https://minutesof.com/on/google/ Everyone on the record about google: 76 verbatim quotes from 5 people, October 2011 to July 2026, in one chronology, each with a timestamp and a link to… en Sun, 30 Aug 2026 22:32:59 +0000 https://minutesof.com/q/5ca387af-4b9c-4a90-9c49-5374505ffeb1/ https://minutesof.com/q/5ca387af-4b9c-4a90-9c49-5374505ffeb1/ “NVIDIA, the NVLink can only connect 72 GPUs. For Google, their ICI can connect 8,000 chips at super high bandwidth, but you have to pass through other chips to get there because there's no switch.” — Dylan Patel, The AGI Post Mon, 06 Jul 2026 22:07:54 +0000 google https://minutesof.com/q/1146df8f-fda2-440e-b3ca-58362b2c1909/ https://minutesof.com/q/1146df8f-fda2-440e-b3ca-58362b2c1909/ “They're making a TPU with Broadcom, that's a different architecture than a TPU with MediaTek, that's a different TPU than the architecture that is, I won't disclose, by research.” — Dylan Patel, Sequoia Capital Tue, 30 Jun 2026 12:00:25 +0000 google https://minutesof.com/q/85a6edb0-e86b-4792-9460-831d072cdf52/ https://minutesof.com/q/85a6edb0-e86b-4792-9460-831d072cdf52/ “Release New release in two weeks. Everyone's releasing in two weeks. Google, OpenAI, maybe Anthropic. I don't know about Anthropic, but Google and open AI definitely releasing in two weeks.” — Dylan Patel, SemiAnalysis Weekly Wed, 06 May 2026 00:55:06 +0000 google https://minutesof.com/q/324c3d29-cfe7-4d90-a852-e96208594306/ https://minutesof.com/q/324c3d29-cfe7-4d90-a852-e96208594306/ “I met Larry and Sergey at their office with 25 employees. They pitched Benchmark, and we failed to invest” — Bill Gurley, Forbes Tue, 21 Apr 2026 23:11:11 +0000 google https://minutesof.com/q/04752b21-480d-4192-9f36-1766cb3bfdb3/ https://minutesof.com/q/04752b21-480d-4192-9f36-1766cb3bfdb3/ “Well, biggest mistake I made in my career is when I was three years into the venture capital business, I met Larry and Sergey at their office with 25 employees.” — Bill Gurley, Forbes Tue, 21 Apr 2026 23:11:11 +0000 google https://minutesof.com/q/c7a6d3c5-c7c3-46c9-b80d-5bdb811cf81b/ https://minutesof.com/q/c7a6d3c5-c7c3-46c9-b80d-5bdb811cf81b/ “I met Larry and Sergei, was very early in my career, I brought them into the partnership and they presented and we failed to lay chase.” — Bill Gurley, School of Hard Knocks Podcast Thu, 26 Mar 2026 21:34:25 +0000 google https://minutesof.com/q/7a195e79-0aae-44db-94ee-f0f316ba0775/ https://minutesof.com/q/7a195e79-0aae-44db-94ee-f0f316ba0775/ “They had 25 employees at the time, to tell you how early it was. And they presented and we failed to chase that.” — Bill Gurley, Afford Anything Podcast Fri, 13 Mar 2026 19:00:04 +0000 google https://minutesof.com/q/a616fbed-e1ca-4ef3-915e-51ab7bb6cf2f/ https://minutesof.com/q/a616fbed-e1ca-4ef3-915e-51ab7bb6cf2f/ “Google had Nano Banana and Gemini three, which caused their user metrics to skyrocket, and leadership at Google was like, oh.” — Dylan Patel, Dwarkesh Patel Fri, 13 Mar 2026 16:26:57 +0000 google https://minutesof.com/q/a7bb132e-83bc-40b6-b700-cf2f048e334f/ https://minutesof.com/q/a7bb132e-83bc-40b6-b700-cf2f048e334f/ “Google will have no cash flow next year because they're they see AI so clearly, and they know that they need to spend every dollar they make on compute,” — Dylan Patel, Matthew Berman Mon, 09 Mar 2026 17:07:47 +0000 google