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And the system called AlphaGo, this was a breakthrough before language models, was considered the biggest breakthrough in AI to that point, was an AI trained very similarly to the way language models are trained today, that produced a system capable of beating the world champion in Go.
Oh, I think they did. I think this is a cycle of, like, six to eight months ago, they started hiring people and buying a lot of data on robotics. They did. And then the model, magically six months later, is really good at it.
But also, you know, even in, say, robotics, you know, with Astra, and I, for maybe, however degrees of, like, truthy the signal is, it just doesn't sound like they've actually tried to ascend in robotics.
I think Meta, Google, SpaceX AI, like I think you still might be there, but it's harder to see from the outside.
And I think the closed frontier labs of OpenAI's, Anthropics, Google's have clearly had the most of these.
Google has a few prototypes. IBM has a little cloud.
when you talk to Google or IBM or Microsoft and ask them why are you spending hundreds of millions a year on this, they say, well, someday there might be something that comes out of it. That's not a great business to me.
Very few. So Google has a few prototypes. IBM has a little cloud.
when you talk to Google or IBM or Microsoft and ask them, why are you spending hundreds of millions of dollars a year on this? They say, well, someday there might be something that comes out of it. That's not a great business to me.
I'll give you a good example. Like in the media, six months ago, we're getting, you know, 30% to 40% of our traffic is coming through Google Search. And every media company has seen that bottom out. It's now down to like 5% or 10% of our traffic.
In the case of Google and Meta, they literally have a printing press in the back room spitting out billion-dollar bills. Right. So they are resilient.
If Google's no longer allowed to be the default search app because of this consent decree, you know, do they really turn Android into the thing that it potentially could be?
nobody called Google a research lab, right? It was a company. It had product teams, it had marketing teams, it had finance teams, et cetera.
Well, and I think it benefits from the fact that informational searches are what ChatGPT cannibalized first, not the commerce searches, which is where most of the money is on the paid link.
I mean, you've got the YouTube data set and all the search queries over all the years, their understanding of structure, of structured data around a lot of the consumer verticals. I mean, they built that out in airlines and things. They should be able to do those agent-type queries better, faster. Should.
And this chart here, the black line, is Google's paid click growth plotted against the user, the weekly average user growth at OpenAI. It's not going in the right direction.
I still think they have a bit of the innovator's dilemma in that they can't, they still have to try and maintain those paid links on that page.
Their velocity on product has not been impressive. Wait, let me finish. Their velocity on consumer has not been impressive. So they have them. They've had them for a long time, Bill. They had ChatGPT before ChatGPT.
Well, I mean, listen, I've said publicly that Google's moat was not a technological moat with search. Their moat was a distribution moat. Their moat was a mindshare moat. We Googled everything when we wanted to know anything. Yeah. And the only thing that could attack Google was never anything head on. It had to be an orthogonal attack from something that was 10x better, 100x better, because it gave us answers instead of blue links. Right. That's why it was such a mortal sin for them to ever, ev
So Google, I think. You just can't discount their installed base. The number of people going there who will, inertia will continue to carry them there. But I would say this, and you can go search for this on Twitter or anywhere else. And I know certainly with my own behavior, the amount of activity that I used to do on Google has been 80% cannibalized by ChatGPT because there's search embedded within ChatGPT. And so, you know, I'm getting all of that information, all of those answers. So I think
this deal just got done at over 30 times revenue
the, uh, it, it passes that test. Like it's none of those three things. So hopefully it will move through quickly.
And let's, let's hope it gets, it gets approved.
they put up a 3.2 billion dollar breakup fee that they lose if this doesn't get approved.
I can, I can also have a lot of conviction that that's a good idea for an area of differentiation.
Google, how can they differentiate security, especially in a distributed world seems like a very reasonable answer to that question.
there's massive pressure from the EU, as you noted, it's very unlikely they would allow to be, to acquire anything that relates to search, maybe anything that relates to AI, anything that relates to YouTube. So those may be all off the table. So if you, if you put yourself in those shoes and you say you're, you know, you're on the board or you're on the, the MNA team at Google, what, which of our businesses would we be allowed to acquire in? And it, you know, enterprise is one where they don't h
when you look at this, this is about a billion on 45 or about you're buying basically 2% growth. It's certainly is not coming cheap considering that Google trades at, you know, five times revenue versus these guys at 30 times revenue. They clearly think it's strategic to their business
we're still waiting on some reasoning model breakthroughs from, you know, open AI or cloud or, or something to, like, just get that extra 3% of accuracy that you're going to need.
obviously probably not at this point, like we've reached, we've reached a convergence on model quality for most consumer use cases to be satisfied
the areas of critical, you know, issue are, you know, what does Google do about core search? Like that's a super interesting question.
we ran these tests on Gemma, uh, from, uh, from two weeks ago and, um, the new open source model from Google and not to be confused with the severance character, Gemma. ... so we ran these tests and it actually performed only like a couple points worse than Gemini on, on our evals for, for accurate, accurate data extraction, uh, from, from enterprise documents and data.
there's no doubt there's competition coming to that.
I got to believe the anxiety's high at Google.
But it's replacing 50 for Google. That's my only point.
finally in 2025, the first time we've actually had competition for Google, like very clear that competition is coming to all those categories. And now we get around to talking about breaking up their search monopoly. I mean, it's ridiculous.
Google's traded down from 200 to 150 and change and, and, you know, they see that disruption coming their way.
I personally don't think there's any way when that world you're talking about, that agent world evolves, that that, that, that partner in a hotel is going to pay a fee anywhere close to the, to the fee that's paid to Google by someone that's marketing a service that I always say using LTV math versus transactional math.
one of the reasons that Google is so susceptible to disruption is how they've maximized the revenue per visitor.
we don't have a monopolist in that cloud business right now, perhaps because of that deft move made by Google.
there was a science summit, right. And where they announced $6 billion in initiatives for using AI and science, I guess that's, you know, 2.4 billion in tools and compute credits from companies like NVIDIA, AMD, OpenAI, Anthropic and Google.
