ultimate management will need to go further
we have we google created an arms race for spending and coddling that we do in fact need to reverse
you as an employee at google are part of the machine you know this they look at you like any other expense item
it's bonkers 67 percent higher than microsoft
put a file put a spotlight on the fact that the median compensation at google is three hundred thousand dollars
what makes this very unique is the culture of entitlement and the packages at google were so extraordinary and again who and again who created the culture of entitlement man it so not created by the employees this was offered to the employees and obviously they took the matcha lattes they took the dry cleaning they they took what was offered to them they rode their little bikes whatever it is you know you know um this was google strategy is to make it so good to work there that you would never t
on friday google uh laid off over kind of on friday and over the weekend google laid off 12 000 people roughly sent an email to the company's staff sundar google ceo sent an email on friday saying that they would lay off these 20 000 these 12 000 people reaching a total number of about 28 000 rolls i think um and then these layoffs you know a couple things about this have been really interesting the reverberations of the layoffs have been non-stop and because i think there were a couple big diff
google created the culture of entitlement in silicon valley this is a known fact they said let's make a campus let's provide neiman ranch steaks let's put uh infinite swimming pool in and volleyball you'll never want to leave the campus because our employees are so dedicated we just want to make it like you don't even have to grow up you can be peter pan here we'll do your we'll give you dinner three square meals a day you know like you got wi-fi on the buses you never have to stop working and y
long, long road and seems like the market so far is betting on Google here.
Jason, you cannot stop him from tweeting, even if he's sick or on a plane had a tweet about what a broken up Google might look like and said, you know, which we've said before, I think on the show that could actually increase shareholder value, especially if YouTube, Android or the ad platform were spun out.
But if you look at what happened with, um, you know, when Google bought DeepMind, they were, you know, trying to beat video games and do sort of proof of concept with that. And it was Google who looked at it and said, you know what? We can buy this company. I think I bought it for five or 600 million. And we can apply it to our stack of products, Google local, Google flights, Google shopping, Google search writ large, you know, Google ad network. We'll figure out where to apply this and point it
people will buy their own names and they'll be in the first three results on google
if you don't buy google ads you're not going to get good seo
if i do a search for a ski helmet, the two places where i'm definitely considering buying it one is amazon and one is google search
amazon's ad business as opposed to google's is absolutely crushing it
we're going to see a flurry of products come out from google with their chat assistant and api natural language models or learning mod uh models for developers to play with but again it's not going to have any impact on the youtube franchise
google invested in a really interesting uh ai product that i saw that helped uh really detect when people put hateful prompts in ai so i feel like in the next two quarters this could be something to watch
i still think it's a strong company and i think chat gtp chat gtp and that whole headwind i think might be a little um overblown i don't think people are going to stop using youtube or stop using google search just because chat gpt is available i don't think it's going to take any time away it's not going to take any revenue away from google search the answers on chat gpt are not reliable yet so we'll see if chat gpt 4 puts a dent in it but i think we're a couple of years away from chat gpt taki
that's not going to hit the books until maybe q3 because they gave such generous severance packages so we won't see it
google got in on the layoffs 12 000 employees last month
cloud was really one of those bright spots for google and google cloud revenue actually beat estimates and showed pretty strong signs of growth
google cloud is still growing uh their q4 google cloud revenue that was 7.3 billion year over year that's up 32 percent and uh quarter over quarter that's up 6.5
youtube has peaked essentially at this seven eight billion dollars a quarter in revenues
50 billion daily views that's up from 30 billion daily views uh back in april 2022 oh okay so it's growing significantly it's almost doubled
yesterday uh ceo sundar kachai said that shorts actually surpassed 50 billion daily views
in a down market a recessionary market one of the things people cut first they're going to cut ad spend right so you're going to just look there and cut some ad spend
google shares are down three percent after missing on revenue and profit in its q4 earnings report and the big takeaway here so google missed on top line and bottom line as its ad business saw a substantial slowdown in q4 and revenue from search ads and youtube ads were down two percent and eight percent year respectively
since i believe february 1st youtube has started really monetizing creators with uh their version of tech talks which is uh youtube reels so that's an exciting thing that we're going to be seeing
i i think they're getting a ton of uh views for it i i saw 50 billion daily views for shorts which makes sense because they're really pushing them hard we do them here on this week in startups we get to use for them as well um but this is going to i think become a real business for youtube advertisers haven't particularly embraced making shorts yet so when a new content format comes out creators exploit it first and then marketers slowly try to figure it out so i don't think advertisers have
youtube ad revenue 7.96 billion so eight times four 32 billion dollars a year it's incredible business
a lot of the search services on google flights shopping hotels those are all cost per click people don't realize their cost per click but people are getting paid a whole google's getting paid a whole lot of money
now youtube that's brand advertising right so you're not as much direct response you're not getting people close to a sale it's a little bit further away from the sale so it makes sense that it's off eight percent only two percent for search
google uh has some of the best ad tools out there search is qualified and it is some of the most targeted advertising in the world along with amazon's new ad business google's is some of the highest performing in the world
if google clones neva which we expect then publishers are at risk because as search engines become answer engines referral traffic will drop
unless publishers band together unilateral disarmament is hard for a single publisher to achieve against a monopoly
google changes something in the algorithm to either punish or encourage certain behaviors or language or link procedures within their articles and all of a sudden your traffic plummets
google featured snippets and uh you know the featured snippets are the thing i was just complaining about the little box that's like here's the actual information that you want don't worry we took care of it for you that caused a massive drop in referral traffic on 10 to 20 percent of queries in the past
google has in general when it comes to search and particularly to personalizing results is a data advantage they have a data advantage in terms of selling ads
it's really worth pointing out that neva ceo was at google for almost 16 years so he knows exactly what he's up against he was in the end he was an engineering executive in google's ads and commerce division for his last six years at the company is very familiar with the business model the incentives i think that do potentially pervert search results that's one of the things that people complain about a lot and he knows exactly uh what kind of money he's facing and probably has a sense that ther
in 2021 google was handling about three and a half billion searches per day that's over a hundred billion searches per month
i don't want to sift through google's like 50 million the button of the bubble over here and the like the summary and the ads and all that stuff i just want information without tracking
if advertising had not come in and mucked it all up and if algorithms to feed you some sort of you know personalized bubble like a filter bubble um had not come in to make your results slightly suspect because of targeted advertising
google's had such a monopoly on search for so long
chat gpt should have google on notice clearly does have google on notice
once you have Google and Microsoft doing this you do have to ask the question like do these big AI companies then end up being a money maker and a customer and what does that mean for the larger industry tldr important people are talking about round tripping a lot so we think you should probably pay attention
Google's q4 earnings ... cloud division was uh a major bright spot revenue up 32 percent year over year the segment cut its operating losses by 46 percent year over year
Google's relationship with Anthropic is limited to acting as the company's tech supplier
it came out of the cloud division which makes it seem like it's more of a strategic investment of the kind that could eventually absorb uh Anthropic in some way
Google is also reportedly working on its own chatbot called apprentice bard
the financial times notes that this investment is coming from Google's cloud division not its venture arm GV and the question becomes if you are if you're a corporate venture capital arm a lot of times you're investing strategically so that you can incorporate this technology into your parent company in the case of Google GV is actually not a very normal venture arm in that sense they they don't do investments in the same way it's more they call it balance sheet capital only so they're investing
Google and Microsoft are now locked in a possibly existential race to get to and deploy generative AI soonest
Google is investing 300 million dollars in Anthropic at a three billion dollar valuation giving Google a 10% stake in the company.
google could have said we will offer a paid product in which you can just immediately bypass all other search results and get answers
google needed to do this right now they're doing it wrong
don't bs any of us in the content business google or microsoft if you can build a chat technology this impressive you can come up with a way to share revenue and to launch this without citations and to launch it without sharing revenue in a commercial environment is unethical immoral
google needs to allow people two choices now you can be in the index you could maybe three you could be in the index you could be in the one box your content could be used in the answer if your content is used in the answer they need to pay a licensing fee and they need to use a citation
every publisher in the world now relies on links from google traffic from google the homepage died yep r.i.p the homepage pours them out a decade ago and now it's all about google and every time they change the algorithm or when they introduce one box like all of that linking disappears traffic to these websites aka revenue disappears
you can 100 see why google has slow walked this like you can see why they didn't roll this out
now what they're doing is having a language model rewrite the answer that some person or company spent their life building up the scale and now they're going to rewrite
google says well if you don't like it you can opt out but you can't opt out of one box you have to opt out of the whole search index so google knows what they're doing being cute there
what we have happening here let's call it what it is folks google's ai chat gpt and eventually bangs and there's other ones they are literally instead of giving the one box answer
at some point you have to care about branding and apprentice bard is not good branding
you feel like their hand is definitely um being forced
they've had this sitting there at google and they've been sitting on it and i guess chat gpt intelligently front ran the market and gave it to microsoft
if you're google and you're laying people off you're making tons of money you're printing 20 billion dollars in profits a quarter do you really want to be out there killing a bunch of white collar jobs that maybe some senators and congress people their kids are in those jobs
they've had this they've had this they've been sitting on it because they have uh issues with like how it might be used the quality of it i'm assuming league legal issues and they wanted to be judicious about when to release it and also they thought it could put heat on them because of job destruction
i said like i'm gonna sell google if these guys don't get their butts in gear and have something
the fact that google can call it like its chat bot can call and make you a restaurant reservation and then you know that you have that like that's true that's a very scary one but still it's not even as good as that it's like it's going to be an extremely narrow use case yeah i predict for a very long time
let's not skim past the part where google lost a hundred billion dollars in market cap over putting out an ad with inaccurate
as long as the page that tells you how to make a bomb is legal and can exist, it's our job to help you find it. We are not in the business of saying these queries are wrong.
we have a document internally, for example, that says that, uh, we are not allowed to take into account, um, whether we have a partnership with somebody, um, when it comes to ranking their content, the ranking has to be organic and things like, uh, and answer pain on the right hand side is more, that's the consequence of the partnership, but it's not that we are going to, that we are going to change the ranking.
Neva is so small that I can tell you that we are not going to have an impact on the potential market, but Google doing this at a large scale, um, clearly is not going to be that.
What is really interesting about this moment, um, is this dam is about to like break wide open.
it's very hard for the organic team at Google to launch a lot of things because they will have a big impact on ads revenue.
It's very hard to like, you know, stop Chrome, um, from putting up these obnoxious screens to get people that get, try to get people to convert back to Google after they have made Neva their search engine.
most of these sites don't even bother to put a search box because, uh, no, one's going to search here. They're just going to search on Google and that's how we get people back.
the Google ad supported search model created in some, I mean, the ad supporting publishing model, obviously predated Google, but because you had this huge ecosystem that got even bigger, exponentially bigger under Google, it sounds like what you're saying is that a lot of the ad supported publishing ecosystem, as we know it now only exists because of the Google ad supported search ecosystem.
I think that is something fundamentally unjust, um, about, you know, one company, like spending a billion or so to run a product and making 120 billion dollars of money on it.
it's the Facebooks, it's the Googles of the world that are the largest media companies on the planet, because they became aggregators of all of our collective attention.
advertising became a winner take all sort of game. And there are only three winners. They're called Amazon, Google, and Facebook. Um, and, um, you know, and I don't think, as I said, anyone predicted, uh, predicted this, but definitely in an answer world, I think one of these players is going to be under heavy stress.
Google slowly, but surely has been lowering the amount of organic traffic that goes out, um, especially for commercial clicks. You show more and more ads, then fewer and fewer people are clicking on those organic links. So this is a, um, this is a slow, but steady, uh, degradation.
I do think that we are at a moment, um, where the traditional search engine publisher model, um, is just going to go through a lot of, uh, a lot of stress.
Google has this feature called they're called featured snippets, right? It's an edgy feature where they would pull out a snippet of text from a site and show it directly on the search result. Um, and every experiment that's been done to raise coverage of that feature would have wildly user positive.
This is a problem with very successful business models. When there is a fundamental change in the assumptions of the model, uh, you are very, very vulnerable. And that's the place Google is at. Um, Google is amazing as a search engine, as a search company, but if you rapidly move to a world in which you want a paragraph of text, and that is the state of the art, it's not really clear where the wall of ads fit into that. And that, as much as anything else, um, might be the thing that drives chang
the ad supported model, which obviously makes insane amounts of money now, but it's like under attack from a million different directions. Like one assumes that you just cannot continue to make infinite money forever on a model that may be outlawed in entire countries.
I think honestly, that filter bubbles are less of an issue in a search based system, because it's not a recommendation system, right? YouTube definitely has filter bubble issues. But if you start on a topic, I'm sure you'll run into this, all of a sudden, there'll be a whole bunch of exciting material about that topic that start appearing in your feed. And it can be a vicious cycle. My mom, who is 80 years old, got super energized about one of our last two presidential candidates for reasons I s
And then on the organic side, um, you know, they are hemmed in their own way by the ads model. Um, the, the dirty secret behind the ads model, and this actually goes back to even TV is that ads have to stand out. And so broadcasters, for example, would increase the volume of the ads as they started playing, because they knew that that would get a little bit more attention. Similarly, you can't make organic search too attractive, because that's going to kill how much money you make on the text ad
most incredible business invented. No one in their right mind for like the first 10 years of this decade thought that Google would make more than 100 billion dollars of revenue just in search ads. It's remarkable. But that's the business it is. Um, and it's also a reflection of our times that, you know, there's no limit to expectation while Google is a very successful business, it is still judged by how much it can grow. And so, um, as I said, I approved many of the decisions that increased ad l
Yeah, so I would broadly put them into two buckets. And the irony does not escape me that I certainly had a large role to play in one of those buckets. One is that ad load just keeps going up. Text ads are one of you know, it's pretty much the
we just felt like Google was trapped in its own success.
it remains to be seen whether that personal experience is a compliment or a substitute for a broader search experience.
I do think there's something to be said for having access to proprietary data that lots of people care about, right? If, uh, Google is able to maintain the proprietary nature of YouTube data of, uh, certainly your G drive data, your Gmail data, um, and help you have a personalized algorithm based on your private data, that's going to be really powerful in terms of an experience
Google has that behavior. And so can they harness that behavior and deliver a good enough AI driven experience
I have to believe Google sees itself in real risk. If it doesn't address that with chat driven products.
I do think that the challenge with it in relation to searches one is going to be in both those categories, there'll be types of searches that chat GPT is just going to be better for. And so it's going to encourage entirely new types of searches, you know, things that you maybe not wouldn't search for before, like you will search for now with with chat and AI. The second will be areas where replaces existing searches that you already did. And now you'll get a better result. And third will be wher
one is, you develop a culture of no, as I talked about, kind of the opposite culture in the early days. Even that, I would argue, kind of 8,000, 10,000 employees, Google became a place where the default answer was no, whether it was, you know, a manager signing off on a new project, the executives kind of green lighting an effort, wanting to make a small change or release an experiment, like all those things became much more difficult to do. And certainly at the scale that they're at now, when e
And Google had a well-defined culture and set of values hired really intelligently. And for a long time was a place where everyone always said yes. And you rarely heard, no, um, you could take action and apologize after the fact. Um, and for me, those are the things that stood out about the early days of Google and things that we think about now at homebrew in the context of company building and the advice and counsel that we provide to companies at the early stages.
the early days of Google were incredible because the people who joined there in those days didn't join because they thought they were going to make a boatload of money. It wasn't clear like what Google was going to become. It was exciting because people joined one because during the interview process, or as you were talking to the company, you met the smartest people you'd ever met before, uh, who you knew you could learn from and that you wanted to work with. And two, you really believed in the
the biggest by the end of the year is my prediction the biggest search engine on the planet won't be google it'll be bing and it won't be because people are using it it's because the bots are using it so so many bots are doing queries that it's just going to increase the size of the corpus and the learning model the corpus the corpus uh
if Apple or Amazon or Google wants to collect data at scale, they'll pass us in two days. ... It's really quality of data ... Apple or Amazon or Google has to go through the exact same hoops we've spent the last few years going through, which is ethical committees, institutional review boards, consent forms, recruitment of patients.
It will also create a hype cycle. Because now, oh, have you tried Maggie, or magic, whatever they do
It's kind of like a startup on new features. Yeah, and new features are being developed by smaller teams working together in sprint rooms, which also kind of sounds like, like a startup. And then there's lots of tweaking and iterations that are happening daily. Again, that sounds like a startup. And this new search engine would offer users, quote, a far more personalized experience than the company's current service attempting to anticipate users need.
So via those like anonymous New York Times sources, the project is code named Maggi.
Yeah, they this would be a really good idea for them to delineate the existing product from the beta product. This would give them what ChatGPT and Bing has the ability for people to say you're playing in a sandbox, you're playing with a new thing. Here's disclaimer, disclaimer, disclaimer, and just make it really easy for users.
If there's like four different ways to say something, you kind of failed the branding exercise is a terrible name.
But I do trust Google. And so if when I open Maggie, I say Maggie, can you tell me everybody I emailed with in 20 before 2019? And can you give me a top five list by month of who I traded the most emails with, but that aren't part of launcher inside or those two organizations? And then give me a list of where they currently work and put it into a table and craft a check in email for each of them that either congratulates them on their new position or just says, hey, I was thinking about you from
And what's going to happen is what assets do they have that chat GPT does not have? They have everybody's Gmail. And I believe Gmail, your YouTube subscriptions, and your Google Docs are going to be the foundational elements of why Google, I'd set on all in, they're going to roll, or I should say, they could roll chat GPT if they execute well.
But I do think there is something really smart about what they're doing, which is, Okay, we'll incorporate features into Google, but we're also going to let this team run fast, hard, and make different features. The personalization is going to be great.
I think this is what Google will do. They'll increase their product velocity. They do more press 60 minutes, you saw them send everybody out. There was a real diverse group of individuals getting on 60 minutes, they're doing the full court press tour. This is all by design to slow the momentum of Sam Waltman doing every podcast in the world, Lex Friedman.
But what Google needs to do is just do what they've been doing. They were on 60 minutes. They have been thoughtfully releasing updates to their product, and they need to disclose the gap between the product velocity of open AI and the product velocity of, you know, Google, which has not been fast enough. And the reason they haven't been fast is because they're being thoughtful.
I bet you the Samsung folks said it's a panic or the Bing folks said it's a panic. Google does not need to panic about this.
I wouldn't call this a panic.
And there were very credible rumors. And I have, let's just say, I don't want to say inside information because I don't want bells to go off, but I have a whisper network, Apple was considering maybe going into the search business at some point.
If they lost the Samsung one, it wouldn't be like a big deal. If they lost the Apple one, that would be a big deal.
Now, what's important about this is this is only 2% of Google search monopoly. They have 70, 80, 90% of the searches in different regions around the world.
according to New York Times sources, Google's deal with Samsung is worth around $3 billion in revenue per year for Google due to traffic.
Google is reportedly in panic mode and working on an entirely new search engine after discovering that Samsung is considering switching to Bing as its default search engine on all of its devices.
So you look at Google, not nimble, Microsoft, super nimble, Zuckerberg, most nimble. And so if you're gonna place a bet, you're gonna place a bet on Microsoft and Zuckerberg right now, and you're gonna move your money out of Google into those two companies.
you know, and Google six and Zuckerberg's 15, there, there is some consensus of we can do more with less
Yeah, moving up. I mean, seven and a half billion in the first quarter up 28% year over year. It's now bigger than YouTube's ad business. And the only thing bigger than it is search. Now you're right. Compared to the aggregate revenue portion, it's, you know, 12%, whatever, but like, it's, it's the only growth thing there.
they got too many employees at these companies. So I would expect them to cut more people to hit the numbers and get this to be a growth story and get the stock to move.
it is important for them. If they're gonna be third to Azure and AWS, um, to make it a sustainable business
I don't think they're gonna fall as far behind on the AI stuff as people think. I think they're just more thoughtful about releasing stuff because they're Google, because they have antitrust issues because they have a monopoly. So they just gotta be careful, you know, scaring people. That's my understanding is like, they, they just don't wanna scare people at how good this stuff is. But now that cat's out of the bag and Microsoft's going for it, you'll see more coming out
It's not enough. They haven't gone full Zuckerberg, but Sundar doesn't have that ability. Cause he's not the founder and he's a, he's a consensus builder. And so I think the, the, the act of them getting their act together and cutting costs and getting earnings up, you know, a non-founder has a harder time with that because they just can't come in and say, here's what we're doing. Yeah. They have to build consensus amongst leaders of groups. You saw Susan Wojiecki left YouTube, you got the deep
but what is great is that in an advertising recession, down market, there's some profits, right? Cause Facebook hit some down quarters
could we really call them like high growth stocks anymore? You know, when you, when you get to single digits, they're not high growth stocks
revenue was actually up just 3% year over year. Yeah. And that's a really small number and it's very close to zero. It's, which is stunning.
Google Cloud, after many years of losing money, demonstrated operating profit in the last quarter, ring the buzzer, give them 10 points. That's fantastic.
when i did mahalo after weblogs inc we were became dependent on google traffic and then they cut our traffic 10 million dollars in revenue all of a sudden went to 500 000 right and i have i know sergey i know larry i know marissa mayer i knew the people there they had no problem you know cutting off our traffic and killing the company
bard came out and we started playing with bard and it feels like okay bard is that you know chat gpt three or 3.5 right so the gaps will close and then ultimately the race
while our models hold a slight edge in terms of quality the gap is closing astonishingly quickly i started this model yeah open source models are faster more customizable private and pound for pound more capable they are doing things with a hundred dollars and 13 billion parameters that we struggle with at 10 million dollars and 540 billion right and they're doing so in weeks not months that has profound implications for us ... we have no secret sauce there is nothing proprietary there is nothin
one is the tpu right by google that's the most meaningful one um so google's making their own hardware ... they had a moment you know years ago where they were doing more in um tpu compute than they were in like kind of x86 compute yeah and that and that wasn't a recent thing it was several years ago that they they had made that that uh you know point so really it's going to be gpus versus tpus is the battle we should be monitoring
what we're trying to highlight here is, uh, make sure that we can show that it's not just about retrieving information. It's about synthesizing it and generating new knowledge through these forms of synthesis.
Yep. Well, maybe not everyone, but many people are going to have barbecues. As you dream about that long weekend that you're about to engage in, like having a little bit of extra visual stimulus makes it a little bit more fun and more enjoyable. And so that's why you get something like images and responses. And so we're going to continue to build compound and just keep listening to how people are responding, what they want to do, what they want to grow and iterate. And of course we want to be he
one of the things that we are excited about is this notion of bringing tool use into BART. How can you get it to a point where as you have interactions like this and kayak, uh, one of the partners that, um, you know, we're talking about, uh, bringing, bringing to the full, how do you make sure that the experiences that you're getting are trustworthy, are reliable, are getting there. And that's where you need to focus now, where we need to focus now, making sure that the responses that you're get
The monetization plan for anything we do at Google follows the same rubric, look to where you're generating value for people and make sure that the way that you monetize falls in line with that. And so that's how, uh, that's how we're going to approach it. We're focused on driving the value and respecting the opportunity means that when we're, we're ready to fold that in, it'll be folded in.
And one of the features that we built in along with that, uh, was this notion to export directly into Colab. So Colab is a mixed notebook and, uh, Python ID, uh, for that. Google has created where you see a Python script and there's an export button at the bottom. You can export, go directly into Colab and start iterating.
And so that's the thing that's so amazing. Like when you talk about like the opportunities that are profound, like personally I think like creativity is one of the most amazing parts of humanity. Like our ability to imagine is magical and we're reducing the friction to imagination. And so imagine what can happen as you get these ideas and you can go from start to finish faster.
And so we're watching it speed up people's process. And it's really inspiring.
So code has been live for a few weeks now. When we launched the Bart experiment, we didn't feel like the experiment, the experience was helpful enough. Uh, I think it was three or four weeks after the experiment launched, we gave the, we gave Bart the ability to code or release the ability for Bart to code. And it quickly became one of the most popular ways to engage with Bart.
one of the tabs that you see on barred is barred activity, and you can see what are the, what are the conversations that you've had and you give users the choice of, Hey, if I, if I want to be a part of this experiment, but I feel very strongly that I don't want this information to be locked. Then you give users that choice. It's critical. That's part of respecting the user and why it's been there since the day that the experiment launched.
Every time people search on Bard, it's a training exercise. So I give it the thumbs down. Hey, I'm looking for that video on YouTube of the English bulldog and the monkey playing the Japanese video. And it's like, ah, I got that wrong. And you gotta give it a thumbs down and say, nah, that's not exactly what I'm looking for. A human then can intervene on those instances and try to figure out what went wrong. Probably don't want that in somebody's Gmail, right? You gotta be really careful and tho
And so while we build the technology, we also have to build that respect for the user to make sure that, Hey, if you're going to trust us with using this tool, we're going to be extremely clear how your most private and personal information is being used. And so, um, we don't want to, we don't want to put it in people's hands before we feel like that, that design element is, is, uh, confidently in people's hands.
the thing that enables this is Bard's ability to translate between natural language and code and start to quote unquote think. They're not sentient, but they, uh, start to produce logic results in, in the form of code. As it does that, you can start to ask it to write code to interact through the APIs that exist, et cetera.
If you're going to start having a language model, access your email and interact with that email and produce a result, the user needs to be in control. Now that's the first principle for which we're building. The user is in control and you have to be transparent. What information is being seen and how's it, how's it being used? Those are the two guiding principles of bringing an extremely powerful technology like this to people. And it's not just Gmail. There are plenty of tools across Google, u
we announced the ability, uh, for barred to access tools at Google IO a couple of weeks ago. So the good news is it's coming. It's coming.
How does the barred team and the office team, the Gmail team and the YouTube team, how does in a big organization like this, this giant armada of, you know, aircraft carriers, you know, each one of them, those 2 billion users each, just like aircraft carriers, but you have this core platform technology.
Gmail was such a, you know, groundbreaking product because it was like, oh yeah, you just, you never have to worry about deleting your emails. They're just all there and you can search them. And it's like, whoa, yeah, you know, to do this with Eudora, whatever mail client you were using, was just really hard. Um, and all your mail was stored on your local drive.
We only succeed when others succeed. That's been at the DNA of this company for the 25 years that it's been around.
we're not launching this without testing it with our team inside of Google, going through the red teaming exercises that are critical in the development.
You can look at the speed of delivery. We're obviously very proud of being able to get technology in people's hands. But it's really about the speed of insight that we're focused on.
Images started two days ago, three days, Tuesday of this week.
when it puts in the thumbnail images, that's something very new, putting in the captions and linking directly to the source material. So now if my content was used, at least I can get a potential click. And of course, you know, this could be highly clickable stuff, but my Lord, you know, when you ask a followup question, I said, Hey, which of these is the most expensive and hard to get into is, Oh, sushi Ginza, which I've been to, and it is hard to get into. And it is very expensive. And then I
And so as you bring this technology out, right? Like you gotta listen to people going back to that Google value, respect the user, respect what they're looking for. They're looking for this collaborator to help them have these ideas and build and grow and compound on them. And, um, it's pretty, it's pretty fun and exciting to watch.
The magic gets unlocked when you're at 30, 40, 50 words, you know, uh, I'll walk you through an example of like how I got to a 200 word prompt that like is now part of my daily, daily process of like, couldn't have existed before.
And one of the things that I found super inspirational of how people are using Bard is the depth of the conversation that they're going to, they're, they're talking to the product or to the experiment as though they're talking to a teammate.
I mean, if I could put it in one word, it's infectious. It's just so exciting to come to work every single day to be at the forefront of what feels like the next paradigm shift in technology,
We have six products with over 2 billion users, 15 products with over half a billion users.
we felt it was critical to launch it without making a promise of, hey, this is a product because we don't believe that the technology as it stands today and a direct access to a large language model should be a product. It needs a lot of work and iteration. And the Bard experiment is here to get the feedback, start the conversations and continue to build and iterate and apply those lessons to not only making Bard better, but across all of Google's products.
Google's in a different position than a, than a normal startup. You have a huge reputation on a global basis. You have six, seven products, uh, at Google that have over a billion users. Two million. Who's got it? Yeah. So some of them have two billion. Yeah. You got YouTube, you got Chrome, you got Android, you got Gmail, you got docs. I mean, there's a lot of products out there with a lot. And then of course search. Um, so you, you look at all these products and you have to be more thoughtful a
I trust Google for my searches. It's, you know, 98 times out of a hundred. The first link I click answers my question or the one box answers my question.
I started playing with this Google Bard and I was like, holy cow, Google's got some great product. And then they started dropping product. Boom, boom, boom. Lots of product, really fast.
With AI, we're already seeing if you're in Google's like sort of like test flight of their product, Google Labs, you get this like AI description written at the top of Google search results. And this is specifically for answerable questions, right? Like, who's the queen of England? Who was the queen of England in X year, right? That's a known thing. That's factual information. It can be answered by an AI. That used to be something that bloggers were competing for to get to the first rank in Goog
And that's, I think what everybody said the threat would be, but I don't think this is going to be a problem for their advertising because I think they're still on the high value. One's going to be able to, if I typed in, what's the best Greek food in the Bay area? Um, Kokari.
So, so I've been approved for Google and I can probably demo this quickly. So I'm in Google right now. And what are we in search for? What are we in search for? So Google now, if you're approved for it, you get this, get an AI powered overview of the search. So here's the basics is Blade Runner. That didn't answer the question at all. It says, well, I guess it did. 10 movies like Blade Runner 2049. Um, not Blade Runner the original. So let's hit the generate and see what it comes up with. So Bla
everything is a transformer uh which is the architecture built by google in 2017
what is the purpose of google it's just bringing two parties together the advertiser and the consumer and they help you connect these two parties together with their query and link matching right at the end of the day the advertiser wants to get their content to the consumer and llm can give you that needles in the haystack even better like it's even more targeted honestly
the language models do better than google's native search algorithm wow sometimes not always got it most of the times it's equal but sometimes it's just really good at like these fine grain
they google went and searched for chrome as the first search query on like internet explorer to install it we all did that despite the friction they added
they cannot afford to use really powerful models so like the search traffic that they have and if they actually want to really get it right but uh in the actual search bar itself outside of bard they're
google's also rolling out this thing called magi or they call it search generative experience to the public but uh the wall street journal called it magi um so they're they're trying to do something pretty similar to us and so far the experience at least from what i've seen and myself used that and other people who use that is it's not very different from the way they used to extract text from the top link and put it space at the top it's not very different from what they've already done before
bard came out um i believe bard still hasn't solved the fake news problem completely um it does hallucinate and it doesn't actually have like real citations sometimes um um so we we are better than bard in that in the context of search
but then you look at android they went open because they were so far behind ios uh and stuff like that so they went open source and they wanted to be on everybody's phone
and if you look at say um windows they had a monopoly on the desktop closed they don't need to be open source but then you look at google very far behind they have a monopoly on search so when they talk about search their algorithm for search is closed right you can't understand how pages are ranked
no i i would say that's not fully true you know they just launched a paper that we're leveraging around like sql palm just a few weeks ago so i think they're they're continuing to do that you know their approach from a cloud perspective google cloud perspective has been hey we're gonna have our own proprietary models and we'll also host open models and models from other proprietary companies as well so if you are a google cloud user you can use their palm models which are their proprietary ones
published all this stuff including tensor and kind of regrets it I think now they're kind of closed um or somewhat closed and they're not doing they're not announcing the papers anymore is what i heard the scientists are not announcing their work as
so google has one it seems for advertising because yeah the 2700 verticals that kind of represent almost all kind of topics
open because they were so far behind ios uh and stuff like that so they went open source and they wanted to be on everybody's phone
but then you look at google very far behind uh they have a monopoly on search so when they talk about search their algorithm for search is closed you can't understand how pages are ranked but then you look at android they went
this is one i was really impressed by... bard.google.com... they added multimodal which means you can give it photos and have it give you explanations and i thought this was really groundbreaking
in that model if you show up as a gcp customer they're saying hey kind of like netflix and aws right but on the same side you know amazon has amazon prime video which competes with netflix which also runs on the same underlying infrastructure
so i think you're going to have these scenarios where your service provider in this case like your cloud is going to be offering you primitives that you're using but may also be competing with you
you have google's cloud business who is offering you know vertex api which is their llm platform which has google llms and support for other llms
it's unknown right now if google and chat gpt4 is but two examples want to be an api provider and they want you to own the customer relationship or they see themselves as owning the customer relationship and they are the sole source of customer interaction
it does a half decent job but it's nowhere near as good as what the copilot folks have done here
will they will they not do it no they're going to do it
they will want to own that consumer business
Google's done good work on this. Our VP of engineering led TPU at Google, and they had a paper in nature a couple of years ago where they were using an AI to actually design the floor plan of the chip and lay out the circuits. And you can get big advancements in this.
We've raised about $300 million from, uh, investors including Sequoia, spark capital, fidelity matrix, Google ventures.
many google execs have been on the witness stand claiming that they will never do that right so now the models are doing that
if you're a regular mom and pop shop with your bakery on a website or you have a blog post and you rely on that display ad income well google's just going to give you the perfect recipe so why would you ever go to that kind of third party blog post and that's actually a problem for google and the regulator because google has been telling the regulator for the best part of 15 years that the reason it can crawl all of these websites is because it's only indexing so that it can redirect the user to
that's precisely the problem number three for google which is that if google always gives you the answer then what is the you know future for the open web because google is going to disintermediate the third car the third party content creator
if it gives you the perfect answer the question is is is it possible to monetize if you just got the answer and larry always said like eventually we're going to give you the answer we're just going to give you the answer and so it the mind does wonder if that screws up the ad auction in a major way
i think i think where google is going to struggle is that google has developed an incredible expertise for getting in its own way right it's just almost like the master of like internal chaos and so there's loads of you know amazing teams and projects which just block each other because there's huge amounts of duplication it's a very chaotic place it really is and so i think that's going to be challenging for them i think the second thing is the ad model may not be the model of the future right
i agree google's going to be fine i bought google shares when i saw this going down because i was like i looked at bard and i'm like you've got so much click stream data and you got so much local data that it's all of a sudden doing links tables it's putting in photos i mean i've seen this movie before i watched google go from 10 blue links to you know comprehensive search content shopping maps everything and that happened over a decade or two and it's obviously going to happen there and i also
i think google's going to be just fine
google was asleep at the wheel and all the rest of it but you know it's not quite true i mean so i i was there at google and working on the lambda team right so that i spent a year and a half working on that team and we um you know basically had chat gpt before chat gpt it was incredible i mean summer of 2020 and we had it it was working it was amazing
suffice it to say google is a large organization they're conservative and so they just took a measured approach and they have the goods right i think there was just a confidence that you know we don't have to go first on this and we could take more time to get it right and that you know search is just this phenomenal lock-in in distribution and data
in fact there were some you know deployments of deep learning systems which ended up causing regressions over time because of drift um you know over over a six month period
search is just so difficult to ship anything and they're super conservative they also they like the fact that all of the rules are very transparent so they can see exactly why a page is being recommended and really have much more transparency on the algorithm which is very understandable
um so i think we did seven pas in the end on everything from um data centers to healthcare to play store to android battery optimization to android operating system i mean we we reduced the amount of energy you needed to call the google data center fleet by 30 percent um that was a three-year collaboration it's a huge project we made the google wind turbines 20 percent more efficient which google has the largest winter the largest wind turbine farm in the world it's pretty crazy um yeah we desig
jeff hinton was uh one of our consultants uh for two years before he set up his company that he then sold to google
yeah i mean i think this was way back in 2014 that we were acquired um and you know i think that elon and peter all of our investors you know wanted us to stay independent and i think that um the challenging decision for us was just the scale of investment that we could see that would be required um going forward i mean we'd raised 40 million dollars and you know we could see a path to spending 500 million dollars in three to five years and in fact that's what we ended up doing exactly um you kn
larry page had seen uh the demo and just emailed us cold page google.com and was like you know you guys should come and come and be part of us i've spent my entire career building the infrastructure to enable a company like you guys to come and work on on agi
YouTube became a leader in the video space it's you know Google is the leader in the search space
I mean this is talk about a crucible moment early in the life of our investment in YouTube literally I mean there were three founders in Chad's garage they moved into the Sequoia office right after the investment because they didn't have their first office and we faced a crucible decision early on what we and so we just made a very early very clear decision we needed to make sure that that kind of content didn't make it
having spent the time at google and google was chomping at the bit about ai even in 2014 when i left
smartphones the opposite of google ads versus facebook ads like the opposite of crm the opposite of hr
it was definitely unique even for a western culture for somebody to interview you know tens of people for one job and then eventually you had to wait with bated breath for about a week because all these packages went to larry and larry would read through them
in five years i opened 26 physical locations for google we hired 4 000 people and we went from i think 800 million in revenue to 4 billion
the business model of google is going to evolve multiple times in the future so i'm not sure we need to go find ourselves the best ad sales executive we need to find ourselves a good executive who can roll the punches and adapt
they had a very unique idea around advertising and connecting marketers with customers
i think his very simplistic pitch he just basically said listen the world is getting more and more connected there's more and more information around us it's going to be hard to parse through it without any sort of something helping you out and the thing that's going to help you out is google
all the 12 vice presidents were internally promoted
he says well the business model of google is going to evolve multiple times in the future so i'm not sure we need to go find ourselves the best ad sales executive we need to find ourselves a good executive who can roll with the punches and adapt
all that wound up getting bought by Google and other people at auctions.
But, but the challenge with that is, if you're building on top of something like TensorFlow, or PyTorch, or, you know, you're trying to get onto novel kinds of hardware, like a TPU or something like that. Well, you actually get exposed to all this accidental complexity, because it all leaks.
if you're, you know, one of the massive companies like Google, where you have thousands and thousands of researchers, what you'll do is you'll have this massive hardware pool and then you'll have the researchers that are all like effectively putting in their slot so they can use the machines when they come up and then they run their batch job for perhaps hours, perhaps days, perhaps months, right? And they get allocation for it.
google to then lose all that revenue so they are being judicious in rolling this out
now like what i'm finding myself is i'm never clicking a sponsor link because i'm getting the answer what i need right in the gen search that's super dangerous yeah
google treats google domain users google office users whatever they call it as second class citizens it's really annoying
it gave us what, look at the path to reaching net zero with Avno CEO, Will Kane, which I thought was much better and much shorter and tighter. And yeah, I was really impressed
I think YouTube shorts will surpass, uh, tick tock and, uh, Instagram reels.
a year ago, we weren't getting early products like this. We haven't got early products from Google in a long time. And we have this, like innovation is doing what we want it to do where it compet competition is forcing, uh, it's forcing big companies to move fast, release things that are not quite perfect yet.
The fact that Google is gonna run away with us. They should all be looking at this. Like they looked at mobile. This is like year one or two of smartphones. ... the race just started.
because they own these services, they can start to create a really integrated experience. They don't have to fully rely on a third party and they don't have that
I think the interesting thing here is they've connected it to core services that Google offers themselves. And so this is bringing together the magic of generative AI. And, you know, these kinds of speech models together with real time information and data from the most important sources for us, highly monetizable sources as well, which are flights, hotels, maps, YouTube, and then workspaces, workspaces, inclusive of your Gmail, your Google Drive docs. And I think it's really exciting what you'r
I think this could be the OpenAI killer. This could be where Google this moment today when you see these demos. I think this is the moment barred leapfrogs open AI.
I am convinced that Google beats Microsoft slash OpenAI.
Does it make the JTrade list? 100% I think Google is going to be number one at language models.
I could see this being the game changer of all game changers and this makes me think Google searches franchise is in good hands. I think you know this is going to increase revenue.
That's my idea behind Chrome. Let's work on Chrome because we can have a massive impact on the world.
I was actually quite happy at Google. It's not like I was doing a job search
inside of Google. A lot of people used it, but it's a very it's a very high price point. And so it's a limited market 1500.
Google is a large company, lots of kind of shakeups and reorganizations. Chrome ended up Chrome OS ended up somewhere else, but then eventually came back together.
It's a better computing experience, and all the stuff outside of the browser is just legacy stuff. So what if the only thing you had was the browser? Well, let's build that thing. And let's call it Chrome OS.
the key insight, the reason I was always, I knew that Chrome was going to be successful was that the key insight was the web was moving away from documents to applications. And browsers had not been built to run applications very well. They had been built to render documents. And so the way browsers were dealing with it at the time was, we'll just keep bolting on stuff on top of the existing browser engine, we'll make JavaScript a little bit faster, we'll do a couple of things, we'll tweak at th
So, Raul was at Google, and he helped grow this little browser. You may have heard of Google Chrome into the world's most-used browser.
going back to Google, it's pretty telling that Google gives more real estate to emissions than to brand. Think about like the dynamics at play here, right? So here is North Atlantic Airways. Their name has been truncated and Google has highlighted in green 11% emissions. So I think that that shows you what the dynamics are here, right? Like Google spends, um, more energy for lack of better term, virtue signaling than they do for highlighting the brands.
the travel industry as a whole has a love, hate relationship with Google, right? More hate than love.
Then I asked how many people use Bards connection to Google flights, which came out last week and two people raised their hands.
That isn't to say that, that meta and, uh, Google aren't going to have that. Of course they will. And they, um, they have the advantage of also like the user profiles. And so once they actually start releasing, um, that we'll be really interested because that's where we could really create this bespoke itineraries at scale.
Is it going to be Microsoft who knows the, the idea that Amazon won cloud computing and it wasn't Microsoft or Oracle that won cloud computing or Google is crazy, right?
So Daniel Ek, if you look back on it, he, he, he basically reinvented two industries. Podcasting also changed. If it wasn't for Spotify doing these huge money deals, uh, with Joe Rogan, Bill Simmons, buying up all this stuff, they really did popularize and maybe, you know, accelerate the podcasting space by 30%, 40%, perhaps I would say something there and the music industry, they completely revolutionized. Yeah. So what an incredible run to impact two huge industries like that.
this has been an incredibly successful company. Um, but you know, it took a long time.
It's probably as simple as that, but also the reputation of Zuckerberg and Facebook and Meta is, you know, to just create consumer-based stuff, and the reputation of OpenAI is to create industry-leading stuff. So if Facebook releases something, it's typically not innovative. It's typically copied from somebody else. When OpenAI releases something, you're going to assume, oh, this is the best-of-breed product. So I just assume Sora, if it's coming out of Sora, it's the best one. If it's coming ou
Well, I think maybe the success of the first Sora makes a built-in audience for the second, and Vibes is a first-time product. That would be, I think, why people really want to see the sequel to Terminator versus whatever the new film is, because they fell in love with the first one.
And man, you watch Wealthfront add features, Robinhood add features, Coinbase add features. And these are all founder-led companies.
I can tell you that really matches mine because when I try to get, you know, the boomers in my extended family, like, to get on this,
I think they charge 25 bps.
I'm a shareholder. ... It's really a great way to build an optimized portfolio and pay the most reasonable fees you could ever do.
Wealthfront is going public. ... The company's S1 filing shows a company that's growing quickly and has quite a lot of profitability and is finding a foothold in the Gen Z market. I'm very bullish on this, Jason.
It has reached the absolute top of the iOS app store here in the United States, besting even ChatGPT, besting even Google Gemini, which means that OpenAI has yet another hit on its hand.
I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go to a trillion based on people being enthusiastic or irrationally exuberant. If you remember those two words from another era, irrational exuberance. We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or Sam. It's just the demand is too high for these shares. If I was an employee, I would sell every share I have.
Often they don't want people clearing their entire position and not being motivated because
there was a total of $10.3 billion in authorized sales, but only $6.6 billion traded hands. ... which people are taking to indicate that they're big believers in the company.
First of all, it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talked about a minute ago, and the tender offer was worth about $6.6 billion in total.
OpenAI completes its tender at $500 billion.
But another, you know, firm might have 400 people and make 125K per person, right? Or they 10X it, and they would have, yeah, if they had 400, they would have 1.25. So now you've got 400 engineers working on something, and the engineers are getting paid 500K, and they're each generating 1.25 million. It's like, this could be too profitable, right? You're not ambitious enough. Maybe Midjourney should have done Vibes. Maybe they should have hired 10 more developers to do Sora, right? And make an a
Midjourney was built by a bunch of rich people. And it was early, and they have a ton of revenue, and it looks like their annual revenue is 500 million, so they're making 12 million per employee. Obviously, that's not sustainable or real. It might be for them for some period of time.
It was around 240 earlier in the week and now it is down to $208 per share.
I think the entire future of Reddit is to go there and get an LLM search box and then underneath it have, you know, make it look like Google with the search box or perplexity or anybody, Brave Search, DuckDuckGo, DuckDuckGo, have it be a search engine and underneath it have all of the top communities. And then it should be studying you and doing your for you page and serving you up stuff. And they really should just assume that the era of free search engine traffic is going to be deprecated slow
People were saying that the stock is down because of this, like 5% or 10% because Reddit typically appears in the lower rankings.
So a bunch of websites like Reddit, I think Reddit, you can check the stock right now and pull up the stock price.