https://minutesof.com/q/ca552e7d-f09a-464d-b7f3-4fdfef5e1836/ https://minutesof.com/q/ca552e7d-f09a-464d-b7f3-4fdfef5e1836/ “I had Larry and Sergei present to the Benchmark partnership shortly after I joined Benchmark with the company had 25 employees, Google.” — Bill Gurley, Lux Capital Wed, 25 Feb 2026 18:19:27 +0000 google https://minutesof.com/q/01f70b00-ec3b-436a-8ae4-0640c38a5d44/ https://minutesof.com/q/01f70b00-ec3b-436a-8ae4-0640c38a5d44/ “I had the, both the fortune and now the, the kind of weight of having brought Larry and Sergey in to present to our partnership when they were 25 employees.” — Bill Gurley, Tetragrammaton with Rick Rubin Thu, 12 Feb 2026 16:34:22 +0000 google https://minutesof.com/q/ec2ca988-9456-495b-b912-425f22c920d1/ https://minutesof.com/q/ec2ca988-9456-495b-b912-425f22c920d1/ “I had Larry and Sergei present to the partnership when there were 25 employees at Google and we failed to chase the deal.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 google https://minutesof.com/q/add8221b-3250-43ae-a370-e08312af5339/ https://minutesof.com/q/add8221b-3250-43ae-a370-e08312af5339/ “The there's a there's a notion in venture capital about asymmetric risks. So if you if you you know, the biggest mistake of my career is I had Larry and Sergei present to the partnership when there were 25 employees at Google and we failed to chase the deal.” — Bill Gurley, Yahoo Finance Mon, 26 Jan 2026 13:00:06 +0000 google https://minutesof.com/q/0af5a587-16c0-4b3a-8c44-88ed54311784/ https://minutesof.com/q/0af5a587-16c0-4b3a-8c44-88ed54311784/ “First, Google is a massive consumer of NVIDIA GPUs, Right? Not only for its own workloads, but also the workloads, you know, in Google Cloud.” — Brad Gerstner, Altimeter Capital Wed, 07 Jan 2026 22:13:03 +0000 google https://minutesof.com/q/181634e4-7c28-4e3e-8027-37df4f418718/ https://minutesof.com/q/181634e4-7c28-4e3e-8027-37df4f418718/ “And the managing Taiwan Semi is like stamping out that house like Lennar or, you know, D. R. Horton. And for doing those two latter parts, Broadcom earns a 50 to 55% gross margin.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 google https://minutesof.com/q/440b0421-1fbc-48cd-a05c-365e7fe737ee/ https://minutesof.com/q/440b0421-1fbc-48cd-a05c-365e7fe737ee/ “I think part of that is, so Google, let's say the TPU, so there's front end and back end of semiconductor design, and then there's dealing with Taiwan Semi.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 google https://minutesof.com/q/25b2d299-b64a-4ee1-a269-e4a8a062374a/ https://minutesof.com/q/25b2d299-b64a-4ee1-a269-e4a8a062374a/ “And this is really important because AI is the first time in my career as a tech investor that being the low cost producers ever matter.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 google https://minutesof.com/q/e679ccc2-32ff-45bb-a011-17fece7abd5e/ https://minutesof.com/q/e679ccc2-32ff-45bb-a011-17fece7abd5e/ “So I think Google for sure has this temporary advantage right now from a pre training perspective. I think it's also important that they've been the lowest cost producer of tokens.” — Gavin Baker, Invest Like the Best Tue, 09 Dec 2025 15:05:00 +0000 google https://minutesof.com/q/7dc1dfdc-c966-48a1-aa23-0ab53fb8f113/ https://minutesof.com/q/7dc1dfdc-c966-48a1-aa23-0ab53fb8f113/ “They're going to make something like five to 7,000,000 