Chinese LIDAR is solid state and designed very differently than the LIDAR that Waymo is using. And it's actually in China right now is, I think, being priced at like $130 a car, this solid state MEMS LIDAR. Whereas the Waymo LIDAR is like $5,000 a car.
we definitely see some early warning signs here of people closing down the ecosystem, you know, in order to try to protect some of those advantages.
OpenAI reached, you know, $400 billion annual searches, eight years faster than Google, right? So they're doing over a billion searches a day now, right?
you can't build a brand in the underbelly of Google because over time they will have to take that territory back, right? And I remember TripAdvisor peaked at $20 billion in value building a search engine, a recommendation engine in the underbelly of Google. And then when Google decided it was time to do recommendations on its own, TripAdvisor's value went from $20 billion to $1 billion.
So what's really driving inference and this token explosion, like consumers first and foremost, and Google's got Gemini, right?
I even have a hard time believing that those are the numbers is I thought Google was more skewed to TPUs than NVIDIA. So there's some people who are going exclusively with one chip. There's some people who are going to go in a hybrid way. Google both has NVIDIA and TPU.
Google could still be an amazing company by just saying, listen, maybe search is under threat. But YouTube is, with all this new AI content, going to explode and potentially threaten Netflix. And maybe Waymo is also going to do incredibly well. So, our judgment more is around what exactly happens.
Anecdotally, it certainly seems to be the case, right? The more people I talk to, the more I ask them, do you feel like your Google search has been impacted by ChatGPT? And resoundingly, almost everybody at this point now agrees that that's the case, right? And we can argue whether the queries are commercial or not. I think the queries are getting more commercial every day. But without a doubt, it's having that impact.
Stanford did very, very well for their largesse here.
And thus begins the story of Google's legendary seed financing round and the crazy cast of characters involved in it.
It's clear. This is going to be a company.
people are using the crap out of this thing.
This is just a better way to do search.
These companies weren't going to focus on search. They were becoming portals, i.e. they wanted eyeballs, page views. They didn't understand search and they weren't technology people.
the CEO is like, why on earth would we move to your algorithm? I want people to stay on my site. I make money when people stay on my site. I don't want them to leave my site. You guys are crazy. Get out of here. I'm killing the whole deal.
This deal was never going to happen with Excite or anybody else because it broke the business model.
This is basically why Google beat Yahoo. I mean, there's a lot more to it, but the portals all had this mentality of, we want to build more and more and keep people on our site, in our ecosystem, continue to look at our banner ads. And Google from this point, basically forever was how quickly can we deliver someone something relevant so they can leave Google and have had a good experience finding what they really wanted.
Google could not have been built at any other time in history.
probably when I was 12, I knew I was going to start a company eventually... you need to do more than just invent things... you need to use business and entrepreneurship to make these things real.
Yes. To your point, Google did not happen by accident. Or another reasonable comparison, the generation before, Bill Gates.
one is companies are the vehicles by which you bring ideas to the masses. And two is in a capitalist society, a company is the vehicle that can accumulate profits, which then you can reinvest to build something of your great scale and ambition.
it was a instant electric friendship partnership between the two of them. And that would carry on forever. I mean, they shared an office at Google. I don't think we've really covered founders before that were true partners in the way that Larry and Sergey are.
Charles Schwab accounts would go on to hold billions and billions of billions of dollars worth of Google stock because of that.
how hugely ambitious the two of them were, not just for the products they were building, but for Google, for the business.
while Google was nowhere near the first search engine, it was the last.
Google's market position has been seemingly unassailable, at least until really this year, until the AI war has really heated up.
according to the U.S. government, as of today, they are a monopoly in that market with 90% market share.
Google, and I should say Alphabet today, generates more net income or profit than any other U.S. company, more than Apple, Microsoft, ExxonMobil, JPMorgan Chase, Berkshire Hathaway.
Google's dominance, it's been the greatest business business in the history of capitalism for 20 years because they owned the consumer and they owned the verb in something that was extraordinarily high margin. And all I would say is the first real threat in 20 years came about because in the chat GBT moment, it's continued to accelerate.
ultimately what I've said all along about Google is there that many ways, the best position company in the world, but a lot of their advantage, right. Is no longer much of an advantage, right. And namely that, you know, they were the dominant place where the consumer started every single query. And we know today that's just not true.
they'll have an advantage for Google cloud. And in order for that to be true, they need to, to have this crossover moment.
most of their proprietary TPU transactions are their own applications.
look at Google and the TPU and Google is clearly, you know, by these numbers that we're seeing, right. Putting out more tokens than anyone else, right.
I still think it's particularly interesting that Google has to compete with open AI because open AI is going to lose 7 billion this year. And Google won't like, like they would never allow themselves to do that.
Every single search query on the planet today is now an inference transaction.
Google went from 5 trillion tokens a month to 480 trillion tokens a month. And they had just put some press out that they crossed like, you know, 800 trillion. And I saw something today, they crossed a quadrillion. And I had to look that up, that's 1000 trillion. And so, in a course of a year, in a few months, they've gone from 5 trillion to 1000 trillion. So that's 200x right there. I mean, that just shows it to you, without having to look at anything else. The amount of demand that there is.
if you took at the top 100 software companies in the stock market, the top five are, you know, the Meta, Google, Amazon, et cetera, Apple, Microsoft.
Because it's two of the most valuable companies of all time and the top five of the S&P 500 and all that.
Do you think the same about the internet, that most of the value accrued to Amazon and Google?
versus mobile, I think we could probably both agree that the biggest beneficiaries of mobile were probably Google with Android, Apple with the App Store, Facebook. Probably most of the value that was created was probably in some type of incumbents in some way.
that left out the opportunity to create AdWords, which turned out to be the greatest business model of all time.
AltaVista was first, and Google is the one who writes the history book.
Google is a very special case. I mean, we just have to, you know, show respect where respect is really deserved. I mean, TPU is on TPU 7. Yes. Right? And so, and it's a challenge for them as well, right? And so, the work that they do is incredibly hard.
Google is a big GPU customer.
the advantage that Google had is foresight. Remember, they started TPU1 before everything started.