We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or Sam.
it's so unbelievable how predictable it is that they can't make the jump and we were watching the cpus from in the pentiums and the little ding ding ding you know sound that intel would make for their commercials intel inside yeah but they couldn't figure out that nobody was buying new laptops because the cpus did not change the experience
if you look at a company like intel and there's been other ones ibm microsoft that missed paradigm shifts
intel was a bit of in their minds a marketing kind of channel management process to try to double every 18 months correct
intel in their development of the cpu the you know the pentium onward um was using human ingenuity to try to build a better and better single processor and then a few multi-core but ultimately nothing like nvidia or the asic or the custom chips to follow that fundamentally ran out of steam there wasn't that much advance you can make while being backward compatible and the the later sort of late cycle intel chips were mostly memory by the way they were like 99.5 percent memory so much of cache me
it was incredibly cheeky at the time to embed a commercial message involuntarily to everything sent by your customers so you signed up for hotmail it feels like a normal email account but now every message you sent has this get your free email at hotmail.com
the idea that the message itself was the vector of uh of spread of marketing in a sense no like a virus which came from the signature when you sent a hot mail it said sent by hotmail or powered by hotmail
the thing that it really epitomized was first you know rapid internet growth for us second this thing we basically coined the term viral marketing because of hotmail
the one people have heard of boom like yeah that was the first one that got visibility bought by microsoft bingo for about 400 million dollars
your photos you know train google's llm which i don't think you really want to do
you could actually run the llm locally all the you know context window could be run locally on all your items and it could be running in the background indexing your photos without ever putting them in the cloud like google
google ended up paying apple tens of billions of dollars a year to use that search instead of developing its own and it was all margin right
apple has a very strong data privacy policy which means that they don't have a lot of data that they normally would have for training that google has
and my lord just since the antitrust case think about how much traffic they could spill over to duck duck go brave or perplexity or anybody in that kind of zone of excellence it would be extraordinary for those companies
it seems like that's the path that's been taken so far on llms around foundation models and then the question is is that the right approach or wrong approach in this era because you're not just searching for things it's not just a way to interface with the web it's the way to interface with everything you're shifting the the the set the framework but from a deal perspective that deal worked so well that i wonder if that's part of the framework that they're thinking it's i have no inside knowledg
the loom project was too close to earth turns out low earth orbit better
you look at google glass um that might actually be landing soon in the form of these ray-bans that you know everybody can't shut it about shut up about for meta so they could have kept going with that
i also think their chromebooks and the chrome operating system is eventually where um ai lands
it looks like waymo will be that one of the other bets
before 2030 you're going to see amazon which has massively invested in this replace all factory workers and all drivers the idea that when you order something from amazon a human would touch it at any point in that supply chain is insane it will be 100 uh you know robotic which means all of those workers are going away every amazon worker all those jobs you ups gone fedex gone every all of those are going to be gone and those companies will be more profitable and when you order something it's go
the company's investments in automation at the warehouse level in particular are going to help it hire 160 000 fewer people through 2027 and the times writes that because they have them up to about 30 cents per package that they pick and then deliver 30 cents is not that much but if you multiply times billions of packages it adds up quite quickly and all the work they've done over the last 10 to 15 years to build out robots and increase automation in their warehouses we'll save them about 600 00
i was asking because there's a great note in there s1 jason you'll love this uh they were talking about how they're using their ai powered virtual agent chatbot and they say that our ability to control customer support costs over time even as volume has gone up has contributed to an increase in gross margin from 60 percent in fiscal 24 to 68 and fiscal 25 and even more so essentially they're automating things jason static team size cost savings and uh it's helping the company look more profitabl
eventually more and more inference will happen on a device and so to some extent the distributed compute notion may just be everybody's iphone in some sense in terms of at least the inference side
anything that has strong economic viability compute tends to collapse into centralization and so for example um to your point on bitcoining i think it's like the six or seven largest mining pools are over 50 of bitcoin volume yeah and so that's centralization in terms of buying of hardware in terms of energy and negotiation for that and so anytime you have something with a huge economic output it seems to almost always centralize because of those economies of scale
I made a small investment in a um like a hedge fund that's looking at all the nodes of bit tensor every day trying to figure out the different projects buying you know the tokens etc
bundling is a topic that i've been um somewhat known for and spent a lot of time on i wrote i wrote a paper about it a while ago called formats of bundling uh end up joining the spotify board to help build out the spotify bundle i think there's a there's a lot of different core concepts there but the the main idea you know if i just start with for example if you happen to be a male user or a grammar user or a coda user you know the if you're a super fan of one of them you might find interest in
you'll definitely save money i mean i think the if you just and you're probably on the the equivalent of the business tier on all products um and so you'll you'll end up saving money and the and the principle of it is to allow the products to spread and try to make sure that if you're a super fan of one of the products you can easily get access to the others as well
i'm playing three different people in your organization i pay for superhuman i pay for grammarly and i pay for coda happy to do so it's you know thousands of dollars a year each but here uh you can get superhuman free with uh a little bit of coda and go and grammarly you can pay for pro and that's only 12 bucks a month um and you get grammarly coda and go or you can get business and i guess i get everything there and mail
it was so important to own coda and so important to own superhuman mail is that they're the surfaces you actually work in um and i'm sure we'll do others uh but i think the predominant motion for us will be actually partnership
going through a massive transition obviously the multi-product transition is a big one it leads to us having a suite of offerings that you can buy in a bundle... but it also means we're a platform so there was a number of companies that we want to bring on this platform and the de facto case is going to be we work with you as partners and there's now dozens of them
the operating system can do a lot of things in your windowing system and so on but just you know as an example we've done the hard work to integrate right into your google doc so we show up with an underline under the perfect word when you're writing in a desktop app like slack we can show up right in the middle of it and tell you that you're about to schedule this uh this uh meeting and actually three of the people can't be there or you're talking about this customer and they're actually their
what do people really love about grammarly it's that it works everywhere and we work in a million unique applications that's every web app every desktop app every mobile app you know many people know us from our chrome extension but we actually work in everything we'll work in you know word and slack and we'll work on like you said on the keyboard we can use we can work in your phone as well and so that ability to bring that set of context to all your applications i think is very unique to our a
those kind of parallel universes kind of speak to what you're doing with agents as well because the agent can then it would know oh in the coded database the primary contact for that startup is
multiplayer mode is so powerful because in superhuman when you send an email thread sometimes it's like oh there's a customer support thread i really should get the customer rep cc'd on this so now i'm adding people oh and i should have the head of customer support do this oh and i should also have the sales manager now you get three people and then everybody's email boxes flooded and everybody's day is trying to get to inbox zero which superhuman help should do but wouldn't it be better if you
the thing i love about grammarly is that it persistently follows me around my desktop it's on my keyboard on my phone and it feels like it's starting to learn and become a little more personalized
we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there's a great set of first-party agents from us we're opening up the platform so many other people can build on it today uh about a dozen other partners also launched their agents with us
it really is taking the core technology layer of grammarly pulling it out as a platform for all agents
second big announcement we launched a new product we're calling it superhuman go uh it's launching today you can go give it a try it's our new ai assistant product it's a platform that brings your network of proactive and personal ai assistants directly embedded into your work
we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into super humans better versions of themselves
you have tens of millions of people 40 million daily active users yes 40 million people who love grammarly
that's a real decision you had to make very big superhuman is obviously a more expansive name
we're launching uh three big things today we're launching a new company name we're launching a new product uh we call superhuman go and we're launching the new suite
this applies to a certain class of companies not most startups and probably not places that a lot of people are going to end up working at because 37 signals is only so big
they're chanel in this equation they're not grinding it out versus 20 competitors who are going to eat their lunch
the context is highly profitable company extremely stable revenue no investors two owners they can do what they want and they can pursue whatever they want
if you're at 37 signals they took a similar approach hey if you want to be here uh you're here to make great productivity software full stop and that's it and then here's an incredible pay package
you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who was a their only investor uh back in the day they can build the world they want to live in
who use base cam they just love it they're never going to stop using it okay period full stop
they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it is um pretty reliable uh that those revenue streams
the doordash has their own delivery robot
the uber drivers are going away because they'll be in waymos
our friends over at 37 signals dhh and jason freed uh are talking today quite a lot about their use of sabbaticals this is a six-week break for workers in their third year at the company as part of their overall kind of like kind setup for their staff including four-day work weeks from may through september and this struck me as just out of the blue because we're talking about laying off 14 000 people at amazon not trying to keep people so one are you in favor of sabbaticals of this type and two
i was really curious about how nvidia's market cap which we'll talk about in a second compared to the aggregate stock markets of different nations how many more countries is nvidia worth more than and just totally you know just found out this morning that it turns out uh japan has the third largest stock market by capitalization at uh 6.25 trillion dollars only falling behind the us and china so it really is an enormous economy and an enormously wealthy nation
yeah this is a uh a little bit of a complicated deal i saw bloomberg was like this is convoluted and i just read their story on it um we are going to underwrite this uh being the us government but we're going to be underwriting it with some amount of the um capital from japan uh and in return for their participation i'm unclear as to what they get but the us is going to get a 20 share in any dividends that come out of westinghouse above 17.5 billion yeah and then um if this does come to pass in
Google goes up. Why? People used to advertise their cars, their classifieds, local car dealership.
I mean they're just thinking about breaking up Google search monopoly in SPEAKER_01: year 30 so they're out to lunch government moves slow
with them it just seemed like Google is going to run away with it for this year and they also have this massive advantage with their profit machine and the number of searches growing they can build out their CapEx yep off of profits and have from browsers gmail youtube I mean think about their data advantage gosh what is and have they come out with an agentic chrome browser yet has there been any rumor about them releasing an agentic chrome browser I
it's at least as good as people hoped unlike GPT 5 which was not as good as people hoped so at a minimum the vibes are persisting so that's pretty good
Gemini 3 came out and crushed it again so the market is once again betting that Google is going to run the AI game through the end of 2025
got rave reviews from some leaders who actually use it yeah at their major company so Aaron Levy likes it Stripe boys like it that's pretty good endorsement that they're seeing a difference
browser use it was 500 company gave it very strong marks and said it was much better than previous models from the company boxes Aaron Levy compared it
I just really think this pushes back against the idea that AI improvement has slowed dramatically so I view this all as very very bullish
We were I was at Google, which wasn't following that strategy.
They've got over 10 million developers using their models. They've always been very popular with developers. They have a global market, and their AI is helping their ad network, helping their search results. And this is why I think a lot of people got it wrong. Everybody thought ChatGPT would just run over Google because people would, their behavior would change. They'd stop going to Google. They would start going to this new product. Well, network effects are strong, and strong companies realiz
in the wake of the Gemini 3 launch, Alphabet shares shot up by 5%. Now, why do we care about a 5% move for a company? Well, the company's worth $3.5 trillion, which means that 5%, Jason, is worth about $175 billion, which means that I think the market just repaid Alphabet for all of its AI work ever in a single day.
Now we move over to Google. Infrastructure is taken care of and fundraising is taken care of. It's called profits. So that team over there now has but one thing to focus on. The output of their image and the output of their language models, which is spectacular.
Again, sometimes with a startup you want to skate to where the puck is going and you have five years of build time because this opportunity seems super crazy but if you can raise the money to do something super crazy like this as long as you don't run out of money. So a startup like this needs to keep their burn low and have the right investors so you need to have like a Steve Jurvetson and I think his fund is future fund now and I think he told LPs be prepared for a 20-year whole period as oppo
Zephyr Fusion wants to take Fusion Power and put it in space. Now you're saying we don't have functional net positive Fusion Power on the planet correct but we are going to need it eventually up in space if we're going to have the in-space economy that we all expect
they're effectively telling the market ahead of time when they're going to drop market defining products that Google wanted to keep under wrap.
I'm sure OpenAI is going to pay a lot of attention to this person when they bet on future Gemini release schedules because it's going to tell them exactly what's going on.
I think they're going to let it fly.
AMC is worth $1.2 billion. They're the largest U.S. chain by screens. And Disney's worth about $190 billion, Jason. So this would actually be a tiny deal that would be very easy to afford.
Disney owns several movie theaters in Los Angeles. The Crest in Westwood and most famous is the El Capitan in Hollywood. They do special events there all the time.
Your Disney Plus membership, you get a card. Your kids get a Disney Plus card with their name on it and member since. The people who have the longest memberships get priority at the parks for merch, limited run merch, and there. And kids, if they're on Disney Plus since they were five years old, in 20 years, they're a 20-year-long member. That means they get to the Disney parks ahead of the line.
And for $100 per theater, just $100 to rent a theater with your kids. And watch anything on Disney Plus or Hulu that they own.
This would change the dynamics of everything. And then this would make Disney Plus catch up and then exceed Netflix.
Disney, when I am in charge, is going to buy the movie theaters or buy out the movie theaters.
And Ted Sarandos has sort of already discussed this. People have already sort of asked about it. They're saying for now, they plan to keep WB movies in theaters, but they want to make, Sarandos is calling it more consumer friendly. What everybody is reading that to mean is shorten these windows. So WB movies will still come out in theaters, but maybe it'll only be a few weeks before those movies are on Netflix instead of a few months like it is now.
They see time, people spending time on other things is what hurts Netflix. And so this would be a chance to snipe one of the biggest leisure time activities cleanly.
Of course. I mean, Netflix has always said they don't see any one particular entertainment company as their rival.
If they strangle the theaters, then they increase the habit of people watching at home on 83-inch, $400 televisions.
And if they suddenly pulled all of their films out of theaters, it would be, I think, a shock to the system for the regals of the world and the AMCs of the world that they might not be able to recover.
The very dark, cynical take on this would be, that is why Netflix wants Warner Brothers so bad. Because it can slowly strangle the remaining life out of their major competitor for your entertainment dollar.
when I saw Ted Sarando speak and I asked him a couple of questions in a private event, I asked him about movie theaters. And he said, we'll never be in that business. He doesn't like movie theaters.
So this works out to about 17%. WB shareholders are going to get $23.25 in cash and $4.50 in shares of Netflix stock for each of their WB shares.
$423 billion, Jason. Wow.
Netflix does not have this much cash that it can just throw around.
And if you don't know, Jason, these are all enormous companies and they're growing quite well. But the largest growth rates are actually in the APAC region.
But when you take a look at it, you can see that its EMEA revenues are nearly as large as its U.S. Canada revenues. And it's doing quite well in both Latin America and the Asia Pacific.
The deal, as of now, $72 billion, so $82.7 billion in total enterprise value. That's for the film and TV assets.
So the bidding process is over. Netflix has won the bidding war to obtain Warner Brothers. Now, Paramount wanted all of Warner Brothers Discovery. They wanted the cable networks. They wanted CNN. They wanted everything. This deal is going to be for the Warner Brothers TV and film studio. CNN, all those Discovery, HGTV, Food Network. They will get spun out as a separate company and remain independent or get swallowed up by somebody else, most likely. But the film and TV studio and all of the Warn
But now there's Crusoe. They are the AI factory that worries about your backend so you can focus on your code. And their hardware has been designed specifically for AI development, so they're going to make sure that your models run with unparalleled performance every time. Head to crusoe.ai.build to apply and receive $100,000 in credits for virtualized NVIDIA GB200 NVL72 on Crusoe Cloud.
James Earl Jones. James Earl Jones sold in perpetuity his voice as Darth Vader, and they can clone it now. So that deal has also occurred in the world.
There's a cease and desist letter sent by Disney to Google before this OpenAI deal was announced. The actual letter was reported a little bit afterwards, but it's all pretty contemporaneous. And what they say is that Google is doing copyright infringement on a, quote, massive scale by copying a large corpus of Disney's copyrighted works without authorization to train and develop generative AI intelligence. They're exploiting our information. And they said, quote, Google operates a virtual vendin
You're going to be able to play Luke Skywalker in your mind, and that will be incredible IP to be licensed for it.
Incepting a Jedi story in your brain using one of these and you ask Neuralink or one of the other people doing this, like, is that an infringing? Well, yes, because Neuralink will become the new Disney world. And so in five years, Disney will do a deal with Neuralink that you will be able to experience any of the Star Wars movies.
The IP holder has the right to monetize new forms and new media types. So you don't have to anticipate what those are. If VR becomes one, if AI becomes one, if Neuralink becomes one, and just that will be the next one.
Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small snippet and using it. The output is now protected IP. It's indisputable. If you make a character and you make a profit building that character, you're now infringing on Disney's ability to do that. So every single IP holder needs to do a deal like this. They need to plant a flag so that if you're the New York Times and you have Wirecutter, Wirecutter needs to immediately do a deal
I just think that maybe OpenAI and Disney came to such a helpful, healthy, and positive agreement here that down the road, no company's going to be able to say, oh, we can't afford to do this or it's too punitive, Jason.
It will also get warrants, Jason, into OpenAI. So if it wants to purchase more shares down the road at whatever price they've decided, that's going to be in play. It's a three-year deal, one year of exclusivity, which means that I don't think another company can land a similar contract with Disney in the near term.
So Disney will invest a billion dollars, as we said.
So that's one concern is, like, are these license fees going to be, you know, like pennies every time, every year for the rights to these characters? Or is it going to be a meaningful payout to creatives? So that's definitely, like, a huge big-picture deal. I think, you know, there's a lot of sort of vagueness. I think the guardrails would be the other one, that OpenAI and Disney are both saying we are going to have guardrails, we are going to have protection so that you can't do explicit things
So we just went through the chessboard here in Silicon Valley and how everybody doesn't want to pay for IP. And now we have dollars to donuts. 20 more of these will happen. I'm going to predict it right now. We'll have 20 IP deals in 2026. Put that on slash bets. I'll put the over under on 20 major IP deals by the six or seven LLMs against the IP.
There's a long, long history in Hollywood and media of promising that creators are going to get a little piece of the pie and then they don't actually get cheated. We've seen this a ton with Marvel movies where all the guys who created all these characters, you know, like Steve Ditko's estate isn't making millions every time a new Spider-Man movie comes out.
And now they could take Pixar and what Disney should do next is they should say Pixar is available for your LLM to the highest bidder. And they should go to Sergey and Google and say, Sergey, would you like to license for Nano Banana all of the IP or these 200 characters from Pixar? These 20 Pixar films are now available. Then they should take the Marvel characters and they should go to Claude and Anthropic and say, we have the Marvel characters available. Would you like the Marvel ones?
Well, the owner of Pixar, Marvel, Star Wars, it makes sense. They have the most AI, text-to-image, friendly catalog of any company on earth.
It was obvious this would happen, and I got lucky by just picking the best IP in the world, Disney's, or the most recognized, as an example that within 100 days it actually happened. I got lucky on this prediction.
Now that we have a major deal like this, every single LLM is going to have to do this.
OpenAI's deal is over 200 Disney, Marvel, Pixar, and Star Wars characters. So they're not opening the floodgates. They've got a custom set of characters that they've contracted. So presumably there would be a ton left that aren't.
What's great about this deal is now Sam Altman, because he has a commercial arrangement with Disney, if anybody else uses those Disney characters globally, where there's IP protections, he can go to Disney and say, Disney, remember we're paying you for it to license these? And I didn't see in the deal how much OpenAI is paying for three years of this. I did see that Disney has the opportunity to invest a billion. They didn't specify it, but there is a payment.
It was essential that somebody get a deal like this done. Now that we have a major deal like this, every single LLM is going to have to do this.
So the most important thing here is now that there's a commercial relationship, every other lawsuit that's going on will be able to point to this.
And if you don't have one of these collaborations, you don't get to use these characters.
I think this is a big damn deal. If you're not part of one of these deals, as Disney sent a cease and desist letter to Google the day before the OpenAI deal was announced, you cannot use these these IP. So it's really, I think, the first attempt to figure out how they sort of formalize this whole process. Like, here's what these collaborations will look like.
OpenAI is partnering with Disney. We talked a lot on their show that Sora was a potential IP catastrophe for OpenAI. Litigation concerns, worries about payments. Well, they've ironed it out.
I think the only way for Waymo to compete with Tesla right now is to partner with Uber.
with Waymo being worth or going out and raising money at 100 billion
I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind up being 10 points, they'll be 10 times bigger. So let's say Tesla wins and is 50% of the market and Waymo and Uber and Noro, they all get 10, 20%, 5%, who knows what percent of the market, Zooks, et cetera.
I think of the 20, let's just round it up to 20 providers of this technology, and then we'll probably consolidate down to 10. But let's just take the 20 number now. Of those 20, I think 18 will be network agnostic and not want to run a network. I think there'll be two additional people who will want to run a network, obviously Tesla and then potentially Waymo and Zoox. So of Waymo and Zoox, I predict one will do it, one will just provide it. And Waymo is probably going to just provide their driv
Waymo is part of Alphabet, uh, is teaming up with both Lyft and Uber to bring self-driving cars to London.
So if this patent works, you know, what's to stop Tesla from telling Waymo, hey, yeah, you can put our stuff in your Waymos and it costs this amount. Plus you have to just allow other people onto the network and then you kind of create this mesh network.
And that's why Waymos is also working on EMA, E-M-M-E, I think it's how they say the end to end models that are being built for this specific purpose.
Waymos are map based and heuristics based as opposed to the EMA system, end to M models. And so they'll just be a little bit, the Waymos are more accurate in the short term, more brittle when presented with new situations.
They wouldn't leave four cars in the intersection, Jason, if they could get them out. So combination of connectivity, traffic lights, et cetera, bit of a mess though. I will say not every company had the exact same problem. And the owner of a different competing service actually had a comment about this saying that quote, Tesla robotaxis were unaffected by the SF power outage.
The reason why the connectivity argument struck me so, so like a good possibility is because if they didn't have that issue, then they could have just popped in remote drivers and solve the problem.
They'll be like ballet dancers in Swan Lake making their way off the road. And yeah, it'll be just fine.
I think this problem is solved pretty easily. This will be a one and done type situation. ... they'll just program this into the stack. And this will be the first and last time you get to laugh at them doing this.
These are the edge cases that will be quickly solved. You can be sure that there's an emergency meeting going on of what do we do when.
This is, I don't think exactly what Waymo was promising the world.
So we believe Google has, of course, a great in optimization too. And Meta has also as well. However, Google cannot basically optimize Meta, right? And Meta also cannot optimize Google ad, right? So from a company perspective, they would like to do the optimization, ad optimization across all channels to grow their business.
Wiz, the cybersecurity company that Google purchased for, oh, Jason, back me up here. 30, 32 billion. 30 billion plus.
Google has access to YouTube, and Claude seems to not really have up-to-date information.
you know there's no drivers in Waymos and his position was the other week yeah you'll still have a driver in a Waymo they'll be serving you coffee or whatever like that's not happening
they've, I think got more users using AI than open AI, um, because of putting it at the top of search.
And then I remember what I had learned from my friends at Google, and it was the same thing inside of Google. And then I remember what Elon had taught me about Tesla, same thing at Tesla. You had all these examples where at the extreme end of success, all the best companies almost had an allergic reaction to that traditional software stack. They refused to use it.
google spent 2.6 billion dollars to buy looker buying looker for 2.6 billion dollars does not advantage google's advertisers it does not advantage i mean to some degree it might it does not advantage google's users and it is not about platform dominance in their traditional ad business it's about vertical expansion into a new market
i worked in m a at google uh for a couple of years early in my career i left google in um in 2006 and a lot of the um infrastructure that makes google's um you know revenue engine was acquired you know we bought a company called applied semantics for 100 million bucks or 100 something million dollars at the time um which ultimately became adsense and applied semantics could scan a web page um and basically determine what keywords that web page represented and then match ads from adwords onto tha
you can even see that google fitbit i mean fitbit is you know what is it a 1.2 or 3 billion dollar acquisition it's going to take almost two years to close and google's already making concessions antitrust concessions to the eu right or you know this is a one trillion dollar company trying
there was news today actually just out of australia that the government's going to order google to pay small businesses for the use of its its content uh for snippets
google was interrogated about snippets
the acts that people had to grind were kind of pointed at google and facebook and amazon in different ways
we're accelerating silicon at a fast enough speed where you know it's like if you can throw 5 10 50 100 500 pet ops at a problem uh you're you can run you know some really old version of tensorflow and probably get to the same answer
the protein data set they trained on is publicly available you know anyone can access this and with the you know a catch-up in machine learning capability to deep mind infrastructure wise theoretically you know someone could could
the reality is that google for the next 20 or 30 years will have layers and layers of oversight because um you know it's not like you're going to allow a company to enrich uranium in mountain view without oversight and this is the equivalent
they are going to spend years before this sees the light of day because um they are smart enough to know what they've uncovered
google actually values transparency so that's the only reason why we know
this is the first thing they've publicly announced that that seems like it will be available to others eventually that could have tremendous social impact
i think in one quarter google was able to generate something like an incremental 15 billion annualized revenue from deep minds
i do think i do think it was disclosed that they've used deep mind uh to improve ads quality and improve um youtube viewing and as a result of that you get the number of hours per day of the average user on youtube to double or triple ad revenue goes by 3x
semantics a lot of people miss this but applied semantics was a hundred million dollar bet and that's the entirety of adsense initially
look at youtube youtube's easily a hundred billion dollar payday on a billion dollar bet
alphabet's burning four to five billion dollars a year on their quote unquote other bets line and people give them a lot of for it but i mean you hit any one of these things and it's a hundred billion dollar payday
that to me is just this is an argument against breaking up tech because only a tech company with this amount of resource knowledge can then go spend a billion dollars on deep mine
the downstream commercial implications of this is just enormous um and so the just think about this like this is where like you gotta you gotta love companies like google the fact that they exist because from you know page rank in 1999 to cpc ads in 2003 and 2004 um we have alpha fold in 2020
google will still have to spend a deep mind will have to spend a lot of time refining it and then they have some really big ethical challenges ahead of it how do you expose this technology to whom and under what conditions
the accuracy of their predictive model now is within the range of error of the microscopes that are being used to actually scan and measure those proteins so that's incredible because now theoretically you could come up with a design for a protein and you could actually build that protein by writing the amino acid sequence and that protein can do any number of things you want to do and this has been a difficult problem that's been intractable by humanity and we've been challenged by it for decad
I don't think people have been removed from Google search results.
If Google and Amazon and Apple have censored you at the operating system level, and remove you from Google search results, how in the world is anybody supposed to find you?
you don't need to go to Apple's App Store or Google's Google Play, you can put an app on Android, you just don't need to do it through Google Play.
And then Google said, I'm out.
Google made Android open source. And by making the Android operating system open source, they were able to have their own forked versions that they were able to install on phones with partners like HTC and Samsung and others, um, that they could then have their search engine be the primary search engine. So the entire Android operating system is available for anyone to work on for anyone to fork for anyone to use.
Like, I think there's a, uh, like a misplaced blame on Facebook and Google.
Google's paying for it. Facebook decided not to, but Facebook, they said something like only 4% of their posts involve this kind of content. So it's just not a big deal for them the way it is for Google.
The problem with Zuckerberg and with how Google has used journalists content is they are clipping out specific sections of it and putting it in something called one box on Google. So many of you might have said, how many people, you know, how many pounds are in, you know, whatever, or what time is this TV show on? And then the content that was made by the ringer or the New York Times gets clipped and they put just that section, David, with an algorithm and they give you the answer. So you don't
This is basically like a wealth transfer from Google and Facebook to the traditional media and to traditional publishers. ... I think it's bizarre to me that that Facebook and Google wouldn't be able to use hyperlinks. And I'm kind of worried about where that goes.
Google has a similar policy, they're expecting people to return to the office three days a week in September.
correctly they watched all this money being made by those otas they watched where they got their data from then they bought their data source and then they decided you know what we won't take your cost per click money we'll just take your entire business
you can see it in the in the enormous amount of investment apple for example is making in both advertising the push to privacy as well as implementing the push to privacy you know this last wwdc you know they really threw the gauntlet down you know they were really trying to blow up um the advertising business models of google and facebook
so for startups it's just because i think right now we have a massive human capital sucking sound um that big tech creates in the ecosystem which is that there is an entire generation of people that are basically unfortunately frittering away their most productive years getting paid what seems to them like a lot of money uh but is what is effectively just you know um payola to not go to a competitor or go to a startup at by big tech so to explain that clearly for example like if you're a machine
my only advice to her i wrote this in 2019 in my investor letter as well just thinking about the breakdown of big tech if you're going to go after these guys that's the body of law that probably is the most um defensible um but you probably have to start you know whether you like it or not with facebook or google um and the reason is there are more examples how you can use that language under the ftca to give those folks a hard time
she gave very pragmatic examples like separating google maps from android and when you turn on your android phone you you would have to install maps or maybe you would pick from the different maps that are out there different programs and that there would be integration in them and people could swap out you know mapquest or apple maps in their google searches so a lot of actually very interesting pragmatic approaches
they have about a thousand people i understand and by the way they pay something in the order of six or seven hundred thousand a year on average and there's many people there who are getting paid millions of dollars a year so just think about the scale of what google is spending on this
so this morning deep mind incredibly published a database with the predicted structure of every protein in the human body and in 10 other species using this this capability that they now have ... it's an incredible data set ... it's almost like you know releasing the rosetta stone in my opinion in terms of we now have this ability to translate human genetic code into the physical form of the molecules that run our body and do things in our body they did it for 10 other species and they said that
now you have facebook and google basically coming out saying in order to go back to the office you have to be vaccinated now it's a little bit of the soft it's sort of more of the the iron fist beneath the velvet glove because they are offering testing so if you don't get vaccinated you can get a test every time you go to the office but unlike israel which is making you pay for it you know you know facebook and google are so rich they're going to pay for it
I think Google Glass is stupid.
The most interesting company, I think, of the past 20, 30 years is Google, because they are web native. They have the technical capacity to eat the whole web and process it and do amazing things with it. And part of the reason that the social networks didn't is because that's a lot harder to spider a thousand sites and create the graph between them. It's much easier just for everyone to put stuff in your database. ... So Google is probably one of the companies that could create a good user exper
No, I think Declan has it totally right. This is just taking it to yet another level.
I think it shows that the patent law in this country was written in a pre-internet era and is out of control. I mean, we didn't have software patents until relatively recently in the history of this country, and the republic survived. I mean, even in the absence of software patents, you still have things like copyright and trade secrets and trademark law, and that was enough to go on until roughly the year 1990, and we were doing quite well in the computer software business. A lot of companies w
But another alternative is that this is actually the way the company is run. I mean, it's really run by these different chieftains, and they will present their proposals to Larry, and then he'll try to decide, or maybe try to manage the disputes. I mean, that seems to me to be more like it, as opposed to top-down.
The strategy is, as I understand it, and I think maybe, Liz, you follow it more closely than I do, is you hire your lieutenants and you delegate. And so then you have the head of Google Plus speaking about social, you have the head of Android speaking about mobile, and the head of YouTube, and so on.
I also remember Google was moving about two months ago in early September to encrypt precisely these links. One interesting number we don't know is what percentage of the links were already encrypted. This is what I'm talking about, inter-data center links back even before Snowden. I suspect the number was pretty high.
Google announced in September that they are moving towards encrypting all of those links.
Google has hardened that a lot. SSL by default, perfect forward secrecy in ways that AOL and Yahoo still have to do, or they're still trying to catch up to.
I think the answer has to be no. I mean the way I think about it is that you have a bunch of computer scientists running the company, founding the company. The long-term CEO until recently was a computer scientist. That's Eric Schmidt, of course. And so what they're doing is they're looking at problems, big problems like a million people a year, let's say, die in automobile accidents. How can we solve that?
I think that it's still really unclear that the moonshots will work. I have to say I'm still doubtful on them. You know, the self-driving cars, it's cool, but really. And Google Glass, again, it's cool, but really. And – but the underlying stuff that they're doing of uniting everything together is just making them so hard to get rid of in 20 years. Like I can't think that there's that many other technology companies that you could imagine are going to be around in 10 years. But the work that the
Google is definitely the most ambitious company right now. I'm sure there have been junctures where nothing had been done before and someone came along and did it. But at this moment, they're trying to do so many different things on so many different fronts and they all speak to these crazy large-scale goals. I mean it's funny. They launched a new phone this week, right? This is the Nexus 5. And you didn't even mention that in your roundup of stuff that they've done. They're doing a lot.
And Google doesn't do that.
I think that Google has such an, they're so effective. Yeah. Because people, like you said earlier, have direct intent. They have direct intent.
isn't Google much more effective for advertising.
That's because they're the least effective, and Google's is the most.
Google wants them to spend everything on their site, right? And so, yeah, they wouldn't do that.
This huge network, the Google Display Network, which is massive. It's across so many different sites that you can capture it.
five years ago, all you had to worry about was Google AdWords. But now, as you mentioned, there's Google, Facebook, LinkedIn, Twitter, you know, Stack Overflow, Retarget, you know, I think Reddit, and a couple others have their self-serve platforms as well. And so, figuring out where to, you know, where to put your money and how much to spend is difficult, and it's important that you diversify your spend. And sure, yeah, the majority might still need to be on Google, but that doesn't mean all of
YouTube gets a lot of value from customers by them creating content. They upload videos. That content is then seen by another user, and some of that content is paid for by users, right? It's their whole business.
In the 12 months I was there, we changed CEOs. We released Google+, lots and lots of things happened, and basically became a very, very different company than we had joined.
I think both Apple and Google are serious in music and will keep on investing in trying to make it. Um, we're, we're specialized. We don't do anything other than our own service. Um, Apple and Google does this and about 10,000 other things. I think there's, um, something huge, um, in, in terms of that focus because it brings clarity.
I think they have fundamentally different approaches, uh, Apple and Google. So Apple starts with closed and then on a case by case basis, they will open it up. Um, Google has the opposite view, which is we start with open and on a case by case basis will close things down. But I, I think that's the ethos that really is the huge difference between those two companies. So Google's approach to this is if someone tells us it's illegal, i.e. a government of some sort, we will take it down. But, um, u
I mean, you have companies like Google, which are paying people double or triple the market rate of a salary. Right. And they don't actually have like a, a lot of goals, let's say. Yeah. A lot of work to do.
Yeah, I can't trust Google anymore. I told it to Larry Page and to Sergey. I was like, you know, we made $25, $30 million together in Google AdSense. I built two businesses on your, in your ecosystem. And then when I had a problem, when you guys de-indexed me, you wouldn't even return my goddamn emails. And you put me into the PR person and you put me to Matt Cutts and I went in there and Matt Cutts lied to my face. I said, this is no way for me to live. I would rather be poor. I would rather no
We think that's good for Google and good for everyone else.
my understanding of it is the real sinister actual reason to do it is so that they never have competitors and that Google Maps, Gmail, and everything else is preserved and not replaced by better options.
Google and Apple have actually looked to our open source project and copied some of these features, right, over time.
Google Maps is still quite a bit better than Apple Maps.
Google. Whether it's Facebook or Google as ad network fundamentally where they're monetized.
rather than munging together multiple customers' data into one service, like a centralized Lavabit service or Gmail service
You can be certain if you have your stuff on Gmail or if you have stuff on Facebook that some Facebook engineers looked at it. I am absolutely certain of that. And we've seen multiple lawsuits where Facebook employees creeped on their ex-girlfriends, looked at their DMs and on Gmail and Google. We know that people were looking at who was talking to who. It's pretty nefarious.
Lo and behold, Hotmail came out, and we all laughed at it. Then Gmail came out, and we all fell in love with it.
in the first post IPO, they asked us, would we be featured as the independent publisher alongside the New York Times in the first post public quarterly report? And so they published Engadget in New York Times. They had quotes from me and Martin Isleholtz. But I was like, Kim was my rabbi at Google and she was like, do you know, I said, what percentage am I getting? She said, well, don't disclose it.
Google was one of the few places, of course, that was thriving and hiring. ... Now, of course, when people think of Google, Facebook, and all those tech giants, it's not so, no warm, fuzzy feelings.
Same thing with Google. They should have Google Pro. Google Pro should have zero tracking.
I mean, oceans rise, empires fall, right? The thing, you don't, the thing you fail to understand about companies is that the bigger they get, the more unwieldy they get, the more they get tied to legacy systems, the more they get trapped in a cycle of how do we sell iPhones. Eventually things get so big that they topple over or they get so big that things are uncovered about them that we hate. For example, the, you know, targeted advertising ecosystem. And so that gives someone an opportunity to
I mean, they have a couple of ideas. I think, honestly, I am coming around to Google ski goggles.
when the folks at Google approached us and said, You know what, we've got this secret project called the Android phone, it's $1,000. Now, it's not even available in the US. ... they had engineers, you know, bringing duffel bags of, you know, brand new Android phones, the G1 Android phone, little sliding screen, they were working with local nonprofits, microfinance institutions. And the great thing is, the local telecom, MTN, the big South African telecom carrier in Uganda, to pilot smartphones,
Makani, I do think did become particularly, I think, because of that X acquisition and X saying like, this is the kind of moonshot we need. I mean, I have been hearing about that company for years, it really did become a little bit of a standard setter in terms of that sort of outside of the box thinking about energy.
it's lived within Google and Google X for a number of years. And it's my understanding that it's now transitioned onwards out of Google to, I believe, Shell
eventually acquired by Google and brought into Google X.
Yeah, well, I think it's really interesting, because YouTube for so long has escaped all of this scrutiny, right? And YouTube has been employing an algorithm for engagement that has encouraged really dangerous stunts for years. They've had advertiser boycotts over, you know, advertisers who don't want to be put next to terrorist content. And, and somehow, YouTube has managed to sort of like, walk this line where they take some stuff down. They leave a lot of stuff up. Yeah. They demonetize.
I think Sundar has now got that moment where I think he should just ignore the markets and ignore the stock price, and maybe lose 10 billion a year, instead of 4 billion on the cloud computing.
Google's been around a while... he's got the scar tissue as an executive and he's seen this movie before. If you have the cash reserves, the right thing to do would be to take talent off the market, uh, and to ignore the stock market, knowing you have a money printing machine. If there's any machine that is immune or, you know, to the, to the market swings and gyrations and recessions, it's the money printing machine of Google search. And Google has what 160 billion in cash and cash equivalents,
there are some companies in this moment who are really going to rise to the occasion. They're going to be able to continue to invest for the long term. And while Alphabet will face its fair share of challenges, they're one of them.
my point in telling you this story is that if you think facebook and google just as an example again are cheap at 10 times well you better hope that the earnings are right because if the earnings are actually wrong that's actually 27 times and 19 times you know i'm making these numbers up to give you the example because the earnings are fundamentally wrong so that's the risk now that's left in the market in my opinion that could take it much much lower is if that you know all of this slowdown re
but these are disastrous calls you know facebook's had a couple in its lifetime but snap consistently probably once every 18 months will do this anyways the thing just completely implodes the stock implodes by 48 or something and then it you know rolls over to companies like facebook and google who are then off eight or ten percent
There are more unicorns founded by ex-PayPal people than ex-Google people. Even though at sort of the PayPal mafia, if you define it as the pre-IPO group of people who worked at PayPal, there were only a couple of hundred in the Bay Area.
I went there and I offered to bring Google Loon, myself and Google, we offered to bring internet access to the entire country, like guaranteed internet access. This was like five years ago. And we set up an entity and the government tried to do the right thing and grant some spectrum. And instead of sort of like fast tracking this and allowing this project to become a reality, there was an enormous amount of infighting that essentially said that we were trying to steal the license or we stole th
This is gonna come out with weak results because it's not trained on copyrighted music. Yeah. So I think this is weak and it's a 1.0, right?
Google waited to release this because Google is so aware of copyright claims.
Google is incredibly savvy on navigating fair use.
So I think, uh, what, and, um, you know, Nick is sharing the same thing here. I think it's trained on samples from YouTube, which is a very fascinating thing because they know what's copyrighted in YouTube. Obviously they do a ton of work around that. And then they have a bunch of stuff that is just done organically. So my understanding is that they've taken clips from YouTube to got it here.
And so, you know, it's, it's okay. So this is, you know, it's, it's kind of interesting, feels like a bit, um, it, you know, early music generation.
I had this weird thing. I realized mobile Chrome does not let you set the default browser. I didn't know why that's the case. I guess Chrome is getting greedy. Google's getting greedy. They want to own that real estate.
I think he was lamenting a little bit. They were early into robotics before AI was there.
Google is a great microcosm of that Android. They were far behind on the smartphone market. They open source it search. They were far ahead. They, they kept it closed
Google's revenue went from $220,000 in 1999 to $19 million in 2000 to $86 million in 2001 to $348 million in 2002, and then Jason, $962 million in 2003.
And the key company was Google in this respect. Google made more money for investors, dollar for dollar, after they went public, then maybe everybody, but maybe the series A.
I do think there's going to be a whole new ad model that emerges, which is going to be, you know, when you do a research paper like this, you could include in it, um, offers. So, uh, let's say crunch, you know, some of the data is from crunch base, crunch base could say to get in-depth data, you know, you've got a couple of companies listed in here, but it would know that the person is researching startups and technology companies, Gartner group, Dell computers, you know, AWS, Google cloud, what
They'll flip the switch at some point. You know, they did it already with the summaries at the top. Remember the summaries had to be logged in, you had to turn them on. And so there, there's a lot of expertise inside of these large corporations that know, you know, this is the moment in time that this product is ready, you know, that we can release it on the public. And yeah, they do have the innovators dilemma of, you know, you know, if you roll some of these features out and you just give peop
Here's the flip of that though. In this case, if I was Google and perplexity is gaining momentum and people are talking about AI search and getting off of, you know, traditional properties, why not just give this to everybody, eat the cost? You've got so much money and try to really buy that mind share with just the fact that you have a hundred billion cash.
It's such a wonderful time in the, you know, in the technology industry to have this new category of product to play with every day that is really, uh, making everybody better at their job. So really great job. It's really helped everybody on our investment side of the business to become experts faster or researchers, you know, get, you know, expertise and knowledge quicker. And that really was always Google's mission, right? Index the world's knowledge and make it available to everybody. Now yo
So I think, you know, content creators, and I've been on and on about this, they're going to have to make a decision. Is the click through worth being included in the index or not? And it's going to be your choice to do that because you can be indexed in Google search, but not be in ingested into Gemini at your choice, right? These are two different toggles now.
I just did a search on Gemini for skis and, uh, you know, certain type of skis for doing groomers and, uh, you know, really well-groomed trails to go fast. And I was very impressed that it, you know, not only gave me good information, but it cited really good sources that I use already. And then I was able to click through.
I'm giving this an A plus. This is, you know, one of the most impressive things I've seen so far to come out of Google in this new era. And I love the fact that you are starting to include images, charts, you know, and the other Google services, you know, I think we'll know when this is really clicking when Google local data, Google flights data, my Gmail, my Google docs, you know, those things become citations inside of this
It does seem like you guys are slowly rolling it out. You gotta be thoughtful about capacity and users.
I talk about stuff I find interesting in the world and this is certainly up there.
one of the things where we're trying to kind of help the user out, uh, is basically kind of be as source forward as possible. So like, even as you read the report, you'll see dozens of inline sources and those. And so the idea is like, if there's really important information that you want to make sure is like, you want to double check and make sure it's really, you know, really, uh, accurate. It, we make it as easy as possible for you to kind of double click into that underlying source content a
We've been really surprised and, and like very pleasantly surprised at how, um, uh, how, how it's, how it's being received. Normally like the V zero of a product you expect to have quite rough edges and you expect things to pick up when you start making improvements and going into like V one and V two. Yeah. We're really excited. Like we've been really impressed and surprised by how, how receptive people are.
So, so yes. So at Google, we publish, uh, opt outs through a robots.txt for, uh, things like, uh, how your content can be used in Gemini models, um, and products. So, so there are robots.txt. The other things to kind of talk through is like, this can only find what's on the open web, right? And so if you really care about it, so, you know, a lot of content is behind paywalls or, you know, subscriptions and things like that. And again, it can't access any of that content as well.
When you ask a query, it then seems to figure out what the sub queries are or what your follow-up questions are. And then it puts them all into, it does some sort of web research, you know, on the fly. Maybe it indexes a hundred, 200 pages, gives you really good citations and then spits out like, Hey, here's a deep overview that you didn't ask for. And that's kind of what impresses me the most about it is getting it to fill in things that you didn't even ask for.
Well, what it does is it allows us to cover more topics better and then move up the stack to, you know, having a deeper, richer discussion about it. So what might take three or four episodes for all of us to get up to speed on this new battery technology we can get done in one episode
Arush, with that introduction, I'm going to hand you the con, but my God, scaring me.
it did all this work. And then it built this table. And, and this is when I was like, okay, fine, smarty pants. This is actually better than what I could do in a morning prepping for the show.
Because I used this and I'm actually pretty impressed and slightly worried for my job.
deep research gets us a really beautiful summary that I'm going to say would take four to eight hours for a human college-educated researcher ... I probably couldn't tell the difference.
Deep research is a really incredible and impressive product.
you guys have started to release stuff more often. ... there's been a little bit of a, I think, looking at it, a philosophical change at Google, which is with the AI stuff, we're going to put stuff out there. ... it does seem like the velocity has increased.
I've been very impressed with what you've done with Gemini. ... It was pretty janky, the original versions, but something's happened inside of Google where you guys are cooking with oil now and the deep research product is the best thing you've done in AI for consumers that I've ever seen or that's public facing.
I have subscribed and played with this. I am now a paid Gemini customer upping my monthly AI spend to 40 from 20. Thanks Google.
google was such an intellectual powerhouse but when things get big it is to your point like how do you make an impact if you're going to go work at facebook for zuckerberg he has to offer you these crazy incentives as versus going and working for elon or you know some other company that's got grit and is just starting you know from the beginning
my god working at google is fabulous I said the food have you seen the food at google it's even ranch meat have you seen those colors it's always red yellow they have those beautiful colors they have bicycles the campus is a blast they pay a lot better yeah and not a thing you can do to drive the price of that stock by one penny you're you're a small cog in a large machine
pending acquisition by the way but oh yes that's important
some of his amazing investments new bank service now wiz uh just bought by google
i wonder if google and meta have a huge advantage in that they could start deploying hardware at a scale that the others cannot
now one would argue gemini uh is typically in third or fourth place and i think llama is typically in sixth place or fifth or sixth place yeah so the companies at the top are obviously open ai um and then i would say claude and grok that's probably your one two and three and then your four or five and six mistral might probably llama's six mistral's five
okay this puts them at a significant long-term advantage meta and google can build infrastructure at a pace that the other four um have to go raise money for yes
if we just take those six look at those six which ones have money printing machines which ones have profitable machines earnings machines well gemini google correct and meta
any compute advantage these large language models can get they're going to take what's fascinating about this one is that gemini google uh the gemini large language model anthropic and claude they're direct competitors so this is perplexing uh interesting confounding strange bedfellows yeah if you're anthropic and you're giving money and doing this partnership with google and you're both competing for customers users uh users businesses uh developers and apis it's kind of interesting and as we s
but jason essentially google tpus are better they're more efficient they have lower costs and they're tailored for this kind of work but more to the point i'm shocked that anthropic is kind of putting aside it's a long-term deal with amazon it's a preferred partner for both training and inference to go rack up with google i was curious what you thought
the big news this week on the anthropic front jason is that the company has tapped google for an enormous compute purchase they're going to get up to 1 million of google's tpus in a deal worth up to tens of billions of dollars and it's going to bring on more than a gigawatt of capacity to the company in 2026
what google in effect got when they acquired youtube was a flywheel i mean it was a brand and it was a network effect and yeah the network effect was massive it was off to the races and i remember google had google videos but they just couldn't come close to catching youtube because the flywheel of creators wanting to be where all the viewers were and viewers wanting to be where the most content was it was just impossible to catch but that organization was relatively tiny at the time it was acqu
google the android already does it but ios does not
the investments that one makes in this period will probably be the best for many, many years to come, because they'll have the most asymmetric upside. And that was true in 2008, nine and 10. It was true in, you know, 2002, three and four, you I mean, you're talking incredible companies, just in those two periods, think about this Atlassian, Tesla, Uber, Google, Airbnb, Uber, Instagram, WhatsApp, incredible businesses that have created tremendous value.