chips, right? Of their own TPUs. You look at Amazon, they're trying to make three to 5,000,000.” — Dylan Patel, Dwarkesh Patel Wed, 12 Nov 2025 17:02:10 +0000 google https://minutesof.com/q/acaf7a0e-0f58-40be-afa2-c7ec839eb85d/ https://minutesof.com/q/acaf7a0e-0f58-40be-afa2-c7ec839eb85d/ “20 competitors in search. They all have pretty good technologies, but Google consumed 98% of all the upside ever associated with search.” — Brad Gerstner, CNBC Television Wed, 15 Oct 2025 12:48:34 +0000 google https://minutesof.com/q/21d21c3d-dce5-4f93-9c0e-b9564cbb941a/ https://minutesof.com/q/21d21c3d-dce5-4f93-9c0e-b9564cbb941a/ “I left all my stock options on the table, all my RSUs I'd been given. It was worth a couple million dollars, and I was 25 years old back in 2005.” — David Friedberg, Venture Europe Thu, 09 Oct 2025 12:21:31 +0000 google https://minutesof.com/q/dd59c5bc-0967-4aab-8e50-e1bfb22888a9/ https://minutesof.com/q/dd59c5bc-0967-4aab-8e50-e1bfb22888a9/ “I don't know what ungodly percentage of video is only on available on YouTube. And sure, you can scrape YouTube, blah blah blah.” — Dylan Patel, David Ondrej Thu, 18 Sep 2025 16:14:25 +0000 google https://minutesof.com/q/c5f66780-d7e1-4b21-9d13-444df206cd01/ https://minutesof.com/q/c5f66780-d7e1-4b21-9d13-444df206cd01/ “Today, it's 980,000,000,000,000 tokens. So from 9,000,000,000,000 to nine eighty, it's a 100 x increase in a year.” — Brad Gerstner, CNBC Television Thu, 28 Aug 2025 17:12:24 +0000 google https://minutesof.com/q/19ca1b64-10d8-4f63-902b-e2dac6fe1613/ https://minutesof.com/q/19ca1b64-10d8-4f63-902b-e2dac6fe1613/ “The battle for the consumer is ultimately where the value accrues, Sonny, not who runs, you know, what hardware.” — Brad Gerstner, BG2 Pod Thu, 31 Jul 2025 15:11:15 +0000 google https://minutesof.com/q/7edfcbe6-09cd-4e5f-b9c3-98fada7e2599/ https://minutesof.com/q/7edfcbe6-09cd-4e5f-b9c3-98fada7e2599/ “And they're backing out. Obviously, they've spent a lot of money and there's stuff they can't back out of, but it's like, that's gonna go down a lot.” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 google https://minutesof.com/q/d9341f65-1bb3-4b38-9092-51830292234d/ https://minutesof.com/q/d9341f65-1bb3-4b38-9092-51830292234d/ “Google's backing out, I think they're gonna spend on the order I've heard like $250,000,000 this year with them. And they're backing out.” — Dylan Patel, Matthew Berman Mon, 30 Jun 2025 17:27:19 +0000 google https://minutesof.com/q/6c85668b-e231-4d10-a866-ab8530026dc0/ https://minutesof.com/q/6c85668b-e231-4d10-a866-ab8530026dc0/ “Sam's like the world has already changed dramatically over the course of last twenty four months, but people aren't, you know, it's not changed that much about our daily lives.” — Brad Gerstner, BG2 Pod Sat, 21 Jun 2025 15:51:43 +0000 google https://minutesof.com/q/c8eac535-452a-4b6e-8c91-ceaf06696696/ https://minutesof.com/q/c8eac535-452a-4b6e-8c91-ceaf06696696/ “And you can see peak to trough is down 8% year over year. Peak to trough is, let's say, down 11. So clearly, page views are going down,” — Brad Gerstner, BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 google https://minutesof.com/q/ba063ec1-83a2-484d-bec3-cd582faa31bc/ https://minutesof.com/q/ba063ec1-83a2-484d-bec3-cd582faa31bc/ “absent ChatGDP, ChatGPT, maybe Google page views for a particular user are growing 4% per