And at the very least, it drives usage of their product versus someone else. And in the worst case, you know, it creates revenue that might not have existed had it not been for that deal or at least not on those terms.
that practice has now, I think, happened at Amazon and happened at Google.
we heard from both microsoft and google yesterday both said their cloud businesses would have been growing faster if they have more gpus
We're already seeing it in searches, right? Like how Google search was designed for humans and you would go down like one page, two pages and that's it. Like that was a search. Agents don't search like that. Agents can go to 800 of those links and try to surface our best information.
is that Instinct will be the winner rather than OpenAI, Google Meta, maybe Apple.
But this morning, Google also launched Synth ID. And Synth ID is a system for watermarking proteins that are produced with AI. So the sequence, the DNA sequence that codes for the protein will actually now have a watermark in it. And it's being broadly adopted. And the protein itself, the three-dimensional construct of the protein will actually have an embedded watermark in it as well. This is actually a pretty amazing technology that Google developed uh for creating watermarking and defense sys
Google had a great model. Uh, there was a lot of, you know, talk about it, Mark Benioff switching very vocally to, to, to, to Gemini and us delaying ads and health agents and shopping, basically hit pause on everything, making Chad GPD better.
Gemini, mega distribution, Uber distribution, and us, probably the leading product today, at least in user numbers.
But I was wrong. That's not what happened. Chat GPT turns out, you know, you guys are at 900 million weekly active users now. And that growth has been incredible. Clearly, distribution was not enough.
They've got three, four billion users. Well, it would be a flick of a switch for them to roll out their AI.
I was like, well, AI, Meta has all the distribution. Google's got all the distribution.
Look at search. Google has near 90% plus market share, three and a half, four trillion in market cap.
I would love to hear them demonstrate the cost advantage of TPUs. It makes no sense in my mind. It makes absolutely zero sense. On first principles, it makes no sense.
And that also explains why Gemini seemed to be ahead. Like was Gemini 2.5 was a successful, or it just seems like Gemini has that successful pre-train for longer than some of the other labs.
The Google deployment has actually had very large scale-up domains for a long time.
Google's new Gemma 4 is the first open model that allows me to have this kind of fully disconnected focus machine. It's small enough to run on my laptop, but good enough to actually be useful.
the OG AlphaGo paper, or called AlphaGo Lee, initialized this network with a supervised learning data set of expert human play.
So that is a design choice that most Go agents, AlphaGo chose to do, which in hindsight turned out to work very well because the Nash equilibrium seems to be superhuman. Yeah. Like no human strategy seems to be able to beat it.
And thanks to LLM coding, what took a whole team of research scientists at DeepMind and millions of dollars of research and compute can now be done for a few thousand dollars of rented compute.
So if you plot out how much compute it took to build various iterations of strong GoBots over the years, you can see that in 2020, there was a open source project called Katago by David Wu from Jane Street, who basically achieved a 40x reduction in compute needed to train a really strong GoBot tablet rasa. I'm not certain if it's stronger than AlphaGo 0 or Alpha 0 or Mu 0, but it's very, very strong. And this is what most Go practitioners today train against when they're playing an AI.
When I saw the kind of early breakthroughs on AlphaGo in 2014, 2015, 2016, and so forth, it was just profound to see how smart AI systems could become and the kind of computational complexity class that they could tackle with deep learning. This is a problem that has long been understood to be kind of intractable for a search, and yet it was solved through deep learning.
Celestica's heritage was IBM supercomputing. And they kept all that talent and skill. And then we noticed they were the sole supplier of the Google TPU server.
And then Gemini can never be counted out below Google as well. It's one of our largest positions.
They just signed Google at 50.
they're also they've got they're they're putting their own data centers in space, but they also have a deal with Starlink to integrate uh their mini laser terminals across more than 25 orbital data center satellites.
today you can go to a large language model and close the loop on that same thing. So that ads model is almost going to exclusively compete with the Google search business.
the major companies will deliver and you'll we'll be able to deliver media on Google or Microsoft or maybe a variety of other applications or infrastructures that are required
right and it's very much a real time uh collaboration over chat whereas we do more of a uh you know a offline collaboration and that's what we're finding is inside the office over percent of collaboration is offline you know we're not always on chat together working on something right or it's asynchronous
some of the lessons learned is i think early on i decided the company decided that it's very hard to change user behavior and you know if a user need is not there then don't serve it so what we found is um is it is the risk it's very much a recipient problem so you know we need to figure out if i'm in uh a g chat uh user how can i get non g chat users to accept this file and be able to um to download it so uh do both users on each each keychain need to be uh gchat users so how do i get around th
if you look at the newer vendors like google compared to microsoft is that microsoft is still very focused on the login let's get you on our azure platform... if you look at google they give you a broader option
google is doing all this cool stuff with google docs with google mail and we don't really need exchange and outlook anymore
Google basically grew by acquiring two La based companies I actually forgot about this but goto.com which invented the paper search term advertising which they initially said no to and then it became the basis of Google's something like 90% of Google's revenue comes from this right and then um and then I'll um I guess applied analytics or something like that it was the name of the company they bought for AdSense
Google's been doing this for a long time
goog could do it but it's just not natural to them
I think one of the killer features of the cloud is actually collaboration that people discard for example we use Google Docs extensively for both our documents and spreadsheets and the ability for remote people to work on the same document sometimes at the same time is huge and uh we find again it's true that if you want to put a novel into Google Docs today that's going to be quite painful but but a lot of times the documents are not that big they're quite small the other thing to keep in mind
for real serious work uh Google Docs is still not at par with what you can do with Office Word or Excel or PowerPoint or whatever tool you use so I would concur with that comment I think they still have room to grow and catch up
Charles King who is the principal an a principal analyst at pundit told internetnews.com it's sort of a Martha Stewart approach to it she has her branded products but she's really about selling a lifestyle Google's selling the cloud as a lifestyle and while they have their applications they're also ready to have Partners Supply a lot of the other pieces
Google has just had its very first cloud computing conference targeting the Enterprise ... CEO Eric Schmidt admitted that Google's goal for its new docs and the broader Google Apps Cloud collaboration Suite is to get 80% of the market