And it was around that time when Google started offering these crazy benefits, right? It was like there's a gym and free food and all these amazing workplace. And suddenly everyone had to do that to keep up, right? Facebook obviously mimicked it, all the other big companies mimicked it, and then it became mainstay. And they also raised compensation in the valley significantly, because Google had really cracked the nut on how to extract value from the internet. And it really changed everything in
these companies, Apple, Facebook, Google, maybe a little bit Microsoft, are the most sensitive to valuation, because they are the most widely held, right? These are the, you know, the equivalent of US treasuries, in the equity markets, the safest, most predictable, safe haven in times of stress, if you want to own big, chunky cash flow generating businesses that, you know, are relatively unassailable, you couldn't pick four better businesses than those. And so the fact that they see enough in th
read this in google's founders letter as well does that not apply any founders at google don't even show up at the company why do they have to have super voting control they don't probably even know what's going on inside the company it might talk about that argument so no no i just i just want
you've got google i'm sure will develop it through their deep mind asset
whatever's getting to the conclusion of let's go file this lawsuit in 2023, is late at a minimum and misguided at best
That's the definition of a dynamic market that's self regulating. Totally five years ago, this would have made more sense.
I mean, this is one of the big job creators, innovators and taxpayers and employers and drivers of economic growth. And why would we allow that to go and kind of burgeon offshore? As a government, this is absolutely going to become kind of an opening for some, you know, international competitor to come in and try and provide alternative services with similar economics. I'll also say I just sent you guys a link, I'll send you one more, the market itself is becoming so much more challenging to ope
for the first time, we're even talking about Google search supremacy being challenged by chat GPT.
there is monopoly behavior going on at Google, obviously, with search and putting their own content and services up top. ... this just feels like they are maybe 10 years behind, they should have just blocked the double click acquisition in 2008. ... it's just paradoxical that they're doing this at this time, David, because Amazon has developed a huge ad business, Netflix and Disney have now ad tiers
Google's real lock in with publishers and the real reason they win in this marketplace is because they pay the publishers the most. And if you try and break this up, and if you actually do try and, you know, get into the weeds of this whole system and change it, the publishers ultimately will make less money.
I don't think this is going to work. The last thing I'll say about this is that if you think about what you should have done, if I were the US government, I would have actually focused on search. Because search is a monopoly for Google.
Google controls 26.5% of a market, 43.4% of that market is with a diverse group of others. Meta has 18.4% and Amazon has 11.7. This is not the type of pie chart you would see if you had a monopolist.
I think that this is a totally ill founded lawsuit. And I think it just shows more of the personal enmity and anger that some people in the US government has towards entrepreneurs and entrepreneurship than anything else.
Or do you actually want 75% share where now all of these other competitors have been seeded? Well, you can decay business model quality and still remain exclusive if you just double the tap. And what you do is you put all these other guys on their heels because as we talked about, if you're paying publishers two times more than what anybody else is paying them. You'll be able to get publishers to say, hey, you know what, don't let those AI agents crawl your website because I'm paying you all thi
This year, this renegotiation for that deal could mean that Apple gets paid $25 billion for giving away that right to Google. So Google does all these kinds of deals. Last year, they spent, I think, $45 billion or so. So about 21%.
If you add it all up, what Satya said is true, which is even if all we do collectively as an industry is take 500 or 600 basis points of share away from Google. It doesn't create that much incremental cost for us, but it does create enormous headwinds and pressure for Google with respect to how they are valued and how they will have to get revalued.
So that business will get worse if Microsoft takes a few hundred basis points of share. If Meta takes a few hundred basis points of share. If Tencent does, if a few startups do.
No, right now, if you look at Google's business, they have the best business model ever invented on earth ever for profit company. It just rains money. This is a business that this year will do almost $100 billion of free cash flow.
And this is why when Google did the demo of Bard, the first thing that happened was a stock went off 500 basis points. They lopped off $100 billion of the market cap, mostly in reaction to, oh, my God, this is not good for the long term business.
the algorithm is making editorial decisions and it should just be an own the algorithm clause if you want to have algorithms if you want to do automation to present content and make that intent then people have to click a button to turn it on and if you did just that do you want an algorithm it's your responsibility to turn it on just that one step would then let people maintain 230 and you don't need 50 000 moderates
they've already been doing that they've been outsourcing content moderation to these bpos these business process organizations in the philippines and so on yeah and where frankly like english may be a second language and that is part of the reason why we have such a mess around content moderation they're trying to implement content guidelines and it's impossible
i suspect that youtube goes to great lengths to prevent that type of violent or terrorist content from getting to the top of the feed
i find it completely implausible in fact ludicrous that youtube made an editorial decision to put a piece of terrorist content at the top of the field
somebody at this big tech company wrote an algorithm that is a weighing function that caused this objectionable content to rise to the top and that was an intent to convey... they could have a clearinghouse mechanism for all this content that gets included in a recommendation algorithm they don't for efficiency and for monetization and for virality and for content velocity i think that's the big thing that it changes it would just force these folks to moderate everything
instead of all this ticky tacky ankle biting stuff which actually showed apple and facebook and amazon and google oh my god they don't know what they're doing so we're going to lawyer up we're an extremely sophisticated set of organizations and we're going to actually create all these confusion makers that tie them up in years and years of useless lawsuits that even if they win will mean nothing and then it turns out they haven't won a single one so how if you can't win the small ticky tacky stu
hey listen apple if you don't want action and google if you don't want action taken against you you need to allow third-party app stores and you know we need to be able to negotiate fees
the word on the street is, it's the return of the kings. Larry and Sergey are super engaged by all reports, every back channel, everybody I talked to was saying that they're every day, they're obsessed with Google's legacy now, and making this happen.
I think Google is caught completely flat-footed here, even though they shouldn't have been because they published the original paper on Transformers in 2017. They should have seen where all of this was going, but they didn't. OpenAI used that paper and commercialized it. And the proof of that is there was just a lawsuit a couple of days ago, or at least a claim by a former employee of Google who quit because he said that they were using ChatGPT to train their AI. So their AI is so far behind. Th
Google's incentive is to usurp ChatGPT's usage by inserting something inside of their existing distribution channels to suppress the ability for you to want to go to the app.
So this advantage that you see today, I see that getting rolled real quick because you'll be on YouTube and on the top right hand side will be BARD. And when you do a search, it's going to say, here are other sentences you could do. Oh, you want to search Mr. Beast when he's helped people or Mr. Beast when he's given away more money or people who've copied and been inspired by Mr. Beast. All that's going to occur inside of YouTube and ChatGPT is not going to have access to the YouTube corpus of
to turn on BARD and I've been playing with BARD. It is 80% of ChatGPT already.
And I think that ChatGPT will start by eating a substantial portion of search, because again, you don't have to go through the 20 links. It just gives you the answer. It's going to eat a substantial portion of browser usage and app usage, because you're just going to tell ChatGPT what you want to do. It will go book your plane ticket. It will go book your hotel room.
Fine. So you know what? Those guys will stay out of it, but look how much content Google search already has.
Does Facebook, does Craigslist allow their data to be indexed inside of Google search answers? No, right? They block that for a reason. And they will write a cease and desist letter.
I think it took the iPhone, you know, two years plus Gmail, Google, those products all took, I think well over a year.
So Google today announced that they're merging two organizations that I thought were so orthogonal to each other. Disparate. Yeah. Brain and deep mind. The cultures just seem so totally different. But now they're merging those two things together, something that I thought would never happen. They did it. So all these competitive pressures are so real.
the only one that wasn't upbeat was google where the cfo ruth porat said that the outlook remains uncertain
to be allowed to buy stuff so then you're right what is the growth here they're not able to innovate i think these companies are x growth which is why they use their cash flows to do what borrow money
this this could be a quick turnaround story for the stock and for this company
what was so striking about the earnings call is not necessarily what was presented but what was not presented which was a stronger voice and a strategic plan going forward for dealing with two major issues of the company one is the operating cost model and the second is the ai strategy
i don't see how it's a bullseye look at this so i just i just asked it can you give me a complete list of all the articles on sass that sax has written the last three years so now at least it's over the target those five articles and mentions are correct does chat gpt do that well no because the browsing plugin right but i'm just saying like they got a lot of work to do here on quality
this was a big part of the innovators dilemma that google faced which was number one it could be disruptive to the core business number two it exposes them to regulatory scrutiny and number three is if they make mistakes they're going to get more scrutinized than some you know rinky dinky startup where everyone's so forgiving but it's great to see look i mean as a shareholder it's great to see them take this risk it's great to see them put this out there they've now released robust coding capabi
this is why google didn't want to release this right friedberg like they don't want the google brand associated with these hallucinations whereas that's right nobody cares what open ives brand
so i asked it what has david sacks written about sas and then it says i'm a venture capitalist entrepreneurs written extensively about sas he's the founder of yammer okay that's true but then it says he's also the co-founder of we work not true didn't know that then it says sacks congrats says sacks has written a number of articles about sas including and then all five of those articles were not written by me it's basically like hallucinating like really strongly
if they take bard and they have the confidence now to just integrate it into gmail or integrate it into these other points where they already have hundreds of millions of users that's like a really tough distribution barrier to overcome ... if they do that you're not going to know the difference between 80 and 100 someone as sophisticated at sax may be able to but the average person will just be like this is good enough
i thought they were going to catch up real quick and this seems like we got a race on our hands now
i did ask some questions about the ukraine war and then it gave me like a highly compressed view and i said please provide more detail and then it's actually did a pretty good job expanding it and it did it very quickly
i'm not finding the answers to be more accurate and i'm not finding them to be more detailed i'm not seeing a reason to use this over chat gpt i prefer chat gpt so far
i'm using this in real time and i do find the interface to be snappier than chat gpt
i think you guys should play with this tool a bit it is i think head and shoulders above chat gpt the model's supposedly better obviously other people will come out with with you know measures of that and estimates of whether that's true the extensibility the integration with live data and the integration with google's very unique data set is what's so powerful that they have access to flight data that they have integrated youtube transcript data it's just super powerful super impressive
30% more efficiency means Google, Facebook, and many other companies, finance, education. They do not add staff every year. They just get 30% more efficient every year.
the distribution of potential for them is less than it was before chat gpt you know the the distribution of upside they have some competitors now who are going to be vying for this next new thing and i wonder whether or not you know as they try to navigate you know you're saying they're going to take some of this traffic from search and feed it into this other thing this other thing better monetize as well as search or by definition that means revenue goes down
i just don't think it's going to be as monopolistic as they are in search i think there are going to be other competitors who are going to be well financed you're going to have access to the data and today you have well north of 100 million people who are paying to you know a huge percentage of those to use chat gpt
the number of people i interact with on a global basis who talk about chat gpt versus bard is like 10 to 1 today now google's got massive change real fast google's got massive distribution power
there's some really interesting data coming out showing declining usage of chat gpt and interest level in bard so both if you look at google trends as well as data coming out of similar web which tracks usage across sites chat gpt usage seems to be falling from a peak in may
you have companies like Google that, you know, frankly spun their own silicon a long time ago, TPU
Google, as I mentioned, are concerned about, you know, uh, sorry, not caring enough about AI safety. Um, and, and good reason.
because they, they, between three of them, two out of three have control over Alphabet, because they've got super voting rights.
I was quite concerned with some of the conversations I had with Larry Page, uh, where, um, you know, you called me a specious for being pro-humanity.
it was to have there not be a unipolar world where, um, Google, with its subsidiary deep mine, uh, you know, would control an overwhelming amount of AI talent and compute and resources
when I looked at it, there was two major centers of excellence in AI. There was Google. DeepMind. They had DeepMind and GoogleBrain, but Google.
Now they did make some cuts under a million. I think they charge 15% on the first million. So they try to be nice to the smaller developers.
And that's the other thing Android does all kinds of ankling to make those with those pop ups and hey, this isn't safe, etc. They should have a verified App Store program.
So all subscriptions that have an automatic renewal feature to them are instantly at 15%. And as a result, you know, you can think about the what is it worth to get a user to not have to enter their credit card info, you know, plus the credit card fees, it's like 15% is not too crazy. Honestly, I'm just, you know, I'm not trying to be a super Google advocate, but I'm just saying, like, I don't think that's too crazy. And then they've got this like negotiated tier, where if you are a very large a
these app stores are absolutely monopolies within their ecosystem, and Apple and Google Android are absolutely a duopoly within the mobile space. My experience with these types of monopolies or gatekeepers is that they exercise more and more control and extract more and more of the value over time.
I mean, if you have to give away 30% of your revenue to Google and Apple, it's brutal. And then you're advertising on Apple and Google and Facebook. That's another 30% of your revenue or 50% of your revenue.
Google's already said they're going to appeal this case, because fundamentally, again, if this really were true, and there really was deep antitrust issues with this, you would likely have seen a federal agency come after Google, not a private company suing them in a civil case, this would have been a much more significant action if there really was antitrust behavior. But it's a lot easier to win a jury trial party to party where Epic can go to a court and say, hey, let's go after Google, they'
So if you're looking at any economic value that has been captured up until today, if it has been captured by having a proprietary closed model trained on open data, that economic value will go away. And I think Google and Microsoft and Facebook and Amazon and all these startups have a deep economic incentive actually to make that so.
tons of competition coming out if you didn't see google rebranded their generative ai suite to gemini and they're charging 20 bucks a month for it
so here well i mean let me just start with this important point if you look at where that revenue is coming from to chamath's point it's coming from big cloud service providers so google and others are building out clouds that other application developers can build their ai tools and applications on top of so a lot of the build out is in these cloud data centers that are owned and operated by these big tech companies the 18 billion of data center revenue that nvidia realized is revenue to them b
in the case of a monopoly for example take google you can over earn for decades and it takes a very very long time for somebody to try to displace you we're just starting to see the beginnings of that with things like perplexity and other services that are chipping away at the google monopoly
the problem in that in that world if it's a small website that says here's my training data the question is how do you attribute how much incremental value a model derived from it versus something else and so i think that that part has to get figured out and so you know what google will be able to pay you will probably be pretty de minimisly small if you're small right now so you know to your point if the upper bound is 60 million for reddit then the average website is going to get a few hundred
if you go back to search 1.0 that's exactly what these small companies were able to do which was in a more automated way they were able to basically partner and in that example what they would say is here google why don't you just run your ads on our page right and that was sort of in that web 1.0 world so google had solutions for the largest companies on the internet all the way to the smallest and in this tac 2.0 world i do think that that it works in that way as well
this tac 2.0 thing is amazing so if you're an entrepreneur building a website or building an app that has really unique training data or really unique data you'll be able to license and sell that and that'll be an incremental revenue stream to everything you do in the near future that's amazing that's what time 2.0 is it's going to be incredible for the entire content and community-based industries
in the case of reddit that 60 million dollar deal i looked through the s1 to try to figure out whether it was a multi-year deal or not it wasn't totally clear but the point is that you know google's paying reddit 60 million bucks
what google is doing is instead of paying for search they're actually paying for your data and saying give it to me so that i can train my models and make it better and i think that that's an incredible thing both it's very smart for google but also it's great for these businesses because it's an extremely high margin thing to do when you have a really unique corpus of data
on the iphone it's somewhere between 18 and 20 odd billion dollars a year is what now google pays apple so that's the traffic acquisition cost 1.0 rule tac 1.0
i also wouldn't underestimate the bias so you know everybody there is not everybody but it's a very liberal culture it's a monoculture so when you're swimming in that much bias it's hard to see
let's see if leadership can overcome that threat but i think that's exactly the threat that is keeping the organization from resolving this problem
they're saying this is the law they're saying that's what needs to change right if you don't do things the way we tell you google is going to be hit with a civil rights lawsuit
and they're just going to keep cutting the dei group
that memo is a tip off that there is a 20,000 30,000 person rift
the statement that we got really doesn't cut it one of the use the word problematic yeah exactly they're describing it as a glitch or a bug it's not yeah it's a much deeper problem and so therefore you give it gives no confidence that the solution is going to be pursued in as comprehensive manners as necessary
sundar says from the top that we're going to be on the forefront of diversity and inclusion because he personally believes that and that's the way the social winds are blowing and they think it's good for the company on some level
i don't think this is a rogue group i actually think this is a highly empowered group within google
there's a group of people there who it's apparent think that they're there to change the world that google is a vehicle for them to make social changes in the world
this is where having founders in the organization every day changes everything because the founders would say hey we're here to index the world's information we're here to present the world's information we're not here to interpret it
one of the challenges structurally inside of google is that product leaders and other folks were never enabled to make the decision that there were these kind of policing organizations that were allowed to come in and veto things and those vetoing on whether it's weighting or some training data set or output that ends up killing the opportunity for the smart business leader to say that doesn't make sense
the hedge that google has is gcp and the tooling that they've built in gcp can enable and support and be integral to a lot of alternatives and competitors to what ultimately might be search so i think there's also a play here in thinking about some of the hedges that google has implicitly built into the business
somebody should have caught it in testing
if you see perplexity or anybody else clip off 50 basis points or 100 basis points of share and this thing is going straight down by 50 by the way unless cloud takes off
all google needs to see is 300 500 basis points of change and the market cap of this company is going to get cut in half
i think that if you're sitting in those meetings with a dei commissar present and you know or you have suspicions that the ai product is not working right are you really going to speak up and risk the fate of a james day more of course you're not right so you're right freeberg that it's a structural problem that there's probably a low-grade fear that's pervasive through the organization and no one's willing to say the emperor wears no clothes
what i've heard about google is that every meeting above a certain size has a dei person in it i mean literally probably so it's kind of like in the days of the soviet union their military the red army would have in every division or unit there would be you know a commander or lieutenant
internally employees are now banging the table a story i a story i heard this week was that someone stood up in a meeting and said a couple of weeks ago if i had stood up in this meeting and said we can't show black people in the image generation at the rate that we're showing i would have been cast a racist and i didn't have permission to do that inside of the organization but today and everyone's like you're right you would not have been able to stand up in the organization and say that but al
google stock which currently is trading at just 17 times 2025 consensus earnings which is cheaper than all the other big tech companies by far and it's still growing core business is growing cloud is growing 20 search is growing 15 all these other businesses youtube's growing 20 a year it's a growth business that's very profitable and um it's trading at a very cheap discount so there's you know of the bull case is now's a great time to buy because it's so cheap and there could be this moment whe
the real threat to google is more are they in a position to maintain their search monopoly or maintain the chunk of profits that that drive the business under the threat of ai are they adapting and less so about the anger around woke and dei because most of the investors i spoke with aren't angry about the woke dei search engine they're angry about the fact that such a blunder happened and that it indicates that google may not be able to compete effectively and isn't organized to compete effecti
there's you know three businesses inside of google there's you know search and ads there's youtube and there's cloud and the rest of it is kind of noise and to give you a sense of how big these businesses are right youtube did 10 billion a quarter roughly cloud did 10 billion a quarter they have this devices business and subscriptions business does about 10 billion a quarter and then search does about 50 billion a quarter and the margin on search is much higher than any of those other businesses
frankly i've spoken to a lot of folks who are investors in google over the last week and a lot of folks are just deeply frustrated and angry um on a number of fronts
google's gemini dei black eye continues we covered this woke ai disaster last week... it's a racist ai you type in text and it gives you the opposite or culturally insane responses so if you put in you want a picture of george washington from google's gemini or sergey brand you might get back like a benetton style diversity ad with like george washington being black or sergey brand being asian etc and so this has caused um a bit of a kerfluffle here in the industry to say the least the stock is
Google has been the default search engine on iPhone for, I think, over a decade now. And Google pays Apple $20 billion a year.
I mean, who would look at the launch of Google Gemini and say, I want that? That launch was a total fiasco.
my guess is by going to Google, they're probably going to get paid instead of having to pay someone else for the technology. Because Google will realize some benefit from getting users over to search results and seeing ads. So Google will probably benefit and pay them instead of them having to go pay someone for access to some technology that consumers might want access to.
Well, isn't that what Google's doing with Android effectively? Exactly. It's like... It's exactly right. You can have your own version without Google search if you're willing to put up with all these headaches.
Android is an open operating system. Google has a fork of Android that they put on certain smartphones. There are other smartphone makers that use other forks of Android. So Android has enabled and the reason Google bought Android was to provide a counterbalance to exactly the dynamic of one handset manufacturer having an operating system that could control access to the Internet and to apps. And so Google open sourced Android, many handset manufacturers use their own versions of Android to put
Like if you look at Google search monopoly, pretty easy to understand, like, hey, they've got 90%.
But Google and Apple don't price fix because Android is an open access system, you can put any application you want any way you want. There are several app stores to put Android apps on your Android device. Google operates an app store called Google Play, but there are other app stores you can go to as well. And they all have different prices and Google's app store cost, by the way, are not Apple's and they're not 30%. And we talked about this last time, I'll pull it up for you again, it's like
successful have been broad horizontal platform plays like android this is as vertical as it gets this is
i think from a strategic point of view i agree this this deal would be odd i don't really see the connection to the google ads business
if you think a wearable on your wrist is going to get scrutinized when bought by google imagine what happens when a 50 billion dollar marketing automation company gets bought by google
this is a very natural fit into google's advertising business and taking all of the leads from advertising and better converting them and giving your sales team the tools they need to convert those leads into customers so it makes great strategic sense
i think it's a bit of an odd acquisition and the reason is that it's become pretty clear for all of big tech that any acquisition that they do is going to be highly scrutinized and so just from an ev expected value perspective if you're going to try to acquire something and spend the next year beating your head against regulators why not do it for something that's really valuable and i would not characterize hubspot as strategically valuable for google i think it's an important ecosystem player
they had a very discreet, specific claim, which was that they wanted to dissolve a business deal that Google had to provide cloud services to the state of Israel called Project Nimbus. And I think that's such a discreet thing that it's hard to understand that those 28 people would even have enough knowledge of what that is. But it sounds like a cloud hosting deal. Well, what's hosted there? And it could be any number of things. And I suspect if it's a billion dollar a year deal, it's many things
Google is a for-profit business and they are in the business of generating maximum profit on behalf of their shareholders. They are also incentivized to do that in a way that achieves a mission and a set of values that the majority of their employees agree with. And the fact that a small cohort of people can try to hijack and sabotage that overall direction I think is very misguided.
Google is involved in a project, Nimbus, a $1.2 billion cloud contract with Israel's government. Both Google and Amazon are involved in the project, which was announced in 2021.
I think you could look at this as being a culture of entitlement that let folks feel that our employees, that they have permission to stage sit-ins and behaviors like this because Google is so infinitely tolerant and giving employees the space and the room to do whatever they want to do. And all of their wishes and demands can be met and will be met if they demand it strongly enough.
self-driving is really hard and we know that tesla has been spending years getting to this point and then google as well so i'm not sure why there'd be more than two or three companies that can do self-driving
i think let's make a prediction here that meta is going to get 10 points of the search market now each point of the search market is worth you know what is google's worth about 2 trillion if you take out 500 billion for youtube and their other services you get 1.5 trillion which means 10 points is worth 50 150 billion in market cap now as you well know chamath and you all know david these two ad networks meta started with psychographic data the person who they know and then of course google had
the analogy for google is android where google open source the android operating system because the handset manufacturers and some of the big software companies so nokia and microsoft in particular blackberry had these closed proprietary operating systems and then the telcos put their apps on and made money and basically had control over whether or not people could access google and google services through their phone so the intention with open sourcing android was to make sure that google was n
the most important thing that google can do is reinforce the value of search and the best way to do that is to scorch the earth with these models which is to make them widely available and as free as possible
i think that google will open source their models
Yeah, and there's a great precedent for what you're saying, because or clues, Amazon is making chips, Google is making chips, and in fact, Apple, Tesla's making chips, Yeah, and then Apple makes their own chips, and they got rid of Intel. And so this is how it's gonna go,
apple is also talking to google about a similar deal obviously it doesn't take a genius to predict that apple is going to auction off the llm integration i think to the highest bidder they did that with the search deal google pays apple 20 billion to be the default search engine that's about five percent of apple's annual revenue if you didn't know and it's all profit right so this is a huge profit moment
the most valuable application on the internet until now it's been google right and search search and so you have a different kind of search now that i'm not saying it's a one-for-one replacement it's also a new market but my point is just you already have a very powerful application in the form of this semantic search which open ai is currently dominating
So, you know, what can I do to accelerate this cloud outcome, given the risks, the challenges, the slowdown with respect to the core consumer business, cloud and AI based tools really is where it's at. And so Google's asking this important strategic question, I would imagine, what can we do to accelerate outcomes in the cloud? And what can we do that is going to be big enough to matter? And what can we do that is going to pass antitrust muster, so we can actually get it through antitrust authori
Now, in the last year, if you kind of look at, or even if you look at the last quarter annualized, Google's generating currently about $60 billion a year in free cash flow as an overall organization, Alphabet is. And they have over 100 billion in cash.
Well, GCP in the last quarter did 10.3 billion in revenue, which is up from 8 billion in revenue the year before, in the same quarter the year before. And importantly, in this past quarter, they're running at a $1.2 billion operating profit out of GCP. So, you know, if you kind of think about what cloud margin should be over time, and kind of call it 20 to 30% margin, this cloud business could be generating 20 to $30 billion a year of free cash flow.
Like, that offer may not be that crazy. Again, you know, you're getting 10 times at a 30% average growth rate. So, you know, let's say they get to a billion in ARR next year, and then they're forecasting, you know, whatever it is the year after, you know, the 23 may be reasonable.
On Wiz, I think the most likely explanation is that they just want to keep building this as a standalone company. I think they're probably also worried that they can't get the deal through.
I think the reality is that if you're a hyperscaler, so if you're Amazon or Google or Microsoft, your business is pretty fragile and brittle if the services you provide or the services that third parties like Snowflake provide through you are not reliable.
This is obviously an absurd premium
They're going to hit, gosh, in the first half, they did almost 20 billion. So they're on a run rate of $40 billion this year. Last year, they did 33. Back in 2017, they only did four.
Google's cloud revenue growth has been absolutely stunning.
Google decided that work-life balance and going home early and working from home was more important than winning. And the startups, the reason startups work is because the people work like hell. And I'm sorry to be so blunt, but the fact of the matter is if you all leave the university and go found a company, you're not going to let people work from home and only come in one day a week.
Our workshopping this issue has pretty much convinced me that it should be four companies, search, advertising, YouTube, and Android. Because I think Android could be a standalone business because of the value of the search default.
At Google, they've invested billions of dollars in Waymo. And I think, as we all know, Waymo really was, if not the leader, but the inspiration for a whole generation of autonomous driving that ultimately will come to market and will really transform our lives in a meaningful way.
Being big can be very good in the sense that it can drive an ability to invest in innovation that is not possible without the scale and the significant cash flow that's being generated by being that big.
And they will lose one third of their revenue to that new company. Now, of course, they'll get it back in the equity, but then they don't have it because about a third of searches are mobile now, and that's increasing.
I think it's going to be really important for Google to define the terms of their own breakup.
From a competitive dynamics perspective and game theory, it's pretty reasonable to hobble them. That's why I think the small O outcome is much more palatable and seems more fair to me. A breakup is a really draconian action.
The breaking up of Google is great for competition and for startups. But let's not forget, Google is an incredible company that has created enormous amounts of good. They have done way more good than bad, way more, like three, four or five orders of magnitude more good than bad. And to break a company like that, I think would be a really bad outcome.
I believe Apple is going to launch their own search engine and compete heads up with Google. And so I think that's going to be the very interesting thing that happens in this market.
That would be incredibly damaging to Google. That's the most damaging. The easiest is YouTube and Waymo in this whole mix.
The most damaging one would be Android. If they forced them to sell Android, that is going to be massively damaging because an independent Android company could then give their search default to Bing, and Microsoft would happily bid for that.
I actually don't think this is going to do much if they do a breakup. The easy solution for Google, and I agree with I think people who said that here, is to just spin out YouTube and Waymo. Those two are perfect standalone businesses. ... offering those two up would unlock massive shareholder value.
The search monopoly has been squeezed for every dollar and to build every sub-component of Google's monopoly. Flights, shopping, all of these things put into Google search and put at the top above organic search has basically killed hundreds, hundreds of startups over the decades.
they do have a massive monopoly in search. That's absolutely true. And the Justice Department, I think, is well within their rights to take a deep dive on that. They don't have it in ads. If you look at the competition for Google in advertising, you got Meta, TikTok, and Amazon, which have very, very significant
So they were both created to avoid third parties blocking access to Google search. That's why they were both started. ... So Android was all about making sure that the handset manufacturers didn't basically default consumers to do search and use the internet in a way that would disadvantage Google. ... And Chrome, similarly, you know, Google originally supported Firefox and gave a lot of money to Firefox. And then Firefox just wasn't moving fast enough. So Google started hiring Firefox engineers
I think it's worth pointing out that those aren't really businesses in and of themselves. The reason why Google developed Android and Chrome was to prevent anybody from getting upstream of them... But the problem is if those things get spun out and have to become businesses on their own, how would they function as businesses? It's not clear to me that there's an obvious strategy there.
I agree with Chamath that Google has the opportunity to do something really interesting here, which is get ahead of the curve and break itself up before the political system forces that onto it. And the advantage of doing that is that it could partition the company in ways that are economically smart. The big categories would be search, advertising and YouTube. And I think that would have two big economic benefits for shareholders. One is you unlock value by deconglomerating, like Freeberg was s
you can do it in a way where the sum of the parts will be greater than the value today of Google. So I think that there's a shareholder win.
I really thought this was a single digit probability, I still think it's a single digit probability. And if it grows, it's the most meaningful thing that's happened in technology, quite honestly.
The challenge is the way YouTube's infrastructure operates, it operates on shared infrastructure with the rest of Google services. So does cloud, so does search, so does AdWords. So there's one common cloud infrastructure that everything runs on. And then there's one common advertiser pool, there are dedicated advertising salespeople within YouTube. But there's also dedicated shared infrastructure on advertising between YouTube and search and AdSense and so on. And there's ad sales teams that ac
I do think that there's a lot of value unlock in YouTube. So if Google were to just generally spin out YouTube, that is probably a business that on its own would attract an investor base that might otherwise not want to get into the conglomerate. And you know, there's always this notion of what's called a conglomerate discount. When you put a lot of different businesses together, the businesses in aggregate get valued less than the individual parts would be valued on their own, because different
Cloud, 40 billion in revenue, growing 30%. YouTube, 34 billion, growing 15%. A little volatile because it's advertising that doesn't include premium YouTube TV and that stuff. But oh my Lord, YouTube is up to 2.7 billion monthly active users. World population is 8.2. So quite significant. Netflix has 38 billion in revenue. They're worth almost 300 billion. So that's an interesting corollary. You got Waymo doing 50,000 paid trips a week now, 2.5 million a year, and that's growing quite nicely.
All right. Listen, Tremonts Bigel Outcome is on the table. The DOJ is looking at breaking up Google. This is huge news in our industry. Last week, we talked about the ruling that Google had an illegal monopoly in search and advertising. The case was brought by Trump's DOJ back in 2020.
it's obviously unclear what you chat GPT or anthropic or Google or whoever will, you know, where they will sort of extend their products.
I think it's kind of, it's less politically easy, right? Like it's kind of like everybody loves their iOS phone. And, you know, there's, there's less of a blue and red, you know, kind of combo tackle. Where, you know, the, the blue feet, people are like, hate big companies. Apple's less offensive, basically.
I think that the prime candidate is likely to be, and I'm speaking as an individual and as a venture capitalist here, is Apple with the App Store.
So if you're a Google or a Facebook and you run into some problem, typically the solution is you can engineer around it because ultimately your product is free and there's a different way to scale and grow and create feature value because those are also incrementally free.
They have an incredible set of AI tools that they're making available to startups. Startup founders that are attending the summit get $350,000 in Google Cloud credits.
if you're a monopolist in big tech i mean look at facebook google how they're how they're putting their resources it's much much more pro democrat
Google has some great products. I know Sergei was here yesterday and they've done a great job with AI, as you know. But in a head to head benchmark of Salesforce's agent force against Google's AI, we 2X them on accuracy. And the reason why is we'll explain it next week. You know, it's a couple of things. Not only is there our next gen models, but it's also new techniques involving next generation retrieval augmented generation rag techniques that no one has seen before.
SPEAKER_43: when he was, he came to see Larry, Sergey, and Eric, and said, I'd like to do a search deal with you. SPEAKER_75: I have Yahoo Japan. I tried to explain to him there's something called, you can't have two search engines, both powered by Google and Japan. SPEAKER_78: To his credit, he says, you can, as long as the advertising systems are different. So if you look, in Japan today, Yahoo Japan is powered by Google and Google's powered by Google, but the advertising systems are different
I learned that with Larry and Sergei at Google, that they were obsessed about product on a constant basis.
And what is interesting is when I joined, Google was 24% of global revenue. When I moved to the US, it was 49%. You mean Europe? Yes. And that's one of the few tech companies in the world whose European revenue was higher than the US revenue for a brief period of time.
Look, Google has one of the best flywheels there is in the consumer space, right? So we were blessed that we were working with a product that nobody had ever seen. Everybody wanted to use. It's funny, like, every one of us worries about customer support. You didn't need it. It was an amazing, simple product, easy to use, free. And our job was to go monetize advertising.
If you're sitting at Amazon or Google and you're meeting these small companies, now you don't have to worry about your competitor buying that company because you know that the government will make it really hard.
i have been using chat gpt and claude and gemini exclusively i stopped using google search
the large companies of google microsoft so forth they're hot on their heels too
the tools that the big folks offer are so good that they just cannibalize and run over the entire market and so what they hear from cmos is we would love to advertise on your company your site but a your tools are substandard and b even though your inventory is cheaper you just don't give us the same scale and breadth that we get in these other big places
can you imagine 500 billion dollars going into google's coffers in youtube shares they would have 500 billion in cash
build the apps make them kick ass make the chat gpt alternative and get it to billions of people yesterday
you're 100 right you suck at apps we said this when when you asked about the bear case of open ai
when you go try to figure out how to use gemini it's like shoehorned into search results and then it's like some sub domain that's why people aren't using it go buy the domain in chat.com and make a dedicated app just for gemini and make it kick ass
i think it's still a good thing to be looking at breaking up google i actually think that would be good at the end of the day it might be good for shareholders this thing should be probably three separate companies like we've talked about in our previous show but it is true that google is facing the most existential threat to its search monopoly and it is monopoly in the form of open ai at this
completely meaningless sacks if chat gpt does build a viable competitor coexister that siphons off search
unfortunately not what Friedberg just said it'll be the opposite there will be some form of forced remedy
I don't think that these big companies are bad just because they're big... there is a tremendous benefit to be gained from the R&D dollars that they put into things that move the whole industry forward.
And there have been literally dozens of companies that have been started since DeepMind was published, and probably several billion dollars of capital that's gone into companies that are creating new drugs, creating new industrial biotech applications, using this protein modeling capability that was unleashed with DeepMind a number of years ago.
They've launched a drug discovery company called Isomorphic Labs, where they're predicting molecules that will do specific things for a target indication. And then they use the AlphaFold models to actually design and develop those molecules.
And the AlphaFold project at DeepMind inside of Google solved this problem. And by the way, since then, they've come out with AlphaFold 3.
AlphaFold creators just won a Nobel Prize in chemistry. Two members of Google's DeepMind AI research team, Demis Hassabis and John Jumper, received this year's Nobel Prize in chemistry.
Well, let me challenge your point on two fronts in Google's case, both YouTube and GCP required many, many, many, many billions of dollars of investment over many years. Same with Waymo, by the way, at this point. That took a long time and a lot of capital to get the payback on. If those were standalone businesses and they didn't have the profits being derived from search and ads over many years, they would not have been able to build those incredible businesses.
The sum is greater than the parts. I mean, clearly YouTube would be one of the great companies right now. If you take the perspective of, if you own stock in any of these companies, the sum of the parts analysis would tell you that the breakup value is greater than the way that these companies get discounted. You can look at the multiples that they trade at, and you can see that. So if you're a shareholder of the company, you actually silently probably want them broken up because you'll get indi
11.4 billion in revenue on 35% annual growth with 1.9 billion in operating profit. I mean, it's printing money.
YouTube had a tremendous quarter ad revenue 8.9 billion. Chamath that's up 12%. But Sundar said something interesting. He said YouTube surpassed 50 billion in total revenue over the past year. And so if you do a little Bote math, that's the back of the envelope math for those of you at home. We haven't heard that acronym. Google doesn't report YouTube's non ad revenue, but we know YouTube had 35 billion in ad revenue over the last year. That means they're doing about 15 billion in premium paid p
And she said the company will use AI to cut costs by streamlining workflows and managing headcount physical footprint.
Interestingly, people are expecting even larger profits. They got a new CFO over there who said they could push a little further on cost cutting.
Let this sink in. 88.3 billion. Up 15% year over year. Search was 49 billion of that. And their operating income is now up 34% year over year. I think the CFO is getting some work done there. 28.5 billion. And net income was 26.3 billion.
Let's go over that a bit here. Your alma mater, Freiburg. They beat top line and bottom line. Stock popped 5%. Looks like cloud and YouTube are the story here. Total revenue.
my view is that google should be broken up there's abundant reasons for that there's at least three monopolies in that company there's the search business the advertising business and youtube i think they should be busted up what are the odds that that happens it's hard to say but what are the odds that that is pursued in the next administration in some capacity or at least investigated i'd say high
companies like Amazon Apple Google frankly they just had a free ride for the last couple of decades where they were allowed to do anything and she came in and said there's a new sheriff in town and she was actually willing to apply pressure to them to not engage in anti-competitive tactics
if they didn't get youtube it would be a completely different picture for that company right now
it's a framework that only a quantum computer could theoretically even so how do you know the answer is
there's a long time before this becomes a commercial product or application of any sort... this is at least a decade out kind of thing
google takes these resources from search... they've been able to like incubate and germinate these brilliant people that can toil away and create these important step function advances for humanity
google had the money to fund him for the last 12 years
this almost feels like the shockley transistor moment it's like
other projects at Google are finally landing you have Waymo incredible and you have this now i mean project moon might be gone but you know i think those projects we're going to see a couple of them change the world
so i think you're right i think we're in the sort of like the end game two to five year shot clock
so what google was able to demonstrate here is they created these call it logical qubits ... this is an important milestone because now it means that they have the technical architecture to build a chip or a computer using multiple qubits that can all kind of interact with each other with a low enough fault tolerance or low enough error rate that they can start to do these quantum calculations this is a a big area of opportunity
when i saw the doj's theoretical guidance on the google antitrust matter their idea is to divest the browser and i kind of scratched my head thinking would any reasonable business person think that that was the right remedy meanwhile three weeks later google's like here's a super chip in quantum computing here's the quantum computing that breaks the world yeah and i thought how is it that these folks are so disconnected from reality that they don't understand what's actually sitting inside this
The latest version of Gemini is just incredibly powerful.
Google kind of has a similar thing, but they have a more existential challenge that I think they're actually doing relatively well kind of dealing with.
And they took a Waymo yesterday, and I saw the video. And basically what you have is my brother-in-law, who's like totally blown away. My sister, who's like cautiously optimistic. And there are two kids who are like pinned to the back in fear, because they're like, who is driving this? And my brother-in-law, who's Indian, he's like, don't worry, there are people like us somewhere driving this car.
I picked Google. Everybody was talking two years ago about how Google was falling behind and 10 blue links weren't going to work. The Gemini app is absolutely fantastic. I've been using Gemini app. It's as good or better than... Also, Waymo, also delightful. And, you know, they had a rough year with some of that woke imagery in Gemini, but I think they had a great rebound. Waymo's a really good story.
Google has had to pause AI-made images, a quote, after race inaccuracies.
I think this is the Trump premium. I mean, the problem when that deal was being looked at back then was there was still a chance that there could be a Democrat administration. And it was very clear that they were anti-M&A and anti-tech quite frankly. And when Trump won, I think it basically said, okay, we can now look at these deals.
Whiz turned down 23 billion dollars from Google. They said at the time it was because they wanted to IPO. But now reporting is saying it was because of the antitrust stuff under Biden.
It's the largest deal in Google's history.
I think for the venture industry, this Google acquiring whiz, I think this is, this could be the starter's pistol again. Yeah, it's absolutely fantastic. Google has acquired whiz for $32 billion in cash.
Yeah, I've learned how to ask things that I've always wanted to know, but didn't even know were possible. Right. But all of that to me goes to OpenAI and to X. Right.
I find that I am using search a lot less.
My point is there's something that you can't rationalize because you don't know until it's presented to you, which is what is the other company doing? They don't have spies inside of open AI. They don't know what the open AI product strategy looks like. They only hear secondhand what the open AI growth looks like. And all I'm saying is it's a bit of a sort of Damocles. At some point, the sword drops. You're not in control of it. And once you start to see a trend, that's the rationalization that
I use YouTube and have a subscription to that YouTube music. They have such integration. I think Google is going to figure this out.
I think there's a chance that we're underestimating the power of Google's ad network right now. It's quite possible that knowing your queries in Gemini, knowing what you're doing in calendar, knowing what you're watching on YouTube could lead to a stream of more target ads that do better and are more valuable. And so we've been seeing a number of companies, startups, you know, in the early stages and year one startups that are figuring out how to use your queries and what you're doing in AI to p
And I use Gemini and I have a sort of AI first company where everybody's required to do their work on AI two or three different Claude, Gemini, Grok, etc. And what I've been noticing inside these products is they're very deeply integrated. I got surprised just the other day. I was asking it about a travel question and it referenced my G calendar. I didn't know they could do that. Then, obviously, you can use Gemini inside of Google Docs and they have four or five products right now that are one
And if they cut their team size down, earnings are going to go massively up and they're spending 75 billion dollars on infrastructure.
I think they're going to cut a large number of employees, get people to return back to office and take this a little more seriously on a corporate level because you got that sense from Sergey who's in the office every day.
I think they're right to invest. I find these companies that decide to harvest, you know, the cash cow and buy all their shares back. You know, it never really works. I think that the only chance that Google has to create an amazing company is you got to take some risks. At the end of the day, the man in the arena, he who takes the risk usually gets the spoil and they've got to invest in the future.
Google for sure has some struggles, but it's got a lot of advantages and a lot of cash.
If you're going to drain your cash at a rate of change that's greater than it needs to be to the tune of an extra $75 billion a year. There's probably a case to be made. Well, if we've made the cake, let's sell the cake. You know, we've made the dog food. Let's have the dogs eat the dog food. It's the, in the middle strategy of both spending the money, but then stage gating the product. That is the worst outcome. In my opinion.
I think that instead of waiting for data, I think that you have to assume that you're going to go from 99% share to 75% in the next two years, as an example. And you need to start asking yourself what will go wrong. And if you can ask yourself that question honestly and red team that, then I think the conclusion you get to is you need to start very aggressively integrating Gemini as the front facing window to Google Inc.
They definitely have the best models in many domains. I would say that the Cogen models from Anthropic are really good, but in many other domains, including general information and chat, I think Gemini is exceptional. So what is the problem? The problem is that they were effectively at 99% share. And now we were always just waiting for that shoe to drop, which is where they started to go from 99 to something less than 99.
I view that as one of the differentiated innovation opportunities we have ahead as a company.
I think we are well set up for that. I do think we are pushing the research frontier in a much broader way than most other people. Beyond just LLMs, transformer-based models, I mean, diffusion-based models, all those areas we are exploring in a deep, deep way, right?
we are deploying GPUs internally as well. I like that flexibility.
Internally, we train our Gemini models on TPUs, right?
On the $75 billion in CapEx for 2025, you know, obviously, the majority of that goes into servers, data centers, and so on, servers being the vast portion of it. I would say on looking at 2025 and looking at the compute part of the span, half of that is going towards our cloud business in 2025.
I've always viewed that full stack approach, you know, deep infrastructure, foundational, fundamental R&D on top of it. And then you build and innovate on top of that. And I think that approach will serve us well over time.
we are in our seventh generation of TPUs. And we built our first version in 2017.
our Flash series of models are a real workhorse in the industry, right?
We deliver the best models at the most cost-effective price point, right?
I think we are the largest podcasting service in the world.
Google is one of the largest enterprise software companies in the world now.
Last year, we exited a combination of YouTube and cloud at $110 billion.
I don't see any reason why AI, you know, just from a first principle standpoint, why won't AI do a better job there as well, right? And so I think, you know, I think we are comfortable that we can work the transition through.
We already, with AI overviews, you know, we are at the baseline of, you know, it's the same as without AI overviews. And so we've reached that stage. But from there, we can improve, right?
We have actually seen, like, you know, for a given query, the cost to serve that query has fallen dramatically in an 18-month time frame.
Google, with its infrastructure, I'd wager on that, right? And, you know, on our chances to do that better than pretty much anyone else.
ChatGPT has obviously had phenomenal success, you know, but I think it's still early days.
Obviously, we have a standalone Gemini app. I think we are making progress there, particularly with the introduction of Gemini 2.5 Pro. We have seen a real uptick and engagement and usage growth in the product.
In search, you know, maybe the most widely used Gen AI product today might be search with AI overviews, right?
YouTube has thrived since the moment TikTok has come in, right? And it was a whole new format. We did Shorts when we launched Shorts. Shorts absolutely didn't monetize anywhere near long form. But we just leaned into the user experience. And over time, when we figured out, monetization to follow.
Under your tenure as CEO, the stock has gone up by 4.5x to a $2 trillion market cap today. You've grown revenue from $20 billion a quarter to nearly $100 billion a quarter.
It's like one of the original principles of Google, follow the user, all else will follow.
We just lean into the user experience. And over time, we figured out monetization to follow.
Look, there are acquisitions we debated, hard, game, close. Just give me one name. Or get in trouble. Maybe Netflix.
Google was really set up, I think the founder set up this kind of a deep computer science approach. And you take that and apply it to build things which can impact people on a day-to-day basis. And so it's that kind of a product and technical culture, which is the essence of the company.
Search is always, from the outside, people look at it and say, search, oh, it kind of looks easy to do. The craft of search is very hard. Over two decades, I think, we've had a real north star of understanding what users want in search. And, you know, you've been here. We are kind of a very metrics-driven company.
And we are bringing our cutting-edge models there, where the models are actually working to answer your questions, using search as a real native tool, right? And there are the queries. People are typing in queries, like literally long paragraphs, right? The average query length is somewhere two to three times. It's what we see in search as it existed two years ago. So we are seeing people respond.
We launched AI Overviews about a year ago. It's now being used by over 1.5 billion users in over 150 countries. It's expanding the types of queries people can type in. And we see empirically the nature of queries is expanded. So there are whole new use cases coming into search. We find for queries where we trigger AI Overviews, we see query growth. And the growth continues over time.
I think if you look at how much information means to people, I think they're going to, each person is going to have access to information in a way they've never had before. So it feels very far from a zero-sum construct to me.
the ad revenue on search is about a $200 billion run rate out of $360 billion of your total revenue, most of your profits.
For, you know, really good AI advertising. I just, I don't think we're going to like necessarily our latest and greatest models, which are, you know, take a lot of computation. I don't think we're going to just be free to everybody right off the bat. But as we go to the next generation, you know, it's like every time we've gone forward a generation, then the sort of the new free tier is usually as good as the previous pro tier and sometimes better.