year. So we are consuming more Google.” — Brad Gerstner, BG2 Pod Fri, 20 Jun 2025 00:11:39 +0000 google https://minutesof.com/q/afa5e9ca-0fd5-4c73-8fb0-11ffc3fb6a8b/ https://minutesof.com/q/afa5e9ca-0fd5-4c73-8fb0-11ffc3fb6a8b/ “OpenAI today is four times the size that Google was when it went public in terms of revenue, in terms of searches.” — Brad Gerstner, CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 google https://minutesof.com/q/0ba71f25-ea44-4b97-b300-5c6bead088f0/ https://minutesof.com/q/0ba71f25-ea44-4b97-b300-5c6bead088f0/ “ChatGPT got to a billion searches a day. Eight years faster than Google did. Is not internet time. Is AI hyper speed. It is way faster.” — Brad Gerstner, CNBC Television Thu, 12 Jun 2025 17:50:39 +0000 google https://minutesof.com/q/d8bc3b3c-6786-485f-ad97-a551d6ed0f2e/ https://minutesof.com/q/d8bc3b3c-6786-485f-ad97-a551d6ed0f2e/ “I did I saw some analysis from my team this week will post that OpenAI reached, you know, 400,000,000,000 annual searches, eight years faster than Google.” — Brad Gerstner, BG2 Pod Thu, 05 Jun 2025 23:20:47 +0000 google https://minutesof.com/q/1a8deb2c-d1fb-4be9-9a7f-276dd0e49e10/ https://minutesof.com/q/1a8deb2c-d1fb-4be9-9a7f-276dd0e49e10/ “As long as you had access to water and power, it could connect to the internet and you could scale data center capacity all over the world. That was twenty years ago.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 google https://minutesof.com/q/747fb093-bb85-4790-90ac-9ac07d98ca82/ https://minutesof.com/q/747fb093-bb85-4790-90ac-9ac07d98ca82/ “the core search business, which the ad revenue in search is about a $200,000,000,000 run rate out of $360,000,000,000 of your total revenue, most of your profits.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 google https://minutesof.com/q/3f055c77-08b9-4f14-8474-5bf292b01ffc/ https://minutesof.com/q/3f055c77-08b9-4f14-8474-5bf292b01ffc/ “Under your tenure as CEO, the stock has gone up by four and a half x to a $2,000,000,000,000 market cap today. You've grown revenue from 20,000,000,000 a quarter to nearly 100,000,000,000 a quarter.” — David Friedberg, All-In Podcast Fri, 16 May 2025 05:57:14 +0000 google https://minutesof.com/q/6ed4d5f1-0a53-494c-ad8b-9ea2367106c4/ https://minutesof.com/q/6ed4d5f1-0a53-494c-ad8b-9ea2367106c4/ “They're saying organic search is down 20 to 40%. Why? Because they're putting AI on top of it. They got to push it down the page.” — Brad Gerstner, Upfront Ventures Thu, 13 Mar 2025 21:33:08 +0000 google https://minutesof.com/q/9dfc2aff-ebe0-466f-b6fc-088bff42a3c5/ https://minutesof.com/q/9dfc2aff-ebe0-466f-b6fc-088bff42a3c5/ “These were other search companies, right, at the time. Right. Larry and Sergey both wanted to be CEO and they were PhD students at Stanford.” — Bill Gurley, McCombs School of Business Fri, 24 Jan 2025 00:57:51 +0000 google https://minutesof.com/q/7308a31d-8fe6-41e8-bf9c-ffec00d2af16/ https://minutesof.com/q/7308a31d-8fe6-41e8-bf9c-ffec00d2af16/ “Google's brought in water cooling for years. Right? NVIDIA only just realized they needed water cooling on this generation. And Google's brought in a level of reliability that NVIDIA GPUs don't have.” — Dylan Patel, BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 google https://minutesof.com/q/20d14c4c-c77e-4ede-a3ec-2619103dc76e/ https://minutesof.com/q/20d14c4c-c77e-4ede-a3ec-2619103dc76e/ “Google did something very similar in 2018, right, with the TPU. Now they couldn't do it alone. Right? They know the software.” — Dylan Patel, BG2 Pod Mon, 23 Dec 2024 20:12:56 +0000 google https://minutesof.com/q/4501a6cf-9ca9-44e6-abfb-22019280aba1/ https://minutesof.com/q/4501a6cf-9ca9-44e6-abfb-22019280aba1/ “Because someone is spending marketing dollars to take that customer to their website and run the transaction with the hopes that they'll come directly back to that website.” — Bill Gurley, BG2 Pod Thu, 31 Oct 2024 17:46:51 +0000 google https://minutesof.com/q/3cd17c34-91cc-4d0b-af21-082c3122bb86/ https://minutesof.com/q/3cd17c34-91cc-4d0b-af21-082c3122bb86/ “Larry Page has evidently said internally at Google many times, I am willing to go bankrupt rather than lose this race.” — Gavin Baker, Invest Like the Best Tue, 27 Aug 2024 08:00:00 +0000 google https://minutesof.com/q/aa553c92-c6b1-45b0-a73e-623c8d712a85/ https://minutesof.com/q/aa553c92-c6b1-45b0-a73e-623c8d712a85/ “if you look at the big four, they're gonna spend $220,000,000,000 this year on CapEx.” — Brad Gerstner, BG2 Pod Fri, 09 Aug 2024 00:27:40 +0000 google https://minutesof.com/q/a94d9ba3-2eb9-447f-8a3f-11ede0b973ed/ https://minutesof.com/q/a94d9ba3-2eb9-447f-8a3f-11ede0b973ed/ “They were dominant in 10 blue links. They are not dominant in this. There are a lot of other players in the age of” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 google https://minutesof.com/q/65850684-3493-44a7-9305-0fc448d2107c/ https://minutesof.com/q/65850684-3493-44a7-9305-0fc448d2107c/ “Because people are going to turn to Apple Intelligence instead of 10 blue links to find answers to the questions they have.” — Brad Gerstner, CNBC Television Tue, 11 Jun 2024 17:21:48 +0000 google https://minutesof.com/q/ad39ff58-d36d-43f2-a037-8a2259886766/ https://minutesof.com/q/ad39ff58-d36d-43f2-a037-8a2259886766/ “Okay? But instead of cash, for example, Google's offering 500,000 in cash plus a million and $0.5 in RSUs vesting monthly, right, to these engineers.” — Brad Gerstner, BG2 Pod Thu, 21 Mar 2024 21:32:49 +0000 google https://minutesof.com/q/6d279606-acc6-4ba3-92f6-4309075c6a9b/ https://minutesof.com/q/6d279606-acc6-4ba3-92f6-4309075c6a9b/ “Now, what does it cost to do that for $7.50 tokens today? And of course, this will go down over time, but it's 10x more, right? It's 4¢ per query.” — Brad Gerstner, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 google https://minutesof.com/q/8e7be5a2-17b0-49d8-9a24-56fc5639b0d4/ https://minutesof.com/q/8e7be5a2-17b0-49d8-9a24-56fc5639b0d4/ “So, you know, a couple queries are more than a query for every human on the planet, and it has the most efficient system in the world for doing that.” — Brad Gerstner, BG2 Pod Thu, 22 Feb 2024 12:20:31 +0000 google https://minutesof.com/q/505da922-466f-490a-9ebf-f63111b147bc/ https://minutesof.com/q/505da922-466f-490a-9ebf-f63111b147bc/ “In addition to everything I brought up, because their core business model is to throw their customers in a cage match, they don't they don't have the culture internally to partner in a friendly win win way.” — Bill Gurley, BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 google https://minutesof.com/q/10351f6d-b69b-4e5e-87a2-34354eb9bdf5/ https://minutesof.com/q/10351f6d-b69b-4e5e-87a2-34354eb9bdf5/ “Their