I've actually tried to use some of Google's Cloud products for example their word processor and spreadsheets ... it was pretty much unusable ... it basically chokes you can use it for letters and things like that but for you know large works and the same thing with their spreadsheet actually the spreadsheet chokes as well ... I actually think Microsoft has got to leg up to be completely fair ... I actually say Advantage Microsoft on this one
it's really nice to think that there's an there's a platform I can Target and no one who would ever really compete with me can yank that platform away or or perturb it in some way that's going to damage my business
the good guys like Google uh and you know Firefox and uh no I mean the other people have the the business model doesn't rely on it being gated off like that
we've got things like even bits the fiddly bits we even got things like the Google um the closure Library ... which is a very complete comprehensive JavaScript library for people want to do rich applications
we've got Google web toolkit for Java developers who want to do these kind of Rich client things
we've got things like uh we've got Google app engine which is a tremendous tool
my controversial answer here is AdSense AdSense is the technology we're using to make it better because what we're trying to do is encourage people to innovate right out in the cloud
we've got a lot of machines at Google we we want we want a lot of machines to be out there
it's going to be quite a while before we're going to have a way to do something for the user that a user should feel comfortable about saying yes this web app is welcome to scan every directory on my computer you know um and that's like that's a big ask it's not a technology problem it's a it's a psychology problem and security problem
my view is it's a it's a it's more than a marketing issue i think it's a reliability a customer support and a commitment to serving enterprise customers i go with the commitment to having having personal experience uh inside and outside of google i think that to your point the mindset is still one of you know hey we're a bunch of folks eating pizza serving a bunch of folks eating pizza late at night
i think google reputationally has not stepped up to a point where people can trust them to provide enterprise level customer support and service and once they get trusted and that becomes a commodity i think you'll see people adopted in mass
if anybody's a gmail user and i suspect all of us are in our personal lives of which i'm one this last week will tell you why they're at four percent market share the service has been down a lot a lot and email delivery has been coming in really slowly
google hasn't been able to do that because they don't do it exactly google apps they don't get it right
google's as peanut butter as yahoo they just kicked yahoo's ass in search right so they're making so much money that no one cares that it's peanut butter
even the nexus they launch it with almost no thought about how they're going to support the damn product
google is not geared up to serve enterprise they don't get it they don't understand how to service big companies
google does not know how to serve the enterprise they don't full stop there's no customer support there's no uh you know installation there's no si capability there's no mentality they make all their profits from search and therefore there's no even mentality about i'm gonna make commitments to you and keep those commitments from google phenomenal company not an enterprise company and a long way from becoming one
what google's app store is also trying to do is take advantage of the fact that or try to get people to use google services bundled with the various apps so like single login for all these things et cetera and you know sort of tie them together at the hip so that it's a lot more like what salesforce is doing but with sort of generalized services so yeah so to that extent i have to say i think that makes sense to me so if you are a google app user and let's define it what it is calendar yes email
i understand that google has a vested interest in the outcome here because right the way that you discover information in a non-app marketplace world is through search and guess who controls solutions so i get that they have a dog in the fight i just i don't believe it's the long-run metaphor for discovery i really don't
I don't see um government employees as a whole uh moving from their Microsoft office desktop app and experience to, you know, Google in um in massive force in order to unseat Microsoft.
I don't I can't replace my office suite unfortunately with with them given what I want to do without losing more of my hair.
as much as I enjoy and love their service there are certain things that just really bug the heck out of me as part of that user experience
I think they have very distinct opportunities in certain application spaces, namely email being one of them, right? ... the biggest element is is usability and change and when you see how um how non-integrated some of these products can be. I think that's where people are going to run into these user experiences.
it's not not going to drive Innovation with the iPhone that's totally where Google's or the Android's uh strong point is it's going to be good apps
Android will always have over Apple I mean I I don't see apple loosening the loosening the choke collar anytime soon on the App Store for them so I definely think Android has a huge lead on uh on you know user like just the the breadth of apps available and the willingness to allow you know what anything goes
Google Voice is awesome like it's like heaven on in a phone I love Google Voice
I really like the the openness of the just the availability of apps across the board
the cake is way better but the frosting is terrible
I love what I see in terms of the openness I love what I see in terms of the creativity and the power the raw the sheer raw power of this is way more powerful than than than the iPhone and it's buzzing right now but anyway so basically but the thing that irks me is the fact that it's so you know it's so ratty it's sort of like it's so poorly produced so incomplete so hob so you know half finished Half Baked frustrates me
they're definitely fighting they're fighting micros well Microsoft I mean and but they're so huge that it's it's it's now a question of you know what is going to happen because I like I think if if anybody smaller than Google would do it it' just be kind of like oh well that's nice like run off and play yeah nobody I don't think anyone else could get crial mass at this point right nobody nobody they've really built the infrastructure to go forward you know as as far as the 20% employee time goes
really is amazing how Google's just finding ways to sort of to sort of snipe at everybody just a little bit like they've got you know Google Docs you know which is free and then they've got you know now they've got Buzz so they're kind of cutting cutting the ankles off of places like Facebook and Myspace
the Android platform I think from the beginning has been about putting Google in your pocket you know it's been on the PC and it's it's been accessible through palm and through the iPhone uh but Google really wanted a space that they could push into and make their own you know without any sort of limitations and I think that's what we're seeing now more and more with the advancement of the platform
I think they did something smart too where they used kind of a trojan horse horse method and put it in Gmail yes so that everything agre that was a brilliant move of course
I think it it kind of signifies the you know where social networking is going as she had said you know it's it's moving into the mobile space and I think that Twitter's popularity really when you think back it first kicked off when they integrated uh texting into Twitter and even if you had just a plain old phone you could tweet you could receive tweets just using the 40404 number right and uh this is kind of pushing it to that next step now that the platform the mobile platform is more Rich uh