Well, okay, it's free today without ads on the side. You just get a certain number of the top model. I think we likely are going to have always now like sort of top models that we can't supply infinitely to everyone right off the bat. But, you know, wait three months and then the next generation.
Well, we mostly, for Gemini, we mostly use our own TPUs. But we also do support NVIDIA, and we're one of the big purchasers of NVIDIA chips, and we have them in Google Cloud available for our customers in addition to TPUs. At this stage, it's, for better or for us, not that abstract, and maybe someday the AI will abstract it for us. But, you know, given just the amount of computation you have to do on these models, you actually have to think pretty carefully how to do everything and exactly what
we're definitely pushing all the bounds in terms of intelligence, in terms of context, in terms of speed, you know, you name it.
I mean, for any such cool new idea in AI, there are probably five such things internally. And, you know, the question is, how well do they work?
We had this AI tool that actually was really powerful. We, unfortunately, anyway, temporarily got rid of it. I think we're going to bring it back and bring it to everybody.
But nowadays, these things, I think, are more sensible. I mean, there's still battery life issues, I think, that, you know, we and others need to overcome. But I think that's a cool form factor.
Yeah, I kind of messed that up, I'll be honest. Got the timing totally wrong on that. There are a bunch of things I wish I had done differently, but honestly, it was just like the technology wasn't ready for, for Google Class.
I mean, I have to give credit to where credit's due. I mean, DeepSeq released a really, surprisingly powerful model when it was January or so. So that definitely closed the gap to proprietary models. We've pursued both. So we released Gemma, which are our open source or, you know, open weight models. And those perform really well. They're small, dense models, so they fit well on one computer. And they're not as powerful as Gemini. But, I mean, the jury's out which way that's going to go.
And this is sort of broadly true across machine learning. I mean, you used to have all kinds of different kinds of models and whatever, convolutional networks for vision things. And, you know, you had whatever RNNs for text and speech and stuff. And, you know, all of this has shifted to transformers, basically. And increasingly, it's also just becoming one model. Now, we do get a lot of oomph. Occasionally, we do specialized models. And it's definitely scientifically a good way to iterate when y
I mean, for myself, definitely makes me more productive.
we're trying to, you know, roll out every possible kind of AI. And trying external ones, you know, be whatever the cursors of the world, all of those, to just see what really makes people more productive.
can basically look at you and say, hey, go yourself. No, but I'm serious. That's a sign of a healthy culture, actually.
It must be a weird experience to meet the bureaucracy in a company that you didn't hire.
recently, I just had a big tiff inside the company because we had this list of what you're allowed to use to code and what you're not allowed to use to code. And Gemini was on the no list. I mean, nobody would, like, enforce this rule. But there was this, you know, actual internal web page. For whatever historical reason, somebody had put this and I had a big fight with him. And I, you know, I cleared it up after a shocking long period of time. Anyway, it did get fixed, and people are using it.
I'm probably the one weirdo who doesn't, who's not a big fan of humanoids. But maybe I'm jaded because we've, you know, we at least acquired at least two humanoid robotic startups and later sold them. But the reason people want to do humanoid robots for the most part is because the world is kind of designed around this form factor. And, you know, you can train on YouTube, we can train on videos, people do all the things. I personally don't think that's giving the AI quite enough credit. Like, AI
I mean, I think we've acquired and later sold like five or so robotics companies, and Boston being one of them. I guess if I look back on it, we built the hardware. We also had this more recently. We built out everyday robotics internally, and then later had to transition that. But, you know, the robots are all cool and all, but the software wasn't quite there. That's every time we've tried to do it to, you know, to make them truly useful. And presumably one of these days that'll no longer be tr
not just our models, but all models tend to do better if you threaten them.
when you use some of our AI systems, you know, it'll suck down whatever top 10 search results, you know, and kind of pull out what you need out of them, something like that. But I could do that myself, to be honest. You know, maybe it would take me a little bit more time. But if it sucks down the top, you know, thousand results and then does follow-on searches for each of those and reads them deeply, like, that's, you know, a week of work for me. Like, I can't do that.
And more recently, the post-training, especially as the thinking models have come around. And that's been, you know, another huge step up in general in AI. So, you know, we don't really know what the ceiling is.
you had a company, Google, that grew from, you know, 100 users and 10 employees to, now you have over 2 billion people using, I think, 6 products or 5 products that have over 2 billion. It's not even worth counting because it's the majority of the people on the planet touch Google products.
I think what you don't want to have happen if you're Google is to finally get the search thing right and then now have to play catch up on some device. So I would encourage them to just run the A-B tests and shorten the window of measurement. I think we all know what has to happen. So it's probably better to just do it sooner than later and then start to allocate the incremental resources to these new form factors and other things so that they shorten the distance between them and OpenAI.
I think this is the beginning of a process. I suspect it'll be done in less than a year. And for a large swath of users, they are going to put AI in the front door. I think that's a fait accompli.
The search results in AI look elegant. They look, dare I say, perplexity-like. When you look at them, I would say, I would like to have that as my default, I think, when I'm doing search.
Well, I think, you know, we were all calling on previous podcasts for Google to risk disrupting their dominance in search by moving to more of an AI based model. And I think they've taken an important step in that direction. They've sort of thread the needle here between keeping their old UI and product and then also incorporating the new sort of AI UI. So this is a compromise. I mean, they're trying to have their cake and eat it too. It ultimately feels a little bit like a transitional move. I
And they discontinued labs in 2011. They just brought it back last year, brought it back.
So that becomes the place where they'll say, what's the business model? What's the use case? Do people like it? Do they love it? If they do, it graduates out of labs into full production. And I think that opens up the opportunity for some of the things like Chamath was talking about where they could experiment new ideas, new modalities, and then productize them if they work.
So they relaunched Google labs like a year ago or so. And as Sundar said, they're putting a lot more stuff in labs. So labs is now becoming the new test bed.
if anyone were to identify the week that Google really pivoted into the AI business model, it might be this week. They launched over 15 products at this thing.
I do think this sets a new direction that Google is likely testing as a business model, which is subscriptions... could create a very meaningful shift in the revenue mix for Google away from ads and more towards subscription revenue.
make AI mode more ubiquitous in search and effectively over time replace search with this AI mode experience... it appears they've done that.
didn't Sundar say, we're going to integrate ads into that kind of result? Yes, the comprehensive search result.
Somebody has to have the courage to flip the switch here.
in AI mode, it looks like a nice comprehensive search instead of 10 blue links and tons of advertising.
the stock ripped 5% on the day, which might be a turning point for Google.
Even in all of that crazy recruiting chaos that's happening right now for these brilliant machine learning and AI people, maybe that's a fight between OpenAI, Meta, and maybe Google.
From a product perspective, I do think you see this kind of multi-model emergence that we're now seeing. No one talks about the single model that sits behind the application. There are multiple models that work together. And obviously, this agentic architecture unlocks another layer of not just kind of solutions to complexity. Sure. And so there's quite a lot, I think, that's emergent here that Google will start to kind of benefit from in the year ahead.
Yeah. And whatever they learn there could apply to Gmail, could apply to search, could apply to ads, could apply to YouTube algorithm, right? It just goes up and down.
I think Google's in such a position. I mean, look, Demis, I think, has been fairly coy about where they are. They obviously promote Gemini 2.5, but there's a lot still coming. And as Chamath pointed out, it's not just LLMs. There's a pretty sizable family of models, including a lot of these graph-based models that are being used in really novel applications that no one else is even close to, no one's spending time on. I mean, some of the weather forecasting, it might seem small and trivial, but
I think that there's a diversification of high beta bets inside of Google of any one of which could have, call it a trillion-dollar market cap outcome, ranging from Waymo to quantum computing to the biologics work that Demis is working on out of isomorphic. There's a number of things that do not get a lot of attention at Google. So yes, there's a core business that may be at risk, Thomas, but I think that there's a portfolio of options you get at Google and you just need any one of them to hit t
if you had to boil down Google's economic North Star metric, right, not the value North Star, the economic North Star metric would be price per click. And I do think that Google is extremely well positioned to pivot that to price per token. And I think that they have some emergent classes of physical AI, but they have the largest pool of people where they can generate a price per token value framework through YouTube, through Gmail, through Workspace. I think through search, but probably it's a
I think Google, because you'll have the Gemini family of models, which just absolutely kick ass like VO3, which we haven't really spoke about, is going to destroy Hollywood, like in the next year, like Hollywood is done, I think. But they're landing model after model. They have the TPU, and the next generation TPU, I think is exceptional. They're baking quantum, and then they have an entire funnel of billions of people that they can direct experiences to. So Tesla one, Google two.
Tesla's one and Google's two.
I would have thought that Google would be up
Google's down 8%. But again, I would tell you, as a user, Gemini models are exceptional, like absolutely just bar nonexceptional.
So if you look at the Mac seven, and if I just gave you, right, this performance, you can see, okay, so Meta's up 18, Google's down, Nvidia's up eight, Tesla down 20, Apple down 21, Amazon down three, and Microsoft is plus 13.
Look at Google. Google's Gemini models are extremely tightly coupled to TPU. And it enables and unlocks an entire stack of secrets and capability that then get manifested in model quality.
This is actually what Google should be doing, truthfully. Like I think Google is also Google search cross search is toast. And since they have Chrome, and they theoretically have a quality team in Gemini, they should be putting these two things together and hoping to compete with ChatGPT. They're going to lose the search game, like the assets that are best at Google right now have nothing to do with search. It's every other product is the only thing that's going to save that company if they can
And Apple's had an incredible partnership for many years now with Google that's generating tens of billions of dollars for both companies. And I think there is solid industrial logic for partnership. ... And then it also helps both Apple and Google with this DOJ trial.
And grok for has formidable competitors with lots of distribution and Google and. Meta. Meta. If they get their act together. Microsoft. Microsoft.
In a few months, Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrastructure this year.
especially us at Google and at DeepMind, we focus a lot on very efficient models that are powerful because we have our own internal use cases, like serving AI overviews to billions of users every day. It has to be extremely efficient, extremely low latency and very cheap to serve. And so we've kind of pioneered many techniques that allow us to do that, like distillation... And over time, if you look at the progress of the last two years, the model efficiencies are like 10x, you know, even 100x b
I think we'll be entering sort of preclinical phase sometime next year.
we have great partnerships with Eli Lilly. I think you had the CEO speaking earlier, and Novartis, which are fantastic, and our own internal drug programs.
I think we could reduce down drug discovery from taking years, sometimes a decade to do, down to maybe weeks or even days over the next 10 years.
I actually foresee a world, and I think a lot about this, having started in the games industry as a game designer and programmer in the 90s, is that, you know, I think the future of entertainment, this is what we're seeing is the beginning of the future of entertainment. Maybe some new genre or new art form, and where there's a bit of co-creation. I still think that you'll have the top creative visionaries. They will be creating these compelling experiences and dynamic storylines, and they'll be
I think you're going to see two things, which is the sort of democratization of these tools for everybody to just use and create with without having to learn incredibly complex UX and UIs like we had to do in the past. But on the other hand, I think we're also collaborating with filmmakers and top creators and artists. So, they're helping us design what these new tools should be. What features would they want? People like the director, Darren Aronofsky, who's a good friend of mine, an amazing di
what's amazing about it is that it's an image generator. It's state-of-the-art and best-in-class. But one of the things that makes it so great is consistency. It's able to, under instruction, follow what you want changed and keep everything else the same. And so, you can iterate with it and eventually get the kind of output that you want. And that's, I think, what the future of a lot of these creative tools is going to be and sort of signals the direction. And people love it. And they love creat
No, I mean, we're not seeing that internally. And we're still seeing a huge rate of progress.
I think that we are maybe, I would say sort of five to 10 years away from having an AGI system that's capable of doing those things.
we've applied our AI systems to many branches of science, whether it's material design, helping with controlling plasma and fusion reactors, predicting the weather, solving, you know, maths Olympiad, maths problems. And the same types of systems with some extra fine tuning can basically solve a lot of these complex problems.
AI today, I would say, doesn't have true creativity in the sense that it can't come up with a new conjecture yet or a new hypothesis. It can maybe prove something that you give it, but it's not able to come up with a sort of new idea or new theory itself. So I think that would be one of the tests actually for AGI.
I think eventually we will have millions of robots helping society and increasing productivity. But the key there is when you talk to hardware experts is, at what point do you have the right level of hardware to go for the scaling option? Because effectively, when you start building factories around trying to make tens of thousands, hundreds of thousands of a particular robot type, you know, it's harder for you to update, quickly iterate the robot design. So it's one of those kind of questions w
I think we're still a little bit early on robotics. I think in the next couple of years, there'll be a sort of real wow moment with robotics. But I think the algorithms need a bit more development. The general purpose models that these robotics models are built on still need to be better and more reliable and better understanding the world around it. And I think that will come in the next couple of years.
Exactly. That's certainly one strategy we're pursuing is a kind of Android play, if you like, as a kind of robotics, almost an OS layer, cross-robotics. But there's also some quite interesting things about vertically integrating our latest models with specific robot types and robot designs, and some kind of end-to-end learning of that too. So both are pretty interesting, and we're pursuing both strategies.
And then with robotics, we've built something called Gemini Robotics Models, which are sort of fine-tuned Gemini with extra robotics data. And what's really cool about that is, and we released some demos of this over the summer, was we've got these tabletop setups of two hands interacting with objects on a table, two robotic hands. And you can just talk to the robot. So you can say, put the yellow object into the red bucket or whatever it is. And it will interpret that instruction, that language
So the reason we're building these kind of models is we feel, and we've always felt, we're obviously progressing on the normal language models like with our Gemini model. But from the beginning with Gemini, we wanted it to be multimodal. So we wanted it to input and take any kind of input, images, audio, video, and it can output anything. And so we've been very interested in this because for an AI to be truly general, to build AGI, we feel that the AGI system needs to understand the world around
This model is reverse engineering intuitive physics. So, you know, it's watched many millions of videos and YouTube videos and other things about the world. And just from that, it's kind of reverse engineered how a lot of the world works. It's not perfect yet, but it can generate a consistent minute or two of interaction as you as the user in many, many different worlds. There are some videos later on where you can control, you know, a dog on a beach or a jellyfish. That's not limited to just hu
all of these videos, all these interactive worlds that you're seeing, so you're seeing someone actually can control the video. It's not a static video. It's just being generated by a text prompt, and then people are able to control the 3D environment using the arrow keys and the space bar. So everything you're seeing here is being fully, all these pixels are being generated on the fly. They don't exist until the player or the person interacting with it goes to that part of the world. So all of t
there's around 5,000 people in my org, in Google DeepMind. And it's predominantly, I guess, 80% plus engineers and PhD researchers. So, yeah, about 3,000 or 4,000.
the way I describe it now is that we're the engine room of the whole of Google and the whole of Alphabet. So Gemini, our main model that we're building, but also many of the other models that we also build, the video models and interactive world models, we plug them in all across Google now. So pretty much every product, every surface area has one of our AI models in it. So billions of people now interact with Gemini models, whether that's through AI overview, AI mode, or the Gemini app. And tha
there's no way somebody as smart as Silver Lake comes in if they think there's not a path to liquidity so the other thing they have to promise is they're like listen we will take this company public and in return you will help us build a better company than everybody that committed capital into that company
but now you're going to get to this thing where the intrinsic value of everything they have will far exceed the actual value that it trades at and so there will always be these fissures of pressure and then if one of these things requires a lot of money there'll be pressure and that pressure will be segregate these things so that I can own one versus the other and that's always the thing that happens in public markets is you go you kind of swing back and forth so I suspect that this is going to
a third now if one model is way way better and it's only on one of the clouds because Google writes a big check or Amazon writes a big check I could
this revenue number that I highlighted for Google Cloud Microsoft and Amazon actually include their applications so as you know like Microsoft GCP have pretty sizable enterprise application stacks that are built into that number which gives them obviously the ability to drive cloud usage because they've got demand and sales relationships into those enterprises
eventually all three of these big companies will converge roughly effectively a third a third a third
it's beneficial situation for Microsoft and GCP and tier point jacal perhaps even Oracle in terms of giving those sales teams which are very aggressive a hard story to go and sell for and say guys you don't want to just sit on AWS in case this happens again we've got better infrastructure we're more reliable etc than these other guys so come and move over to us and that might be a another kind of moment of acceleration for those folks
Google Cloud is accelerating at 32% year over year and some say getting closer to 40% growth rate
last december the google group published the latest results which is really much nicer they made some real improvement but then china soon afterward published something kind of indicating they were you know on par or near par or something to it
google got interested and i i kind of decided that although academia was great it would be hard to get the team together and keep them together for a long time to build this complicated machine and google have the money okay yeah so so we went there and we started off fairly small uh mostly from people coming from my ucsb group and then in uh 2019 we published this quantum supremacy experiment with 53 cubits where we made a lot of cubits and we made them really good and you know fast and whateve
Gemini is a great product, Rock's a great product, Claude's a great product, a lot of great product out there. And I don't think consumers can tell the difference. Why would they pay 240 if they can get it for free from Google?
And then you would have Google, Facebook, and Meta saying, instead of give me, you know, a hundred thousand of these at the rack rate, they would be saying, hey, I need 10 of these for sure. I'm going to bid a million. I need another hundred of these. I'm willing to bid $750,000
But if you're Google or Facebook and you're bringing in a PhD in AI who's going to get paid a million dollars, well, that $100,000 fee, $20,000, $30,000 a year, whatever it winds up being, is nothing. It's de minimis.
We're early in the cycle is what I would say, certainly relative to the demand that we're seeing. So our internal users are, we've been building TPUs for 10 years. So we have now seven generations in production for internal and external use. Our seven and eight year old TPUs have 100% utilization.
I think the search franchise is going to grow and that Google is not going to lose to ChatGPT. ... I think I would be long Google, Grok and Anthropic.
That's still going to be a very tough decision for Google to make. And it's going to happen.
Google has done an absolutely incredible job in defending search. Yeah. But I think what this creates is the setup where now they can cannibalize themselves versus having their market cannibalized for them.
Google released Gemini 3. It's pretty great. They regained the lead on most of the benchmarks. Polymarket now has Google at 89% to finish the year as the top LLM. And all the speculation that Google was going to have their search franchise absolutely slaughtered by ChetGPT has turned out to not be true, at least not this year, with their searches going up, revenue going up. But the big story is speculation around Gemini 3 being trained only on Google's TPUs, not NVIDIAs.
Remember last summer, there was the court case where the judge said that they were guilty of having the monopoly and then he was going to rule on what the remedies were going to be. And I think that was in, what was it? September. And the judge said that during the summer and then whenever it was that he ruled on the remedy, that they were existentially threatened in their search business. And so everything had changed. Yeah. So the company didn't get broken up.
just look at the last three weeks of Google's stock performance. It basically doubled once we thought that Gemini was incredible. And so if you want to make Gemini even more incredible, just pour another billion users into it. And if that costs you 50 billion, it's okay, because you'll make a trillion in market cap. It's like a no brainer.
I have Gemini and Grok as the two anchor apps because I'm so reliant on both of them.
But then Google came out with their new Gemini 3. And they were starting to take share based on the strength of Gemini 3. And the integration it has, obviously, within Google search, because it's very easy for people to discover it when they do a Google search. And now they're seeing that it's actually pretty good. So they were starting to take share and I think that's why Sam issued the code red.
what you see now is an incredible overperformance from where they were. I've said this before, but Gemini is incredible.
distribution still matters a ton, which favors Google.
I too had Alphabet and Google. We were sitting here a year ago. Everybody thought they would absolutely get killed by ChatGPT and now we're having a discussion. Hey, ChatGPT is probably going to get killed by Google. Go Google Cloud, right?
Alphabet went from look into how crazy the year was for Alphabet from 2 trillion market cap to 4 trillion market cap this year. That's 170 billion gain, 10 billion market cap gain every day. They added 10 billion of value every day for the entire year. The pivot in AI, risk-taking, clouds growing 40%, YouTube's the number one media company in the world. It's all under one roof. I think they just crushed it, all cylinders, business of the earth.
going the wrong way, and it felt like every week there's some new category of thought and expression that you couldn't say, and they were banning new things.
you see that in the numbers from you know google uber coinbase all these companies are doing more with less and maybe that's just the nature of ai
so for example larry and sergey i think they combined have voting power of about 52 percent of google so what's google worth these days about four and a half trillion
I love to use Gemini.
on wednesday an la jury found meta and youtube negligent for designing addictive platforms that harmed a young user's mental health
if you look on the right hand side and the mag seven what's so interesting is apple microsoft and alphabet the market has completely flipped the other way and what they're saying is we believe that these cash flows are essentially monopolistically durable forever
VentureSignalScore 79/100 for google, composed from 1 of 4 components (index v0 cross-signal), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 1 |
funding.round.amount_usd 2025-12-13 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
This company publishes models on HuggingFace — observable proof of capability, ahead of any product announcement. Adoption is measured in real downloads.
Gray-market attention, not quality. 50+ HN mentions (peak 4103 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention. ▲ 4103 Google’s copying of the Java SE API was fair use [pdf] 2021-04-05 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
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ai.technical.assessment | {"council": {"dissent": false, "members": [{"agent": "technical_specialist", "domain": "technical", "signal": 0, "signal_source": "model"}, {"agent": "product_docs_specialist", "domain": "product_docs | derived | council | 2026-08-06 | promoted | 0.06 |
common_name | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 | |
common_name | Google Suite | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Google Cloud Platform (GCP) | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 | |
community.hn.max_points | 4103 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 247 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.max_points | 1557 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
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community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33022768", "title": "Google is shutting down Stadia", "points": 2090, "created_at": "2022-09-29", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [] | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=24121635", "title": "Coda, Would-Be Successor to Google’s G-Suite, Now Valued Above $600M", "points": 1, "created_at": "2020-08-11", "evidence_type": "ru | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33022768", "title": "Google is shutting down Stadia", "points": 2090, "created_at": "2022-09-29", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33022768", "title": "Google is shutting down Stadia", "points": 2090, "created_at": "2022-09-29", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2022-09-29 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33022768", "title": "Google is shutting down Stadia", "points": 2090, "created_at": "2022-09-29", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2022-09-29 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33022768", "title": "Google is shutting down Stadia", "points": 2090, "created_at": "2022-09-29", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2022-09-29 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=33022768", "title": "Google is shutting down Stadia", "points": 2090, "created_at": "2022-09-29", "evidence_type": "rumor", "verification_status": "unver | observed | artifact ↗ | 2022-09-29 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=26699106", "title": "Google’s copying of the Java SE API was fair use [pdf]", "points": 4103, "created_at": "2021-04-05"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=16600926", "title": "Google Cloud Platform’s new interactive CLI", "points": 247, "created_at": "2018-03-16"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=46339600", "title": "Show HN: Jmail – Google Suite for Epstein files", "points": 1557, "created_at": "2025-12-20"} | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=26699106", "title": "Google’s copying of the Java SE API was fair use [pdf]", "points": 4103, "created_at": "2021-04-05"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=26699106", "title": "Google’s copying of the Java SE API was fair use [pdf]", "points": 4103, "created_at": "2021-04-05"} | observed | artifact ↗ | 2021-04-05 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=26699106", "title": "Google’s copying of the Java SE API was fair use [pdf]", "points": 4103, "created_at": "2021-04-05"} | observed | artifact ↗ | 2021-04-05 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=26699106", "title": "Google’s copying of the Java SE API was fair use [pdf]", "points": 4103, "created_at": "2021-04-05"} | observed | artifact ↗ | 2021-04-05 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=26699106", "title": "Google’s copying of the Java SE API was fair use [pdf]", "points": 4103, "created_at": "2021-04-05"} | observed | artifact ↗ | 2021-04-05 | normalized | 0.20 |
description | Part of the future composable models along with OpenAI and Grok | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Google Suite is mentioned as a set of tools that can interoperate with Lovable. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Sits in OpenAI's strategy | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Search the world's information, including webpages, images, videos and more. Google has many special features to help you find exactly what you're looking for. | observed | artifact ↗ | 2026-07-24 | normalized | 0.70 |
domain | www.google.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
funding.round.amount_usd | 1000000000 | observed | artifact ↗ | 2025-12-13 | normalized | 0.50 |
funding.round.amount_usd | 2400000000 | observed | artifact ↗ | 2025-07-14 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2025-07-14 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "Disney, when I am in charge, is going to buy the movie theaters or buy out the movie theaters. | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "This would change the dynamics of everything. And then this would make Disney Plus catch up an | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think they're going to let it fly.", "expected_by": "2028-02-05T15:25:22.583Z", "confidence_ | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "before 2030 you're going to see amazon which has massively invested in this replace all factor | derived | calc | 2026-08-06 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "the business model of google is going to evolve multiple times in the future so i'm not sure w | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "advertising became a winner take all sort of game. And there are only three winners. They're c | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "What is really interesting about this moment, um, is this dam is about to like break wide open | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "Neva is so small that I can tell you that we are not going to have an impact on the potential | derived | calc | 2026-08-10 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "the fact that google can call it like its chat bot can call and make you a restaurant reservat | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "if google clones neva which we expect then publishers are at risk because as search engines be | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "since i believe february 1st youtube has started really monetizing creators with uh their vers | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "Jason, you cannot stop him from tweeting, even if he's sick or on a plane had a tweet about wh | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "This could be the Google search killer. This is red alert for Google.", "expected_by": "2028-0 | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "This should be an existential moment for Google.", "expected_by": "2028-02-10T04:43:45.625Z", | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "This is going to F with Google for the next 24 months.", "expected_by": "2028-02-10T04:43:45.6 | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I'm going to get out of my Google shares. And if Google doesn't release a competitor in 100 da | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "the bells are tolling for Google.", "expected_by": "2028-02-10T04:43:45.625Z", "confidence_low | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "So now the time to go to one of those big companies, maybe if you can get a job there, they're | derived | calc | 2026-08-11 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "I think you're going to see some people leave. It's also it's sort of like it's up to every co | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 76, "comparator": "lte"}, "prediction": "In 2019, I wrote in my annual letter, there's a section called the tightening of the regulator | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "i think the best trade on the best trade on the internet the most obvious simple money-making | derived | calc | 2026-08-16 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I think they'll let it go through. And I think this will be, this is the starter's pistol for | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "the bear case I think is that Siri Google search Android and browsers and social media apps ar | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "what's coming, uh, like any day now, um, you're going to be able to select a note or a set of | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "Finding new sources is the one I was looking for. That is, that is not short term coming out y | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "I could imagine somebody who was going down a rabbit hole of some, you know, complex crime, yo | derived | calc | 2026-08-17 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 82, "comparator": "gte"}, "prediction": "You could have released more often, but it may not have changed the inevitability of Google dr | derived | calc | 2026-08-18 | derived | 0.70 |
index.ai_tie | BLUE_CHIP | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 1000000000 | derived | calc | 2026-08-06 | superseded | 0.50 |
metric.venture.funding_amount_usd | 2400000000 | derived | calc | 2026-08-16 | derived | 0.50 |
registry.signals | [{"claim": "Google for Startups opened applications for a South Africa AI-focused cohort of 15 startups with mentorship and equity-free support — the only accelerator event in this window. No new YC/T | observed | artifact ↗ | 2026-07-22 | superseded | 0.60 |
registry.signals | [{"claim": "Google for Startups opened applications for a South Africa AI-focused cohort of 15 startups with mentorship and equity-free support — the only accelerator event in this window. No new YC/T | observed | artifact ↗ | 2026-08-07 | normalized | 0.60 |
score.venture_signal | 79 | derived | calc | 2026-08-06 | derived | 0.26 |
sector | defense | derived | calc | 2026-08-08 | superseded | 0.90 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNBYE8S31TMKXSK42C6K3S", "signals": [{"quote": "if you look on the right hand side and the mag seven what's so interesting is apple microsoft and alphabet the market | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTNBYE8S31TMKXSK42C6K3S", "signals": [{"quote": "on wednesday an la jury found meta and youtube negligent for designing addictive platforms that harmed a young user's | observed | artifact ↗ | 2026-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXTV30NBTA5YAP9DTEYVXKW9", "signals": [{"quote": "I love to use Gemini.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "Jensen Huang", "speaker_l | observed | artifact ↗ | 2026-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW7BKHG41SNC4F80BA2MPEN", "signals": [{"quote": "so for example larry and sergey i think they combined have voting power of about 52 percent of google so what's google | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXW7BKHG41SNC4F80BA2MPEN", "signals": [{"quote": "you see that in the numbers from you know google uber coinbase all these companies are doing more with less and maybe | observed | artifact ↗ | 2026-01-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXWDBX7S5JJYYCKZVMNJVJC7", "signals": [{"quote": "going the wrong way, and it felt like every week there's some new category of thought and expression that you couldn't | observed | artifact ↗ | 2025-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXWDBX7S5JJYYCKZVMNJVJC7", "signals": [{"quote": "Alphabet went from look into how crazy the year was for Alphabet from 2 trillion market cap to 4 trillion market cap t | observed | artifact ↗ | 2025-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXWDBX7S5JJYYCKZVMNJVJC7", "signals": [{"quote": "I too had Alphabet and Google. We were sitting here a year ago. Everybody thought they would absolutely get killed by | observed | artifact ↗ | 2025-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4JQA9D9ETYF094A57TDBE", "signals": [{"quote": "distribution still matters a ton, which favors Google.", "stance": "bullish", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4JQA9D9ETYF094A57TDBE", "signals": [{"quote": "what you see now is an incredible overperformance from where they were. I've said this before, but Gemini is incredibl | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4JQA9D9ETYF094A57TDBE", "signals": [{"quote": "But then Google came out with their new Gemini 3. And they were starting to take share based on the strength of Gemini | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4JQA9D9ETYF094A57TDBE", "signals": [{"quote": "I have Gemini and Grok as the two anchor apps because I'm so reliant on both of them.", "stance": "bullish", "signal_c | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4JQA9D9ETYF094A57TDBE", "signals": [{"quote": "just look at the last three weeks of Google's stock performance. It basically doubled once we thought that Gemini was | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXX4JQA9D9ETYF094A57TDBE", "signals": [{"quote": "Remember last summer, there was the court case where the judge said that they were guilty of having the monopoly and t | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGS3PA4HQ90J5MMC7GCJJF", "signals": [{"quote": "Google released Gemini 3. It's pretty great. They regained the lead on most of the benchmarks. Polymarket now has Goog | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGS3PA4HQ90J5MMC7GCJJF", "signals": [{"quote": "Google has done an absolutely incredible job in defending search. Yeah. But I think what this creates is the setup whe | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGS3PA4HQ90J5MMC7GCJJF", "signals": [{"quote": "That's still going to be a very tough decision for Google to make. And it's going to happen.", "stance": "neutral", "s | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXGS3PA4HQ90J5MMC7GCJJF", "signals": [{"quote": "I think the search franchise is going to grow and that Google is not going to lose to ChatGPT. ... I think I would be | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ4E1EDRXH12QF5Y7KH23Y", "signals": [{"quote": "We're early in the cycle is what I would say, certainly relative to the demand that we're seeing. So our internal user | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ4E1EDRXH12QF5Y7KH23Y", "signals": [{"quote": "But if you're Google or Facebook and you're bringing in a PhD in AI who's going to get paid a million dollars, well, t | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXJ4E1EDRXH12QF5Y7KH23Y", "signals": [{"quote": "And then you would have Google, Facebook, and Meta saying, instead of give me, you know, a hundred thousand of these a | observed | artifact ↗ | 2025-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXMBQQBV8RT06TJHSBQ78B2", "signals": [{"quote": "Gemini is a great product, Rock's a great product, Claude's a great product, a lot of great product out there. And I d | observed | artifact ↗ | 2025-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXTHAX58QFS4GPV01WDA3BE", "signals": [{"quote": "google got interested and i i kind of decided that although academia was great it would be hard to get the team togeth | observed | artifact ↗ | 2025-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXTHAX58QFS4GPV01WDA3BE", "signals": [{"quote": "last december the google group published the latest results which is really much nicer they made some real improvement | observed | artifact ↗ | 2025-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWPS38WZDJXXC3QN9ARC2J", "signals": [{"quote": "Google Cloud is accelerating at 32% year over year and some say getting closer to 40% growth rate", "stance": "bullish | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWPS38WZDJXXC3QN9ARC2J", "signals": [{"quote": "it's beneficial situation for Microsoft and GCP and tier point jacal perhaps even Oracle in terms of giving those sale | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWPS38WZDJXXC3QN9ARC2J", "signals": [{"quote": "eventually all three of these big companies will converge roughly effectively a third a third a third", "stance": "bul | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWPS38WZDJXXC3QN9ARC2J", "signals": [{"quote": "this revenue number that I highlighted for Google Cloud Microsoft and Amazon actually include their applications so as | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWPS38WZDJXXC3QN9ARC2J", "signals": [{"quote": "a third now if one model is way way better and it's only on one of the clouds because Google writes a big check or Ama | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWPS38WZDJXXC3QN9ARC2J", "signals": [{"quote": "but now you're going to get to this thing where the intrinsic value of everything they have will far exceed the actual | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXXWPS38WZDJXXC3QN9ARC2J", "signals": [{"quote": "there's no way somebody as smart as Silver Lake comes in if they think there's not a path to liquidity so the other th | observed | artifact ↗ | 2025-10-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "the way I describe it now is that we're the engine room of the whole of Google and the whole of Alphabet. So Gemini, o | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "there's around 5,000 people in my org, in Google DeepMind. And it's predominantly, I guess, 80% plus engineers and PhD | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "all of these videos, all these interactive worlds that you're seeing, so you're seeing someone actually can control th | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "This model is reverse engineering intuitive physics. So, you know, it's watched many millions of videos and YouTube vi | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "So the reason we're building these kind of models is we feel, and we've always felt, we're obviously progressing on th | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "And then with robotics, we've built something called Gemini Robotics Models, which are sort of fine-tuned Gemini with | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "Exactly. That's certainly one strategy we're pursuing is a kind of Android play, if you like, as a kind of robotics, a | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "I think we're still a little bit early on robotics. I think in the next couple of years, there'll be a sort of real wo | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "I think eventually we will have millions of robots helping society and increasing productivity. But the key there is w | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "AI today, I would say, doesn't have true creativity in the sense that it can't come up with a new conjecture yet or a | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "we've applied our AI systems to many branches of science, whether it's material design, helping with controlling plasm | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "I think that we are maybe, I would say sort of five to 10 years away from having an AGI system that's capable of doing | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "No, I mean, we're not seeing that internally. And we're still seeing a huge rate of progress.", "stance": "bullish", " | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "what's amazing about it is that it's an image generator. It's state-of-the-art and best-in-class. But one of the thing | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "I think you're going to see two things, which is the sort of democratization of these tools for everybody to just use | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "I actually foresee a world, and I think a lot about this, having started in the games industry as a game designer and | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "I think we could reduce down drug discovery from taking years, sometimes a decade to do, down to maybe weeks or even d | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "we have great partnerships with Eli Lilly. I think you had the CEO speaking earlier, and Novartis, which are fantastic | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "I think we'll be entering sort of preclinical phase sometime next year.", "stance": "bullish", "signal_class": "predic | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KXZS0TVM7Q0ESCFK7DE25GGW", "signals": [{"quote": "especially us at Google and at DeepMind, we focus a lot on very efficient models that are powerful because we have our | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0DKJD0SBQ5AXA9QYQGS3RA", "signals": [{"quote": "In a few months, Meta, Amazon, Google, Microsoft are all investing $320 billion or more in data centers and AI infrast | observed | artifact ↗ | 2025-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MCJDVH97AA92PA6DBG65B", "signals": [{"quote": "And grok for has formidable competitors with lots of distribution and Google and. Meta. Meta. If they get their act to | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0MCJDVH97AA92PA6DBG65B", "signals": [{"quote": "And Apple's had an incredible partnership for many years now with Google that's generating tens of billions of dollars | observed | artifact ↗ | 2025-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0Q0XMZGPMHKVTD9HNGYYZD", "signals": [{"quote": "This is actually what Google should be doing, truthfully. Like I think Google is also Google search cross search is to | observed | artifact ↗ | 2025-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "Look at Google. Google's Gemini models are extremely tightly coupled to TPU. And it enables and unlocks an entire stac | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "So if you look at the Mac seven, and if I just gave you, right, this performance, you can see, okay, so Meta's up 18, | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "Google's down 8%. But again, I would tell you, as a user, Gemini models are exceptional, like absolutely just bar none | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "I would have thought that Google would be up", "stance": "bullish", "signal_class": "prediction", "speaker_name": "Cha | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "Tesla's one and Google's two.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "Chamath Palihapiti | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "I think Google, because you'll have the Gemini family of models, which just absolutely kick ass like VO3, which we hav | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "if you had to boil down Google's economic North Star metric, right, not the value North Star, the economic North Star | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "I think that there's a diversification of high beta bets inside of Google of any one of which could have, call it a tr | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "I think Google's in such a position. I mean, look, Demis, I think, has been fairly coy about where they are. They obvi | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "Yeah. And whatever they learn there could apply to Gmail, could apply to search, could apply to ads, could apply to Yo | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "From a product perspective, I do think you see this kind of multi-model emergence that we're now seeing. No one talks | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY0V9H50S6CEZQN7ENRVKG4D", "signals": [{"quote": "Even in all of that crazy recruiting chaos that's happening right now for these brilliant machine learning and AI peop | observed | artifact ↗ | 2025-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "the stock ripped 5% on the day, which might be a turning point for Google.", "stance": "bullish", "signal_class": "pre | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "in AI mode, it looks like a nice comprehensive search instead of 10 blue links and tons of advertising.", "stance": "b | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "Somebody has to have the courage to flip the switch here.", "stance": "mixed", "signal_class": "assessment", "speaker_ | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "didn't Sundar say, we're going to integrate ads into that kind of result? Yes, the comprehensive search result.", "sta | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "make AI mode more ubiquitous in search and effectively over time replace search with this AI mode experience... it app | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "I do think this sets a new direction that Google is likely testing as a business model, which is subscriptions... coul | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "if anyone were to identify the week that Google really pivoted into the AI business model, it might be this week. They | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "So they relaunched Google labs like a year ago or so. And as Sundar said, they're putting a lot more stuff in labs. So | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "So that becomes the place where they'll say, what's the business model? What's the use case? Do people like it? Do the | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "And they discontinued labs in 2011. They just brought it back last year, brought it back.", "stance": "neutral", "sign | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "Well, I think, you know, we were all calling on previous podcasts for Google to risk disrupting their dominance in sea | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "The search results in AI look elegant. They look, dare I say, perplexity-like. When you look at them, I would say, I w | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "I think this is the beginning of a process. I suspect it'll be done in less than a year. And for a large swath of user | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY16WAHG4W1Q6EDQSPQJ53QM", "signals": [{"quote": "I think what you don't want to have happen if you're Google is to finally get the search thing right and then now have | observed | artifact ↗ | 2025-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "you had a company, Google, that grew from, you know, 100 users and 10 employees to, now you have over 2 billion people | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "And more recently, the post-training, especially as the thinking models have come around. And that's been, you know, a | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "when you use some of our AI systems, you know, it'll suck down whatever top 10 search results, you know, and kind of p | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "not just our models, but all models tend to do better if you threaten them.", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "I mean, I think we've acquired and later sold like five or so robotics companies, and Boston being one of them. I gues | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "I'm probably the one weirdo who doesn't, who's not a big fan of humanoids. But maybe I'm jaded because we've, you know | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "recently, I just had a big tiff inside the company because we had this list of what you're allowed to use to code and | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "It must be a weird experience to meet the bureaucracy in a company that you didn't hire.", "stance": "bearish", "signa | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "can basically look at you and say, hey, go yourself. No, but I'm serious. That's a sign of a healthy culture, actually | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "we're trying to, you know, roll out every possible kind of AI. And trying external ones, you know, be whatever the cur | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "I mean, for myself, definitely makes me more productive.", "stance": "bullish", "signal_class": "endorsement", "speake | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "And this is sort of broadly true across machine learning. I mean, you used to have all kinds of different kinds of mod | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "I mean, I have to give credit to where credit's due. I mean, DeepSeq released a really, surprisingly powerful model wh | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "Yeah, I kind of messed that up, I'll be honest. Got the timing totally wrong on that. There are a bunch of things I wi | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "But nowadays, these things, I think, are more sensible. I mean, there's still battery life issues, I think, that, you | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "We had this AI tool that actually was really powerful. We, unfortunately, anyway, temporarily got rid of it. I think w | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "I mean, for any such cool new idea in AI, there are probably five such things internally. And, you know, the question | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "we're definitely pushing all the bounds in terms of intelligence, in terms of context, in terms of speed, you know, yo | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "Well, we mostly, for Gemini, we mostly use our own TPUs. But we also do support NVIDIA, and we're one of the big purch | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "Well, okay, it's free today without ads on the side. You just get a certain number of the top model. I think we likely | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY17S3PD2TZ3JKJP4G35W8KC", "signals": [{"quote": "For, you know, really good AI advertising. I just, I don't think we're going to like necessarily our latest and greate | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "the ad revenue on search is about a $200 billion run rate out of $360 billion of your total revenue, most of your prof | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "I think if you look at how much information means to people, I think they're going to, each person is going to have ac | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "We launched AI Overviews about a year ago. It's now being used by over 1.5 billion users in over 150 countries. It's e | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "And we are bringing our cutting-edge models there, where the models are actually working to answer your questions, usi | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Search is always, from the outside, people look at it and say, search, oh, it kind of looks easy to do. The craft of s | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Google was really set up, I think the founder set up this kind of a deep computer science approach. And you take that | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Look, there are acquisitions we debated, hard, game, close. Just give me one name. Or get in trouble. Maybe Netflix.", | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "We just lean into the user experience. And over time, we figured out monetization to follow.", "stance": "bullish", "s | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "It's like one of the original principles of Google, follow the user, all else will follow.", "stance": "bullish", "sig | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Under your tenure as CEO, the stock has gone up by 4.5x to a $2 trillion market cap today. You've grown revenue from $ | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "YouTube has thrived since the moment TikTok has come in, right? And it was a whole new format. We did Shorts when we l | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "In search, you know, maybe the most widely used Gen AI product today might be search with AI overviews, right?", "stan | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Obviously, we have a standalone Gemini app. I think we are making progress there, particularly with the introduction o | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "ChatGPT has obviously had phenomenal success, you know, but I think it's still early days.", "stance": "mixed", "signa | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Google, with its infrastructure, I'd wager on that, right? And, you know, on our chances to do that better than pretty | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "We have actually seen, like, you know, for a given query, the cost to serve that query has fallen dramatically in an 1 | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "We already, with AI overviews, you know, we are at the baseline of, you know, it's the same as without AI overviews. A | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "I don't see any reason why AI, you know, just from a first principle standpoint, why won't AI do a better job there as | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Last year, we exited a combination of YouTube and cloud at $110 billion.", "stance": "bullish", "signal_class": "fact_ | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Google is one of the largest enterprise software companies in the world now.", "stance": "bullish", "signal_class": "f | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "I think we are the largest podcasting service in the world.", "stance": "bullish", "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "We deliver the best models at the most cost-effective price point, right?", "stance": "bullish", "signal_class": "asse | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "our Flash series of models are a real workhorse in the industry, right?", "stance": "bullish", "signal_class": "assess | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "we are in our seventh generation of TPUs. And we built our first version in 2017.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "I've always viewed that full stack approach, you know, deep infrastructure, foundational, fundamental R&D on top of it | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "On the $75 billion in CapEx for 2025, you know, obviously, the majority of that goes into servers, data centers, and s | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "Internally, we train our Gemini models on TPUs, right?", "stance": "neutral", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "we are deploying GPUs internally as well. I like that flexibility.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "I think we are well set up for that. I do think we are pushing the research frontier in a much broader way than most o | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1C390V87NZB30A17M6HZ0C", "signals": [{"quote": "I view that as one of the differentiated innovation opportunities we have ahead as a company.", "stance": "bullish", " | observed | artifact ↗ | 2025-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "They definitely have the best models in many domains. I would say that the Cogen models from Anthropic are really good | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "I think that instead of waiting for data, I think that you have to assume that you're going to go from 99% share to 75 | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "If you're going to drain your cash at a rate of change that's greater than it needs to be to the tune of an extra $75 | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "Google for sure has some struggles, but it's got a lot of advantages and a lot of cash.", "stance": "mixed", "signal_c | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "I think they're right to invest. I find these companies that decide to harvest, you know, the cash cow and buy all the | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "I think they're going to cut a large number of employees, get people to return back to office and take this a little m | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "And if they cut their team size down, earnings are going to go massively up and they're spending 75 billion dollars on | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "And I use Gemini and I have a sort of AI first company where everybody's required to do their work on AI two or three | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "I think there's a chance that we're underestimating the power of Google's ad network right now. It's quite possible th | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "I use YouTube and have a subscription to that YouTube music. They have such integration. I think Google is going to fi | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "My point is there's something that you can't rationalize because you don't know until it's presented to you, which is | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "I find that I am using search a lot less.", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "SPEAKE | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY1EFCMD9ZD7B19BMV58NC09", "signals": [{"quote": "Yeah, I've learned how to ask things that I've always wanted to know, but didn't even know were possible. Right. But a | observed | artifact ↗ | 2025-05-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2581BNRQ97DQ0END00MW75", "signals": [{"quote": "I think for the venture industry, this Google acquiring whiz, I think this is, this could be the starter's pistol agai | observed | artifact ↗ | 2025-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2581BNRQ97DQ0END00MW75", "signals": [{"quote": "It's the largest deal in Google's history.