business model is to throw their customers in a cage match and let them compete with one other to the death.” — Bill Gurley, BG2 Pod Thu, 08 Feb 2024 19:35:00 +0000 google https://minutesof.com/q/86d932ef-9212-462b-965e-db28c85c848d/ https://minutesof.com/q/86d932ef-9212-462b-965e-db28c85c848d/ “You know, if you look at Google over that same period of time, I pulled the numbers this morning.” — Brad Gerstner, CNBC Television Fri, 02 Feb 2024 18:00:57 +0000 google https://minutesof.com/q/7229045e-4ebd-4c99-ab12-e4521d7c749b/ https://minutesof.com/q/7229045e-4ebd-4c99-ab12-e4521d7c749b/ “This concept was done inside of Google as an open source concept, immediately copied by all the other players. So OpenAI doesn't exist today if that's patented and controlled.” — Bill Gurley, Bg2 Pod Thu, 25 Jan 2024 16:05:50 +0000 google https://minutesof.com/q/44c3db9a-21ce-4b48-9e86-3227e45d35bb/ https://minutesof.com/q/44c3db9a-21ce-4b48-9e86-3227e45d35bb/ “And those big thinking, those big ideas, those big audacious concepts, as a framing for the team, really, I think personified what I consider to be true leadership in an organization of people,” — David Friedberg, How I Invest Podcast Tue, 09 Jan 2024 04:38:21 +0000 google https://minutesof.com/q/09b1d877-5ab8-4501-a5dd-1f5be2d74cac/ https://minutesof.com/q/09b1d877-5ab8-4501-a5dd-1f5be2d74cac/ “whole point was that Google you know, OpenAI, who everyone would be like, oh, yeah. They have more GPUs than anyone else. Right? But they have a lot less flops than Google.” — Dylan Patel, Latent Space Tue, 05 Dec 2023 18:16:28 +0000 google https://minutesof.com/q/bfd26312-4df9-4890-8982-2c145463702e/ https://minutesof.com/q/bfd26312-4df9-4890-8982-2c145463702e/ “Google is going to have more compute than any other company in the world period by like a large, large factor.” — Dylan Patel, Latent Space Tue, 05 Dec 2023 18:16:28 +0000 google https://minutesof.com/q/29476b04-d67a-4d3f-8be3-bd44f3c5dbc1/ https://minutesof.com/q/29476b04-d67a-4d3f-8be3-bd44f3c5dbc1/ “Right? That's like a very closely guarded secret, most people that work at Google DeepMind don't even know number.” — Dylan Patel, Latent Space Tue, 05 Dec 2023 18:16:28 +0000 google https://minutesof.com/q/3758822d-6d28-4549-9783-84d049a8f9b1/ https://minutesof.com/q/3758822d-6d28-4549-9783-84d049a8f9b1/ “Google's actually ramping up TPU production massively. And I think people in AI would be like, Well, duh. But like, okay, who has the capability of figuring out the number?” — Dylan Patel, Latent Space Tue, 05 Dec 2023 18:16:28 +0000 google https://minutesof.com/q/121159a8-aa5b-4cd8-a515-8e45f957fbf2/ https://minutesof.com/q/121159a8-aa5b-4cd8-a515-8e45f957fbf2/ “You could have waited to invest in Google in 2004 and their IPO and you would have captured 90 plus percent of all the profits ever generated in internet search.” — Brad Gerstner, Bloomberg Podcasts Mon, 20 Nov 2023 15:00:53 +0000 google https://minutesof.com/q/7e4d8b5f-4b70-4806-b8eb-aff80239e7d4/ https://minutesof.com/q/7e4d8b5f-4b70-4806-b8eb-aff80239e7d4/ “I think there's plenty of time. If this is going to be as big and as transformational as humanity as we all think it will be, remember, you didn't have to invest in search until Google's IPO in 2004 to capture 95% of all ever generated by Internet search.” — Brad Gerstner, FII Institute Thu, 26 Oct 2023 02:01:13 +0000 google https://minutesof.com/q/e6c21217-8fa5-4d12-9b00-0660d8d1ccd3/ https://minutesof.com/q/e6c21217-8fa5-4d12-9b00-0660d8d1ccd3/ “And to relinquish that spot by letting OpenAI go first, when you had the technology, you had the supercompute, you had the capabilities to release that product, I think was a mistake.