I think for those kinds of things you'll definitely see I think there'll be a lot more mobile usage and and probably on the Android because it's an open platform you can do a lot more things with it Argo probably that's where the Innovation will occur
I definitely think Google Buzz is on the right track
the most extensive features only work on the 2.0 Android operating system
they kind of built it on top of the maps platform none of the other social networks have kind of taken that tact I mean Google for a long time has had the best maps platform out there
Google is alone and their ability to basically put all these little puzzle pieces together
i think it makes a lot of sense in terms of what we've seen from them before in the strategy surrounding the launch of the nexus one... it's about getting the phones into the hands of influencers people who are going to evangelize who are going to love the device tell their friends recommend it and so on and developers not only are they in that same class but then they also have a vested interest
it's interesting in sort of this pantheon that google has really been taking with android in terms of alternate ways of interacting with these devices and getting really experimental with it. i think it's interesting though it is pretty fledgling and having it be a separate app that you have to actually call up and say i am now going to use gesture right handwriting gestures instead of just putting it directly into the source code. if it were more lower level and accessible to other applications
that's how google rules you know they're they're not going to be hiding they don't ask those crazy job application questions for nothing
a lot of companies would just hide and they'd be like well let's see how this plays out yeah and then we'll make a statement once we sort of see where the balance is tipped we'll kind of make a statement then and so very very bold move
they've definitely got a vested interest in in having the outcome of this suit go in htc's favor so i mean i'm sure there there may be some legal implications in you know of how precisely they can get involved but i wouldn't be surprised if they come out swinging with you know more support than just here's a letter to techcrunch type of thing
with android being the only one that has a true google voice app
i'm sure we're going to see more of a push in terms of android and the enterprise too which is exactly when they're going to really want to roll out much better tighter integrated full-featured support for google apps i'm sure you know i'm sure it's coming
not very well i mean you can do it they're you know you have to kind of spelunk a little bit harder and find some settings and certain things don't work and certain things are one directional instead of two which is it's weird it's there it's their proprietary software i mean it's google it belongs to google so why not make that as clean and put polished as everything as calendar and gmail
google voice is awesome and i actually just uh noticed or discovered a new feature the other day when i had to do an interview which is that you can do call recording through google voice
winning the android developer competition was a huge boost
i think android's kind of like in this in my opinion this sweet spot where it's not so big that developers can't get noticed like in apple um but it's big enough that you can actually make a like not a super like huge amount of money but not an insignificant amount of money either right so i think it's in kind of at least from a developer's perspective i think it's uh it's like prime time
i think it's still in a very early stage and i'm kind of excited about the future of android
it was the second contest that google was holding to kind of promote the android um operating system
if you look at the amount of web traffic driven by android and the amount of web track driven by you're seeing you know the same or more web traffic per device figures from both
i've seen similar things with the dialer um where people get grumpy because the dialer shows recent calls rather than showing numbers for you to type on um which is them you know harking back to the idea that you know that typing numbers is how you make phone calls
the iphone the ignition just pop up in your face and you only ever get one and that's actually much more annoying and much less useful right
that underpinning um is sort of a double renaissance one is that suddenly we've actually got web browsers that work and all credit to the iphone we're putting the stake in the ground and making that a must-have feature for everyone else and also for open sourcing webkit so that everyone can actually be running pretty much the same code base that's a that's a massive thing
the fact that there's an operating system there that means we can write um an app for it and with a you know a little bit of tweaking and debugging run it on on several of them that becomes very powerful
the interesting thing is that android has sort of put an underpinning there that means that we can run all these different kinds of applications on it and so different manufacturers can tweak the phones to to appeal to different people
the value of having interoperable software is very high um and you know we have a bunch of different android like android devices around now with different screen resolutions and different kinds of keyboards and different buttons on them but they all run the same software um and that's really important because it means that you're not coupled you know those two are now decoupled
android as a platform is almost fragmenting itself too much by releasing too many handsets or do you think that that actually benefits them in that they can sort of make more niche devices that appeal to a smaller a smaller section of the people but appeal very very highly like it's a it's they have a greater appeal in terms of what exactly people are looking for
google saying they're shipping 60 000 handsets a day that's amazing
prepare to be blown away by foyo Android 2.2 yes um so it's coming next week uh many reasons to get excited but basically the things that there we think will be in it uh Major Performance boost obviously uh apps 2sd support Flash 10.1 an updated Android market native tethering which I'm excited about and a new desktop uh Google employees are keeping quiet as they're required to uh but some of them have been dropping hints uh and those hints are basically you're going to love it it's amazing it's
I bet they're moving pretty fast and I'll bet it supports Flash yeah yeah I'm sure if it releases anytime after July 1 if they're going to release it it'll have froo on it native yes so yeah that would make sense yeah I'm I'm uh I'm looking forward to that I think I'm looking forward to what the specs are and how it's going to work and and again like if there's going to be some platform that goes with it yeah they'll have an iBook store in there Google's version of an iBook store I would be will
Verizon and Google collaborating on an iPad competitor big news yes so uh Verizon Wireless CEO l McAdam confirmed in an interview that they are working on an Android powered tablet with Google uh so Google and Verizon certainly have had a lucrative partnership with Android uh in the the mobile you know with Motorola Droid for example um so this really this makes a lot of sense that this would be the next place that they would go right
Bill girly made a you know basically famous venture capital guy he wrote a blog post that was really was probably blog post my opinion about how he believes the Android the android-based devices will just destroy the iphone over the next five years and that'll be like an eighty-five percent market share capture much like the pc did in the early days of the pcs versus the mac