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAK | observed | artifact ↗ | 2025-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2581BNRQ97DQ0END00MW75", "signals": [{"quote": "Whiz turned down 23 billion dollars from Google. They said at the time it was because they wanted to IPO. But now repo | observed | artifact ↗ | 2025-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY2581BNRQ97DQ0END00MW75", "signals": [{"quote": "I think this is the Trump premium. I mean, the problem when that deal was being looked at back then was there was stil | observed | artifact ↗ | 2025-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3ASCZ4FSJ5SHVA2R5EA2BX", "signals": [{"quote": "Google has had to pause AI-made images, a quote, after race inaccuracies.", "stance": "neutral", "signal_class": "fact | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3ASCZ4FSJ5SHVA2R5EA2BX", "signals": [{"quote": "I picked Google. Everybody was talking two years ago about how Google was falling behind and 10 blue links weren't goi | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3ASCZ4FSJ5SHVA2R5EA2BX", "signals": [{"quote": "And they took a Waymo yesterday, and I saw the video. And basically what you have is my brother-in-law, who's like tot | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3ASCZ4FSJ5SHVA2R5EA2BX", "signals": [{"quote": "Google kind of has a similar thing, but they have a more existential challenge that I think they're actually doing rel | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3ASCZ4FSJ5SHVA2R5EA2BX", "signals": [{"quote": "The latest version of Gemini is just incredibly powerful.", "stance": "bullish", "signal_class": "endorsement", "speak | observed | artifact ↗ | 2024-12-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "when i saw the doj's theoretical guidance on the google antitrust matter their idea is to divest the browser and i kin | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "so what google was able to demonstrate here is they created these call it logical qubits ... this is an important mile | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "so i think you're right i think we're in the sort of like the end game two to five year shot clock", "stance": "bullis | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "other projects at Google are finally landing you have Waymo incredible and you have this now i mean project moon might | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "this almost feels like the shockley transistor moment it's like", "stance": "bullish", "signal_class": "assessment", " | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "google had the money to fund him for the last 12 years", "stance": "bullish", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "google takes these resources from search... they've been able to like incubate and germinate these brilliant people th | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "there's a long time before this becomes a commercial product or application of any sort... this is at least a decade o | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3F3CH5GJV2CYRN71P9WPFD", "signals": [{"quote": "it's a framework that only a quantum computer could theoretically even so how do you know the answer is", "stance": "b | observed | artifact ↗ | 2024-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MHJH1K85PF3MM78EWZ1T9", "signals": [{"quote": "if they didn't get youtube it would be a completely different picture for that company right now", "stance": "bullish" | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MHJH1K85PF3MM78EWZ1T9", "signals": [{"quote": "companies like Amazon Apple Google frankly they just had a free ride for the last couple of decades where they were al | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3MHJH1K85PF3MM78EWZ1T9", "signals": [{"quote": "my view is that google should be broken up there's abundant reasons for that there's at least three monopolies in that | observed | artifact ↗ | 2024-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "Let's go over that a bit here. Your alma mater, Freiburg. They beat top line and bottom line. Stock popped 5%. Looks l | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "Let this sink in. 88.3 billion. Up 15% year over year. Search was 49 billion of that. And their operating income is no | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "Interestingly, people are expecting even larger profits. They got a new CFO over there who said they could push a litt | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "And she said the company will use AI to cut costs by streamlining workflows and managing headcount physical footprint. | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "YouTube had a tremendous quarter ad revenue 8.9 billion. Chamath that's up 12%. But Sundar said something interesting. | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "11.4 billion in revenue on 35% annual growth with 1.9 billion in operating profit. I mean, it's printing money.", "sta | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "The sum is greater than the parts. I mean, clearly YouTube would be one of the great companies right now. If you take | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3RTPX6Y1072Y7WWP5F6265", "signals": [{"quote": "Well, let me challenge your point on two fronts in Google's case, both YouTube and GCP required many, many, many, many | observed | artifact ↗ | 2024-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "AlphaFold creators just won a Nobel Prize in chemistry. Two members of Google's DeepMind AI research team, Demis Hassa | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "And the AlphaFold project at DeepMind inside of Google solved this problem. And by the way, since then, they've come o | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "They've launched a drug discovery company called Isomorphic Labs, where they're predicting molecules that will do spec | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "And there have been literally dozens of companies that have been started since DeepMind was published, and probably se | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "I don't think that these big companies are bad just because they're big... there is a tremendous benefit to be gained | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "unfortunately not what Friedberg just said it'll be the opposite there will be some form of forced remedy", "stance": | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "completely meaningless sacks if chat gpt does build a viable competitor coexister that siphons off search", "stance": | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "i think it's still a good thing to be looking at breaking up google i actually think that would be good at the end of | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "when you go try to figure out how to use gemini it's like shoehorned into search results and then it's like some sub d | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "you're 100 right you suck at apps we said this when when you asked about the bear case of open ai", "stance": "bearish | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "build the apps make them kick ass make the chat gpt alternative and get it to billions of people yesterday", "stance": | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "can you imagine 500 billion dollars going into google's coffers in youtube shares they would have 500 billion in cash" | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY3YTRN7TYTVFWBKHH1RAKF7", "signals": [{"quote": "the tools that the big folks offer are so good that they just cannibalize and run over the entire market and so what t | observed | artifact ↗ | 2024-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY48CNV3ZAZB5TEVK1M6PJDZ", "signals": [{"quote": "the large companies of google microsoft so forth they're hot on their heels too", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY48CNV3ZAZB5TEVK1M6PJDZ", "signals": [{"quote": "i have been using chat gpt and claude and gemini exclusively i stopped using google search", "stance": "bearish", "sig | observed | artifact ↗ | 2024-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4968KFQ3P3PXTVF0XM3161", "signals": [{"quote": "If you're sitting at Amazon or Google and you're meeting these small companies, now you don't have to worry about your | observed | artifact ↗ | 2024-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4AFQQJX15BJDGRXHJXP56F", "signals": [{"quote": "Look, Google has one of the best flywheels there is in the consumer space, right? So we were blessed that we were work | observed | artifact ↗ | 2024-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4AFQQJX15BJDGRXHJXP56F", "signals": [{"quote": "And what is interesting is when I joined, Google was 24% of global revenue. When I moved to the US, it was 49%. You me | observed | artifact ↗ | 2024-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4AFQQJX15BJDGRXHJXP56F", "signals": [{"quote": "I learned that with Larry and Sergei at Google, that they were obsessed about product on a constant basis.", "stance": | observed | artifact ↗ | 2024-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4AFQQJX15BJDGRXHJXP56F", "signals": [{"quote": "SPEAKER_43: when he was, he came to see Larry, Sergey, and Eric, and said, I'd like to do a search deal with you.\nSPE | observed | artifact ↗ | 2024-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4JJ7GERP7V6NF8167MT1SZ", "signals": [{"quote": "Google has some great products. I know Sergei was here yesterday and they've done a great job with AI, as you know. Bu | observed | artifact ↗ | 2024-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4QGW2ZPXYBEJ1F4QM05WRF", "signals": [{"quote": "if you're a monopolist in big tech i mean look at facebook google how they're how they're putting their resources it's | observed | artifact ↗ | 2024-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4SSD4G66RVA28KGCRRJF6Z", "signals": [{"quote": "They have an incredible set of AI tools that they're making available to startups. Startup founders that are attending | observed | artifact ↗ | 2024-09-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4SSD4G66RVA28KGCRRJF6Z", "signals": [{"quote": "So if you're a Google or a Facebook and you run into some problem, typically the solution is you can engineer around i | observed | artifact ↗ | 2024-09-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4X324JZC8EZP23KQ7PABXK", "signals": [{"quote": "I think that the prime candidate is likely to be, and I'm speaking as an individual and as a venture capitalist here, | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4X324JZC8EZP23KQ7PABXK", "signals": [{"quote": "I think it's kind of, it's less politically easy, right? Like it's kind of like everybody loves their iOS phone. And, | observed | artifact ↗ | 2024-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5CDWD8JJ0QEXJE4SMS5FDE", "signals": [{"quote": "it's obviously unclear what you chat GPT or anthropic or Google or whoever will, you know, where they will sort of ext | observed | artifact ↗ | 2026-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "All right. Listen, Tremonts Bigel Outcome is on the table. The DOJ is looking at breaking up Google. This is huge news | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "Cloud, 40 billion in revenue, growing 30%. YouTube, 34 billion, growing 15%. A little volatile because it's advertisin | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "I do think that there's a lot of value unlock in YouTube. So if Google were to just generally spin out YouTube, that i | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "The challenge is the way YouTube's infrastructure operates, it operates on shared infrastructure with the rest of Goog | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "I really thought this was a single digit probability, I still think it's a single digit probability. And if it grows, | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "you can do it in a way where the sum of the parts will be greater than the value today of Google. So I think that ther | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "I agree with Chamath that Google has the opportunity to do something really interesting here, which is get ahead of th | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "I think it's worth pointing out that those aren't really businesses in and of themselves. The reason why Google develo | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "So they were both created to avoid third parties blocking access to Google search. That's why they were both started. | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "they do have a massive monopoly in search. That's absolutely true. And the Justice Department, I think, is well within | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "The search monopoly has been squeezed for every dollar and to build every sub-component of Google's monopoly. Flights, | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "I actually don't think this is going to do much if they do a breakup. The easy solution for Google, and I agree with I | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "The most damaging one would be Android. If they forced them to sell Android, that is going to be massively damaging be | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "That would be incredibly damaging to Google. That's the most damaging. The easiest is YouTube and Waymo in this whole | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "I believe Apple is going to launch their own search engine and compete heads up with Google. And so I think that's goi | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "The breaking up of Google is great for competition and for startups. But let's not forget, Google is an incredible com | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "From a competitive dynamics perspective and game theory, it's pretty reasonable to hobble them. That's why I think the | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "I think it's going to be really important for Google to define the terms of their own breakup.", "stance": "neutral", | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "And they will lose one third of their revenue to that new company. Now, of course, they'll get it back in the equity, | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "Being big can be very good in the sense that it can drive an ability to invest in innovation that is not possible with | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "At Google, they've invested billions of dollars in Waymo. And I think, as we all know, Waymo really was, if not the le | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "Our workshopping this issue has pretty much convinced me that it should be four companies, search, advertising, YouTub | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5EXBG1VQGST06G731F6JKS", "signals": [{"quote": "Google decided that work-life balance and going home early and working from home was more important than winning. And | observed | artifact ↗ | 2024-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "Google's cloud revenue growth has been absolutely stunning.", "stance": "bullish", "signal_class": "assessment", "spea | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "They're going to hit, gosh, in the first half, they did almost 20 billion. So they're on a run rate of $40 billion thi | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "This is obviously an absurd premium", "stance": "bearish", "signal_class": "criticism", "speaker_name": "David Friedbe | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "I think the reality is that if you're a hyperscaler, so if you're Amazon or Google or Microsoft, your business is pret | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "On Wiz, I think the most likely explanation is that they just want to keep building this as a standalone company. I th | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "Like, that offer may not be that crazy. Again, you know, you're getting 10 times at a 30% average growth rate. So, you | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "Well, GCP in the last quarter did 10.3 billion in revenue, which is up from 8 billion in revenue the year before, in t | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "Now, in the last year, if you kind of look at, or even if you look at the last quarter annualized, Google's generating | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5N8FDQ6GJYSWYEV7Z7X0ZH", "signals": [{"quote": "So, you know, what can I do to accelerate this cloud outcome, given the risks, the challenges, the slowdown with respe | observed | artifact ↗ | 2024-07-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY5S35KV7NB0CW2T17SS9M32", "signals": [{"quote": "the most valuable application on the internet until now it's been google right and search search and so you have a dif | observed | artifact ↗ | 2024-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY62DKQJ0R69HG3M9YF04Z1R", "signals": [{"quote": "apple is also talking to google about a similar deal obviously it doesn't take a genius to predict that apple is going | observed | artifact ↗ | 2024-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY68V279BM64C2BH1FM355W7", "signals": [{"quote": "Yeah, and there's a great precedent for what you're saying, because or clues, Amazon is making chips, Google is making | observed | artifact ↗ | 2024-05-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HBEMSWQSXQF95DNG8VM24", "signals": [{"quote": "i think that google will open source their models", "stance": "neutral", "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HBEMSWQSXQF95DNG8VM24", "signals": [{"quote": "the most important thing that google can do is reinforce the value of search and the best way to do that is to scorch | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HBEMSWQSXQF95DNG8VM24", "signals": [{"quote": "the analogy for google is android where google open source the android operating system because the handset manufactur | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HBEMSWQSXQF95DNG8VM24", "signals": [{"quote": "i think let's make a prediction here that meta is going to get 10 points of the search market now each point of the se | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6HBEMSWQSXQF95DNG8VM24", "signals": [{"quote": "self-driving is really hard and we know that tesla has been spending years getting to this point and then google as we | observed | artifact ↗ | 2024-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6KBNSEC13MBKAT6M1NRWZK", "signals": [{"quote": "I think you could look at this as being a culture of entitlement that let folks feel that our employees, that they hav | observed | artifact ↗ | 2024-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6KBNSEC13MBKAT6M1NRWZK", "signals": [{"quote": "Google is involved in a project, Nimbus, a $1.2 billion cloud contract with Israel's government. Both Google and Amazo | observed | artifact ↗ | 2024-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6KBNSEC13MBKAT6M1NRWZK", "signals": [{"quote": "Google is a for-profit business and they are in the business of generating maximum profit on behalf of their sharehold | observed | artifact ↗ | 2024-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6KBNSEC13MBKAT6M1NRWZK", "signals": [{"quote": "they had a very discreet, specific claim, which was that they wanted to dissolve a business deal that Google had to pr | observed | artifact ↗ | 2024-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6QMGJTC4DS9JNM6N5DQ0E2", "signals": [{"quote": "i think it's a bit of an odd acquisition and the reason is that it's become pretty clear for all of big tech that any | observed | artifact ↗ | 2024-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6QMGJTC4DS9JNM6N5DQ0E2", "signals": [{"quote": "this is a very natural fit into google's advertising business and taking all of the leads from advertising and better | observed | artifact ↗ | 2024-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6QMGJTC4DS9JNM6N5DQ0E2", "signals": [{"quote": "if you think a wearable on your wrist is going to get scrutinized when bought by google imagine what happens when a 50 | observed | artifact ↗ | 2024-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6QMGJTC4DS9JNM6N5DQ0E2", "signals": [{"quote": "i think from a strategic point of view i agree this this deal would be odd i don't really see the connection to the go | observed | artifact ↗ | 2024-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6QMGJTC4DS9JNM6N5DQ0E2", "signals": [{"quote": "successful have been broad horizontal platform plays like android this is as vertical as it gets this is", "stance": " | observed | artifact ↗ | 2024-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VFY1WZV1Y2ZAQS90TEPKV", "signals": [{"quote": "But Google and Apple don't price fix because Android is an open access system, you can put any application you want an | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VFY1WZV1Y2ZAQS90TEPKV", "signals": [{"quote": "Like if you look at Google search monopoly, pretty easy to understand, like, hey, they've got 90%.", "stance": "neutra | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VFY1WZV1Y2ZAQS90TEPKV", "signals": [{"quote": "Android is an open operating system. Google has a fork of Android that they put on certain smartphones. There are othe | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VFY1WZV1Y2ZAQS90TEPKV", "signals": [{"quote": "Well, isn't that what Google's doing with Android effectively? Exactly. It's like... It's exactly right. You can have | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VFY1WZV1Y2ZAQS90TEPKV", "signals": [{"quote": "my guess is by going to Google, they're probably going to get paid instead of having to pay someone else for the techn | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VFY1WZV1Y2ZAQS90TEPKV", "signals": [{"quote": "I mean, who would look at the launch of Google Gemini and say, I want that? That launch was a total fiasco.", "stance" | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY6VFY1WZV1Y2ZAQS90TEPKV", "signals": [{"quote": "Google has been the default search engine on iPhone for, I think, over a decade now. And Google pays Apple $20 billion | observed | artifact ↗ | 2024-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "google's gemini dei black eye continues we covered this woke ai disaster last week... it's a racist ai you type in tex | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "frankly i've spoken to a lot of folks who are investors in google over the last week and a lot of folks are just deepl | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "there's you know three businesses inside of google there's you know search and ads there's youtube and there's cloud a | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "the real threat to google is more are they in a position to maintain their search monopoly or maintain the chunk of pr | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "google stock which currently is trading at just 17 times 2025 consensus earnings which is cheaper than all the other b | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "internally employees are now banging the table a story i a story i heard this week was that someone stood up in a meet | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "what i've heard about google is that every meeting above a certain size has a dei person in it i mean literally probab | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "i think that if you're sitting in those meetings with a dei commissar present and you know or you have suspicions that | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "all google needs to see is 300 500 basis points of change and the market cap of this company is going to get cut in ha | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "if you see perplexity or anybody else clip off 50 basis points or 100 basis points of share and this thing is going st | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "somebody should have caught it in testing", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Jason C | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "the hedge that google has is gcp and the tooling that they've built in gcp can enable and support and be integral to a | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "one of the challenges structurally inside of google is that product leaders and other folks were never enabled to make | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "this is where having founders in the organization every day changes everything because the founders would say hey we'r | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "there's a group of people there who it's apparent think that they're there to change the world that google is a vehicl | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "i don't think this is a rogue group i actually think this is a highly empowered group within google", "stance": "neutr | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "sundar says from the top that we're going to be on the forefront of diversity and inclusion because he personally beli | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "the statement that we got really doesn't cut it one of the use the word problematic yeah exactly they're describing it | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "that memo is a tip off that there is a 20,000 30,000 person rift", "stance": "bearish", "signal_class": "fact_claim", | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "and they're just going to keep cutting the dei group", "stance": "neutral", "signal_class": "prediction", "speaker_nam | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "they're saying this is the law they're saying that's what needs to change right if you don't do things the way we tell | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "let's see if leadership can overcome that threat but i think that's exactly the threat that is keeping the organizatio | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "i also wouldn't underestimate the bias so you know everybody there is not everybody but it's a very liberal culture it | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "on the iphone it's somewhere between 18 and 20 odd billion dollars a year is what now google pays apple so that's the | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "what google is doing is instead of paying for search they're actually paying for your data and saying give it to me so | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "in the case of reddit that 60 million dollar deal i looked through the s1 to try to figure out whether it was a multi- | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "this tac 2.0 thing is amazing so if you're an entrepreneur building a website or building an app that has really uniqu | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "if you go back to search 1.0 that's exactly what these small companies were able to do which was in a more automated w | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY72BDXB1C4Y9ST4S5K04C2E", "signals": [{"quote": "the problem in that in that world if it's a small website that says here's my training data the question is how do you | observed | artifact ↗ | 2024-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73XPPGZPDBBBK7Z2EPST4P", "signals": [{"quote": "in the case of a monopoly for example take google you can over earn for decades and it takes a very very long time for | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY73XPPGZPDBBBK7Z2EPST4P", "signals": [{"quote": "so here well i mean let me just start with this important point if you look at where that revenue is coming from to ch | observed | artifact ↗ | 2024-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY76A9DAX8WHERWTZHBXE0YZ", "signals": [{"quote": "tons of competition coming out if you didn't see google rebranded their generative ai suite to gemini and they're char | observed | artifact ↗ | 2024-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY78HXTK6VHQNT4A133Y2B1R", "signals": [{"quote": "So if you're looking at any economic value that has been captured up until today, if it has been captured by having a | observed | artifact ↗ | 2024-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SZ4TFQGP2FXPEXD2Y7AF6", "signals": [{"quote": "Google's already said they're going to appeal this case, because fundamentally, again, if this really were true, and t | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SZ4TFQGP2FXPEXD2Y7AF6", "signals": [{"quote": "I mean, if you have to give away 30% of your revenue to Google and Apple, it's brutal. And then you're advertising on | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SZ4TFQGP2FXPEXD2Y7AF6", "signals": [{"quote": "these app stores are absolutely monopolies within their ecosystem, and Apple and Google Android are absolutely a duopo | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SZ4TFQGP2FXPEXD2Y7AF6", "signals": [{"quote": "So all subscriptions that have an automatic renewal feature to them are instantly at 15%. And as a result, you know, y | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SZ4TFQGP2FXPEXD2Y7AF6", "signals": [{"quote": "And that's the other thing Android does all kinds of ankling to make those with those pop ups and hey, this isn't safe | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY7SZ4TFQGP2FXPEXD2Y7AF6", "signals": [{"quote": "Now they did make some cuts under a million. I think they charge 15% on the first million. So they try to be nice to t | observed | artifact ↗ | 2023-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8KHAY4FYFBVEBZ1A8M3HHY", "signals": [{"quote": "when I looked at it, there was two major centers of excellence in AI. There was Google. DeepMind. They had DeepMind an | observed | artifact ↗ | 2023-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XQ186JG0CDH67D3PQYZDB", "signals": [{"quote": "it was to have there not be a unipolar world where, um, Google, with its subsidiary deep mine, uh, you know, would con | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XQ186JG0CDH67D3PQYZDB", "signals": [{"quote": "I was quite concerned with some of the conversations I had with Larry Page, uh, where, um, you know, you called me a s | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XQ186JG0CDH67D3PQYZDB", "signals": [{"quote": "because they, they, between three of them, two out of three have control over Alphabet, because they've got super voti | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY8XQ186JG0CDH67D3PQYZDB", "signals": [{"quote": "Google, as I mentioned, are concerned about, you know, uh, sorry, not caring enough about AI safety. Um, and, and good | observed | artifact ↗ | 2023-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY955Z8X9JE45GRBGYY7E4FE", "signals": [{"quote": "you have companies like Google that, you know, frankly spun their own silicon a long time ago, TPU", "stance": "neutra | observed | artifact ↗ | 2023-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9M46MQYMCXZJ0ZC5APYKCP", "signals": [{"quote": "there's some really interesting data coming out showing declining usage of chat gpt and interest level in bard so both | observed | artifact ↗ | 2023-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9VCCVKRVW6SY4SC32RCY8D", "signals": [{"quote": "the number of people i interact with on a global basis who talk about chat gpt versus bard is like 10 to 1 today now g | observed | artifact ↗ | 2023-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9VCCVKRVW6SY4SC32RCY8D", "signals": [{"quote": "i just don't think it's going to be as monopolistic as they are in search i think there are going to be other competit | observed | artifact ↗ | 2023-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY9VCCVKRVW6SY4SC32RCY8D", "signals": [{"quote": "the distribution of potential for them is less than it was before chat gpt you know the the distribution of upside the | observed | artifact ↗ | 2023-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA41JXEFVVGGVV323V1SH93", "signals": [{"quote": "30% more efficiency means Google, Facebook, and many other companies, finance, education. They do not add staff every | observed | artifact ↗ | 2023-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "i think you guys should play with this tool a bit it is i think head and shoulders above chat gpt the model's supposed | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "i'm using this in real time and i do find the interface to be snappier than chat gpt", "stance": "bullish", "signal_cl | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "i'm not finding the answers to be more accurate and i'm not finding them to be more detailed i'm not seeing a reason t | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "i did ask some questions about the ukraine war and then it gave me like a highly compressed view and i said please pro | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "i thought they were going to catch up real quick and this seems like we got a race on our hands now", "stance": "bulli | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "if they take bard and they have the confidence now to just integrate it into gmail or integrate it into these other po | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "so i asked it what has david sacks written about sas and then it says i'm a venture capitalist entrepreneurs written e | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "this is why google didn't want to release this right friedberg like they don't want the google brand associated with t | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "this was a big part of the innovators dilemma that google faced which was number one it could be disruptive to the cor | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYA7G0RQSEXZK5SCY73GXN97", "signals": [{"quote": "i don't see how it's a bullseye look at this so i just i just asked it can you give me a complete list of all the arti | observed | artifact ↗ | 2023-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYABXS72MH3YK70Z2Y0GX1YQ", "signals": [{"quote": "what was so striking about the earnings call is not necessarily what was presented but what was not presented which wa | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYABXS72MH3YK70Z2Y0GX1YQ", "signals": [{"quote": "this this could be a quick turnaround story for the stock and for this company", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYABXS72MH3YK70Z2Y0GX1YQ", "signals": [{"quote": "to be allowed to buy stuff so then you're right what is the growth here they're not able to innovate i think these com | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYABXS72MH3YK70Z2Y0GX1YQ", "signals": [{"quote": "the only one that wasn't upbeat was google where the cfo ruth porat said that the outlook remains uncertain", "stance" | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAE99Y2Q1C60F8ZDW4VZER0", "signals": [{"quote": "So Google today announced that they're merging two organizations that I thought were so orthogonal to each other. Disp | observed | artifact ↗ | 2023-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "I think it took the iPhone, you know, two years plus Gmail, Google, those products all took, I think well over a year. | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "Does Facebook, does Craigslist allow their data to be indexed inside of Google search answers? No, right? They block t | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "Fine. So you know what? Those guys will stay out of it, but look how much content Google search already has.", "stance | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "And I think that ChatGPT will start by eating a substantial portion of search, because again, you don't have to go thr | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "to turn on BARD and I've been playing with BARD. It is 80% of ChatGPT already.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "So this advantage that you see today, I see that getting rolled real quick because you'll be on YouTube and on the top | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "Google's incentive is to usurp ChatGPT's usage by inserting something inside of their existing distribution channels t | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "I think Google is caught completely flat-footed here, even though they shouldn't have been because they published the | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYAMJT7DX5RNRTPSHEYJ89VK", "signals": [{"quote": "the word on the street is, it's the return of the kings. Larry and Sergey are super engaged by all reports, every back | observed | artifact ↗ | 2023-03-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1XRY8PKR35CNY0S8DCR49", "signals": [{"quote": "hey listen apple if you don't want action and google if you don't want action taken against you you need to allow thir | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1XRY8PKR35CNY0S8DCR49", "signals": [{"quote": "instead of all this ticky tacky ankle biting stuff which actually showed apple and facebook and amazon and google oh m | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1XRY8PKR35CNY0S8DCR49", "signals": [{"quote": "somebody at this big tech company wrote an algorithm that is a weighing function that caused this objectionable conten | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1XRY8PKR35CNY0S8DCR49", "signals": [{"quote": "i find it completely implausible in fact ludicrous that youtube made an editorial decision to put a piece of terrorist | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1XRY8PKR35CNY0S8DCR49", "signals": [{"quote": "i suspect that youtube goes to great lengths to prevent that type of violent or terrorist content from getting to the | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1XRY8PKR35CNY0S8DCR49", "signals": [{"quote": "they've already been doing that they've been outsourcing content moderation to these bpos these business process organ | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB1XRY8PKR35CNY0S8DCR49", "signals": [{"quote": "the algorithm is making editorial decisions and it should just be an own the algorithm clause if you want to have algo | observed | artifact ↗ | 2023-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB4DDNMSZJQM60AP8KMPE9Q", "signals": [{"quote": "And this is why when Google did the demo of Bard, the first thing that happened was a stock went off 500 basis points. | observed | artifact ↗ | 2023-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB4DDNMSZJQM60AP8KMPE9Q", "signals": [{"quote": "No, right now, if you look at Google's business, they have the best business model ever invented on earth ever for pro | observed | artifact ↗ | 2023-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB4DDNMSZJQM60AP8KMPE9Q", "signals": [{"quote": "So that business will get worse if Microsoft takes a few hundred basis points of share. If Meta takes a few hundred ba | observed | artifact ↗ | 2023-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB4DDNMSZJQM60AP8KMPE9Q", "signals": [{"quote": "If you add it all up, what Satya said is true, which is even if all we do collectively as an industry is take 500 or 6 | observed | artifact ↗ | 2023-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB4DDNMSZJQM60AP8KMPE9Q", "signals": [{"quote": "This year, this renegotiation for that deal could mean that Apple gets paid $25 billion for giving away that right to | observed | artifact ↗ | 2023-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB4DDNMSZJQM60AP8KMPE9Q", "signals": [{"quote": "Or do you actually want 75% share where now all of these other competitors have been seeded? Well, you can decay busin | observed | artifact ↗ | 2023-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "I think that this is a totally ill founded lawsuit. And I think it just shows more of the personal enmity and anger th | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "Google controls 26.5% of a market, 43.4% of that market is with a diverse group of others. Meta has 18.4% and Amazon h | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "I don't think this is going to work. The last thing I'll say about this is that if you think about what you should hav | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "Google's real lock in with publishers and the real reason they win in this marketplace is because they pay the publish | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "there is monopoly behavior going on at Google, obviously, with search and putting their own content and services up to | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "for the first time, we're even talking about Google search supremacy being challenged by chat GPT.", "stance": "bearis | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "I mean, this is one of the big job creators, innovators and taxpayers and employers and drivers of economic growth. An | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "That's the definition of a dynamic market that's self regulating. Totally five years ago, this would have made more se | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYB86WCQ9Q8GXH6FDWC2GMKR", "signals": [{"quote": "whatever's getting to the conclusion of let's go file this lawsuit in 2023, is late at a minimum and misguided at best | observed | artifact ↗ | 2023-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYBCHQV39AX1JJ12QZVCAK52", "signals": [{"quote": "you've got google i'm sure will develop it through their deep mind asset", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2023-01-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC35BKBE3CBXQP72JCVSC2T", "signals": [{"quote": "read this in google's founders letter as well does that not apply any founders at google don't even show up at the com | observed | artifact ↗ | 2022-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC92RNXJRWPD54GMHQD286J", "signals": [{"quote": "these companies, Apple, Facebook, Google, maybe a little bit Microsoft, are the most sensitive to valuation, because t | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC92RNXJRWPD54GMHQD286J", "signals": [{"quote": "And it was around that time when Google started offering these crazy benefits, right? It was like there's a gym and fr | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYC92RNXJRWPD54GMHQD286J", "signals": [{"quote": "the investments that one makes in this period will probably be the best for many, many years to come, because they'll | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCEXD7P99AD4FXB31ENCN3D", "signals": [{"quote": "google the android already does it but ios does not", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCEXD7P99AD4FXB31ENCN3D", "signals": [{"quote": "what google in effect got when they acquired youtube was a flywheel i mean it was a brand and it was a network effect | observed | artifact ↗ | 2022-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMS4Q0AWGX9ZMKYMS4AK2A", "signals": [{"quote": "the big news this week on the anthropic front jason is that the company has tapped google for an enormous compute purc | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMS4Q0AWGX9ZMKYMS4AK2A", "signals": [{"quote": "but jason essentially google tpus are better they're more efficient they have lower costs and they're tailored for thi | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMS4Q0AWGX9ZMKYMS4AK2A", "signals": [{"quote": "any compute advantage these large language models can get they're going to take what's fascinating about this one is t | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMS4Q0AWGX9ZMKYMS4AK2A", "signals": [{"quote": "if we just take those six look at those six which ones have money printing machines which ones have profitable machine | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMS4Q0AWGX9ZMKYMS4AK2A", "signals": [{"quote": "okay this puts them at a significant long-term advantage meta and google can build infrastructure at a pace that the o | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMS4Q0AWGX9ZMKYMS4AK2A", "signals": [{"quote": "now one would argue gemini uh is typically in third or fourth place and i think llama is typically in sixth place or f | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMS4Q0AWGX9ZMKYMS4AK2A", "signals": [{"quote": "i wonder if google and meta have a huge advantage in that they could start deploying hardware at a scale that the othe | observed | artifact ↗ | 2025-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNWV75WMX9EY8B07C72CRK", "signals": [{"quote": "some of his amazing investments new bank service now wiz uh just bought by google", "stance": "neutral", "signal_class | observed | artifact ↗ | 2025-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNWV75WMX9EY8B07C72CRK", "signals": [{"quote": "pending acquisition by the way but oh yes that's important", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2025-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNWV75WMX9EY8B07C72CRK", "signals": [{"quote": "my god working at google is fabulous I said the food have you seen the food at google it's even ranch meat have you se | observed | artifact ↗ | 2025-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCNWV75WMX9EY8B07C72CRK", "signals": [{"quote": "google was such an intellectual powerhouse but when things get big it is to your point like how do you make an impact | observed | artifact ↗ | 2025-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "I have subscribed and played with this. I am now a paid Gemini customer upping my monthly AI spend to 40 from 20. Than | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "I've been very impressed with what you've done with Gemini. ... It was pretty janky, the original versions, but someth | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "you guys have started to release stuff more often. ... there's been a little bit of a, I think, looking at it, a philo | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "Deep research is a really incredible and impressive product.", "stance": "bullish", "signal_class": "endorsement", "sp | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "deep research gets us a really beautiful summary that I'm going to say would take four to eight hours for a human coll | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "Because I used this and I'm actually pretty impressed and slightly worried for my job.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "it did all this work. And then it built this table. And, and this is when I was like, okay, fine, smarty pants. This i | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "Arush, with that introduction, I'm going to hand you the con, but my God, scaring me.", "stance": "mixed", "signal_cla | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "Well, what it does is it allows us to cover more topics better and then move up the stack to, you know, having a deepe | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "When you ask a query, it then seems to figure out what the sub queries are or what your follow-up questions are. And t | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "So, so yes. So at Google, we publish, uh, opt outs through a robots.txt for, uh, things like, uh, how your content can | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "We've been really surprised and, and like very pleasantly surprised at how, um, uh, how, how it's, how it's being rece | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "one of the things where we're trying to kind of help the user out, uh, is basically kind of be as source forward as po | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "I talk about stuff I find interesting in the world and this is certainly up there.", "stance": "bullish", "signal_clas | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "It does seem like you guys are slowly rolling it out. You gotta be thoughtful about capacity and users.", "stance": "n | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "I'm giving this an A plus. This is, you know, one of the most impressive things I've seen so far to come out of Google | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "I just did a search on Gemini for skis and, uh, you know, certain type of skis for doing groomers and, uh, you know, r | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "So I think, you know, content creators, and I've been on and on about this, they're going to have to make a decision. | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "It's such a wonderful time in the, you know, in the technology industry to have this new category of product to play w | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "Here's the flip of that though. In this case, if I was Google and perplexity is gaining momentum and people are talkin | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "They'll flip the switch at some point. You know, they did it already with the summaries at the top. Remember the summa | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCRFTR4Y5N1CTQ7CTVT3QRM", "signals": [{"quote": "I do think there's going to be a whole new ad model that emerges, which is going to be, you know, when you do a resear | observed | artifact ↗ | 2025-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCS4RF7N9E11V7DAQWNHJ4Y", "signals": [{"quote": "And the key company was Google in this respect. Google made more money for investors, dollar for dollar, after they we | observed | artifact ↗ | 2024-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCS4RF7N9E11V7DAQWNHJ4Y", "signals": [{"quote": "Google's revenue went from $220,000 in 1999 to $19 million in 2000 to $86 million in 2001 to $348 million in 2002, and | observed | artifact ↗ | 2024-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT8ZQCDYVHKN2Z2KJRKE99", "signals": [{"quote": "Google is a great microcosm of that Android. They were far behind on the smartphone market. They open source it search | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCT8ZQCDYVHKN2Z2KJRKE99", "signals": [{"quote": "I think he was lamenting a little bit. They were early into robotics before AI was there.", "stance": "bearish", "sign | observed | artifact ↗ | 2024-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD17700WS4HXTGH0SJ62VG8", "signals": [{"quote": "I had this weird thing. I realized mobile Chrome does not let you set the default browser. I didn't know why that's th | observed | artifact ↗ | 2023-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD17700WS4HXTGH0SJ62VG8", "signals": [{"quote": "And so, you know, it's, it's okay. So this is, you know, it's, it's kind of interesting, feels like a bit, um, it, you | observed | artifact ↗ | 2023-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD17700WS4HXTGH0SJ62VG8", "signals": [{"quote": "So I think, uh, what, and, um, you know, Nick is sharing the same thing here. I think it's trained on samples from You | observed | artifact ↗ | 2023-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD17700WS4HXTGH0SJ62VG8", "signals": [{"quote": "Google is incredibly savvy on navigating fair use.", "stance": "bullish", "signal_class": "assessment", "speaker_name" | observed | artifact ↗ | 2023-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD17700WS4HXTGH0SJ62VG8", "signals": [{"quote": "Google waited to release this because Google is so aware of copyright claims.", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2023-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYD17700WS4HXTGH0SJ62VG8", "signals": [{"quote": "This is gonna come out with weak results because it's not trained on copyrighted music. Yeah. So I think this is weak | observed | artifact ↗ | 2023-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDQK0S42TK62RRDT2QFH751", "signals": [{"quote": "I went there and I offered to bring Google Loon, myself and Google, we offered to bring internet access to the entire | observed | artifact ↗ | 2022-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDVSJNN03F6XKV9VND9EEQ2", "signals": [{"quote": "There are more unicorns founded by ex-PayPal people than ex-Google people. Even though at sort of the PayPal mafia, if | observed | artifact ↗ | 2022-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDXG52J5XQ90JV29MRXF2GR", "signals": [{"quote": "but these are disastrous calls you know facebook's had a couple in its lifetime but snap consistently probably once ev | observed | artifact ↗ | 2022-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDXG52J5XQ90JV29MRXF2GR", "signals": [{"quote": "my point in telling you this story is that if you think facebook and google just as an example again are cheap at 10 t | observed | artifact ↗ | 2022-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3CXS2FW5BJ3JG5F0FJ5CV", "signals": [{"quote": "there are some companies in this moment who are really going to rise to the occasion. They're going to be able to cont | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3CXS2FW5BJ3JG5F0FJ5CV", "signals": [{"quote": "Google's been around a while... he's got the scar tissue as an executive and he's seen this movie before. If you have | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3CXS2FW5BJ3JG5F0FJ5CV", "signals": [{"quote": "I think Sundar has now got that moment where I think he should just ignore the markets and ignore the stock price, and | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE3CXS2FW5BJ3JG5F0FJ5CV", "signals": [{"quote": "Yeah, well, I think it's really interesting, because YouTube for so long has escaped all of this scrutiny, right? And | observed | artifact ↗ | 2022-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE58DK0BAGVAYV3YH6JDCF5", "signals": [{"quote": "eventually acquired by Google and brought into Google X.", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2022-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE58DK0BAGVAYV3YH6JDCF5", "signals": [{"quote": "it's lived within Google and Google X for a number of years. And it's my understanding that it's now transitioned onwa | observed | artifact ↗ | 2022-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE58DK0BAGVAYV3YH6JDCF5", "signals": [{"quote": "Makani, I do think did become particularly, I think, because of that X acquisition and X saying like, this is the kind | observed | artifact ↗ | 2022-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE58DK0BAGVAYV3YH6JDCF5", "signals": [{"quote": "when the folks at Google approached us and said, You know what, we've got this secret project called the Android phone | observed | artifact ↗ | 2022-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6DXHGBNQFRR2PKH0BV9J8", "signals": [{"quote": "I mean, they have a couple of ideas. I think, honestly, I am coming around to Google ski goggles.", "stance": "bullish | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYE6DXHGBNQFRR2PKH0BV9J8", "signals": [{"quote": "I mean, oceans rise, empires fall, right? The thing, you don't, the thing you fail to understand about companies is th | observed | artifact ↗ | 2022-01-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEN924P0Z6B8ZKKGX2F0GQF", "signals": [{"quote": "Same thing with Google. They should have Google Pro. Google Pro should have zero tracking.", "stance": "neutral", "sig | observed | artifact ↗ | 2019-05-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEPTWV5RMFSK06MSHQGTQBG", "signals": [{"quote": "Google was one of the few places, of course, that was thriving and hiring. ... Now, of course, when people think of Go | observed | artifact ↗ | 2019-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEPTWV5RMFSK06MSHQGTQBG", "signals": [{"quote": "in the first post IPO, they asked us, would we be featured as the independent publisher alongside the New York Times i | observed | artifact ↗ | 2019-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYER85GDFZ2S55AX1CPNQGWX", "signals": [{"quote": "Lo and behold, Hotmail came out, and we all laughed at it. Then Gmail came out, and we all fell in love with it.", "st | observed | artifact ↗ | 2018-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYER85GDFZ2S55AX1CPNQGWX", "signals": [{"quote": "You can be certain if you have your stuff on Gmail or if you have stuff on Facebook that some Facebook engineers looke | observed | artifact ↗ | 2018-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYER85GDFZ2S55AX1CPNQGWX", "signals": [{"quote": "rather than munging together multiple customers' data into one service, like a centralized Lavabit service or Gmail se | observed | artifact ↗ | 2018-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYESHTDCGHAE7FK5DWXFCGFH", "signals": [{"quote": "Google. Whether it's Facebook or Google as ad network fundamentally where they're monetized.", "stance": "neutral", "s | observed | artifact ↗ | 2018-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXV373P5X0F7SEG1DPW5SA", "signals": [{"quote": "Google Maps is still quite a bit better than Apple Maps.", "stance": "bullish", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXV373P5X0F7SEG1DPW5SA", "signals": [{"quote": "Google and Apple have actually looked to our open source project and copied some of these features, right, over time." | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXV373P5X0F7SEG1DPW5SA", "signals": [{"quote": "my understanding of it is the real sinister actual reason to do it is so that they never have competitors and that Goo | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEXV373P5X0F7SEG1DPW5SA", "signals": [{"quote": "We think that's good for Google and good for everyone else.", "stance": "bullish", "signal_class": "prediction", "spea | observed | artifact ↗ | 2016-04-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF0G84801C5MJ55R6FR1Q0R", "signals": [{"quote": "Yeah, I can't trust Google anymore. I told it to Larry Page and to Sergey. I was like, you know, we made $25, $30 mill | observed | artifact ↗ | 2015-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF11EGS5YH4JPKQ06TE72MA", "signals": [{"quote": "I mean, you have companies like Google, which are paying people double or triple the market rate of a salary. Right. A | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF11EGS5YH4JPKQ06TE72MA", "signals": [{"quote": "I think they have fundamentally different approaches, uh, Apple and Google. So Apple starts with closed and then on a | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF11EGS5YH4JPKQ06TE72MA", "signals": [{"quote": "I think both Apple and Google are serious in music and will keep on investing in trying to make it. Um, we're, we're s | observed | artifact ↗ | 2015-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3QKPNXSDA2RF9AW4XXSAC", "signals": [{"quote": "In the 12 months I was there, we changed CEOs. We released Google+, lots and lots of things happened, and basically be | observed | artifact ↗ | 2014-12-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF3QKPNXSDA2RF9AW4XXSAC", "signals": [{"quote": "YouTube gets a lot of value from customers by them creating content. They upload videos. That content is then seen by | observed | artifact ↗ | 2014-12-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF5Y3QQG47YYTR1XG15B1CY", "signals": [{"quote": "five years ago, all you had to worry about was Google AdWords. But now, as you mentioned, there's Google, Facebook, Li | observed | artifact ↗ | 2013-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF5Y3QQG47YYTR1XG15B1CY", "signals": [{"quote": "This huge network, the Google Display Network, which is massive. It's across so many different sites that you can capt | observed | artifact ↗ | 2013-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF5Y3QQG47YYTR1XG15B1CY", "signals": [{"quote": "Google wants them to spend everything on their site, right? And so, yeah, they wouldn't do that.", "stance": "bearish" | observed | artifact ↗ | 2013-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF5Y3QQG47YYTR1XG15B1CY", "signals": [{"quote": "That's because they're the least effective, and Google's is the most.", "stance": "bullish", "signal_class": "assessme | observed | artifact ↗ | 2013-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF5Y3QQG47YYTR1XG15B1CY", "signals": [{"quote": "isn't Google much more effective for advertising.", "stance": "bullish", "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2013-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF5Y3QQG47YYTR1XG15B1CY", "signals": [{"quote": "I think that Google has such an, they're so effective. Yeah. Because people, like you said earlier, have direct intent | observed | artifact ↗ | 2013-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF5Y3QQG47YYTR1XG15B1CY", "signals": [{"quote": "And Google doesn't do that.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Friedberg", "s | observed | artifact ↗ | 2013-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "Google is definitely the most ambitious company right now. I'm sure there have been junctures where nothing had been d | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "I think that it's still really unclear that the moonshots will work. I have to say I'm still doubtful on them. You kno | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "I think the answer has to be no. I mean the way I think about it is that you have a bunch of computer scientists runni | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "Google has hardened that a lot. SSL by default, perfect forward secrecy in ways that AOL and Yahoo still have to do, o | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "Google announced in September that they are moving towards encrypting all of those links.", "stance": "neutral", "sign | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "I also remember Google was moving about two months ago in early September to encrypt precisely these links. One intere | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "The strategy is, as I understand it, and I think maybe, Liz, you follow it more closely than I do, is you hire your li | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "But another alternative is that this is actually the way the company is run. I mean, it's really run by these differen | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "I think it shows that the patent law in this country was written in a pre-internet era and is out of control. I mean, | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF6APZ26ZXKHTV27S1Z8WAA", "signals": [{"quote": "No, I think Declan has it totally right. This is just taking it to yet another level.", "stance": "bearish", "signal_c | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF77JN8RXRGSETAE7ECZRTN", "signals": [{"quote": "The most interesting company, I think, of the past 20, 30 years is Google, because they are web native. They have the | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF77JN8RXRGSETAE7ECZRTN", "signals": [{"quote": "I think Google Glass is stupid.", "stance": "bearish", "signal_class": "criticism", "speaker_name": "Jason Calacanis", | observed | artifact ↗ | 2013-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGEPMM9G492649XSJRN2WK8", "signals": [{"quote": "now you have facebook and google basically coming out saying in order to go back to the office you have to be vaccinat | observed | artifact ↗ | 2021-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGFDHHDZDYCV1732HGB9WDH", "signals": [{"quote": "so this morning deep mind incredibly published a database with the predicted structure of every protein in the human b | observed | artifact ↗ | 2021-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGFDHHDZDYCV1732HGB9WDH", "signals": [{"quote": "they have about a thousand people i understand and by the way they pay something in the order of six or seven hundred | observed | artifact ↗ | 2021-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJERWZVY9FW6SMXVD353W4", "signals": [{"quote": "she gave very pragmatic examples like separating google maps from android and when you turn on your android phone you | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJERWZVY9FW6SMXVD353W4", "signals": [{"quote": "my only advice to her i wrote this in 2019 in my investor letter as well just thinking about the breakdown of big tech | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJERWZVY9FW6SMXVD353W4", "signals": [{"quote": "so for startups it's just because i think right now we have a massive human capital sucking sound um that big tech cre | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJERWZVY9FW6SMXVD353W4", "signals": [{"quote": "you can see it in the in the enormous amount of investment apple for example is making in both advertising the push to | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGJERWZVY9FW6SMXVD353W4", "signals": [{"quote": "correctly they watched all this money being made by those otas they watched where they got their data from then they b | observed | artifact ↗ | 2021-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGK86WFGTV4EXRRQ2NREKK6", "signals": [{"quote": "Google has a similar policy, they're expecting people to return to the office three days a week in September.", "stanc | observed | artifact ↗ | 2021-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGV7QKFRQF55VZN6ZX71YC1", "signals": [{"quote": "This is basically like a wealth transfer from Google and Facebook to the traditional media and to traditional publishe | observed | artifact ↗ | 2021-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGV7QKFRQF55VZN6ZX71YC1", "signals": [{"quote": "The problem with Zuckerberg and with how Google has used journalists content is they are clipping out specific section | observed | artifact ↗ | 2021-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGV7QKFRQF55VZN6ZX71YC1", "signals": [{"quote": "Google's paying for it. Facebook decided not to, but Facebook, they said something like only 4% of their posts involve | observed | artifact ↗ | 2021-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGV7QKFRQF55VZN6ZX71YC1", "signals": [{"quote": "Like, I think there's a, uh, like a misplaced blame on Facebook and Google.", "stance": "bullish", "signal_class": "as | observed | artifact ↗ | 2021-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGY8CR16R720WKWSZ0H3YF8", "signals": [{"quote": "Google made Android open source. And by making the Android operating system open source, they were able to have their | observed | artifact ↗ | 2021-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGY8CR16R720WKWSZ0H3YF8", "signals": [{"quote": "And then Google said, I'm out.