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 22:00:34 +0000 google https://minutesof.com/q/62a6fd8a-3781-437f-9bc6-b2803fbd1db8/ https://minutesof.com/q/62a6fd8a-3781-437f-9bc6-b2803fbd1db8/ “Do you bard or do you chat GPT? GPT has become the default verb for all things AI.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 22:00:34 +0000 google https://minutesof.com/q/144c4b16-a09b-4f54-9ed3-bf0e48a0066d/ https://minutesof.com/q/144c4b16-a09b-4f54-9ed3-bf0e48a0066d/ “the culture at Google had evolved in such a way that it had become more of a research institution than a product led growth institution.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 22:00:34 +0000 google https://minutesof.com/q/505cb21a-c8cc-4c3b-83ac-856051db4d08/ https://minutesof.com/q/505cb21a-c8cc-4c3b-83ac-856051db4d08/ “Google has been a monopoly, a tax collector on everything on the Internet for twenty years.” — Brad Gerstner, CNBC Television Thu, 28 Sep 2023 22:00:34 +0000 google https://minutesof.com/q/aeb92c7b-6dd5-40ed-86cb-d645bccc00c9/ https://minutesof.com/q/aeb92c7b-6dd5-40ed-86cb-d645bccc00c9/ “And make no mistake, Google is well positioned to make its claim for that, but its claim is going to come at the expense of search.” — Brad Gerstner, All-In Podcast Fri, 16 Jun 2023 20:55:00 +0000 google https://minutesof.com/q/99838664-de3a-4207-b41f-889e206a90a6/ https://minutesof.com/q/99838664-de3a-4207-b41f-889e206a90a6/ “You're not gonna have to search through 10 blue links. And so, yes, a lot of the companies that were beneficiaries of the Google ecosystem are now suspect.” — Brad Gerstner, CNBC Television Tue, 06 Jun 2023 20:04:18 +0000 google https://minutesof.com/q/bbcbbfe2-1a8d-4450-974a-7bb0c250e7da/ https://minutesof.com/q/bbcbbfe2-1a8d-4450-974a-7bb0c250e7da/ “I'd like to highlight, and I always do, the two best venture capitalists in the world at the time, John Doerr and Mike Maritz, kinda locked hands and said yes.” — Bill Gurley, Tim Ferriss Thu, 26 Jan 2023 19:45:00 +0000 google https://minutesof.com/q/c3680152-d10b-48df-8ab2-7ddf22c6eb6e/ https://minutesof.com/q/c3680152-d10b-48df-8ab2-7ddf22c6eb6e/ “Within a year, I think we had shown through Hal Varian, who was our chief economist, we had demonstrated that Google Analytics increased AdWords revenue by $500,000,000 because so many advertisers were using it to improve their websites and make the conversions better that they were spending more on AdWords.” — David Friedberg, My First Million Thu, 03 Mar 2022 20:57:55 +0000 google https://minutesof.com/q/54647957-d421-42de-9fe8-6870470d55ac/ https://minutesof.com/q/54647957-d421-42de-9fe8-6870470d55ac/ “Wesley and I kind of started working together after that because the first thing Larry and Sergei said to me was that's evil. Third party cookies are evil.” — David Friedberg, My First Million Thu, 03 Mar 2022 20:57:55 +0000 google https://minutesof.com/q/f5f8e724-bbe8-4b20-8e19-8182f56d0dda/ https://minutesof.com/q/f5f8e724-bbe8-4b20-8e19-8182f56d0dda/ “B, there's a lot of money to be made just in providing these primitives. Let's stop trying to compete with these independent infrastructure software providers right on top of the cloud.