since we launched on Android back in October it's been you know let's say ninety percent based on the states
unfortunately you know we're victim to the fragmentation already
they kind of you know that these OEMs are going to go do whatever they want with the operating system to an extent right motor motor awe as the motoblur HTC sense things like that at least like kind of strongly advice from the beginning some sort of standardization uh you know or you know release motorola development tools or HTC development tools
i would stick to whatever like are the google sanctioned devices like nexus one things like that because you know that they're going to get the updates first those are going to be like the flagship phones
when we reach out for help from google there they're pretty good about what they can do but you have to understand that once the OEMs get their hands on on an open source OS they can go nuts with it they can do whatever they want they can do things that will break apps there's you know there's not a lot Google can do except strongly advised the people not to do that
it's another interesting example of Google using the portfolio approach to sort of push their agenda ... the goal of buzz to try to grab land if you will from facebook and twitter ... I don't think it's a game changer in the sense that it will be the deciding factor that will push it over the edge and Twitter will vanish and now buzz will rule the world I don't think that's happening
Apple suing HTC google directly
I had heard that there was a possibility of Google being interested in buying palm because of their patent library their portfolio is so strong which is one of the big reasons why you haven't seen an apple vs. palm in lawsuit wise right there saying that Google is now kind of looking into like hey well maybe if we pick at up then we're going to be a little bit more protected from Apple
I guess you have the Google effect yeah well Google Facebook Twitter you know companies just sucking up the talent
i actually think one of the things that's holding some companies back one of the things that we hear from some people is sort of the loss of control of that data so i think i think solutions like ours and i expect you'll see more on the market over the long term i i think it will actually help the move to staff to have an independent third party backup of these various tools
you you see it like classic disruptive technology moving up market right bigger and bigger companies are moving into glass
it seems to me what what google's trying to do here and get at this sort of second wave of people that want to do video editing by offering them a much more limited uh product set but something that's probably much more easier for them to comprehend and use
i really think uh what youtube is thinking of doing with this is giving the everyday youtube user who's just using their their camera and putting simple videos up a way just to sort of cut it a little nicer and you know just make it get rid of that silly part where you're picking your nose you know you don't know that you're on camera yet right and so that sort of thing exactly so you basically are i don't really think this is for news departments or yeah you know our companies really or it's mo
i think it makes a lot of sense i think google is uh you know they're an advertising driven company still and they basically think if they can make it easier for people to create more content then um you know the more stuff that people will put online the more ads they can sell and i think they're probably thinking that there are a lot of videos that don't go online because they need uh some simple editing and um they're giving people a way to do that
Google analytics is it shows who's visiting your website it shows the referal refering sites and and who's ending up on your uh page but it doesn't show uh the the background of those people so Facebook is a lot more powerful from a monetization perspective
Facebook has just launched I'm told I haven't played with it yet a competitor for Google analytics
what Google knows is Google knows your intent you can type in baby carriage or stroller or whatever we want to call it and they know that you have intent to potentially buy that but what they know about me on Facebook when I engage is they know I'm 42 they know I have two kids they know I live in Santa Monica they may even know my political affiliation and they know who my friends are and by knowing who my friends are they can draw inferences that that Google itself can't
imagine if Google just said well you know we decided we're not going to feature Apple in our search results anymore
admob just to be sure everybody knows was acquired for more than $700 Million by Google right
we have admob you know in there and I have to be very honest with you that is a horrendous advertising experience from a user perspective and the kind of money you make is just like pennies right literally we are still making less than $100 for the first month
I don't think that's necessary I think once there's just more revenue coming in and more people are paying attention to it those won't slip through the cracks because as soon as they go up one of the executives that DreamWorks that the NBA is gonna see that and yeah give them a phone call they have legal send a letter
it's great for us in the sense that we can submit an app and it's there the same day we all have to wait too long yeah it's it's there whenever we want to put the downside of that is there's 16 others Shrek apps and none of them are licensed
it's still a little quirky to buy it gaps in there and I had a hard time buy them ... it's a little kludgy I guess
we want to be poised and ready because we know that that's going to have a larger user base at some point
you know we think that for better or worse itunes and android market have pretty poor discovery mechanisms
they might beat apple to that
best part of google services free and that's the big thing it's gonna it will likely be either extremely cheap or free and that's that's a huge deal for users
i think google has the ad power to do it if there's one company i think that has the ad power to pay proper royalties to musicians artists whatever it's google
i really love the idea of easily cheaply making that subscription service available
google's plan it seems is to launch a download service first one that is tied to the company's search engine and then to progress to an online subscription service by 2011.
i think that google seems to be looking at the holes that they have when they compare themselves to somebody like apple and say we got to fill those holes now
gingerbread which 2.3 coming out later this year like late late this year and their demo was they have the the wireless syncing your to your music um to your servers and everything basically giving users a fully functional battle station for their android phone it's a must for google like i mean they just have to do this this is the logical next step
google is fixing that they are supposedly looking to set up a music store later this year according to unnamed sources
the sweetest thing is the speed increase i think because you're going to go like a double or even greater than that speed increase on your phone and like without any hardware change like that's awesome
having a search engine as part of an asset and the company is huge and I think that's that's a thing and an asset really only two or three companies have right
the local search business is really dominated by Google and Yahoo because we have to know in search engines right so we can catch people at the top of the funnel
if you look at Google there were several times where Google came close to getting acquired that you find out in the buy and buy and they tried to sell for like a lot less than they could have gotten just because they were like in 2000 it sucked and they couldn't they wouldn't they didn't quite get what they wanted and they sort of built Market chair built Market chair and then they stole the over model and Bam they're in business life is good