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Chamath Palihapit | observed | artifact ↗ | 2021-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZEZEBZ9N6WY37ZG90R8J1", "signals": [{"quote": "you don't need to go to Apple's App Store or Google's Google Play, you can put an app on Android, you just don't need | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZEZEBZ9N6WY37ZG90R8J1", "signals": [{"quote": "If Google and Amazon and Apple have censored you at the operating system level, and remove you from Google search resu | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYGZEZEBZ9N6WY37ZG90R8J1", "signals": [{"quote": "I don't think people have been removed from Google search results.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2021-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "the accuracy of their predictive model now is within the range of error of the microscopes that are being used to actu | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "google will still have to spend a deep mind will have to spend a lot of time refining it and then they have some reall | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "the downstream commercial implications of this is just enormous um and so the just think about this like this is where | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "that to me is just this is an argument against breaking up tech because only a tech company with this amount of resour | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "alphabet's burning four to five billion dollars a year on their quote unquote other bets line and people give them a l | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "look at youtube youtube's easily a hundred billion dollar payday on a billion dollar bet", "stance": "bullish", "signa | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "semantics a lot of people miss this but applied semantics was a hundred million dollar bet and that's the entirety of | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "i do think i do think it was disclosed that they've used deep mind uh to improve ads quality and improve um youtube vi | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "i think in one quarter google was able to generate something like an incremental 15 billion annualized revenue from de | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "this is the first thing they've publicly announced that that seems like it will be available to others eventually that | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "google actually values transparency so that's the only reason why we know", "stance": "bullish", "signal_class": "fact | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "they are going to spend years before this sees the light of day because um they are smart enough to know what they've | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "the reality is that google for the next 20 or 30 years will have layers and layers of oversight because um you know it | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "the protein data set they trained on is publicly available you know anyone can access this and with the you know a cat | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH1Q1PJBQDAZGM8QYJKV0ZQ", "signals": [{"quote": "we're accelerating silicon at a fast enough speed where you know it's like if you can throw 5 10 50 100 500 pet ops at | observed | artifact ↗ | 2020-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6VWWHWC06PFJ06YH4S9MY", "signals": [{"quote": "the acts that people had to grind were kind of pointed at google and facebook and amazon in different ways", "stance": | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6VWWHWC06PFJ06YH4S9MY", "signals": [{"quote": "google was interrogated about snippets", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_5 | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6VWWHWC06PFJ06YH4S9MY", "signals": [{"quote": "there was news today actually just out of australia that the government's going to order google to pay small businesse | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6VWWHWC06PFJ06YH4S9MY", "signals": [{"quote": "you can even see that google fitbit i mean fitbit is you know what is it a 1.2 or 3 billion dollar acquisition it's go | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6VWWHWC06PFJ06YH4S9MY", "signals": [{"quote": "i worked in m a at google uh for a couple of years early in my career i left google in um in 2006 and a lot of the um | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH6VWWHWC06PFJ06YH4S9MY", "signals": [{"quote": "google spent 2.6 billion dollars to buy looker buying looker for 2.6 billion dollars does not advantage google's adver | observed | artifact ↗ | 2020-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYH97JWP1V5Q0E00ACRWBF87", "signals": [{"quote": "And then I remember what I had learned from my friends at Google, and it was the same thing inside of Google. And then | observed | artifact ↗ | 2026-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZA2WYTBZ3ESKNSSRKJCXC3J", "signals": [{"quote": "they've, I think got more users using AI than open AI, um, because of putting it at the top of search.", "stance": "bu | observed | artifact ↗ | 2026-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZARB1GYK9NCW3A8NKXMA2V6", "signals": [{"quote": "you know there's no drivers in Waymos and his position was the other week yeah you'll still have a driver in a Waymo t | observed | artifact ↗ | 2026-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZB7VCCEZ45QXSR7R4R8V160", "signals": [{"quote": "Google has access to YouTube, and Claude seems to not really have up-to-date information.", "stance": "neutral", "sign | observed | artifact ↗ | 2026-02-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBAG7809NWDWSN8R3061TSW", "signals": [{"quote": "Wiz, the cybersecurity company that Google purchased for, oh, Jason, back me up here. 30, 32 billion. 30 billion plus. | observed | artifact ↗ | 2026-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBD666HEGBWRE438BR4W2B9", "signals": [{"quote": "So we believe Google has, of course, a great in optimization too. And Meta has also as well. However, Google cannot ba | observed | artifact ↗ | 2026-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "This is, I don't think exactly what Waymo was promising the world.", "stance": "bearish", "signal_class": "criticism", | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "These are the edge cases that will be quickly solved. You can be sure that there's an emergency meeting going on of wh | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "I think this problem is solved pretty easily. This will be a one and done type situation. ... they'll just program thi | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "They'll be like ballet dancers in Swan Lake making their way off the road. And yeah, it'll be just fine.", "stance": " | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "The reason why the connectivity argument struck me so, so like a good possibility is because if they didn't have that | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "They wouldn't leave four cars in the intersection, Jason, if they could get them out. So combination of connectivity, | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "Waymos are map based and heuristics based as opposed to the EMA system, end to M models. And so they'll just be a litt | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "And that's why Waymos is also working on EMA, E-M-M-E, I think it's how they say the end to end models that are being | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "So if this patent works, you know, what's to stop Tesla from telling Waymo, hey, yeah, you can put our stuff in your W | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "Waymo is part of Alphabet, uh, is teaming up with both Lyft and Uber to bring self-driving cars to London.", "stance": | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "I think of the 20, let's just round it up to 20 providers of this technology, and then we'll probably consolidate down | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "I don't think they've run away with the whole thing. So I think if they wind up being, let's just say they wind up bei | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "with Waymo being worth or going out and raising money at 100 billion", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBN7KPKJ6QEFW41E57DVQ2X", "signals": [{"quote": "I think the only way for Waymo to compete with Tesla right now is to partner with Uber.", "stance": "bullish", "signal | observed | artifact ↗ | 2025-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "OpenAI is partnering with Disney. We talked a lot on their show that Sora was a potential IP catastrophe for OpenAI. L | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "I think this is a big damn deal. If you're not part of one of these deals, as Disney sent a cease and desist letter to | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "And if you don't have one of these collaborations, you don't get to use these characters.", "stance": "neutral", "sign | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "So the most important thing here is now that there's a commercial relationship, every other lawsuit that's going on wi | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "It was essential that somebody get a deal like this done. Now that we have a major deal like this, every single LLM is | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "What's great about this deal is now Sam Altman, because he has a commercial arrangement with Disney, if anybody else u | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "OpenAI's deal is over 200 Disney, Marvel, Pixar, and Star Wars characters. So they're not opening the floodgates. They | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "Now that we have a major deal like this, every single LLM is going to have to do this.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "It was obvious this would happen, and I got lucky by just picking the best IP in the world, Disney's, or the most reco | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "Well, the owner of Pixar, Marvel, Star Wars, it makes sense. They have the most AI, text-to-image, friendly catalog of | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "And now they could take Pixar and what Disney should do next is they should say Pixar is available for your LLM to the | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "There's a long, long history in Hollywood and media of promising that creators are going to get a little piece of the | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "So we just went through the chessboard here in Silicon Valley and how everybody doesn't want to pay for IP. And now we | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "So that's one concern is, like, are these license fees going to be, you know, like pennies every time, every year for | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "So Disney will invest a billion dollars, as we said.", "stance": "neutral", "signal_class": "fact_claim", "speaker_nam | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "It will also get warrants, Jason, into OpenAI. So if it wants to purchase more shares down the road at whatever price | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "I just think that maybe OpenAI and Disney came to such a helpful, healthy, and positive agreement here that down the r | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "Now you have the precedent. And Google is a good actor. And this is different than indexing the web, taking a small sn | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "The IP holder has the right to monetize new forms and new media types. So you don't have to anticipate what those are. | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "Incepting a Jedi story in your brain using one of these and you ask Neuralink or one of the other people doing this, l | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "You're going to be able to play Luke Skywalker in your mind, and that will be incredible IP to be licensed for it.", " | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "There's a cease and desist letter sent by Disney to Google before this OpenAI deal was announced. The actual letter wa | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "James Earl Jones. James Earl Jones sold in perpetuity his voice as Darth Vader, and they can clone it now. So that dea | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBQP3BK39XSAZF443MW2NVN", "signals": [{"quote": "But now there's Crusoe. They are the AI factory that worries about your backend so you can focus on your code. And the | observed | artifact ↗ | 2025-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "So the bidding process is over. Netflix has won the bidding war to obtain Warner Brothers. Now, Paramount wanted all o | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "The deal, as of now, $72 billion, so $82.7 billion in total enterprise value. That's for the film and TV assets.", "st | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "But when you take a look at it, you can see that its EMEA revenues are nearly as large as its U.S. Canada revenues. An | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "And if you don't know, Jason, these are all enormous companies and they're growing quite well. But the largest growth | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "Netflix does not have this much cash that it can just throw around.", "stance": "bearish", "signal_class": "criticism" | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "$423 billion, Jason. Wow.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "Alex Wilhelm", "speake | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "So this works out to about 17%. WB shareholders are going to get $23.25 in cash and $4.50 in shares of Netflix stock f | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "when I saw Ted Sarando speak and I asked him a couple of questions in a private event, I asked him about movie theater | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "The very dark, cynical take on this would be, that is why Netflix wants Warner Brothers so bad. Because it can slowly | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "And if they suddenly pulled all of their films out of theaters, it would be, I think, a shock to the system for the re | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "If they strangle the theaters, then they increase the habit of people watching at home on 83-inch, $400 televisions.", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "Of course. I mean, Netflix has always said they don't see any one particular entertainment company as their rival.", " | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "They see time, people spending time on other things is what hurts Netflix. And so this would be a chance to snipe one | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "And Ted Sarandos has sort of already discussed this. People have already sort of asked about it. They're saying for no | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "Disney, when I am in charge, is going to buy the movie theaters or buy out the movie theaters.", "stance": "bullish", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "This would change the dynamics of everything. And then this would make Disney Plus catch up and then exceed Netflix.", | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "And for $100 per theater, just $100 to rent a theater with your kids. And watch anything on Disney Plus or Hulu that t | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "Your Disney Plus membership, you get a card. Your kids get a Disney Plus card with their name on it and member since. | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "Disney owns several movie theaters in Los Angeles. The Crest in Westwood and most famous is the El Capitan in Hollywoo | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "AMC is worth $1.2 billion. They're the largest U.S. chain by screens. And Disney's worth about $190 billion, Jason. So | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "I think they're going to let it fly.", "stance": "bullish", "signal_class": "prediction", "speaker_name": "David Fried | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "I'm sure OpenAI is going to pay a lot of attention to this person when they bet on future Gemini release schedules bec | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "they're effectively telling the market ahead of time when they're going to drop market defining products that Google w | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "Zephyr Fusion wants to take Fusion Power and put it in space. Now you're saying we don't have functional net positive | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBTVP88XPAACN34QPNYH5V0", "signals": [{"quote": "Again, sometimes with a startup you want to skate to where the puck is going and you have five years of build time bec | observed | artifact ↗ | 2025-12-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZE5MGN8BK3DGDNX2Y0H38", "signals": [{"quote": "Now we move over to Google. Infrastructure is taken care of and fundraising is taken care of. It's called profits. So | observed | artifact ↗ | 2025-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZXNRMSXVQKJNG5KHQYAWJ", "signals": [{"quote": "in the wake of the Gemini 3 launch, Alphabet shares shot up by 5%. Now, why do we care about a 5% move for a company? | observed | artifact ↗ | 2025-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZXNRMSXVQKJNG5KHQYAWJ", "signals": [{"quote": "They've got over 10 million developers using their models. They've always been very popular with developers. They have | observed | artifact ↗ | 2025-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZBZXNRMSXVQKJNG5KHQYAWJ", "signals": [{"quote": "We were I was at Google, which wasn't following that strategy.", "stance": "bearish", "signal_class": "criticism", "sp | observed | artifact ↗ | 2025-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC07KDS7AQ5MX5N1GNFXQ56", "signals": [{"quote": "I just really think this pushes back against the idea that AI improvement has slowed dramatically so I view this all a | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC07KDS7AQ5MX5N1GNFXQ56", "signals": [{"quote": "browser use it was 500 company gave it very strong marks and said it was much better than previous models from the com | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC07KDS7AQ5MX5N1GNFXQ56", "signals": [{"quote": "got rave reviews from some leaders who actually use it yeah at their major company so Aaron Levy likes it Stripe boys | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC07KDS7AQ5MX5N1GNFXQ56", "signals": [{"quote": "Gemini 3 came out and crushed it again so the market is once again betting that Google is going to run the AI game thr | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC07KDS7AQ5MX5N1GNFXQ56", "signals": [{"quote": "it's at least as good as people hoped unlike GPT 5 which was not as good as people hoped so at a minimum the vibes are | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC07KDS7AQ5MX5N1GNFXQ56", "signals": [{"quote": "with them it just seemed like Google is going to run away with it for this year and they also have this massive advant | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC07KDS7AQ5MX5N1GNFXQ56", "signals": [{"quote": "I mean they're just thinking about breaking up Google search monopoly in\nSPEAKER_01: year 30 so they're out to lunch | observed | artifact ↗ | 2025-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC3SPMP2BAD03KFF4MC4RCV", "signals": [{"quote": "Google goes up. Why? People used to advertise their cars, their classifieds, local car dealership.", "stance": "bullis | observed | artifact ↗ | 2025-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "yeah this is a uh a little bit of a complicated deal i saw bloomberg was like this is convoluted and i just read their | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "i was really curious about how nvidia's market cap which we'll talk about in a second compared to the aggregate stock | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "our friends over at 37 signals dhh and jason freed uh are talking today quite a lot about their use of sabbaticals thi | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "the uber drivers are going away because they'll be in waymos", "stance": "neutral", "signal_class": "prediction", "spe | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "the doordash has their own delivery robot", "stance": "neutral", "signal_class": "prediction", "speaker_name": "SPEAKE | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "they are a highly profitable uh software company that has existed for a long time with a loyal base of users and it is | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "who use base cam they just love it they're never going to stop using it okay period full stop", "stance": "bullish", " | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "you start a company and you don't have a bunch of investors which they don't i think they bought out bezos who was a t | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "if you're at 37 signals they took a similar approach hey if you want to be here uh you're here to make great productiv | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "the context is highly profitable company extremely stable revenue no investors two owners they can do what they want a | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "they're chanel in this equation they're not grinding it out versus 20 competitors who are going to eat their lunch", " | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "this applies to a certain class of companies not most startups and probably not places that a lot of people are going | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "we're launching uh three big things today we're launching a new company name we're launching a new product uh we call | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "that's a real decision you had to make very big superhuman is obviously a more expansive name", "stance": "bullish", " | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "you have tens of millions of people 40 million daily active users yes 40 million people who love grammarly", "stance": | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "we spent the last 16 years turning people into super writers now we can spend the next few decades turning them into s | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "second big announcement we launched a new product we're calling it superhuman go uh it's launching today you can go gi | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "it really is taking the core technology layer of grammarly pulling it out as a platform for all agents", "stance": "bu | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "we are building a set of agents the most important of which is grammarly uh and we're going to try to make sure there' | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "the thing i love about grammarly is that it persistently follows me around my desktop it's on my keyboard on my phone | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "multiplayer mode is so powerful because in superhuman when you send an email thread sometimes it's like oh there's a c | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "those kind of parallel universes kind of speak to what you're doing with agents as well because the agent can then it | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "what do people really love about grammarly it's that it works everywhere and we work in a million unique applications | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "the operating system can do a lot of things in your windowing system and so on but just you know as an example we've d | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "going through a massive transition obviously the multi-product transition is a big one it leads to us having a suite o | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "it was so important to own coda and so important to own superhuman mail is that they're the surfaces you actually work | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "i'm playing three different people in your organization i pay for superhuman i pay for grammarly and i pay for coda ha | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "you'll definitely save money i mean i think the if you just and you're probably on the the equivalent of the business | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZC96R1QN8E4JST190WJC3G6", "signals": [{"quote": "bundling is a topic that i've been um somewhat known for and spent a lot of time on i wrote i wrote a paper about it a | observed | artifact ↗ | 2025-10-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "I made a small investment in a um like a hedge fund that's looking at all the nodes of bit tensor every day trying to | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "anything that has strong economic viability compute tends to collapse into centralization and so for example um to you | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "eventually more and more inference will happen on a device and so to some extent the distributed compute notion may ju | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "i was asking because there's a great note in there s1 jason you'll love this uh they were talking about how they're us | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "the company's investments in automation at the warehouse level in particular are going to help it hire 160 000 fewer p | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "before 2030 you're going to see amazon which has massively invested in this replace all factory workers and all driver | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "it looks like waymo will be that one of the other bets", "stance": "bullish", "signal_class": "prediction", "speaker_n | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "i also think their chromebooks and the chrome operating system is eventually where um ai lands", "stance": "bullish", | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "you look at google glass um that might actually be landing soon in the form of these ray-bans that you know everybody | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "the loom project was too close to earth turns out low earth orbit better", "stance": "bearish", "signal_class": "criti | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "it seems like that's the path that's been taken so far on llms around foundation models and then the question is is th | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "and my lord just since the antitrust case think about how much traffic they could spill over to duck duck go brave or | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "apple has a very strong data privacy policy which means that they don't have a lot of data that they normally would ha | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "google ended up paying apple tens of billions of dollars a year to use that search instead of developing its own and i | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "you could actually run the llm locally all the you know context window could be run locally on all your items and it c | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCC7VM53GZDKWFK8H1CF2A0", "signals": [{"quote": "your photos you know train google's llm which i don't think you really want to do", "stance": "bearish", "signal_class | observed | artifact ↗ | 2025-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "the one people have heard of boom like yeah that was the first one that got visibility bought by microsoft bingo for a | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "the thing that it really epitomized was first you know rapid internet growth for us second this thing we basically coi | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "the idea that the message itself was the vector of uh of spread of marketing in a sense no like a virus which came fro | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "it was incredibly cheeky at the time to embed a commercial message involuntarily to everything sent by your customers | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "intel in their development of the cpu the you know the pentium onward um was using human ingenuity to try to build a b | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "intel was a bit of in their minds a marketing kind of channel management process to try to double every 18 months corr | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "if you look at a company like intel and there's been other ones ibm microsoft that missed paradigm shifts", "stance": | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCFA4KDNCA1F68XFJWFTP79", "signals": [{"quote": "it's so unbelievable how predictable it is that they can't make the jump and we were watching the cpus from in the pen | observed | artifact ↗ | 2025-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "We are in the irrational exuberance era right now with private companies like OpenAI. It's nothing personal to them or | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "So a bunch of websites like Reddit, I think Reddit, you can check the stock right now and pull up the stock price.", " | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "People were saying that the stock is down because of this, like 5% or 10% because Reddit typically appears in the lowe | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "I think the entire future of Reddit is to go there and get an LLM search box and then underneath it have, you know, ma | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "It was around 240 earlier in the week and now it is down to $208 per share.", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "Midjourney was built by a bunch of rich people. And it was early, and they have a ton of revenue, and it looks like th | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "But another, you know, firm might have 400 people and make 125K per person, right? Or they 10X it, and they would have | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "OpenAI completes its tender at $500 billion.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPE | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "First of all, it is now the most valuable private company in the world. OK, just squeaking back SpaceX, which we talke | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "there was a total of $10.3 billion in authorized sales, but only $6.6 billion traded hands. ... which people are takin | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "Often they don't want people clearing their entire position and not being motivated because", "stance": "neutral", "si | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "I think it's a bad trade. I think when they go public, they might have a hard time sustaining this price. It could go | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCKXNKTRJW79QT9AF8RREHB", "signals": [{"quote": "It has reached the absolute top of the iOS app store here in the United States, besting even ChatGPT, besting even Goo | observed | artifact ↗ | 2025-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "Wealthfront is going public. ... The company's S1 filing shows a company that's growing quickly and has quite a lot of | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "I'm a shareholder. ... It's really a great way to build an optimized portfolio and pay the most reasonable fees you co | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "I think they charge 25 bps.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "Chamath Palihapitiya | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "I can tell you that really matches mine because when I try to get, you know, the boomers in my extended family, like, | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "And man, you watch Wealthfront add features, Robinhood add features, Coinbase add features. And these are all founder- | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "Well, I think maybe the success of the first Sora makes a built-in audience for the second, and Vibes is a first-time | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "It's probably as simple as that, but also the reputation of Zuckerberg and Facebook and Meta is, you know, to just cre | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "this has been an incredibly successful company. Um, but you know, it took a long time.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZCNB19S1ATN3ETTPEB2JB5M", "signals": [{"quote": "So Daniel Ek, if you look back on it, he, he, he basically reinvented two industries. Podcasting also changed. If it w | observed | artifact ↗ | 2025-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMFMKT4N26KM1ST6MRMGKWP", "signals": [{"quote": "Is it going to be Microsoft who knows the, the idea that Amazon won cloud computing and it wasn't Microsoft or Oracle | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMFMKT4N26KM1ST6MRMGKWP", "signals": [{"quote": "That isn't to say that, that meta and, uh, Google aren't going to have that. Of course they will. And they, um, they h | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMFMKT4N26KM1ST6MRMGKWP", "signals": [{"quote": "Then I asked how many people use Bards connection to Google flights, which came out last week and two people raised th | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMFMKT4N26KM1ST6MRMGKWP", "signals": [{"quote": "the travel industry as a whole has a love, hate relationship with Google, right? More hate than love.", "stance": "bea | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMFMKT4N26KM1ST6MRMGKWP", "signals": [{"quote": "going back to Google, it's pretty telling that Google gives more real estate to emissions than to brand. Think about l | observed | artifact ↗ | 2023-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMHHN8YHS2SFE2BCQPE5Z8M", "signals": [{"quote": "So, Raul was at Google, and he helped grow this little browser. You may have heard of Google Chrome into the world's m | observed | artifact ↗ | 2023-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMHHN8YHS2SFE2BCQPE5Z8M", "signals": [{"quote": "the key insight, the reason I was always, I knew that Chrome was going to be successful was that the key insight was t | observed | artifact ↗ | 2023-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMHHN8YHS2SFE2BCQPE5Z8M", "signals": [{"quote": "It's a better computing experience, and all the stuff outside of the browser is just legacy stuff. So what if the only | observed | artifact ↗ | 2023-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMHHN8YHS2SFE2BCQPE5Z8M", "signals": [{"quote": "Google is a large company, lots of kind of shakeups and reorganizations. Chrome ended up Chrome OS ended up somewhere | observed | artifact ↗ | 2023-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMHHN8YHS2SFE2BCQPE5Z8M", "signals": [{"quote": "inside of Google. A lot of people used it, but it's a very it's a very high price point. And so it's a limited market | observed | artifact ↗ | 2023-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMHHN8YHS2SFE2BCQPE5Z8M", "signals": [{"quote": "I was actually quite happy at Google. It's not like I was doing a job search", "stance": "bullish", "signal_class": "e | observed | artifact ↗ | 2023-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMHHN8YHS2SFE2BCQPE5Z8M", "signals": [{"quote": "That's my idea behind Chrome. Let's work on Chrome because we can have a massive impact on the world.", "stance": "bul | observed | artifact ↗ | 2023-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "I could see this being the game changer of all game changers and this makes me think Google searches franchise is in g | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "Does it make the JTrade list? 100% I think Google is going to be number one at language models.", "stance": "bullish", | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "I am convinced that Google beats Microsoft slash OpenAI.", "stance": "bullish", "signal_class": "prediction", "speaker | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "I think this could be the OpenAI killer. This could be where Google this moment today when you see these demos. I thin | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "I think the interesting thing here is they've connected it to core services that Google offers themselves. And so this | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "because they own these services, they can start to create a really integrated experience. They don't have to fully rel | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "The fact that Google is gonna run away with us. They should all be looking at this. Like they looked at mobile. This i | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "a year ago, we weren't getting early products like this. We haven't got early products from Google in a long time. And | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "I think YouTube shorts will surpass, uh, tick tock and, uh, Instagram reels.", "stance": "bullish", "signal_class": "p | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMJ3E3GRT2M6R5VGSGZZ435", "signals": [{"quote": "it gave us what, look at the path to reaching net zero with Avno CEO, Will Kane, which I thought was much better and m | observed | artifact ↗ | 2023-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMP8B1C72C6NCH4PGS7CF9", "signals": [{"quote": "google treats google domain users google office users whatever they call it as second class citizens it's really annoy | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMP8B1C72C6NCH4PGS7CF9", "signals": [{"quote": "now like what i'm finding myself is i'm never clicking a sponsor link because i'm getting the answer what i need right | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMMP8B1C72C6NCH4PGS7CF9", "signals": [{"quote": "google to then lose all that revenue so they are being judicious in rolling this out", "stance": "neutral", "signal_cl | observed | artifact ↗ | 2023-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPMGEMNZQXH2EVQV2P3G4V", "signals": [{"quote": "if you're, you know, one of the massive companies like Google, where you have thousands and thousands of researchers, | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPMGEMNZQXH2EVQV2P3G4V", "signals": [{"quote": "But, but the challenge with that is, if you're building on top of something like TensorFlow, or PyTorch, or, you know, | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMPMGEMNZQXH2EVQV2P3G4V", "signals": [{"quote": "all that wound up getting bought by Google and other people at auctions.", "stance": "neutral", "signal_class": "fact_ | observed | artifact ↗ | 2023-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "he says well the business model of google is going to evolve multiple times in the future so i'm not sure we need to g | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "all the 12 vice presidents were internally promoted", "stance": "neutral", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "i think his very simplistic pitch he just basically said listen the world is getting more and more connected there's m | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "they had a very unique idea around advertising and connecting marketers with customers", "stance": "bullish", "signal_ | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "the business model of google is going to evolve multiple times in the future so i'm not sure we need to go find oursel | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "in five years i opened 26 physical locations for google we hired 4 000 people and we went from i think 800 million in | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "it was definitely unique even for a western culture for somebody to interview you know tens of people for one job and | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "smartphones the opposite of google ads versus facebook ads like the opposite of crm the opposite of hr", "stance": "ne | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMQGQAFAH8TM91758Q526H1", "signals": [{"quote": "having spent the time at google and google was chomping at the bit about ai even in 2014 when i left", "stance": "neut | observed | artifact ↗ | 2023-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMRRWXRTGS0073NME8G479H", "signals": [{"quote": "I mean this is talk about a crucible moment early in the life of our investment in YouTube literally I mean there were | observed | artifact ↗ | 2023-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMRRWXRTGS0073NME8G479H", "signals": [{"quote": "YouTube became a leader in the video space it's you know Google is the leader in the search space", "stance": "bullish | observed | artifact ↗ | 2023-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "larry page had seen uh the demo and just emailed us cold page google.com and was like you know you guys should come an | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "yeah i mean i think this was way back in 2014 that we were acquired um and you know i think that elon and peter all of | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "jeff hinton was uh one of our consultants uh for two years before he set up his company that he then sold to google", | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "um so i think we did seven pas in the end on everything from um data centers to healthcare to play store to android ba | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "search is just so difficult to ship anything and they're super conservative they also they like the fact that all of t | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "in fact there were some you know deployments of deep learning systems which ended up causing regressions over time bec | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "suffice it to say google is a large organization they're conservative and so they just took a measured approach and th | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "google was asleep at the wheel and all the rest of it but you know it's not quite true i mean so i i was there at goog | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "i think google's going to be just fine", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SPEAKER_2 | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "i agree google's going to be fine i bought google shares when i saw this going down because i was like i looked at bar | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "i think i think where google is going to struggle is that google has developed an incredible expertise for getting in | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "if it gives you the perfect answer the question is is is it possible to monetize if you just got the answer and larry | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "that's precisely the problem number three for google which is that if google always gives you the answer then what is | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "if you're a regular mom and pop shop with your bakery on a website or you have a blog post and you rely on that displa | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZMZ9DXVM45W88MJTP5M7M7D", "signals": [{"quote": "many google execs have been on the witness stand claiming that they will never do that right so now the models are doi | observed | artifact ↗ | 2023-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN3Q49J6QZ5F68RG6WZ17CR", "signals": [{"quote": "We've raised about $300 million from, uh, investors including Sequoia, spark capital, fidelity matrix, Google ventures | observed | artifact ↗ | 2023-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN3Q49J6QZ5F68RG6WZ17CR", "signals": [{"quote": "Google's done good work on this. Our VP of engineering led TPU at Google, and they had a paper in nature a couple of y | observed | artifact ↗ | 2023-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "they will want to own that consumer business", "stance": "bullish", "signal_class": "prediction", "speaker_name": "SPE | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "will they will they not do it no they're going to do it", "stance": "bullish", "signal_class": "prediction", "speaker_ | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "it does a half decent job but it's nowhere near as good as what the copilot folks have done here", "stance": "bearish" | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "it's unknown right now if google and chat gpt4 is but two examples want to be an api provider and they want you to own | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "you have google's cloud business who is offering you know vertex api which is their llm platform which has google llms | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "so i think you're going to have these scenarios where your service provider in this case like your cloud is going to b | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "in that model if you show up as a gcp customer they're saying hey kind of like netflix and aws right but on the same s | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZN94656N3XNNEJCVD58T72W", "signals": [{"quote": "this is one i was really impressed by... bard.google.com... they added multimodal which means you can give it photos a | observed | artifact ↗ | 2023-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBK13ECBEK1RB0ZGJW446R", "signals": [{"quote": "but then you look at google very far behind uh they have a monopoly on search so when they talk about search their alg | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBK13ECBEK1RB0ZGJW446R", "signals": [{"quote": "open because they were so far behind ios uh and stuff like that so they went open source and they wanted to be on ever | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBK13ECBEK1RB0ZGJW446R", "signals": [{"quote": "so google has one it seems for advertising because yeah the 2700 verticals that kind of represent almost all kind of t | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBK13ECBEK1RB0ZGJW446R", "signals": [{"quote": "published all this stuff including tensor and kind of regrets it I think now they're kind of closed um or somewhat clo | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBK13ECBEK1RB0ZGJW446R", "signals": [{"quote": "no i i would say that's not fully true you know they just launched a paper that we're leveraging around like sql palm | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBK13ECBEK1RB0ZGJW446R", "signals": [{"quote": "and if you look at say um windows they had a monopoly on the desktop closed they don't need to be open source but then | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNBK13ECBEK1RB0ZGJW446R", "signals": [{"quote": "but then you look at android they went open because they were so far behind ios uh and stuff like that so they went op | observed | artifact ↗ | 2023-07-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE2SGR356AWTZ46PP610BE", "signals": [{"quote": "bard came out um i believe bard still hasn't solved the fake news problem completely um it does hallucinate and it doe | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE2SGR356AWTZ46PP610BE", "signals": [{"quote": "google's also rolling out this thing called magi or they call it search generative experience to the public but uh the | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE2SGR356AWTZ46PP610BE", "signals": [{"quote": "they cannot afford to use really powerful models so like the search traffic that they have and if they actually want t | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE2SGR356AWTZ46PP610BE", "signals": [{"quote": "they google went and searched for chrome as the first search query on like internet explorer to install it we all did | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE2SGR356AWTZ46PP610BE", "signals": [{"quote": "the language models do better than google's native search algorithm wow sometimes not always got it most of the times | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE2SGR356AWTZ46PP610BE", "signals": [{"quote": "what is the purpose of google it's just bringing two parties together the advertiser and the consumer and they help yo | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNE2SGR356AWTZ46PP610BE", "signals": [{"quote": "everything is a transformer uh which is the architecture built by google in 2017", "stance": "neutral", "signal_class" | observed | artifact ↗ | 2023-06-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNFJZWF9T51ZCPS4RT04RE6", "signals": [{"quote": "So, so I've been approved for Google and I can probably demo this quickly. So I'm in Google right now. And what are we | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNFJZWF9T51ZCPS4RT04RE6", "signals": [{"quote": "And that's, I think what everybody said the threat would be, but I don't think this is going to be a problem for their | observed | artifact ↗ | 2023-06-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNGGNZFEPC842X3B2Y7DQT0", "signals": [{"quote": "With AI, we're already seeing if you're in Google's like sort of like test flight of their product, Google Labs, you g | observed | artifact ↗ | 2023-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "I started playing with this Google Bard and I was like, holy cow, Google's got some great product. And then they start | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "I trust Google for my searches. It's, you know, 98 times out of a hundred. The first link I click answers my question | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "Google's in a different position than a, than a normal startup. You have a huge reputation on a global basis. You have | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "we felt it was critical to launch it without making a promise of, hey, this is a product because we don't believe that | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "We have six products with over 2 billion users, 15 products with over half a billion users.", "stance": "neutral", "si | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "I mean, if I could put it in one word, it's infectious. It's just so exciting to come to work every single day to be a | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "And one of the things that I found super inspirational of how people are using Bard is the depth of the conversation t | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "The magic gets unlocked when you're at 30, 40, 50 words, you know, uh, I'll walk you through an example of like how I | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "And so as you bring this technology out, right? Like you gotta listen to people going back to that Google value, respe | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "when it puts in the thumbnail images, that's something very new, putting in the captions and linking directly to the s | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "Images started two days ago, three days, Tuesday of this week.", "stance": "neutral", "signal_class": "fact_claim", "s | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "You can look at the speed of delivery. We're obviously very proud of being able to get technology in people's hands. B | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "we're not launching this without testing it with our team inside of Google, going through the red teaming exercises th | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "We only succeed when others succeed. That's been at the DNA of this company for the 25 years that it's been around.", | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "Gmail was such a, you know, groundbreaking product because it was like, oh yeah, you just, you never have to worry abo | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "How does the barred team and the office team, the Gmail team and the YouTube team, how does in a big organization like | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "we announced the ability, uh, for barred to access tools at Google IO a couple of weeks ago. So the good news is it's | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "If you're going to start having a language model, access your email and interact with that email and produce a result, | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "the thing that enables this is Bard's ability to translate between natural language and code and start to quote unquot | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "And so while we build the technology, we also have to build that respect for the user to make sure that, Hey, if you'r | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "Every time people search on Bard, it's a training exercise. So I give it the thumbs down. Hey, I'm looking for that vi | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "one of the tabs that you see on barred is barred activity, and you can see what are the, what are the conversations th | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "So code has been live for a few weeks now. When we launched the Bart experiment, we didn't feel like the experiment, t | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "And so we're watching it speed up people's process. And it's really inspiring.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "And so that's the thing that's so amazing. Like when you talk about like the opportunities that are profound, like per | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "And one of the features that we built in along with that, uh, was this notion to export directly into Colab. So Colab | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "The monetization plan for anything we do at Google follows the same rubric, look to where you're generating value for | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "one of the things that we are excited about is this notion of bringing tool use into BART. How can you get it to a poi | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "Yep. Well, maybe not everyone, but many people are going to have barbecues. As you dream about that long weekend that | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNSA3RWEBCSN89M3HBRR4R7", "signals": [{"quote": "what we're trying to highlight here is, uh, make sure that we can show that it's not just about retrieving information | observed | artifact ↗ | 2023-05-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNYX919KFW46PP225H9DPNE", "signals": [{"quote": "one is the tpu right by google that's the most meaningful one um so google's making their own hardware ... they had a | observed | artifact ↗ | 2023-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNYX919KFW46PP225H9DPNE", "signals": [{"quote": "while our models hold a slight edge in terms of quality the gap is closing astonishingly quickly i started this model | observed | artifact ↗ | 2023-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZNYX919KFW46PP225H9DPNE", "signals": [{"quote": "bard came out and we started playing with bard and it feels like okay bard is that you know chat gpt three or 3.5 righ | observed | artifact ↗ | 2023-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP3H1FC1H54N51DN0JRQX8E", "signals": [{"quote": "when i did mahalo after weblogs inc we were became dependent on google traffic and then they cut our traffic 10 millio | observed | artifact ↗ | 2023-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "Google Cloud, after many years of losing money, demonstrated operating profit in the last quarter, ring the buzzer, gi | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "revenue was actually up just 3% year over year. Yeah. And that's a really small number and it's very close to zero. It | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "could we really call them like high growth stocks anymore? You know, when you, when you get to single digits, they're | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "but what is great is that in an advertising recession, down market, there's some profits, right? Cause Facebook hit so | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "It's not enough. They haven't gone full Zuckerberg, but Sundar doesn't have that ability. Cause he's not the founder a | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "I don't think they're gonna fall as far behind on the AI stuff as people think. I think they're just more thoughtful a | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "it is important for them. If they're gonna be third to Azure and AWS, um, to make it a sustainable business", "stance" | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "they got too many employees at these companies. So I would expect them to cut more people to hit the numbers and get t | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "Yeah, moving up. I mean, seven and a half billion in the first quarter up 28% year over year. It's now bigger than You | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "you know, and Google six and Zuckerberg's 15, there, there is some consensus of we can do more with less", "stance": " | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP547Z2WWVZJ2JY0S0E7JCP", "signals": [{"quote": "So you look at Google, not nimble, Microsoft, super nimble, Zuckerberg, most nimble. And so if you're gonna place a be | observed | artifact ↗ | 2023-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "Google is reportedly in panic mode and working on an entirely new search engine after discovering that Samsung is cons | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "according to New York Times sources, Google's deal with Samsung is worth around $3 billion in revenue per year for Goo | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "Now, what's important about this is this is only 2% of Google search monopoly. They have 70, 80, 90% of the searches i | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "If they lost the Samsung one, it wouldn't be like a big deal. If they lost the Apple one, that would be a big deal.", | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "And there were very credible rumors. And I have, let's just say, I don't want to say inside information because I don' | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "I wouldn't call this a panic.