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 google https://minutesof.com/q/b3e132bb-39ae-4740-ae72-439262de19b4/ https://minutesof.com/q/b3e132bb-39ae-4740-ae72-439262de19b4/ “But they try and force the open source infrastructure build themselves. And I think Google was the first one to realize, like, Hey, this is kind of silly.” — Gavin Baker, Invest Like the Best Tue, 25 Jan 2022 09:00:00 +0000 google https://minutesof.com/q/2d758c7e-a625-4da6-bf6e-ccdd27c708d4/ https://minutesof.com/q/2d758c7e-a625-4da6-bf6e-ccdd27c708d4/ “And I was talking of I was worried about the future of search and the future of vertical search starting in 2010, But look at Google's compounded at about the rate the other big platforms have in The US.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 google https://minutesof.com/q/7530b449-2928-4867-9fba-87508aa32465/ https://minutesof.com/q/7530b449-2928-4867-9fba-87508aa32465/ “We started investing in it when it was a billion dollar business and Priceline became the single largest global advertiser on Google and build a $100,000,000,000 vertical search business by providing better access to hotels” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 google https://minutesof.com/q/67ac627d-b130-4341-b74b-dd0fcccd01b0/ https://minutesof.com/q/67ac627d-b130-4341-b74b-dd0fcccd01b0/ “We started investing in it when it was a billion dollar business and Priceline became the single largest global advertiser on Google and build a $100,000,000,000 vertical search business by providing better access to hotels and hotel inventory” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 google https://minutesof.com/q/0f66f61a-9a67-4675-8d25-65690eea292a/ https://minutesof.com/q/0f66f61a-9a67-4675-8d25-65690eea292a/ “We started investing in it when it was a billion dollar business and Priceline became the single largest global advertiser on Google and build a $100,000,000,000 vertical search business” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 google https://minutesof.com/q/098e1ac2-b297-43ec-a11a-18ecbbe924bc/ https://minutesof.com/q/098e1ac2-b297-43ec-a11a-18ecbbe924bc/ “We started investing in it when it was a billion dollar business and Priceline became the single largest global advertiser on Google and build a $100,000,000,000 vertical search business by providing better access to hotels and hotel inventory but that business would not have existed without Google.” — Brad Gerstner, Invest Like the Best Tue, 23 Jun 2020 09:30:00 +0000 google https://minutesof.com/q/f9cc217d-d366-4933-abb8-1c623971a9b6/ https://minutesof.com/q/f9cc217d-d366-4933-abb8-1c623971a9b6/ “Pierro Midiard had at eBay calling it undemocratic. You know, Hambrick and Quist, Bill Hambrick, twenty years ago called the IPO an insider's game.” — Bill Gurley, Bloomberg Tech Wed, 02 Oct 2019 18:47:29 +0000 google https://minutesof.com/q/5ab716a3-0117-44cb-82d6-0ecb0b173b58/ https://minutesof.com/q/5ab716a3-0117-44cb-82d6-0ecb0b173b58/ “And if you were to get a job at Google when you graduate, the anecdotal evidence suggests that your first year salary would be about $105,000 this year.” — David Friedberg, Stanford eCorner Sat, 08 Oct 2011 00:24:09 +0000 google