if you look at the biggest guys on the web space um all of them didn't worry about revenue for a long time well Google Yahoo um other folks in their YouTube none of these guys worried about making making a dollar at first and what they worried about is making audience
search is obviously a big Market it's a big problem and Google doesn't want to get into content and Google doesn't want to do community building it's not their speciality
they have no desire to go into the whole user generated content space that worked for us
Google they launched the local zip code level local news now I wouldn't write those guys off but you know they did that the day after my birthday which was great I like thanks guys um but it turns out that that really hasn't been a huge Focus for us because they have they've really taken the Google News audience and given them a local piece as opposed to going after the greater audience with local news
Google had come up with our Google News product and so we clearly couldn't compete Square on with Google um in in the news space with an aggregated news product without something else what we did was categorization ... Google Google's a search based news product we decided to be more of a directory based news product
Yahoo, Google, IBM, Microsoft, every big company. It takes forever to make decisions. They have tons of business development people. And the only reason those business development people exist is to take meetings. ... They can only do what? Two deals, three deals, four deals a year. Let's just say it's one a quarter. That's all they can really absorb is one a quarter. So, if they're doing one deal a quarter, that means you got four shots. They're probably doing 15 meetings a week, that means the
I don't get how Google is happy with that arrangement with that setup
splits will happen and they will will as long as there's not one phone one manufacturer one carrier like that's just the way it is
Android is going to have to industrialized and and somehow get everybody organized yeah because you can't go on like that forever
you can't have a three-year-old phone running the best version of Android it's just not going to happen
Google has got to slow down it's large releases it's major build releases
I have to say I'm really impressed with the level of customer service they provided because if it was Apple or if it was Microsoft they' been like Hey kid beat it sucks to be you like we don't have time to deal with this but apparently it's a certificate issue with exchange MH like there's a specific one for uh a school system and it it didn't it wasn't working so it kept going trying trying to reverifying his battery in like 2 hours he was going to switch to an iPhone and I told him not to I sa
I don't think anyone owns calendaring totally and I mean yes Google's got the best product I would agree with that but I I'm not even sure if it's a product in the same way social networking is it probably isn't is probably a feature not a company
the calendar is pretty hard to be from google
it's me very difficult for them to take away that share especially the fact it's free
quite frankly google calendars is awesome and it's unstoppable
everybody has a gmail account they have to use google calendar for get for calendar sharing they use all kinds of
I just couldn't believe that they just said well there's not really a need for it
they must have something in mind for this I think something else in mind I would imagine so there's got to be some feature handset that sets theirs that's the Google Flagship
it's a real bummer for developers because if you're looking to have stock Android um on a phone that gets updated right when a build gets released like 2.2 the Nexus one is the only phone with Froyo on it right now
they didn't have a lot of carrier support and I think that was the biggest problem
Google tried really hard with the Nexus One to change the way people bought smartphones they wanted to set up an online store and have it so people could choose a phone and then pick the carrier they wanted and all they say it didn't really work out they decided to close shop
Eric Schmidt the CEO of Google has nixed the idea of a Nexus 2 coming out
do another Google phone in the Horizon especially with Gingerbread coming I just I like I think it'll be there should be a phone out there that is like that is the Nexus one where developers can buy it where it gets those updates immediately
the carriers don't like that I mean they want to put their bloatware on those things so badly I mean it's hard for them not to they won't but Google doesn't care if they don't make all that money on blower who cares I know Google doesn't care
we're gonna see some kind of phone from Google I I hope we see some phone from Google that is across all carriers um and that it takes advantage of the UI the new UI that gingerbread will have
I can't imagine a world in which Google is like now we're not working on a phone I don't believe that I'm sorry Google I don't believe you I think that you're working on a phone that won't be called the Nexus 2
Google has officially discontinued the Nexus one
it's just multiple devices over multiple carriers versus one device on one carrier
we'll just agree that the data is skewed and it's still very impressive
1.7 million of those iPhone 4 devices were activated on the first weekend so the first three days of that phone 1.7 million of them were activated meaning that after that they only moved 60 000 a day for the next 20 days a hundred thousand less than Android phones
the day before the iPhone 4 is launched Google announced it was activating 160,000 Android devices a day
I have faith that Google is going to give us a video editing
it does not seem like a good idea to not have a cap on that like just saying like just putting it out there
I really love Google navigation I use it all the time I just I really love it it's free I can't believe it yeah and it's free and it's just turn by turn it's so beautiful it's so responsive I just I really like it
they have this new thing where you can do dedicated places which is pretty cool
they just have this uh Zynga deal Brewing that Tech wrench has been reporting on constantly
it makes sense in that sort of logical progression of them trying to zero in more on on Facebook's business
I think this is clearly part of Google's attempt to get more serious about social gaming and sort of eat some of Facebook's lunch
Google just announced or TechCrunch is announcing that Google has just purchased slide
you do see the large vendors like microsoft apple google doubling down on their cloud bets i think that's feeding a lot i mean the the scale is just massive
google's going to be launching its own music service
I think google and or somebody else is going to innovate around them and come eat their lunch
so like Google if you're listening screenshots very simple concept like I would like your throat in it don't even mention it let somebody fungus-like have it is like a secondary I'll let someone find it it's a like a really basic thing gonna be all I just like yeah
that's your Android tip of the week 24 hours to try out any app any pay app on the market pretty cool that's terrific
this whole thing going on with Google today um a lot of people were very fearful of it and a lot of I think the the reaction from the community at large was that uh everyone's suspicious of it
the thing that they announced was kind of interesting because they said that um it was a bit it was a bit amorphous. Everyone's got sort of a different spin on it. Um specifically they said that uh they're both talking the innovation spiel. They're both saying that packets should not be there should be no pay for priority packets, right? And uh Google fast lane is what they're talking about.