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_53", "spea | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "I bet you the Samsung folks said it's a panic or the Bing folks said it's a panic. Google does not need to panic about | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "But what Google needs to do is just do what they've been doing. They were on 60 minutes. They have been thoughtfully r | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "I think this is what Google will do. They'll increase their product velocity. They do more press 60 minutes, you saw t | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "But I do think there is something really smart about what they're doing, which is, Okay, we'll incorporate features in | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "And what's going to happen is what assets do they have that chat GPT does not have? They have everybody's Gmail. And I | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "But I do trust Google. And so if when I open Maggie, I say Maggie, can you tell me everybody I emailed with in 20 befo | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "If there's like four different ways to say something, you kind of failed the branding exercise is a terrible name.", " | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "Yeah, they this would be a really good idea for them to delineate the existing product from the beta product. This wou | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "So via those like anonymous New York Times sources, the project is code named Maggi.", "stance": "neutral", "signal_cl | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "It's kind of like a startup on new features. Yeah, and new features are being developed by smaller teams working toget | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP91W7PXTW9KHFNHJJV9DHW", "signals": [{"quote": "It will also create a hype cycle. Because now, oh, have you tried Maggie, or magic, whatever they do", "stance": "neut | observed | artifact ↗ | 2023-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPA7TW5HH6W5XNRC5GQQRDW", "signals": [{"quote": "if Apple or Amazon or Google wants to collect data at scale, they'll pass us in two days. ... It's really quality of d | observed | artifact ↗ | 2023-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPBQZGBJ18TY90RRKZA7KNC", "signals": [{"quote": "the biggest by the end of the year is my prediction the biggest search engine on the planet won't be google it'll be b | observed | artifact ↗ | 2023-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "the early days of Google were incredible because the people who joined there in those days didn't join because they th | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "And Google had a well-defined culture and set of values hired really intelligently. And for a long time was a place wh | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "one is, you develop a culture of no, as I talked about, kind of the opposite culture in the early days. Even that, I w | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "I do think that the challenge with it in relation to searches one is going to be in both those categories, there'll be | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "I have to believe Google sees itself in real risk. If it doesn't address that with chat driven products.", "stance": " | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "Google has that behavior. And so can they harness that behavior and deliver a good enough AI driven experience", "stan | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "I do think there's something to be said for having access to proprietary data that lots of people care about, right? I | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPE19FFAW2AB71QEHRT6NFF", "signals": [{"quote": "it remains to be seen whether that personal experience is a compliment or a substitute for a broader search experience | observed | artifact ↗ | 2023-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "we just felt like Google was trapped in its own success.", "stance": "bearish", "signal_class": "criticism", "speaker_ | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "Yeah, so I would broadly put them into two buckets. And the irony does not escape me that I certainly had a large role | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "most incredible business invented. No one in their right mind for like the first 10 years of this decade thought that | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "And then on the organic side, um, you know, they are hemmed in their own way by the ads model. Um, the, the dirty secr | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "I think honestly, that filter bubbles are less of an issue in a search based system, because it's not a recommendation | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "the ad supported model, which obviously makes insane amounts of money now, but it's like under attack from a million d | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "This is a problem with very successful business models. When there is a fundamental change in the assumptions of the m | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "Google has this feature called they're called featured snippets, right? It's an edgy feature where they would pull out | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "I do think that we are at a moment, um, where the traditional search engine publisher model, um, is just going to go t | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "Google slowly, but surely has been lowering the amount of organic traffic that goes out, um, especially for commercial | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "advertising became a winner take all sort of game. And there are only three winners. They're called Amazon, Google, an | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "it's the Facebooks, it's the Googles of the world that are the largest media companies on the planet, because they bec | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "I think that is something fundamentally unjust, um, about, you know, one company, like spending a billion or so to run | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "the Google ad supported search model created in some, I mean, the ad supporting publishing model, obviously predated G | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "most of these sites don't even bother to put a search box because, uh, no, one's going to search here. They're just go | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "It's very hard to like, you know, stop Chrome, um, from putting up these obnoxious screens to get people that get, try | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "it's very hard for the organic team at Google to launch a lot of things because they will have a big impact on ads rev | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "What is really interesting about this moment, um, is this dam is about to like break wide open.", "stance": "bearish", | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "Neva is so small that I can tell you that we are not going to have an impact on the potential market, but Google doing | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "we have a document internally, for example, that says that, uh, we are not allowed to take into account, um, whether w | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPYBQ4SPQC0CE2030B1QAW2", "signals": [{"quote": "as long as the page that tells you how to make a bomb is legal and can exist, it's our job to help you find it. We are | observed | artifact ↗ | 2023-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ30A4XQMHXDEJ1Y9SW2J73", "signals": [{"quote": "let's not skim past the part where google lost a hundred billion dollars in market cap over putting out an ad with ina | observed | artifact ↗ | 2023-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ30A4XQMHXDEJ1Y9SW2J73", "signals": [{"quote": "the fact that google can call it like its chat bot can call and make you a restaurant reservation and then you know th | observed | artifact ↗ | 2023-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "i said like i'm gonna sell google if these guys don't get their butts in gear and have something", "stance": "bearish" | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "they've had this they've had this they've been sitting on it because they have uh issues with like how it might be use | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "if you're google and you're laying people off you're making tons of money you're printing 20 billion dollars in profit | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "they've had this sitting there at google and they've been sitting on it and i guess chat gpt intelligently front ran t | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "you feel like their hand is definitely um being forced", "stance": "neutral", "signal_class": "assessment", "speaker_n | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "at some point you have to care about branding and apprentice bard is not good branding", "stance": "bearish", "signal_ | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "what we have happening here let's call it what it is folks google's ai chat gpt and eventually bangs and there's other | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "google says well if you don't like it you can opt out but you can't opt out of one box you have to opt out of the whol | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "now what they're doing is having a language model rewrite the answer that some person or company spent their life buil | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "you can 100 see why google has slow walked this like you can see why they didn't roll this out", "stance": "neutral", | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "every publisher in the world now relies on links from google traffic from google the homepage died yep r.i.p the homep | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "google needs to allow people two choices now you can be in the index you could maybe three you could be in the index y | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "don't bs any of us in the content business google or microsoft if you can build a chat technology this impressive you | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "google needed to do this right now they're doing it wrong", "stance": "bearish", "signal_class": "criticism", "speaker | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ53B8XZ4TKWCWZM25Z7PCF", "signals": [{"quote": "google could have said we will offer a paid product in which you can just immediately bypass all other search results | observed | artifact ↗ | 2023-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "Google is investing 300 million dollars in Anthropic at a three billion dollar valuation giving Google a 10% stake in | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "Google and Microsoft are now locked in a possibly existential race to get to and deploy generative AI soonest", "stanc | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "the financial times notes that this investment is coming from Google's cloud division not its venture arm GV and the q | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "Google is also reportedly working on its own chatbot called apprentice bard", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "it came out of the cloud division which makes it seem like it's more of a strategic investment of the kind that could | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "Google's relationship with Anthropic is limited to acting as the company's tech supplier", "stance": "neutral", "signa | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "Google's q4 earnings ... cloud division was uh a major bright spot revenue up 32 percent year over year the segment cu | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "once you have Google and Microsoft doing this you do have to ask the question like do these big AI companies then end | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "chat gpt should have google on notice clearly does have google on notice", "stance": "bearish", "signal_class": "asses | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "google's had such a monopoly on search for so long", "stance": "neutral", "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "if advertising had not come in and mucked it all up and if algorithms to feed you some sort of you know personalized b | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "i don't want to sift through google's like 50 million the button of the bubble over here and the like the summary and | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "in 2021 google was handling about three and a half billion searches per day that's over a hundred billion searches per | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "it's really worth pointing out that neva ceo was at google for almost 16 years so he knows exactly what he's up agains | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "google has in general when it comes to search and particularly to personalizing results is a data advantage they have | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "google featured snippets and uh you know the featured snippets are the thing i was just complaining about the little b | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "google changes something in the algorithm to either punish or encourage certain behaviors or language or link procedur | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "unless publishers band together unilateral disarmament is hard for a single publisher to achieve against a monopoly", | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ5NHX62YYCCBBVHW0RPXA3", "signals": [{"quote": "if google clones neva which we expect then publishers are at risk because as search engines become answer engines refe | observed | artifact ↗ | 2023-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "google uh has some of the best ad tools out there search is qualified and it is some of the most targeted advertising | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "now youtube that's brand advertising right so you're not as much direct response you're not getting people close to a | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "a lot of the search services on google flights shopping hotels those are all cost per click people don't realize their | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "youtube ad revenue 7.96 billion so eight times four 32 billion dollars a year it's incredible business", "stance": "bu | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "i i think they're getting a ton of uh views for it i i saw 50 billion daily views for shorts which makes sense because | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "since i believe february 1st youtube has started really monetizing creators with uh their version of tech talks which | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "google shares are down three percent after missing on revenue and profit in its q4 earnings report and the big takeawa | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "in a down market a recessionary market one of the things people cut first they're going to cut ad spend right so you'r | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "yesterday uh ceo sundar kachai said that shorts actually surpassed 50 billion daily views", "stance": "neutral", "sign | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "50 billion daily views that's up from 30 billion daily views uh back in april 2022 oh okay so it's growing significant | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "youtube has peaked essentially at this seven eight billion dollars a quarter in revenues", "stance": "bearish", "signa | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "google cloud is still growing uh their q4 google cloud revenue that was 7.3 billion year over year that's up 32 percen | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "cloud was really one of those bright spots for google and google cloud revenue actually beat estimates and showed pret | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "google got in on the layoffs 12 000 employees last month", "stance": "neutral", "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "that's not going to hit the books until maybe q3 because they gave such generous severance packages so we won't see it | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "i still think it's a strong company and i think chat gtp chat gtp and that whole headwind i think might be a little um | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "google invested in a really interesting uh ai product that i saw that helped uh really detect when people put hateful | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "we're going to see a flurry of products come out from google with their chat assistant and api natural language models | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "amazon's ad business as opposed to google's is absolutely crushing it", "stance": "bearish", "signal_class": "assessme | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "if i do a search for a ski helmet, the two places where i'm definitely considering buying it one is amazon and one is | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "if you don't buy google ads you're not going to get good seo", "stance": "bearish", "signal_class": "criticism", "spea | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ6HQTNCFFVQXFB8QCK3NKV", "signals": [{"quote": "people will buy their own names and they'll be in the first three results on google", "stance": "neutral", "signal_cla | observed | artifact ↗ | 2023-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQ8A9WHB6Q2VNPJGB9SZ037", "signals": [{"quote": "But if you look at what happened with, um, you know, when Google bought DeepMind, they were, you know, trying to beat | observed | artifact ↗ | 2023-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAA0CHGNA6WQNNHM657WEG", "signals": [{"quote": "Jason, you cannot stop him from tweeting, even if he's sick or on a plane had a tweet about what a broken up Google mi | observed | artifact ↗ | 2023-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQAA0CHGNA6WQNNHM657WEG", "signals": [{"quote": "long, long road and seems like the market so far is betting on Google here.", "stance": "bullish", "signal_class": "as | observed | artifact ↗ | 2023-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "google created the culture of entitlement in silicon valley this is a known fact they said let's make a campus let's p | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "on friday google uh laid off over kind of on friday and over the weekend google laid off 12 000 people roughly sent an | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "what makes this very unique is the culture of entitlement and the packages at google were so extraordinary and again w | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "put a file put a spotlight on the fact that the median compensation at google is three hundred thousand dollars", "sta | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "it's bonkers 67 percent higher than microsoft", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SP | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "you as an employee at google are part of the machine you know this they look at you like any other expense item", "sta | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "we have we google created an arms race for spending and coddling that we do in fact need to reverse", "stance": "beari | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "I'm encouraged to see that you're now taking some actions to right size off of its cost base and understand that is ne | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQASWRKXSAH84EFJ48X5RK1", "signals": [{"quote": "12 000 employees were laid off today at google i was lucky enough to not be one of those 12 000 but i think the fact t | observed | artifact ↗ | 2023-01-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "alphabet google's parent company will be cutting 12 000 jobs or about six percent of its total workforce if twitter is | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "i would almost say presumably to at this point just like juice the stock price right or just take this opportunity to | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "honestly it would make a ton of sense for larry and sergey to come back", "stance": "bearish", "signal_class": "assess | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "because it's kind of that level of thinking that google is going to need right now to because we have literally almost | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "if you're google yeah yeah", "stance": "neutral", "signal_class": "assessment", "speaker_name": "SPEAKER_92", "speaker | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "to juice the stock price because the stocks have been going down and apple i think has done such a good job of maintai | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "google is google already so this is like the kick in the pants sometimes", "stance": "mixed", "signal_class": "assessm | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQBBCS9RHMWQQQ81TF3VHMK", "signals": [{"quote": "no wonder larry and sergey are having a fit yeah i mean it's all fine in a low interest rate environment uh where peop | observed | artifact ↗ | 2023-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQDWEYHY03JD0YFJ0KN94JA", "signals": [{"quote": "Sundar Pichai at Google is 2021 total comp was $6 million, but his 2019 total comp was 212 million.", "stance": "neutr | observed | artifact ↗ | 2023-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQEQ6TX41XY2MZ4HZBF062T", "signals": [{"quote": "Google's deep mind. Um, Demis Hassabis, deep mind, CEO and co-founder spoke to time and said that to keep pace with op | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQEQ6TX41XY2MZ4HZBF062T", "signals": [{"quote": "I think given how many times Google has won lawsuits, how Google has sort of kept Yelp from being able to, you know, e | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQEQ6TX41XY2MZ4HZBF062T", "signals": [{"quote": "I think meta Google, like the corpus of data that GPT already contains. Like, this is not a startup.", "stance": "bull | observed | artifact ↗ | 2023-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQG6HW8Q1N72MYXQJ2JSPEM", "signals": [{"quote": "most people would consider that the greatest acquisition of all time why would people consider youtube being acquired | observed | artifact ↗ | 2023-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "This could be the Google search killer. This is red alert for Google.", "stance": "bearish", "signal_class": "predicti | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "This should be an existential moment for Google.", "stance": "bearish", "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "This is going to F with Google for the next 24 months.", "stance": "bearish", "signal_class": "prediction", "speaker_n | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "I'm going to get out of my Google shares. And if Google doesn't release a competitor in 100 days, I think Microsoft Bi | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "the bells are tolling for Google.", "stance": "bearish", "signal_class": "prediction", "speaker_name": "Molly", "speak | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "if the cost per search, you know, is a fraction of a penny for Google.", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "over again, we're not performing people are not people are phoning it in, you know, the whole Hooli concept from Silic | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJ4EJA2D38SYPEV00HQ5WD", "signals": [{"quote": "And I would argue that that is one of the reasons that Google may have slow walk to this and that Microsoft has alread | observed | artifact ↗ | 2023-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQJM1693P7BP5775ZZVFZCH", "signals": [{"quote": "There seemed to have been entitlement up and down the stack. I want you to talk for a second, we know the entitlement | observed | artifact ↗ | 2023-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "We got YouTube securing the rights to NFL Sunday ticket for two billy a year. And we're going to talk about, uh, who t | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "It is YouTube. YouTube has closed a deal for Sunday ticket worth $2 billion per year. Yeah. It's for seven years.", "s | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "This to me is the best news of all, actually, because I was afraid they were going to not let you get it. If you had Y | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "It doesn't matter to YouTube. If YouTube gets premier advertisers on this and they, you know, make a little, they lose | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "They can lose a billion dollars a year on this and make it up in the halo effect.", "stance": "bullish", "signal_class | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "YouTube already is the dominant, the most popular, the most watched streaming platform in the US already.", "stance": | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "So now this is just putting them even further ahead, even harder to catch for every other player. It's just advancing | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "Why it makes sense for Google stay the number one ad platform in the world. Yes.", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQPZ86WFHWXYH6G74TZH8TN", "signals": [{"quote": "And you can only spend money one way on Amazon. It's like performance-based ads. You know, you don't really got the di | observed | artifact ↗ | 2022-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQSCQYNBW43ZDRY4XBY6FBN", "signals": [{"quote": "on the bottom of the list um listen i would put i hate to say it because i'll be candid i i love both of these compani | observed | artifact ↗ | 2022-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZQWF0H2KNX8NDWPXBJ4R5HV", "signals": [{"quote": "some people saying this will kill google a bit silly nothing's going to kill google and if they did have an impact on | observed | artifact ↗ | 2022-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR34D773NARETZZ2BPWR16V", "signals": [{"quote": "we're going to deep dive into the duopoly, uh, that Google and Apple have in the app stores.", "stance": "neutral", "s | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR34D773NARETZZ2BPWR16V", "signals": [{"quote": "And a Google search, putting ads above and organic stuff above search, which Google has faced headwinds in Europe abou | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR34D773NARETZZ2BPWR16V", "signals": [{"quote": "I wonder if Google's like the far third, I think AWS and Azure are considered effectively a duopoly. And then Google s | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR34D773NARETZZ2BPWR16V", "signals": [{"quote": "If you look at search, Google clearly has over 75% in almost every market.", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR34D773NARETZZ2BPWR16V", "signals": [{"quote": "AWS, Azure, and Google Cloud are 66% of the cloud computer market together.", "stance": "neutral", "signal_class": "fa | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR34D773NARETZZ2BPWR16V", "signals": [{"quote": "I think Google probably takes a lighter hand with us.", "stance": "neutral", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZR34D773NARETZZ2BPWR16V", "signals": [{"quote": "They Google removed parlor following the January six capital attacks.", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2022-11-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRCZT3KHE0XHJTK7DV20MBZ", "signals": [{"quote": "we will know that the zombie apocalypse has really arrived when google and facebook either actually freeze hiring beca | observed | artifact ↗ | 2022-11-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRCZT3KHE0XHJTK7DV20MBZ", "signals": [{"quote": "alphabet either could be growing into this downturn in a smart way that lets them lock up talent or they're eating too | observed | artifact ↗ | 2022-11-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "Google, you know, feels like a software company. It feels like the same as Microsoft, but it is not. It is an ad busin | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "They also are down 8% today and 33% year to date. 700 billion dollar drop in market cap from 1.9 trillion to 1.2 trill | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "The total revenue for Google was 69.1 billion dollars in Q3. They go by the calendar year. They were up 6% year over y | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "A company like Google, because they're advertising based, is going to have more headwinds. ... And so this is becoming | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "YouTube is most analogous to TV and Google search ads. Those are the crown jewel. ... So it makes sense that YouTube w | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "And sure enough, they missed expectations by $400 million, which isn't like the end of the world, but it does show you | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "q3 Google Cloud revenue was 6.9 billion. That's up 37% year over year, and they beat expectations. Why will Google Clo | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "they are addicted to hiring employees. My Lord, Google has 187,000 employees that's up 25% year over year from 150,000 | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "and you saw them cut, you know, like some people in their in house incubator called area 120, their game service. What | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHGC2ABC31DTN0YCRTHC6H", "signals": [{"quote": "When you look at the gross profit of Google, or Microsoft or these other companies, they've got that really big fat gr | observed | artifact ↗ | 2022-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRHZZGR53Q45VK2Y66GKMH4", "signals": [{"quote": "Google has made attempts to dominate the smart home, but pooped the bed as we all know too well nest. And then I mean, | observed | artifact ↗ | 2022-10-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRJQCS11WS39KPC266X23D1", "signals": [{"quote": "In other words for every dollar google spends they make more than three for every dollar Facebook is making they're ma | observed | artifact ↗ | 2022-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRQ5V8R588A7W3NWFR334SY", "signals": [{"quote": "i think you look to microsoft google uh and apple and other companies that have so much money they don't need to do a | observed | artifact ↗ | 2022-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRS5QPHZ6HDAN86WTNRF5G5", "signals": [{"quote": "Of natural resources in the greatest advertising medium ever created. Type a word will get people to pay per click in | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRS5QPHZ6HDAN86WTNRF5G5", "signals": [{"quote": "This is like near 100% gross margin revenue to Google.", "stance": "bullish", "signal_class": "fact_claim", "speaker_n | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRS5QPHZ6HDAN86WTNRF5G5", "signals": [{"quote": "Now it started with Google because Google had a money printing machine and they specifically pursued a strategy of tak | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRS5QPHZ6HDAN86WTNRF5G5", "signals": [{"quote": "That blocker strategy is the original sin of Silicon Valley that everybody copied and has now led to chaos.", "stance" | observed | artifact ↗ | 2022-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRTR6RX618B7JJ6C3FHR36F", "signals": [{"quote": "So now the time to go to one of those big companies, maybe if you can get a job there, they're gonna they're always go | observed | artifact ↗ | 2022-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVS4P9TVFN5P6FY8927A28", "signals": [{"quote": "if you were to look at Google, uh, expanding around the world, there were like four or five countries they, they reall | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVS4P9TVFN5P6FY8927A28", "signals": [{"quote": "And then the circular economy is getting so big that Google just announced that it's creating an online only startup a | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVS4P9TVFN5P6FY8927A28", "signals": [{"quote": "It's a, they're kind of trying to get, they're trying to take off customers, take off, not like upset, but to, um, um, | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRVS4P9TVFN5P6FY8927A28", "signals": [{"quote": "Yeah, absolutely. And if it, listen, if it ends up incubating great startups for me, I'm stoked.", "stance": "bullish" | observed | artifact ↗ | 2022-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZRXE9EANNCDWX7D9DEMAS73", "signals": [{"quote": "he raised a micro fund and that micro fund invested in uh google", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2022-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSKP4PGPA1001PA8W1Z3CFQ", "signals": [{"quote": "And everybody thought Google was stupid for paying 1.6 billion.", "stance": "neutral", "signal_class": "fact_claim", " | observed | artifact ↗ | 2022-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSKP4PGPA1001PA8W1Z3CFQ", "signals": [{"quote": "Keyhole that they bought out of Arizona.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER | observed | artifact ↗ | 2022-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSKP4PGPA1001PA8W1Z3CFQ", "signals": [{"quote": "because they're undervalued because Google and Facebook took all the, and now Tik Tok will take all the ads.", "stance | observed | artifact ↗ | 2022-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSTNB6RCDVYRZZ8SE4QZAKW", "signals": [{"quote": "Yeah, I mean, this is your Apple quadrant right here. Correct. And Google lives up there, right?", "stance": "bullish" | observed | artifact ↗ | 2022-08-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVS54WF03CV5DS17F2B3BM", "signals": [{"quote": "and then you have google cloud which is in it and growing this includes g suite though so 25 billion dollar run rate g | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVS54WF03CV5DS17F2B3BM", "signals": [{"quote": "and people fought this and said hey this is unfair google said okay sue us if you don't like it but we're doing it so | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSVS54WF03CV5DS17F2B3BM", "signals": [{"quote": "it's doing way better than google meta netflix", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "J | observed | artifact ↗ | 2022-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "And what we got so far from Microsoft and Alphabet is not as bad as feared. Sometimes we say better than expected, but | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "Google, like the alphabet earnings, much like the Microsoft earnings are a story of how a draw is as good as a win. Th | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "the interesting thing to me is this tick tock story, YouTube is seeing the full tick tock impact more shocking IMO is | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "YouTube revenue growth does not bode well. Because as you said, it's facing that competition, searches and facing comp | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "alphabet in the earnings call, they were asked time and time again, by analysts, what does cloud demand look like? And | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "cloud revenue was up 35% year over year 6.2 billion overall in q2, but it also lost 858 million in the quarter. That w | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "they are so far behind Amazon and Microsoft cloud, they have to spend money, they have to cut deals that are more bene | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "she says, you know, there's no way we're going to scale back in cloud, this is a long term investment. And the whole p | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "I would never be an early adopter of an Alphabet product, whether that product was hardware or putting my business in | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "I think what they've probably figured out is that unlike hardware, cloud has the potential to be the money printing ma | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSW9VBMSP5AGGTCJB30R0P3", "signals": [{"quote": "they don't really need to stick with anything else because they have arguably one of the best business models in the e | observed | artifact ↗ | 2022-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT18C228Q3MXKX0QTDJ7JQK", "signals": [{"quote": "Google, of course would be in there.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_22" | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT18C228Q3MXKX0QTDJ7JQK", "signals": [{"quote": "Google Cloud is sort of the third player... trying to spend a lot of money to catch up who offer cloud services at sca | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT18C228Q3MXKX0QTDJ7JQK", "signals": [{"quote": "this would make Google have to rethink Google Shopping, Google local Google flights, and then, you know, some other sh | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT18C228Q3MXKX0QTDJ7JQK", "signals": [{"quote": "40% energy savings in Google standard data center cooling systems.", "stance": "bullish", "signal_class": "fact_claim" | observed | artifact ↗ | 2022-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2DS20TZF04BYJ4W0VWYNG", "signals": [{"quote": "Google should do the two things I'm saying. One, let you customize which services you use. So all the stuff that comes | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2DS20TZF04BYJ4W0VWYNG", "signals": [{"quote": "I think that's a stupid, I mean, it's not stupid for them. It's that's a shell game for them. They're like, oh yeah, t | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2DS20TZF04BYJ4W0VWYNG", "signals": [{"quote": "So one thing that Google recently proposed was, oh, we're gonna spin off our ad business and put it under alphabet. Ye | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2DS20TZF04BYJ4W0VWYNG", "signals": [{"quote": "the search tweaks, which they should 100% do.", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "J | observed | artifact ↗ | 2022-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2VWPRM24CHA1YRMPDPXYM", "signals": [{"quote": "in m a like i said very literal here's what's happening in the series a uh our today's series a company no big deal is | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT2VWPRM24CHA1YRMPDPXYM", "signals": [{"quote": "every percentage point of search is worth 10 billion dollars in market cap", "stance": "neutral", "signal_class": "fac | observed | artifact ↗ | 2022-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4QRBS1XZ99HJ99AATZ86K", "signals": [{"quote": "I think Google is potentially headed in that direction in some ways, like, yeah, they're great at the core, but don't | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT4QRBS1XZ99HJ99AATZ86K", "signals": [{"quote": "I was tweeting at Sundar about this whole nest, which is what's the greatest like camera system you could get for a lo | observed | artifact ↗ | 2022-07-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT91YPFCSTEZ62R5PJQ94DF", "signals": [{"quote": "One actually really interesting example of this is, is cloud services too. I mean, it's effectively a duopoly with Goo | observed | artifact ↗ | 2022-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZT91YPFCSTEZ62R5PJQ94DF", "signals": [{"quote": "AWS, Microsoft, Azure, and Google have 65% of global spend on cloud computing. I think in startups, you might even see | observed | artifact ↗ | 2022-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTHSGZ0PFN7E789F84P94ME", "signals": [{"quote": "Google's AI division remains one of the most ongoing bad stories I can think of in in American business right now.", " | observed | artifact ↗ | 2022-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTHSGZ0PFN7E789F84P94ME", "signals": [{"quote": "they had, you know, obviously, this is the same division that fired all these ethicists who were super concerned about | observed | artifact ↗ | 2022-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTHSGZ0PFN7E789F84P94ME", "signals": [{"quote": "And then Google placed him on leave.", "stance": "bearish", "signal_class": "fact_claim", "speaker_name": "Jason Calac | observed | artifact ↗ | 2022-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTHSGZ0PFN7E789F84P94ME", "signals": [{"quote": "what's going on in the Google AI department that, that people are having these intent that they're like, it's profound | observed | artifact ↗ | 2022-06-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTR3X3RV4TJCQC3WXW05SHB", "signals": [{"quote": "Cheryl is an extraordinary executive who helped build Google's ad business and then built Facebook's.", "stance": "bul | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTR3X3RV4TJCQC3WXW05SHB", "signals": [{"quote": "she should have become a board member at Google. She should have been president maybe or CEO candidate. And I think th | observed | artifact ↗ | 2022-06-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZTXS9XN58MWMKKYXX7MZNXR", "signals": [{"quote": "and even in this last round it's capital g um which is the uh investment arm out of google um and layla sturdy that is | observed | artifact ↗ | 2022-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV1MWR8EMK9KTWN8M2D4A04", "signals": [{"quote": "every single buyer, in this case Stripe, Alphabet, Meta, Shopify, etc, are going to be entering into those offtake agr | observed | artifact ↗ | 2022-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV6Z8BD2QN38FKE9MEQ0ZZ5", "signals": [{"quote": "Google reported it's always like kind of fine. Earnings, yeah, it was actually like pretty good.", "stance": "bullish" | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV6Z8BD2QN38FKE9MEQ0ZZ5", "signals": [{"quote": "So yeah, tiny tick down.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKER_64", "speaker_l | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV6Z8BD2QN38FKE9MEQ0ZZ5", "signals": [{"quote": "YouTube is at 6.86 billion rounded up to 7 billion. And, um, searches at 39.5 billion rounded up to 40. Uh, and what y | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV6Z8BD2QN38FKE9MEQ0ZZ5", "signals": [{"quote": "but they missed on YouTube by 500 million. Yeah. Um, and so ad revenue is actually down quarter over quarter from Q4, | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV6Z8BD2QN38FKE9MEQ0ZZ5", "signals": [{"quote": "Google has been such a juggernaut. Uh, their cloud business, 5.8 billion, I think 45% year over year. So that's great. | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV6Z8BD2QN38FKE9MEQ0ZZ5", "signals": [{"quote": "The, the YouTube miss is interesting because YouTube is sort of trying to find its way as a", "stance": "bearish", "si | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZV6Z8BD2QN38FKE9MEQ0ZZ5", "signals": [{"quote": "We're experiencing a slight headwind to revenue growth as shorts viewership grows as a percentage of total YouTube tim | observed | artifact ↗ | 2022-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBC3Y3ADMVZJEA1FWCN22K", "signals": [{"quote": "google all of a sudden started dominating yahoo and then yahoo kept trying to be google and that was not what yahoo st | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBC3Y3ADMVZJEA1FWCN22K", "signals": [{"quote": "or buy google like if you do a hostile takeover of google and then just be like okay let's get real here about what ar | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBC3Y3ADMVZJEA1FWCN22K", "signals": [{"quote": "yeah they're they they like to dabble the google guys like to dabble right but it means you can't i don't buy any of t | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBC3Y3ADMVZJEA1FWCN22K", "signals": [{"quote": "they should dabble and spin out dabble and spin out it would have been great if they just spun google fiber out into i | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBC3Y3ADMVZJEA1FWCN22K", "signals": [{"quote": "this is facebook attempting to do the same thing but all the way down to the pipes and i should point out here that go | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVBC3Y3ADMVZJEA1FWCN22K", "signals": [{"quote": "facebook and google i looked this up in the interim facebook and google have been investing in giant undersea cables t | observed | artifact ↗ | 2022-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCXRE7VFSAGBVRGD59V0RR", "signals": [{"quote": "Yeah. And Google has much better AI than Facebook, which we should know. Or anybody. A key component of this. Exactly. | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVCXRE7VFSAGBVRGD59V0RR", "signals": [{"quote": "And you mentioned Google and you know, I wrote this story about Google developing its own mixed reality headset that I | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDY23NK9KM1D3KPDR650F2", "signals": [{"quote": "we might look back and say, you know, Google doing autonomous cars, if that actually works and becomes a giant busines | observed | artifact ↗ | 2022-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDY23NK9KM1D3KPDR650F2", "signals": [{"quote": "What could Google's yearly net profit be if they cut all unnecessary staff and other bets? Let's say 60% of all employ | observed | artifact ↗ | 2022-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDY23NK9KM1D3KPDR650F2", "signals": [{"quote": "Oh, no, DeepMind salaries. I mean, AI engineers are, you know, closer to seven figures at the peak when this battle wa | observed | artifact ↗ | 2022-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDY23NK9KM1D3KPDR650F2", "signals": [{"quote": "If you tweak the algorithm and made it 1% more efficient for advertisers, it's, uh, $2.5 billion. If you were to do 10 | observed | artifact ↗ | 2022-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVDY23NK9KM1D3KPDR650F2", "signals": [{"quote": "Yeah, because a lot of these algorithms are set up and they're pulling in every piece of data. They might know your sc | observed | artifact ↗ | 2022-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVG1X36J3S7J7G90A1Z31BF", "signals": [{"quote": "businesses you know they do arguably better in chaos and google certainly is that like whatever", "stance": "bullish", | observed | artifact ↗ | 2022-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVSBBZTFBP0T01YC2QC7YT5", "signals": [{"quote": "Google acquires a Raxium and appears to have re-entered the AR glasses race. I mean, the 2022 bingo card just keeps ad | observed | artifact ↗ | 2022-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVSBBZTFBP0T01YC2QC7YT5", "signals": [{"quote": "So, yeah, I mean, if I said during that, I couldn't imagine Google not restarting or not doubling down 10 X in their A | observed | artifact ↗ | 2022-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVSBBZTFBP0T01YC2QC7YT5", "signals": [{"quote": "Yeah, I think they've been quiet about it. I think there's many cards to be turned over. And the trail of enabling tec | observed | artifact ↗ | 2022-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVSBBZTFBP0T01YC2QC7YT5", "signals": [{"quote": "And Google, I think even more than that with glass, even though it became sort of a funny joke, like that's brand awar | observed | artifact ↗ | 2022-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVSBBZTFBP0T01YC2QC7YT5", "signals": [{"quote": "So smart more for Google, and I will put them in the top three players, if not the top two, because of their reach wit | observed | artifact ↗ | 2022-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW03ZCY5K08QD6FA8D8PMBK", "signals": [{"quote": "We were a lot more careful with Yahoo and Google and ServiceNow and Facebook, but we could be doing a lot, a lot bette | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW03ZCY5K08QD6FA8D8PMBK", "signals": [{"quote": "if Google offers this, if you want to compete with Google, you have to offer this, I don't think you can, you know, tr | observed | artifact ↗ | 2022-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW26QW4GTGXJGZKV8B7A95J", "signals": [{"quote": "According to the Washington Post, some Google employees wound up leaving North Carolina employees in North Carolina wr | observed | artifact ↗ | 2022-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW26QW4GTGXJGZKV8B7A95J", "signals": [{"quote": "I think you're going to see some people leave. It's also it's sort of like it's up to every company to set its own cul | observed | artifact ↗ | 2022-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW26QW4GTGXJGZKV8B7A95J", "signals": [{"quote": "Like, if I were a Googler, and I had moved, or even if I hadn't moved, I mean, you know, previously, managers of this | observed | artifact ↗ | 2022-03-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW33E4DXG9H627WAKXCWR96", "signals": [{"quote": "having gone through it with Mahalo, we created a search engine was content sort of Wikipedia plus search results. And | observed | artifact ↗ | 2022-03-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZW9TXZH996RQ26XFCCEDQF5", "signals": [{"quote": "which is what the Google's and Facebook's of the world do.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2022-02-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "Google reported earnings yesterday. The results were banana pants, like just utterly bonkers.", "stance": "bullish", " | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "They also announced a 20 to one stock split causing their stock to shoot up around 8% by midnight Wednesday.", "stance | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "Google grew revenue, 41% year over year from 2020 to 2021 to 257. 41%.", "stance": "bullish", "signal_class": "fact_cl | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "This is not a hyper growth startup. This is Google that a lot of people were saying, oh, Google, their business is goi | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "So when you think about this, like we'll be meeting with startups and you're like, hey, how much did you grow year ove | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "So net income Google was $76 billion up 2020 in 2021 up 90% year over year.", "stance": "bullish", "signal_class": "fa | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "YouTube $8.6 billion of ad revenue in q4. That is a cool $900 million more than what Netflix did.", "stance": "bullish | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "I think something has changed where people are just throwing up the white flag and saying we have to be on YouTube whe | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "YouTube must have also figured out a rev share here. I mean, I think that you know, for because it sort of stopped bei | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "they doubled their profits.", "stance": "bullish", "signal_class": "fact_claim", "speaker_name": "SPEAKER_05", "speake | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "Google's Nevada data center is going to be powered by I'm reading a headline from 2020, a billion dollar solar farm.", | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "the largest solar arms in the world that Google might be the largest solar, you know, the largest funder of solar in t | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWFS369B5J30ZH32ESWXGNF", "signals": [{"quote": "they're legitimately net zero, not net zero with offsets.", "stance": "bullish", "signal_class": "fact_claim", "speake | observed | artifact ↗ | 2022-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWNRWQJ4FFSSTYKW1WBAMQN", "signals": [{"quote": "I had a series of conversations with Larry Page from Alphabet about doing something together. I wasn't interested in w | observed | artifact ↗ | 2022-01-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWPCNEBX6K7AF7DSZ41K20B", "signals": [{"quote": "YouTube... was an acquisition that that unquestionably, $1.6 billion, you know, consolidated a lot more data and infor | observed | artifact ↗ | 2022-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWPCNEBX6K7AF7DSZ41K20B", "signals": [{"quote": "If you look at, you know, the YouTube deal, you know, they were in such a huge lawsuit at the time, the money, the sma | observed | artifact ↗ | 2022-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWPCNEBX6K7AF7DSZ41K20B", "signals": [{"quote": "You want to talk about a monopoly, Google Chrome over a billion users, Google search many billions of users, you put a | observed | artifact ↗ | 2022-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZEGT05Y9XA5D4KWTARZRV", "signals": [{"quote": "Google leadership has told the unvaccinated employees that they'll lose pay and eventually be fired if they do not com | observed | artifact ↗ | 2021-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZEGT05Y9XA5D4KWTARZRV", "signals": [{"quote": "employees had until December 3, to show they are vaccinated or apply for medical or religious exemption. They don't sh | observed | artifact ↗ | 2021-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZEGT05Y9XA5D4KWTARZRV", "signals": [{"quote": "So they are giving the most delicate landing possible here, it seems Google to comply with Biden's order. ... Google w | observed | artifact ↗ | 2021-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZEGT05Y9XA5D4KWTARZRV", "signals": [{"quote": "CNBC reported that Google is not delaying the return to office plans. Like most of the tech industry, they will requir | observed | artifact ↗ | 2021-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZEGT05Y9XA5D4KWTARZRV", "signals": [{"quote": "there were a couple 100 employees who wrote some sort of manifesto that they were against the COVID mandate, you know, | observed | artifact ↗ | 2021-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZEGT05Y9XA5D4KWTARZRV", "signals": [{"quote": "Google. And there, if you look at it, I know the clickbait media, and the social outrage media, they will be dunking o | observed | artifact ↗ | 2021-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWZEGT05Y9XA5D4KWTARZRV", "signals": [{"quote": "I know everybody on Twitter and the clickbait media is going to do fake news headlines and be outraged on social media | observed | artifact ↗ | 2021-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX4242ZX2EQCEFNN78K1DVH", "signals": [{"quote": "in the original paper from the founders of Google, they said ads lead to great short term revenues, long term, worst, | observed | artifact ↗ | 2021-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX7CQ34PQNBJ7XYSGQ8PPDX", "signals": [{"quote": "put it into google disney facebook microsoft google you know those big names that 10 years from now the companies in a | observed | artifact ↗ | 2021-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFTV9E4Q0BTS6ZY6DATX38", "signals": [{"quote": "the big two where you know the majority of advertising occurs on the internet are obviously facebook and google", "sta | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFTV9E4Q0BTS6ZY6DATX38", "signals": [{"quote": "google bought you know the big ai company deep mind back in the day it wasn't that they wanted to win at chess or go t | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXFTV9E4Q0BTS6ZY6DATX38", "signals": [{"quote": "google is not as impacted which is interesting now why is google not impacted pretty obvious if you think about it goo | observed | artifact ↗ | 2021-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGPC4NAE1PSK1B2NBFBDWK", "signals": [{"quote": "all right the craziest thing you could do in the last decade or so would be to create a search engine and take on goog | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGPC4NAE1PSK1B2NBFBDWK", "signals": [{"quote": "on google and the ads that follow you around the internet those are behavioral ads they're about you as a person you k | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGPC4NAE1PSK1B2NBFBDWK", "signals": [{"quote": "we think the aggregation of those can actually be better than what google has", "stance": "bearish", "signal_class": " | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGPC4NAE1PSK1B2NBFBDWK", "signals": [{"quote": "google has decided to be incredibly sharp elbowed and they're just like we're gonna monetize the heck out of it you do | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGPC4NAE1PSK1B2NBFBDWK", "signals": [{"quote": "search is arguably the biggest market on the internet obviously google makes over 100 billion dollars on it and we mak | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGPC4NAE1PSK1B2NBFBDWK", "signals": [{"quote": "google is on about 85 percent of pages that people visit just lurking in the background so not even going to google th | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXGPC4NAE1PSK1B2NBFBDWK", "signals": [{"quote": "google decided we're not just gonna collect your data in this in your search results and from your visit we're we're g | observed | artifact ↗ | 2021-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXRHFJFSW40J6TEBG974SPJ", "signals": [{"quote": "And make it shareable around the world like Google did at the time, or even Facebook to connect the world with big, au | observed | artifact ↗ | 2021-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXVBQ4TFA1JBB7AMPZMXEGB", "signals": [{"quote": "Now they claim it's a privacy thing. I think that's bull . I think it's they've just decided that their media mix has | observed | artifact ↗ | 2021-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYFPPQ877K5KVHKJW2ZPH9", "signals": [{"quote": "What would I do if I was Facebook? I would come up with Facebook VIP. I would come up with Android or Google VIP. Wher | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYFPPQ877K5KVHKJW2ZPH9", "signals": [{"quote": "If you could only have one Google and YouTube or Netflix, which would you pick? I mean, it's a pretty obvious choice. | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYFPPQ877K5KVHKJW2ZPH9", "signals": [{"quote": "So what Apple is really doing is they're just really decimating Google and Facebook's ability to target the best, most | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYFPPQ877K5KVHKJW2ZPH9", "signals": [{"quote": "I think they'll maybe get there in two or three more revisions, but it is a very interesting time for the big tech bat | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYFPPQ877K5KVHKJW2ZPH9", "signals": [{"quote": "In fact, there was a project called Aura at Google where they were going to make Android phones where you could swap o | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXYFPPQ877K5KVHKJW2ZPH9", "signals": [{"quote": "unless you're a platform owner like a Google or an Apple or Facebook, you're effectively in this constant race to the | observed | artifact ↗ | 2021-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXZ6BT0DZ1PV2EQE8JE7JCF", "signals": [{"quote": "But there's another thing that we saw in my co founder had been at Google before. Now, Google also has a ton of code, | observed | artifact ↗ | 2021-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXZ6BT0DZ1PV2EQE8JE7JCF", "signals": [{"quote": "a lot of the usual suspects you might imagine to be competitors, for example, GitHub, or, you know, Google or Amazon, | observed | artifact ↗ | 2021-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1M9GN6328RZQ339ET646N", "signals": [{"quote": "you have Google as an incumbent", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_07", "sp | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZY1M9GN6328RZQ339ET646N", "signals": [{"quote": "The DeepMind crew has been trying unsuccessfully to spin themselves out from Google. And I think they had like a littl | observed | artifact ↗ | 2021-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S70QHX0HW9GEBB653TH6Q", "signals": [{"quote": "Google has a fleet of cars that have been driving around the country for Google Maps. And they've driven some 200,000 | observed | artifact ↗ | 2011-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S70QHX0HW9GEBB653TH6Q", "signals": [{"quote": "for 10 years, we've had the exact same paradigm of Google. And that's like apparently the only way anybody can think o | observed | artifact ↗ | 2011-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SCS7JAZ8J3SDFF52M0FKW", "signals": [{"quote": "At Google in the early days, we would submit millions of search queries to Yahoo and Microsoft search engines to see w | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05SCS7JAZ8J3SDFF52M0FKW", "signals": [{"quote": "by the way, and we saw it in Google's earnings, which I'm sure we'll talk about. It's going to the cloud, it's going t | observed | artifact ↗ | 2026-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T2QHM8JG49VKWGX4HYGS7", "signals": [{"quote": "I feel for some of these organizations, you know, Sundar probably has an incredibly difficult job right now. We saw th | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05T2QHM8JG49VKWGX4HYGS7", "signals": [{"quote": "Google and Facebook, they were just kind of one upping each other on like higher and higher salaries.", "stance": "neu | observed | artifact ↗ | 2022-04-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TCW7P4RWG7RH05XCPZJ5D", "signals": [{"quote": "just looking at google which is the greatest business ever created perhaps in terms of efficiency as we've talked abou | observed | artifact ↗ | 2022-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05TFV0H7KHP5SSYPZ1JX4W9", "signals": [{"quote": "I really do think that that was like, you know, a critical move that created probably the most valuable company in his | observed | artifact ↗ | 2022-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05V2WJCFK4M7G81C26JSBMQ", "signals": [{"quote": "most of these businesses that rely on facebook and google and instagram for customer acquisition those input costs are | observed | artifact ↗ | 2022-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VEG2HSEBNP0H4HEAZ3XJP", "signals": [{"quote": "maybe Google shouldn't have 45% EBITDA margins. Maybe in a really competitive society, they would only have 18% and th | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VEG2HSEBNP0H4HEAZ3XJP", "signals": [{"quote": "In 2019, I wrote in my annual letter, there's a section called the tightening of the regulatory noose and meaning it w | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VEG2HSEBNP0H4HEAZ3XJP", "signals": [{"quote": "these big tech companies, the fangs, they have way too much power in the marketplace. There are now gatekeepers over t | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VEG2HSEBNP0H4HEAZ3XJP", "signals": [{"quote": "the traditional standard of consumer harm doesn't really capture that sort of concept of market power for these free a | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05VEG2HSEBNP0H4HEAZ3XJP", "signals": [{"quote": "Facebook and Google, no matter how powerful monopolies they may be, they don't have a dominant position in the labor. | observed | artifact ↗ | 2022-01-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05W7V2Z2GC3TWFD6SPYAS7R", "signals": [{"quote": "i'm still long microsoft and google and short the rest of big tech so i'm fine with it", "stance": "bullish", "signal_ | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05W7V2Z2GC3TWFD6SPYAS7R", "signals": [{"quote": "i think the best trade on the best trade on the internet the most obvious simple money-making trade is long microsoft | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05W7V2Z2GC3TWFD6SPYAS7R", "signals": [{"quote": "the safest company on the internet today is google because they're both a platform company and to the extent that they | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05W7V2Z2GC3TWFD6SPYAS7R", "signals": [{"quote": "his initial trade was long google short facebook and that trade basically was at parity which meant that the long and | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05W7V2Z2GC3TWFD6SPYAS7R", "signals": [{"quote": "the long microsoft long google is a pretty obvious kind of like monopolistic you know pair trade", "stance": "bullish" | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05W7V2Z2GC3TWFD6SPYAS7R", "signals": [{"quote": "the classic example is google versus yahoo yahoo yahoo had a beautiful directory driven business but when larry and se | observed | artifact ↗ | 2021-11-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XVWC6NZR7XE2WK2BEEKA5", "signals": [{"quote": "google priced its ai product for government at 47 cents so xai had to go lower than that", "stance": "neutral", "signa | observed | artifact ↗ | 2025-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XVWC6NZR7XE2WK2BEEKA5", "signals": [{"quote": "we now have uh four different offerings available to government agencies from now through 2027 open ai for a dollar an | observed | artifact ↗ | 2025-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05XVWC6NZR7XE2WK2BEEKA5", "signals": [{"quote": "i think google's in a really good place here because they can afford to subsidize any amount of inference for the gove | observed | artifact ↗ | 2025-09-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05YWEGSVK13V1Q6BX1K9XXA", "signals": [{"quote": "to the degree that Google is trading their prior search traffic with like a citation and a generated result, it's prob | observed | artifact ↗ | 2025-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0608B4ZJN7BH2E0PCJ1J8F5", "signals": [{"quote": "so google will not have to divest chrome which i thought was a pretty important point... they're also not barred from | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0608B4ZJN7BH2E0PCJ1J8F5", "signals": [{"quote": "we could end up in a world in which gemini wins jason and we kind of maintain google's um monopoly status for a longer | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0608B4ZJN7BH2E0PCJ1J8F5", "signals": [{"quote": "their thesis was if we just make a really fast lightweight operating system that works on any computer even one with v | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0608B4ZJN7BH2E0PCJ1J8F5", "signals": [{"quote": "when we think about browsing technology we think about chrome and then somewhere down there there's firefox safari edg | observed | artifact ↗ | 2025-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062E64GQN55M175S7SBY6ET", "signals": [{"quote": "We know Gemini doing very well at Alphabet.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Cham | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062E64GQN55M175S7SBY6ET", "signals": [{"quote": "if you look at the top of the charts, it's Anthropic and it's Google and it's open AI. And then Microsoft's far down b | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062E64GQN55M175S7SBY6ET", "signals": [{"quote": "Obviously we know Gemini doing very well at Alphabet.", "stance": "bullish", "signal_class": "endorsement", "speaker_n | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062E64GQN55M175S7SBY6ET", "signals": [{"quote": "the Google one is kind of two different products. They haven't moved to the AI native search on Google. You can use it | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062E64GQN55M175S7SBY6ET", "signals": [{"quote": "I find myself using Perplexity's stock checker instead of Yahoo Finance and Google now.", "stance": "bearish", "signal | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062E64GQN55M175S7SBY6ET", "signals": [{"quote": "what if somebody like Alphabet says, hey, we're going to be, we have our own silicon, Amazon's working on their own si | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062E64GQN55M175S7SBY6ET", "signals": [{"quote": "Meta, which is spending tens of billions as well, and doesn't have its own in-house chip division the same way that Al | observed | artifact ↗ | 2025-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062TYMDA89J7SZ7MTSVBC08", "signals": [{"quote": "It's now at the top of the LM Arena Text to Image leaderboard. It's called Gemini 2.5 Flash Image. And Jason, the thin | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062TYMDA89J7SZ7MTSVBC08", "signals": [{"quote": "And look at how good of a job it did just replacing the purse. Yeah. Right now it's not perfect. You can see there's k | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062TYMDA89J7SZ7MTSVBC08", "signals": [{"quote": "The artifacts now are becoming so minuscule that you're correct.", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062TYMDA89J7SZ7MTSVBC08", "signals": [{"quote": "there's no way for them to catch up with Gemini, Grok and open AI and Claude. So if you're not those four companies sp | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M062TYMDA89J7SZ7MTSVBC08", "signals": [{"quote": "in the face of losing, uh, the Google deal eventually for search and that 20 billion.", "stance": "bearish", "signal_c | observed | artifact ↗ | 2025-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "Google swooped in with $2.4 billion, bought out most of the investors, got the founders and researchers they wanted, l | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "So whatever's left of the WindSurf product is going to go to this Devon company. And then the talent goes to Google. B | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "There's also Gemini Code Assist. Yeah, that's the direct competitor, I think.", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "Google has a product called CLI that brings its Gemini AI models for coding into the terminal.", "stance": "neutral", | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "according to all the data we could find, Jason, this is roughly a doubling of the Tesla geofence. And also, it now has | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "it kind of feels like the Waymo, Uber, Volkswagen, Zooks, Tesla competition is now heating up.", "stance": "neutral", | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "It's not open like Waymo is. It's invite only. It's invite only still", "stance": "neutral", "signal_class": "fact_cla | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M066PKQPWQ2G6KJBATQ9RE5F", "signals": [{"quote": "we talked about it probably somewhere in here Google was storming and then you'll note that with the release of grok 4 | observed | artifact ↗ | 2025-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0688ADV5A2QGV7MVK7CT3S9", "signals": [{"quote": "alpha fold which was deep minds uh product that was able to computationally predict protein structures simply from kno | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0688ADV5A2QGV7MVK7CT3S9", "signals": [{"quote": "until we can truly simulate whole human biology in a way that is reliable enough that we would trust it to stand in fo | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0688ADV5A2QGV7MVK7CT3S9", "signals": [{"quote": "the experience i had with gemini kind of gave me that impression relative even to the other ones where there were thin | observed | artifact ↗ | 2025-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "I also think, Jason, it shows that Google really wants to do everything in AI. They're trying to flood the zone here, | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "So points to Sundar and his team. I got to say, they were behind in AI, and now we keep talking about him. So that's a | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "I saw some folks talking about this, um, Google stitch thing and looked incredibly, um, yeah, it looked incredibly com | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "What's cool about stitch is that it has a button that says edit and Figma. So if you're a Figma person, they're really | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "So I, this morning went and gave it a try and let me tell you, it wasn't great. I'm not going to lie. It was kind of, | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "So once again, we just eliminated a line item from the costs of running your startup. That's it.", "stance": "bullish" | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "if a designer getting paid 50 bucks an hour on Fiverr or, you know, one of these marketplaces submitted this, I would | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "I did discover that it won't make desktop websites. So I was stuck in this mobile world and I said, Hey, can we actual | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06B81652BXMFESWN3F6XV78", "signals": [{"quote": "So points to Sundar and his team, I got to say they were behind in AI and now we keep talking about him. So that's all | observed | artifact ↗ | 2025-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06BR0NTS07CRZKE0TP6N68F", "signals": [{"quote": "companies like Google, companies that are making application tools like cursor, they are building in a lot of these ch | observed | artifact ↗ | 2025-05-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "waymo the number one leader in this", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_18", | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "i think in this case it will not be winner take all it will be three winners take most and those three winners will be | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "waymo providing to toyota", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER_18", "speaker_ | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "waymo reaching 10 million paid rides... they did half of that in the last five months which implies about a million ri | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "waymo started with constrained areas and really trying to solve a constrained area problem where they were let's just | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "waymo says we don't do that we will when there's a problem tell the ai how to solve the problem so if the ai was stuck | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "to waymo this is going to have zero impact on the drivers... you already have like a certain number of rides in san fr | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "what we're going to see is the same number or a growing driver base of humans for years while the autonomous ones get | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "i feel like open ai deep sea and anthropic to a small degree in google which we'll get to uh just control too much of | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "google has absolutely soared and i think this is partially because the gemini model family has improved quickly i thin | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CA50W9ZBZGMQEJ8RH2A26", "signals": [{"quote": "you can see why google's currently leading on the market because well they're crushing everywhere they're on top of th | observed | artifact ↗ | 2025-05-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CCF99P78WNB5AEKMYBY43", "signals": [{"quote": "Google has been off to the races. They got a new product. It's called Canvas. And this platform comes with Gemini 2.5 | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CCF99P78WNB5AEKMYBY43", "signals": [{"quote": "We're talking about rich, robust, fully functioning prototypes near instantly. Gemini Canvas is reinventing front end | observed | artifact ↗ | 2025-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CZVE0K20V4W613P699R7F", "signals": [{"quote": "also there is the Google Reddit search deal that Reddit discussed in its earnings post IPO.", "stance": "neutral", "si | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06CZVE0K20V4W613P699R7F", "signals": [{"quote": "Smarter search results. Better way to take on Google. Not a bad way to go about it.", "stance": "bearish", "signal_cla | observed | artifact ↗ | 2025-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06GZRG5N2SNDD2CQ40R627H", "signals": [{"quote": "google is not going to go down without a fight and i don't think google with their money printing machine needs to cha | observed | artifact ↗ | 2025-04-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HTS1Q5CPKGD1GDTB54BGH", "signals": [{"quote": "there are already a number of chips on the market like nvidia's gpus and google's tpus that do a pretty good job of th | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06HTS1Q5CPKGD1GDTB54BGH", "signals": [{"quote": "right now people are using a lot of chips gpus tpus from google for example they just dropped the sixth generation of | observed | artifact ↗ | 2025-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J6DZS419D9NXAV2HWSXKW", "signals": [{"quote": "we have the first absolute mega deal of the year, Jason, $32 billion from big search, all cash. This deal is absolute | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J6DZS419D9NXAV2HWSXKW", "signals": [{"quote": "this will be like a major test, I think for this administration, will they try and block it, et cetera. There are no f | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J6DZS419D9NXAV2HWSXKW", "signals": [{"quote": "I think they'll let it go through. And I think this will be, this is the starter's pistol for M and a, if this deal go | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06J6DZS419D9NXAV2HWSXKW", "signals": [{"quote": "Google upped the breakup fee to $3.2 billion. So if this fails, whiz gets funded through IPO, if it goes through, then | observed | artifact ↗ | 2025-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06KMJVE3BH20W5DNSE4ZSHM", "signals": [{"quote": "i think gemini is a bit better than open ai right now", "stance": "bullish", "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2025-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06KMJVE3BH20W5DNSE4ZSHM", "signals": [{"quote": "and so this is interesting we're looking at down the road somewhere this is obviously not coming in ios 18.4 necessari | observed | artifact ↗ | 2025-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06KMJVE3BH20W5DNSE4ZSHM", "signals": [{"quote": "that's impossible yeah it's a different product is the answer i think that this is the next giant search deal and that | observed | artifact ↗ | 2025-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NYXAN2HT1CT02CGJXR9GQ", "signals": [{"quote": "Now, you could argue that Google got worse over time, but essentially everyone was still chasing that Google love.", " | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NYXAN2HT1CT02CGJXR9GQ", "signals": [{"quote": "this feels like a sort of streaming to CDs type moment where instead of thumbing through pages of blue links, you just | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NYXAN2HT1CT02CGJXR9GQ", "signals": [{"quote": "the reason why perplexity is doing well, the reason why Google has rolled out its AI overviews to more and more market | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NYXAN2HT1CT02CGJXR9GQ", "signals": [{"quote": "there's roughly about 3 billion unique monthly users of Google search. And now to put that in perspective, we estimate | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NYXAN2HT1CT02CGJXR9GQ", "signals": [{"quote": "I was using Google deep, Google deep research the other day, which is Gemini's latest model. Obviously, you know, Jaso | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06NYXAN2HT1CT02CGJXR9GQ", "signals": [{"quote": "I think we've seen that with, you know, Google search, there's been, you know, huge supplementary businesses built off | observed | artifact ↗ | 2025-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06QR0RFS1STR39F5RRC4A4A", "signals": [{"quote": "I asked ChatGPT and Gemini. Gemini wouldn't give me finance information? Come on, Google. Really? Yeah. A lot of the G | observed | artifact ↗ | 2024-12-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06R01A2J4YEN1QT81W30SD1", "signals": [{"quote": "very quick folks i believe google is the sleeping giant grok also doing a very good job uh the other", "stance": "bull | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06R01A2J4YEN1QT81W30SD1", "signals": [{"quote": "the 200 a month now they google it's 20 bucks a month so i give it an a plus on a value basis", "stance": "bullish", " | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06R01A2J4YEN1QT81W30SD1", "signals": [{"quote": "abstract out the the version numbers for nerds but i i think this is too confusing for consumers", "stance": "bearish" | observed | artifact ↗ | 2024-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RRQJT6TJEV7PA4JQ524TF", "signals": [{"quote": "if you're a middle manager at google all you care about saying is you tell your boss look my guys are working all the | observed | artifact ↗ | 2024-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06RRQJT6TJEV7PA4JQ524TF", "signals": [{"quote": "crew over there and their philosophy was if you're smart and you're in silicon valley you want to be in tech we're hir | observed | artifact ↗ | 2024-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SNBHS4WYDCZG7030CMKD4", "signals": [{"quote": "hoping for an even more punitive set of um remedies so everything we need is in there and then some", "stance": "beari | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SNBHS4WYDCZG7030CMKD4", "signals": [{"quote": "it's all about monetization right and there's two ways you can monetize and there's two ways that google can remedy th | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SNBHS4WYDCZG7030CMKD4", "signals": [{"quote": "they basically told samsung you you can have your own browser but it has to have google search in it but you cannot ha | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06SNBHS4WYDCZG7030CMKD4", "signals": [{"quote": "what google discovered in the past is that you need to have 100 of the queries if you want to make money on the 18", " | observed | artifact ↗ | 2024-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TCWMQTN596JFKK8NMWV33", "signals": [{"quote": "after Google manipulates search results, a small business can see its web traffic drop precipitously overnight for no | observed | artifact ↗ | 2024-11-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06TRJM6K02PQDZSWB11JM67", "signals": [{"quote": "Google does now by just tracking how many phones go into a location. You know, it's not spyware exactly, but it's not | observed | artifact ↗ | 2024-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06XJ06YGF2WJM3BDGSZ4Z7H", "signals": [{"quote": "I've been waiting for this too, because it's so obvious that this is not a difficult thing to do. And this is, you kno | observed | artifact ↗ | 2024-10-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YAV3Z6APP1S9QCBTY8CE7", "signals": [{"quote": "you're starting to see it show up at the top of search results you know the little little google uh gemini box", "stan | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YAV3Z6APP1S9QCBTY8CE7", "signals": [{"quote": "the billions of user scale i come back to the idea that there's you know there's the apples and googles of the world w | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YAV3Z6APP1S9QCBTY8CE7", "signals": [{"quote": "once these are all baked in you bring up siri and gemini once these are baked into all of those billions of devices ar | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YAV3Z6APP1S9QCBTY8CE7", "signals": [{"quote": "the gemini stuff is definitely more advanced um but still like it still feels very very early compared to where it's a | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06YAV3Z6APP1S9QCBTY8CE7", "signals": [{"quote": "i think gemini is like talking to a really smart teenager and then chat gpt is like if you're using oh one it's a grad | observed | artifact ↗ | 2024-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZH5GE9T3YJ0W64MYC2VP8", "signals": [{"quote": "the bear case I think is that Siri Google search Android and browsers and social media apps are going to intercept 90% | observed | artifact ↗ | 2024-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZH5GE9T3YJ0W64MYC2VP8", "signals": [{"quote": "hundred million dollar venture fund and this was the announcement of it and they all wore these like alerts so just im | observed | artifact ↗ | 2024-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZH5GE9T3YJ0W64MYC2VP8", "signals": [{"quote": "if you recall the Google glass days they had the little translation app and so you could look at a street sign and it | observed | artifact ↗ | 2024-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZX82BRN90A9Q4MP76P964", "signals": [{"quote": "um ultimately indirectly goes after the hundred billion dollar plus per year in margin that's flowing straight to the | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZX82BRN90A9Q4MP76P964", "signals": [{"quote": "um google has begun to enforce where a lot of the ad blockers that people have historically used are on something call | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZX82BRN90A9Q4MP76P964", "signals": [{"quote": "there's no browser extensions on mobile chrome so um and only recently if there have been browser extensions for mobil | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZX82BRN90A9Q4MP76P964", "signals": [{"quote": "apple has a 20 plus billion dollar a year advertising business just from selling the tool the search to google yeah go | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06ZZRP930EVRWD4YWN1BSDA", "signals": [{"quote": "ninety percent of generative ai unicorns choose google cloud we all know that they do a great job", "stance": "bullish | observed | artifact ↗ | 2024-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0710EP84G7SP3V2601WNNV2", "signals": [{"quote": "You think of Google trains on your, on your data, but then sends you a lot of traffic and gives you credit for it, whi | observed | artifact ↗ | 2024-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0710EP84G7SP3V2601WNNV2", "signals": [{"quote": "Gemini does give credit. Yeah, right. But for us, we want serious readers. Actually, like the people that just want th | observed | artifact ↗ | 2024-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0710EP84G7SP3V2601WNNV2", "signals": [{"quote": "But they launched with that, they launched with a consent, and they have been willing to pay.", "stance": "bullish", " | observed | artifact ↗ | 2024-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0710EP84G7SP3V2601WNNV2", "signals": [{"quote": "They haven't paid us. But I think that's on the table. And so from our perspective, knowing how our community feels, k | observed | artifact ↗ | 2024-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0710EP84G7SP3V2601WNNV2", "signals": [{"quote": "Uh, I expect that we'll at least get into that conversation, but I'm not far enough along to know how it'll go. I'm ju | observed | artifact ↗ | 2024-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "this one, it's actually in, in your email. You know, it's enabled in your email if you're paying for Gemini. And so wh | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "And so what you can do is you say, ask Gemini. And basically you get this little thing inside your Gmail. ... And, uh, | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "superhuman released, uh, uh, uh, an AI search product that's very similar, uh, a little bit better on the margins and | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "If you're using these tools to get through your inbox, whether using superhuman or gmails, you're going to be, you kno | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "It really is. And, you know, I am, um, I, I am just blown away, like just by, you know, how much you can do, uh, how e | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "And, you know, it's, um, like, like I said, as soon as I got into it, it's like, and its recommendations are powerful. | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "It's not making me go. Oh my God. I got to tell somebody about it. It would be, you know, just like when you do a net | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "It hasn't blown me away to the level that I would tell other people on my team about it because it's what I expect.", | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "I want to see a little bit more personalization, you know, like, look, Google workspace is what we use. You know, I us | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "So that sounds like you're going B plus or something. Where are you at? I'm B plus with that.", "stance": "mixed", "si | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "And it should know that you and I email all the time. We're on an email thread. That is a fail. And I'm not a celebrit | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "I'm going to take it down to a B minus.", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKER_ | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "Well, you know, this is, I think the innovators dilemma that we were talking about for Google, which is, you know, Goo | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0717DDJH9FZ9YBRH84KJSBR", "signals": [{"quote": "Now the internet has content that's not always referenced, right? Because, you know, page rank is not as, as, you know | observed | artifact ↗ | 2024-09-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M072RMC63K5E53FH0VZR63H0", "signals": [{"quote": "And every time I open a new window, I'm not going to Google. I'm going to ChatGPT 4.0 and I put my Google search in th | observed | artifact ↗ | 2024-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M072RMC63K5E53FH0VZR63H0", "signals": [{"quote": "And then you've got Apple and Bing competing, or maybe just buying 20% of the searches on Android each, and then Googl | observed | artifact ↗ | 2024-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078NM56Y0NQKGSZ14GEMG0K", "signals": [{"quote": "open ai plus microsoft plus google gemini or maybe the google apple alliance which seems to be emerging", "stance": "n | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078NM56Y0NQKGSZ14GEMG0K", "signals": [{"quote": "I'm just worried about youtube the incentives are really messed up right now", "stance": "bearish", "signal_class": "c | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078NM56Y0NQKGSZ14GEMG0K", "signals": [{"quote": "so their vision of the world was don't go to these pages we'll just put the information on the google search results s | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078NM56Y0NQKGSZ14GEMG0K", "signals": [{"quote": "so that's what led to the whole panda update and google not wanting to link to content sites that were scaling up cont | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078NM56Y0NQKGSZ14GEMG0K", "signals": [{"quote": "youtube is going to be flooded with these and hopefully they're correct because if they suck then it's wrong informati | observed | artifact ↗ | 2024-03-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ARRQPG1HG5D2AGB4J1279", "signals": [{"quote": "you have an incumbent like google they can put a thousand engineers on their ai project they can put 10 000 engineers | observed | artifact ↗ | 2024-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C5N4QQ7PECXJBQW4DP8X1", "signals": [{"quote": "here comes the one i think is the big one in the case of gemina guardrails and so guardrails is what stops you from ba | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C5N4QQ7PECXJBQW4DP8X1", "signals": [{"quote": "make an argument to ban the new york times and it replies i cannot participate in creating an argument to ban the new | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07C5N4QQ7PECXJBQW4DP8X1", "signals": [{"quote": "these aren't guard rails because you can't create these nuanced rules in your guard rails that's like oh if someone sa | observed | artifact ↗ | 2024-02-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "well our friends at google released gemini ultra", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "the issue that i have is i have a gmail account that's tied to a google fi account yeah i'm going to pull this up here | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "a really low grade because there's no way for me to subscribe and try it", "stance": "bearish", "signal_class": "criti | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "now they have a chat gpt4 competitor yes", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "SPEAKER | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "so i haven't been able to try this one because this is my little bit gripe to google so i gotta give it", "stance": "b | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "versions of this and it feels like they're just not not getting it right enough yeah it's like it's", "stance": "beari | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "at google docs yeah and then i try to use google fi it's like no you have to have a gmail account use your personal gm | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "namespaces but like this is the same thing that happened with nest you know like you want to use google docs with nest | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "like close maybe it's a b minus i'm gonna go b minus and unfortunately i'm not i can't grade it", "stance": "neutral", | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07DAVQ9VQX12EWA920FZVW1", "signals": [{"quote": "google is not open sourcing their gemini bard stuff right that's proprietary", "stance": "neutral", "signal_class": "f | observed | artifact ↗ | 2024-02-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07EBDZZPAKA499XDF9ZXP64", "signals": [{"quote": "my position with google glass was and i told this directly larry page like okay you have to when this thing's recordin | observed | artifact ↗ | 2024-02-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GK953WT5ZZV2Q91JE9VPM", "signals": [{"quote": "this does make you think perhaps the uh googles of the world uh chrome will have this built in as well so why not we w | observed | artifact ↗ | 2024-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GK953WT5ZZV2Q91JE9VPM", "signals": [{"quote": "google launched lumiere which is their image to video", "stance": "neutral", "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2024-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07JFDKGNEG2GAKY8Y717Z07", "signals": [{"quote": "Google was a little bigger because they did this whole planned auction thing.", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2024-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07KG0MS6FE7VHWC1Y5V0P34", "signals": [{"quote": "perfect 10 versus google perfect 10 was was a pornographer and said to google hey your thumbnails are infringing our c | observed | artifact ↗ | 2024-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07KG0MS6FE7VHWC1Y5V0P34", "signals": [{"quote": "in the google case that i mentioned the oracle google case early on there was like 150 000 worth of litigation over on | observed | artifact ↗ | 2024-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07KG0MS6FE7VHWC1Y5V0P34", "signals": [{"quote": "what we've actually been asked to do by larry and sergey is to investigate what technical alternatives exist to java f | observed | artifact ↗ | 2024-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07KG0MS6FE7VHWC1Y5V0P34", "signals": [{"quote": "google ended up losing on this at the trial level but went up to the supreme court and ended up winning over that the | observed | artifact ↗ | 2024-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "It was one of the, you know, I mean, this is, I say this, I said this before I joined Google, it was top five impressi | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "in the early days of, you know, kind of behind the scenes, Google had Palm and and Lambda.", "stance": "neutral", "sig | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "it's this research assistant on either side of you answering the questions. And this is how documentary films are made | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "we spent a lot of time trying to get that style, right? Like it's, it's, it's very much like it's editorial product, y | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "with every answer, we also give you citations. And so you can always, in a sense, check one, you can just double check | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "what's coming, uh, like any day now, um, you're going to be able to select a note or a set of notes and we're going to | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "Finding new sources is the one I was looking for. That is, that is not short term coming out yet, but that is definite | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "we've spent a lot of time trying to figure out like, what is the right balance here? Because you want the, your kind o | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "by the end of the year, early next year, I'm going to have one notebook that's effectively like all the important thin | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "it becomes an instant expert in how to use notebook, which, you know, it turns out to be a really, just as a, as a kin | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "So anybody can, whatever kind of service you are a company you are, you can just load up the documents that describe h | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "it understands how the software works and it understands generally how lawyers work. And so it's able to kind of synth | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "I think that there's something that is like that, that I I'm seeing again in notebook LM in part because of the sugges | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "I could imagine somebody who was going down a rabbit hole of some, you know, complex crime, you know, investigation an | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "Now the YouTube video, I thought I could just drop it in there since it's Google, but you guys are version 1.0, not ye | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N0E694K92HEHJCZ39QJRS", "signals": [{"quote": "the other thing is that Gemini is, is natively multimodal. So there's, there's all this incredible stuff that we're go | observed | artifact ↗ | 2023-12-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "get the domain name bard.com and let people go to bard.com and have a completely unique verticalized experience withou | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "well i i want to start with um it kind of got lost in the shuffle and i think it's a really really cool product and it | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "so what's very interesting about this is i was on this product this weekend because i saw a wired story about it trend | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "what google's done an excellent job but we want to keep giving them credit here", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "i think this is a really nice interface done super clean collaborative i like integration into the google ecosystem so | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "i think that's really powerful", "stance": "bullish", "signal_class": "assessment", "speaker_name": "SPEAKER_37", "spe | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "i like it i think it's a great tool i like it um i give it a b i think it's pretty straightforward right now it's a li | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "i was so impressed with um what they showed with gemini um the one i found really interesting is multimodal where they | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "there's no app that's huge there's no app that's there's no so that means you lose of 10 points you immediately lose f | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07N9GZAR0PKYXM075HQT57D", "signals": [{"quote": "if we look at that one gemini ultra 90 on this multiple choice test gemini pro 79 okay great chat gpt 87 so gemini was | observed | artifact ↗ | 2023-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07NEGBZYHVZH1MG3V860FFJ", "signals": [{"quote": "having your podcast flagged and i'm like but we're having an intellectual discussion about this you don't need to flag | observed | artifact ↗ | 2023-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RGS8K8DZ3WCBAVW3KMF6P", "signals": [{"quote": "i guess google photos kind of does like the face thing but it's not doing anything too crazy um but i feel like chat g | observed | artifact ↗ | 2023-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RGS8K8DZ3WCBAVW3KMF6P", "signals": [{"quote": "look i think it's going to become like a multiple use a day like a google google search used to be and i think that's | observed | artifact ↗ | 2023-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RGS8K8DZ3WCBAVW3KMF6P", "signals": [{"quote": "why they're working really fast they did a big additional investment in anthropic this last weekend as well", "stance" | observed | artifact ↗ | 2023-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RMYT23Z9NM71AK16H3JDK", "signals": [{"quote": "And so I give this a C it's, you know, it's not working too well yet. I give legal now, like a C plus it's interesting | observed | artifact ↗ | 2023-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RMYT23Z9NM71AK16H3JDK", "signals": [{"quote": "You know, funny enough, I used it. So because I use it, I'm going to give it a B plus. Yeah. There was like a piece of | observed | artifact ↗ | 2023-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RMYT23Z9NM71AK16H3JDK", "signals": [{"quote": "I like the UI. I like how they anticipated things. So, but you know, they didn't get things to work. So I think with t | observed | artifact ↗ | 2023-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07T6DG8ANRFVN25M01Q0MV5", "signals": [{"quote": "the last thing we want to do is do what google lasted for wearables we want to do for ai personalized ai", "stance": " | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07T6DG8ANRFVN25M01Q0MV5", "signals": [{"quote": "i'm worried that they will tread the the the well-torn path of of uh scorched earth that google that google glass did" | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07T6DG8ANRFVN25M01Q0MV5", "signals": [{"quote": "companies like humane and others put a product out there that has the same backlash that google glass has that sets ba | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07T7D915TB8CJAGHZFQ1PWS", "signals": [{"quote": "So Google is managing the growth of search Uber of rides and eats.", "stance": "neutral", "signal_class": "fact_claim" | observed | artifact ↗ | 2023-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VSXC3YSTHEX36VC88E5D9", "signals": [{"quote": "Google started this whole thing, obviously the, you know, the reason others can get there is the papers are open sourc | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VSXC3YSTHEX36VC88E5D9", "signals": [{"quote": "They have the TPU, right? Which is, uh, yeah, they've been doing that for a very long time.", "stance": "neutral", "si | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07VSXC3YSTHEX36VC88E5D9", "signals": [{"quote": "when you search now for recipes on Google, it doesn't just give you 10 blue links. It really is thoughtful and they ha | observed | artifact ↗ | 2023-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X2EXXB3ZF3XKXFKBJ93XX", "signals": [{"quote": "Earlier this year, they raised a bunch of money, $400 million from Google in February. And as part of that deal, they | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X2EXXB3ZF3XKXFKBJ93XX", "signals": [{"quote": "So now they have these two major, uh, strategics, Google, who was the earliest investor and now Amazon, who's coming i | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X2EXXB3ZF3XKXFKBJ93XX", "signals": [{"quote": "And it was another 2 billion that's coming from Google.", "stance": "neutral", "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X2EXXB3ZF3XKXFKBJ93XX", "signals": [{"quote": "And obviously they had that very important search relationship, which has become at the center of the Google antitrust | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07X2EXXB3ZF3XKXFKBJ93XX", "signals": [{"quote": "So just research on anthropic, uh, Google from earlier in the year and, uh, the information estimates they own about 1 | observed | artifact ↗ | 2023-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07XPE9QGVXSGSH6ADMRTJKV", "signals": [{"quote": "one of the superpowers of google over the last 20 you know 25 years right because it just uh they just celebrated thei | observed | artifact ↗ | 2023-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YY1BSXT0GNRW46BHFQ956", "signals": [{"quote": "but google wound up getting 90 percent of market share across the board in search on a global basis with the exception | observed | artifact ↗ | 2021-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07YY1BSXT0GNRW46BHFQ956", "signals": [{"quote": "previously you'd want the google one but a google product manager today it's probably not as valuable as a robin hood | observed | artifact ↗ | 2021-08-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZRFN7WYE2S703K498BR0X", "signals": [{"quote": "It's brutal. I use an ad blocker. And the only time I feel guilty about it is what I'm on, like a journalist site.", " | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZRFN7WYE2S703K498BR0X", "signals": [{"quote": "But looking at YouTube specifically, it grew 80% year over year, $7 billion.", "stance": "neutral", "signal_class": "f | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZRFN7WYE2S703K498BR0X", "signals": [{"quote": "But I'm curious what you made of the Google Cloud changes because revenue is a good loss is declined. I was pretty bul | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZRFN7WYE2S703K498BR0X", "signals": [{"quote": "I think that they hit a key milestone, which was the cost of providing the service was less than the revenue the servi | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZRFN7WYE2S703K498BR0X", "signals": [{"quote": "Well, the, the growth of, of usage of these public clouds is crazy. So, uh, Google Cloud grew, I think 54% year over y | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07ZRFN7WYE2S703K498BR0X", "signals": [{"quote": "It's now just $600 million more in the last quarter than than YouTube. So YouTube is about to kind of surpass this cri | observed | artifact ↗ | 2021-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "Google's exceptional quarter, they printed money and YouTube, I believe in and of itself is a trillion dollar company | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "Google had a massive earnings beat for q2 2021 yesterday.", "stance": "bullish", "signal_class": "fact_claim", "speake | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "YouTube grew revenue almost 100% year over year 80% year over year growth is just extraordinary for a large business." | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "total q2 revenue 61.8 billion up 62% year over year. Now just let that sink in. You know, we've talked a lot about how | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "the net income was $18.5 billion. That's the profit. That's what they put in their bank account. And that's up 2.6x ye | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "with that money, they could buy Coinbase just with one year's profits, they could buy Airbnb, Uber, DoorDash, any numb | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "YouTube is a major driver here. But Google search business and their third party ad network is what Google is Google i | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "retail was by far the largest contributor to the company's ad growth, according to their chief business officer, Phili | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "look at YouTube's ad revenue growth at 83% year over year, and they have 2 billion people worldwide.", "stance": "bull | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "nobody has put proper competitor to YouTube. And that is really an opportunity.", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "I think YouTube is a trillion dollar company as a standalone company.", "stance": "bullish", "signal_class": "predicti | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "Imagine YouTube just said to their users, Quentin Tarantino is coming out with a new film, we want to put up $250 mill | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0803N6BWB21T25NNWT63M5W", "signals": [{"quote": "YouTube hasn't even been doing those experiments because our ad business is so strong.", "stance": "bullish", "signal_ | observed | artifact ↗ | 2021-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M080P56T3GRXSCJAAGY0X171", "signals": [{"quote": "Okay, alphabet has launched intrinsic, another company along the lines of Waymo and deep mind. And they're moving into | observed | artifact ↗ | 2021-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M081CYK435PBS4SQPSEAFZ6F", "signals": [{"quote": "Google, Facebook, Apple print money, like a huge coffers are building up these giant piles of 10s of billions of dolla | observed | artifact ↗ | 2021-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M082NH188GGNRSDGGZ1JPMC2", "signals": [{"quote": "google is just fined half a billion dollars by france due to uh not being able to negotiate with publishers for the ri | observed | artifact ↗ | 2021-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M082NH188GGNRSDGGZ1JPMC2", "signals": [{"quote": "google had 182 billion dollars in revenue in 2020 so you know paying a fine of a million dollars a day is not a big de | observed | artifact ↗ | 2021-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M082NH188GGNRSDGGZ1JPMC2", "signals": [{"quote": "so um this idea that google is giving preferential treatment to their ad auction or their yelp competitor you know goo | observed | artifact ↗ | 2021-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M082NH188GGNRSDGGZ1JPMC2", "signals": [{"quote": "i do think that google news um that scrape publishers article and curate them into a feed that should be a licensed pr | observed | artifact ↗ | 2021-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0833NAV7D2MPZD3XRS1GAYJ", "signals": [{"quote": "which is what happened with Google's ad network. It's what happened with Facebook social networks. It's what happened | observed | artifact ↗ | 2021-07-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083HMS21X1G9NJTZRAJW8B9", "signals": [{"quote": "Google is putting their Yelp review competitor above Yelp.", "stance": "bearish", "signal_class": "criticism", "speake | observed | artifact ↗ | 2021-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083HMS21X1G9NJTZRAJW8B9", "signals": [{"quote": "Coinbase getting bought by Google, I could see that going through, but I maybe not when you get to 200 300 400 million | observed | artifact ↗ | 2021-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M083HMS21X1G9NJTZRAJW8B9", "signals": [{"quote": "Google spins out Waymo does a SPAC does a direct listing, YouTube goes out, and Google just becomes search and they ta | observed | artifact ↗ | 2021-07-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M084K5VRPM1AE0HRTWE5D4DT", "signals": [{"quote": "the age of the google facebook duopoly where advertisers pour money into those two platforms", "stance": "neutral", "s | observed | artifact ↗ | 2021-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M085E3PAV0TT3ZXXVKPAM0D1", "signals": [{"quote": "Um, and when we think about asset value that has changed over time, you know, now includes your ratings on Yelp and Go | observed | artifact ↗ | 2021-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087E4RPM63E3XC7ADF58V58", "signals": [{"quote": "declaring both Google and Facebook monopolies and starting to regulate them as monopoly entities, Australia has now do | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087E4RPM63E3XC7ADF58V58", "signals": [{"quote": "And there's no harm, quite the opposite to somebody having Facebook for free or Instagram for free or Gmail for free, | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087E4RPM63E3XC7ADF58V58", "signals": [{"quote": "like Google does with AdSense and YouTube, right, they get 55% of our dollar", "stance": "bullish", "signal_class": "e | observed | artifact ↗ | 2021-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M087YGTMG6M5GSHMHSA8W9XT", "signals": [{"quote": "I mean, it's a pretty cool thing, right? Yeah. I mean, you can look at the sort of academic industrial complex as it c | observed | artifact ↗ | 2021-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0882TPPZ4VJX3769TKRPB71", "signals": [{"quote": "And then I, it just got, got taken away from me by that goddamn search engine panda update that Google did.", "stance" | observed | artifact ↗ | 2021-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0882TPPZ4VJX3769TKRPB71", "signals": [{"quote": "How Google was like, you know what? No more SEO. We're cutting off all the sites and we're going to just redistribute | observed | artifact ↗ | 2021-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0897Z1FAXC65FAYRFWSTJS0", "signals": [{"quote": "There's really only two organizations that have built a social, uh, that have built attention-based monetization, adve | observed | artifact ↗ | 2021-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "we said in 2012, I set a goal that YouTube would get, uh, a billion hours a day of viewership.", "stance": "neutral", | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "YouTube has this, uh, one of the things we built is famous ad product, the skippable ad unit, where you see the ad and | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "YouTube since replaced it with a thing they call valuable watch time", "stance": "neutral", "signal_class": "fact_clai | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "I think Google generally stands at one extreme of that, that many of the things we did were like on the edge, better f | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "when, um, Chrome opens up or Android opens up and it's like, which browser would you like, which search engine would y | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "I think it's one of the things, it's still the case that YouTube is the only truly open platform out there that pays p | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "the challenge with that question for YouTube is because this Farm League, Pro League thing, the best ones leave, right | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "everybody knows that if YouTube feels more fair, then people are much more willing to participate.", "stance": "bullis | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "I think Susan and her team are doing a great job doing whatever they can, but the, you know, there is a limit to what, | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "They're recognizing that, oh, our role is more similar to governments than it is to companies. And we are, we are beho | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08B3DJE7WF8D2N5YS9K1FF8", "signals": [{"quote": "Patrick had these three charts laid out. And we sit down and he says, here's what I see. And he says, this is how much | observed | artifact ↗ | 2021-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BBF42909JWR5NXMYD2KXY", "signals": [{"quote": "And I think a lot of other companies will take the standards set by Google, Microsoft, JP Morgan, and use those standa | observed | artifact ↗ | 2021-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BBF42909JWR5NXMYD2KXY", "signals": [{"quote": "I think that, uh, another way, uh, that we can get to alternative, like Google, for instance, has created six month ce | observed | artifact ↗ | 2021-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BBF42909JWR5NXMYD2KXY", "signals": [{"quote": "Uh, but those are technical areas. There's only three Google had to, uh, write those, uh, programs. Uh, and I'm sugges | observed | artifact ↗ | 2021-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A4FZSWEBM4836GR8PDGB18", "signals": [{"quote": "don't be trying to manage emails in Excel spreadsheets or Google Docs. That's just a total waste of time.", "stance": | observed | artifact ↗ | 2012-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6V40X494QFDB6HTZSKE9R", "signals": [{"quote": "you've heard me talk about the Chrome operating system, which I am absolutely was addicted to, but my addiction got br | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6V40X494QFDB6HTZSKE9R", "signals": [{"quote": "Google was so elitist in the beginning. Oh, we only want people who went to these schools. And there's a bunch of comp | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7X2F8PHE64KWX8ZYGRCWT", "signals": [{"quote": "Fitbit gave up and sold to Google. I thought that was lame. I wear Fitbit. I love Fitbit. Hopefully Google doesn't scr | observed | artifact ↗ | 2020-10-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8RVAVP8GWB76QFX6XM7EY", "signals": [{"quote": "Google just made an announcement, right? They just made this announcement. Google announces 100,000 scholarships for o | observed | artifact ↗ | 2020-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A8RVAVP8GWB76QFX6XM7EY", "signals": [{"quote": "If you pass one of those certificates, they waive sort of any degree requirement.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2020-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A9WQSXN6S8DKT2NP2130CM", "signals": [{"quote": "They were using MySQL and they'd started off of course with just one instance and then as typically happens when you h | observed | artifact ↗ | 2020-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AAJ64685K6V5VF1HNFDW7J", "signals": [{"quote": "we saw last week wiz's 23 billion dollar acquisition offer from google that the company rejected", "stance": "neutral" | observed | artifact ↗ | 2024-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AAX05HQMVWSYJ9H7F0YD8J", "signals": [{"quote": "But Jason, the biggest story is whiz and Google are not going to get married. No 23 billion dollar deal, no happy VCs. | observed | artifact ↗ | 2024-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AAX05HQMVWSYJ9H7F0YD8J", "signals": [{"quote": "the deal for 23 billion to Google does have a risk of interference from, uh, different government agencies, potentiall | observed | artifact ↗ | 2024-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AAX05HQMVWSYJ9H7F0YD8J", "signals": [{"quote": "Google was offering 23 billion for a 350 million ARR company, which is a pretty rich multiple for the current time.", | observed | artifact ↗ | 2024-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AAX05HQMVWSYJ9H7F0YD8J", "signals": [{"quote": "Google is one of those companies that has its own vision and a long time to grow into it. And it has its own way of do | observed | artifact ↗ | 2024-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AAX05HQMVWSYJ9H7F0YD8J", "signals": [{"quote": "So I guess that offer of 23 billion is pretty rich, right?", "stance": "neutral", "signal_class": "assessment", "speak | observed | artifact ↗ | 2024-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AB4M5XGMC82ZTWS9M8JH3E", "signals": [{"quote": "So, Jason, Google might buy Wiz for $23 billion.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2024-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AB4M5XGMC82ZTWS9M8JH3E", "signals": [{"quote": "I agree with you in this case. I think this is a fine acquisition and should be allowed through because Google's third | observed | artifact ↗ | 2024-07-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABNNBM82T8BMQWFEGZ00KX", "signals": [{"quote": "If you just did sort of what J. Cal was asking for and dropped it in Google, look, and I have generative search enable | observed | artifact ↗ | 2024-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABNNBM82T8BMQWFEGZ00KX", "signals": [{"quote": "I mean, it's giving you the links that Sonnet and 4.0 ingested very quickly. I mean, the speed is also the really, you | observed | artifact ↗ | 2024-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABNNBM82T8BMQWFEGZ00KX", "signals": [{"quote": "which is, I remember that feature, such a great feature. Okay. I mean, it looks comparable. I mean, they're all compar | observed | artifact ↗ | 2024-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ABNNBM82T8BMQWFEGZ00KX", "signals": [{"quote": "I use Google to find restaurants. I use it to buy products. I use it to hire people, you know, and this is a better ex | observed | artifact ↗ | 2024-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACDM8ZRXG5WVMW5K6FPM8H", "signals": [{"quote": "He told us that you take the average Israeli 25-year-old, and you put him or her up against their peers outside of Isr | observed | artifact ↗ | 2024-06-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACWDRYJS90J938BJBG3F3N", "signals": [{"quote": "The next tweet was, yeah, we didn't do it because of equity, right. And so because of its global scale, this is Casey | observed | artifact ↗ | 2024-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ACWDRYJS90J938BJBG3F3N", "signals": [{"quote": "my first thought was it seems a little bit silly, but then when I was just thinking about the economic impact, I can k | observed | artifact ↗ | 2024-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADNRZE0FFHZGJ3S87MF768", "signals": [{"quote": "just like, you know, to a certain extent, but a lesser extent Google does because Google does not control the full sta | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADNRZE0FFHZGJ3S87MF768", "signals": [{"quote": "And so the idea that, you know, you would give your information to Microsoft, Google, Facebook, or open AI, most peopl | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ADNRZE0FFHZGJ3S87MF768", "signals": [{"quote": "Google pays billions of dollars a year to Apple and it's pure profit for them.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2024-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF2924PF9QV8TB62ES8F7P", "signals": [{"quote": "and uh you know google you know they got people's attention when they were looking for information on the web and they | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF2924PF9QV8TB62ES8F7P", "signals": [{"quote": "google has five six seven products with over a billion used chrome android google search gmail youtube uh right off th | observed | artifact ↗ | 2024-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF5GCPQM8ZSASKA96HP27Z", "signals": [{"quote": "Meta, AWS, and Google. I think those are your top five folks.", "stance": "bullish", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AF5GCPQM8ZSASKA96HP27Z", "signals": [{"quote": "a decade ago, Google was like, we're going to buy deep mind.", "stance": "neutral", "signal_class": "fact_claim", "spe | observed | artifact ↗ | 2024-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFQM51A4CZNG89TXZ395HX", "signals": [{"quote": "so then you have google apple microsoft amazon sitting there with tens of billions in some cases over a hundred billio | observed | artifact ↗ | 2024-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFQM51A4CZNG89TXZ395HX", "signals": [{"quote": "it's not like they're going to let google buy airbnb or apple buy uber or amazon buy uber", "stance": "neutral", "sign | observed | artifact ↗ | 2024-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFQM51A4CZNG89TXZ395HX", "signals": [{"quote": "i remember at one point i was talking to larry and i think they had hit 10 larry page they hit 10 billion dollars in r | observed | artifact ↗ | 2024-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFQM51A4CZNG89TXZ395HX", "signals": [{"quote": "the first is obvious google meta tick tock twitter snapchat you know there's like five or six at scale ad networks sur | observed | artifact ↗ | 2024-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFQM51A4CZNG89TXZ395HX", "signals": [{"quote": "the scale of the ad networks from google and meta being close to checkout and then host reading ads right and like jus | observed | artifact ↗ | 2024-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AFQM51A4CZNG89TXZ395HX", "signals": [{"quote": "they're probably better off being at the checkout on amazon or during search on google not on the verge", "stance": "b | observed | artifact ↗ | 2024-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "it does not have a mode for continuously monitoring your desktop", "stance": "neutral", "signal_class": "fact_claim", | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "now you start thinking three months away they're gonna have that", "stance": "bullish", "signal_class": "prediction", | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "this could be really powerful it could be like a virtual um podcast producer watching you work", "stance": "bullish", | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "that feature yeah is so killer", "stance": "bullish", "signal_class": "endorsement", "speaker_name": "SPEAKER_206", "s | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "to be able to recap the day how how powerful would that be insane", "stance": "bullish", "signal_class": "assessment", | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "they made an overview but because they're in a very fragile relationship with publishers they gave a carousel at the b | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "this is the end of seo uh so if you wanted to get traffic from google the reason google didn't do a lot about this uh | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AGHYGVZ1HV7B1SG6S1V738", "signals": [{"quote": "anybody who needs a researcher can use notebook lm gemini chat gpt the researcher mode so that means we all get to do | observed | artifact ↗ | 2024-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHBZG5T048YMDS9C38QP7B", "signals": [{"quote": "google has your search data instagram and tick tock have their algorithms watching what you look at what you like etc | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AHBZG5T048YMDS9C38QP7B", "signals": [{"quote": "corporation yeah whatever they say whatever you think you should not trust them they can dump your search history", "s | observed | artifact ↗ | 2024-04-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJAEDJPJTG6FM3KNF2CA5M", "signals": [{"quote": "It's almost as good, just a little bit behind GPT-4, but better than Claude 3, which was at the top, better than Gemin | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJAEDJPJTG6FM3KNF2CA5M", "signals": [{"quote": "right now, if I'm Sergei, if I'm Larry, uh, if I'm Sundar, this is another war room moment. Now you've got Microsoft o | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJAEDJPJTG6FM3KNF2CA5M", "signals": [{"quote": "Bard. Google bard. They never did bard.com. Google plus should have just done plus.com. Yeah. They never made its own | observed | artifact ↗ | 2024-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJWFMC7GR1EMAMSMRR8EMC", "signals": [{"quote": "The other thing that I thought that Google did at their conference was not only did they launch like an AI chip, which | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJWFMC7GR1EMAMSMRR8EMC", "signals": [{"quote": "And I think Google participated in that as well.", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJWFMC7GR1EMAMSMRR8EMC", "signals": [{"quote": "And the crawlers break, the crawlers are optimized. Like Google's crawler is optimized. They're optimizing it all day | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AJWFMC7GR1EMAMSMRR8EMC", "signals": [{"quote": "And, and look, the flip side is we don't really pay to use Google. We don't pay to use YouTube. We don't pay to use an | observed | artifact ↗ | 2024-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN9CXHHJ5V124Q667M3H2N", "signals": [{"quote": "If every single Google search resulted in a query to a GPU, they would actually bankrupt Google right now because they | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AN9CXHHJ5V124Q667M3H2N", "signals": [{"quote": "Google might not have the option to integrate AI if it doesn't have the infrastructure available at the volume that's | observed | artifact ↗ | 2024-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "all of those little innovations are probably not enough to get people to switch from google it's really hard to get pe | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "getting people to change their behavior is extremely hard it has to be 10 times better um in order for people to chang | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "this is my google that doesn't have access to the latest and like this it's the same exact question yeah this is terri | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "like google has fallen really far behind", "stance": "bearish", "signal_class": "assessment", "speaker_name": "SPEAKER | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "what people need to understand about snippets is uh google will pull data and format it used to be called one box now | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "between the startups and between google google is really falling behind here", "stance": "bearish", "signal_class": "a | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "no you don't pay to be in one box one box you can't pay to be in so that's like you have to earn that editorially i th | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "and those ads by the way are served up by google so when you start thinking about what's really happening here google | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "that was google's favorite thing to do if it was inefficient you clicked on a couple of ads either on the destination | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ANRT235C4DKEMT8F9EN218", "signals": [{"quote": "what's going to happen is like google will have uh all of these features bing will have all these features facebook wi | observed | artifact ↗ | 2024-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQVRM7Z7VQ0MD03ERT59T8", "signals": [{"quote": "And finally, Google Music launch date months away, they're saying. No set date. Why it's exciting? Google Music will p | observed | artifact ↗ | 2011-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AQWMR3SDE3Z96BNZF3JF11", "signals": [{"quote": "Google is hiring. They expect to hire at least 1,600 people over in the next little while, in the next six months. ... | observed | artifact ↗ | 2011-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AR657CXN4KHGYDKFAMH93S", "signals": [{"quote": "some of the stuff from Google that's coming out. But it's phenomenal in that you can think of processing large bits of | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AR657CXN4KHGYDKFAMH93S", "signals": [{"quote": "Oh, yeah, I did see that. And so they finally got it out there. We'll see how it does. I think it's going to have a ha | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARAKZ1J89P39XT4H165S12", "signals": [{"quote": "by the time we had released it, Google had already released their equivalent version into the Google Docs suite. So th | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARAKZ1J89P39XT4H165S12", "signals": [{"quote": "The second thing is, Google drank your milkshake. And guess what? That's going to happen in life. So, that's another l | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARAKZ1J89P39XT4H165S12", "signals": [{"quote": "So, sometimes in life you have to cut your losses. You're not going to have the wherewithal to compete with Google.", | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ARAKZ1J89P39XT4H165S12", "signals": [{"quote": "You could have released more often, but it may not have changed the inevitability of Google drinking your milkshake.", | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "I mean, Nexus One is so different. I mean, with Google selling it directly and without sort of the presence in all of | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "But then you look at Nexus One, Nexus One's actually very small in terms of sales.", "stance": "bearish", "signal_clas | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "You know what? I actually feel like, um, HTC took a lot of wind out of the Nexus One sales. Because of, like, I know t | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "I know that there's been a screen issue, like, they're saying, like, it's sort of reversed, the axis reversed on some | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "Well, the only thing I can say is that Google's publicly said that, you know, they believe in both Android and Chrome | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "I mean, there's no devices for sale running Chrome OS yet. So I think we have to kind of wait and see what happens onc | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "Google buys UK visual search startup Plink. Apparently, they help improve goggles, Google goggles.", "stance": "neutra | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "But they talk about, in that story, they take about, they say, you know, what's going to happen with it, and they do a | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "And related to that, Android 2.1 is now on more than a quarter of Android phones.", "stance": "neutral", "signal_class | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AS7QDY0N288Z24DZDA9FWE", "signals": [{"quote": "they basically just announced that they've ported the Android mobile operating system to its smartphones on the Atom m | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ASH252TY8VW36N0BVPASV9", "signals": [{"quote": "Which is why Google launched Google Plus, right? They want to get those social signals into the search engine.", "stan | observed | artifact ↗ | 2012-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ASH252TY8VW36N0BVPASV9", "signals": [{"quote": "their movie selection and their book selection is really nice. Their store is running excellently now. I think their s | observed | artifact ↗ | 2012-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0ASH252TY8VW36N0BVPASV9", "signals": [{"quote": "And that's where Google actually seems to have an advantage over Apple.", "stance": "bullish", "signal_class": "assess | observed | artifact ↗ | 2012-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV30YDFQPSQG5GHD429BRP", "signals": [{"quote": "maybe it's the third bucket which is if you're the board and the management you're having a debate about how to best d | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV30YDFQPSQG5GHD429BRP", "signals": [{"quote": "it is way too early to count gemini out on building for sure incredible specialized models they have the best video da | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV30YDFQPSQG5GHD429BRP", "signals": [{"quote": "google gcp can now be i'm going to sign up for working with gcp versus working just with anthropic", "stance": "bullis | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV30YDFQPSQG5GHD429BRP", "signals": [{"quote": "that's from elon web services uh renting out compute specifically to anthropic and google from the colossus uh collect | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AV30YDFQPSQG5GHD429BRP", "signals": [{"quote": "obviously google got smacked with their capex spend", "stance": "bearish", "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ812NZ1RTWZ4VB8290KDT", "signals": [{"quote": "You also have people like, like Google and Amazon or Ford, who buy power. And so when you see like Google say, Okay, w | observed | artifact ↗ | 2021-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZ812NZ1RTWZ4VB8290KDT", "signals": [{"quote": "And in fact, Google said not only do they want to be carbon neutral, they said they want to be carbon, they want to pa | observed | artifact ↗ | 2021-02-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AZFFVTCT1WRT901Y5WJJ0P", "signals": [{"quote": "google went through three different business models they tried to do enterprise search and they were selling these um | observed | artifact ↗ | 2021-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0SW0SGGTCMZ27HJXTVX03N9", "signals": [{"quote": "thanks to our partners over at google they are doing a great job with gemini i have to say i'm using gemini all the ti | observed | artifact ↗ | 2026-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M16QZZ8PVVQZGKH7DP6DKRR4", "signals": [{"quote": "thank God, we have companies like Nvidia and Google and Microsoft and Meta and Amazon who take on that burden.", "stan | observed | artifact ↗ | 2026-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M1P500ECQF094K7HFSER8H00", "signals": [{"quote": "Google has famously spun out Waymo, a very famous Microsoft back in the day, this little site Expedia that was interna | observed | artifact ↗ | 2026-09-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASTCHKS4VPQFV04JKB4CQM", "signals": [{"quote": "Google holds warrants for a potential 14% equity stake in exchange for guaranteeing Fluidstack lease obligations on ke | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ASTCHKS4VPQFV04JKB4CQM", "signals": [{"quote": "Google knows they can extract warrants in exchange for the loans.", "stance": "bullish", "confidence": 0.6, "signal_cl | observed | artifact ↗ | 2026-09-12 | promoted | 0.50 |
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source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — google", "source_id": "01M1P4MJGT5PZ0TRPJYRN9NYXD-m-bbdefa2950f49882", "extract_ref": "artifact:sha256:2a2197f8d8dc9bf1a079681cb54f25ccd46f8f17c40bb | observed | artifact ↗ | 2026-09-04 | normalized | 0.95 |
source.document.reference | {"kind": "video", "title": "www.youtube.com/watch — google", "source_id": "01M2AQTARCA72RZ2KPVVPVNAAY-m-bbdefa2950f49882", "extract_ref": "artifact:sha256:17c8259da2a5253d0529a644019bb8485f5606281d382 | observed | artifact ↗ | 2026-09-12 | normalized | 0.95 |
website_url | https://www.google.com/webhp?aep=11 | observed | enrichment | 2026-07-24 | normalized | 0.75 |
website_url | https://www.google.com/webhp?aep=11 | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
website.homepage.has_pricing_link | false | observed | artifact ↗ | 2026-07-24 | normalized | 0.80 |