the actual set alarm function does not work because the Android clock has not been updated that's one of my word with ya it hasn't hasn't been updated yet to to work with voice actions
I really think that ultimately I mean especially some of the stuff that google has happening um coming up with Gingerbread I really think there's gonna be some really amazing things happening with Android in terms of voice actions
they announced voice actions and they are awesome
I'm sure money will exchange hands at some point they'll have to pay them a licensing fee respective java this in fact they're found in infringement and i'm sure it'll be this big drawn-out legal battle
I mean Google hadn't even gotten to the one box results or anything like that so in fairness the Power said they did start from there wasn't a lot of history
Google hadn't even gotten to the one box results or anything like that
they're using the user as training
I'm sure they're gonna nail it
can I use that in a search play to be able to give people a finer-grained granularity then what you get from you know from google or from smart snippets or whatever you believe all the other kinds of things that are out there competing for your attention
today we have google translate which does 40 or 50 languages multilingual search is right around the corner where you can actually submit a query in English and get results back in translated knees
there's all these Vertical Search Engines out there um in any given search there's probably a vertical search engine that does better than Google
a Google could never do because if they did that they would make no money
I at this point I'm not going to use any Google API so I'm not going to use their ad feed ... I think it's better just to keep that separate
I think a lot of the the people who are switching to us from Google they don't necessarily want to interact with Google um and that's one of the reasons they're switching
I don't understand why Google feels the need to save everybody searches they should just stop doing that I think it's a it's a great way to differentiate
when you go to Google and you click on a a link your search is actually getting sent to that site I'm sure you know this you know from mollow um that can be a privacy leakage kind of thing
what Google does is and the other search engines they quote anonymize them right but they don't really anonymize them because you can still track people's sessions uh and you can also sort of identify who they are because they often keep a cookie or they'll they'll get rid of part of the IP address but you can still get you know a decent part of it
I think they wouldn't do to the extent I'm doing just because they get called for censorship basically the position that they're in at this point is you know they can't just start blocking these sites or they'll get sued
they seem to have a disposition against heuristic type of you know algorithms
Google's position it's all algorithmic yeah which is not true no there is definitely human stuff going on
I felt that people using Google ... didn't necessarily understand what they were getting on the results page
I was seeing more and more SEO spam in Google and I felt that the results were getting a little less relevant
I was listening to a podcast the other day talking about the upcoming Google me sure um and many believe that that's kind of going to be the selling point of the Google me service is sort of segmenting people in groups which um Gmail kind of does intelligently is kind of figure out who you're talking to and what you know who's who and um so I think that might be interesting to see what Google does as it relates to this because a lot of people think that this is where they're headed with the serv
the tools as an eclipse are and the OS is ugly visually on technical merits android is great
we do get sales calls you know well maybe I'll just put Facebook on there um and then we can show them the data actually Facebook's not our number one provider who it's Google
I think that's great I think there's plenty of room for innovation in this space um I hope they innovate and that's not sort of a me too type product um I they certainly have the uh the aptitude and the engineering might to do that they've got a lot of social thinkers in that group now and they yeah they've bought their way to credibility with all these game companies
I'd rather leave it to the guys who are really good at it
having that AdSense that actually reads that and understands that and then serves up something that's appropriate to me as a fan
I think that Google's created an awareness and and it's been talked about for quite a long time you know Google's the idea of grabbing all of the world's information and you know being the you know disseminator of all of of all the world's information that you know that we knew that this was coming in the direction you know frankly uh you know I think it's great for us our model actually fits a Google mode a little bit better because of the idea of of serving up ads in the in in books
Google's announced that they're coming this direction right so I said one of the first things I said was the the news item came out I think the same week we did our first show so that was like three three and a half weeks ago now yeah so uh they basically announced that at the end of 2009 they would much like they didn't call script out by name but their model was very clearly iTunes of books you know which is close to what you folks are doing also so you know how how serious of a threat is that
I think it interesting for all of us is to see what happens with Google and whether Google knee becomes a reality and how that challenge is Facebook
that's the big difference between Facebook and Google at the moment that Google believes in openness whereas facebook wants to be and thrives off being a walled garden like Google can't search into it
I know that Google tracks like Google algorithms track words within your emails but I know that they're not looking at the content of the emails themselves
I'm sure you cut did you see Facebook I'm sorry Google doing their terms of service in more natural language
to give props to Google they just settled it an 8.5 million dollar lawsuit with a woman who was saying that buzz somehow in furnished up Connor privacy and after that they they simplified their privacy agreements
I can't use gmail also seems to go down a lot
I don't see a future for Google following that that means really they're gonna want to get gingerbread they can integrate it great with you know with Android then I think that there's something to that
google has come out they came out to think today or yesterday and said that there was really nothing in 2.2 that's designed to work on a tablet and there weren't really endorsing any of these even the tab even though it has access to the marketplace
if you're using Google analytics because it's three or four hours behind and by that time the hor is bolted it's too late
i think one of the challenge on android is not so much the user base i think they are they're starting to catch up in terms of users the problem is more around the the ability for us to sell an application at a very simple way like on apple it's very easy for people to go and if they like the application it's useful for them they can spend one or two dollars it's one click and it's very simple and very fluid uh i think google and android needs to get to that point with when google checkout gets
I'm in the midst of trying to test out Lotus live Google Apps and Microsoft BS because I really need a really good collaboration solution
we're currently using Google apps right now and there some things I miss about exchange there's some things I miss from my Lotus Notes days and there's some things I miss just in collaboration
they've got a battle Google on the low end of the market coming after them with free email Enterprise collaboration
you don't hear regular people saying oh i can't wait for the galaxy to come out
i don't plan to support them at all and you're like ipad or die right it's a similar question as supporting android
all of the windows 7 ones are going to be after 2011. so i think that the samsung galaxy is the only one that uh we're hopefully going to get here get to play around with it and be able to do it you know contrast and compare and that's definitely a big plus for the guys because they get to have this big push
chrome os is useful useless but getting it on the ipad and all the limitations that have to come with that just seems like someone got bored
who buys a you know 500 plus device and then i'm just gonna put chrome on it and make it almost useless
it's looking like the lines might cross again
I think they'll get there
the Android store doesn't work as good as the iTunes Store just not as robust
he basically was saying that Android is not open because fragmented right because there's different flavors of it it's not open which is absurd
it is a real challenge to the iPhone
Android is growing very quickly and Android is awesome
At present, there's nothing that special about the site other than it merely streamlines searching, good for Bollywood fans, and keeps users within Google Search for much longer. Google, wanting those fans and users.
until google officially supports tablets with their own first party apps
Foursquare guala Yelp they've all raised the awareness of local businesses and then of course Google's Hot Pot we're gonna try to have the ore actually you you hooked that up we may have the guy from Hotpot on the show
Gmail is not Outlook... Gmail is good for lightweight outlooks good for business
we've gotten funding half of the funding from Google is to build that out so it covers all Concepts K through calculus
Google announced they're going to be providing some support to the Khan Academy with two million dollars
We just announced a massive partnership with with with Google and have access to their to their global places database through their places API developer preview.
you'd hate to see the life sucked out of that blue yeah 7% more clicks if you make it blue and if we take these images out it will load 8% faster that might be what happens if you bring it to Google
if I'm building on go go Google app engine and Google buys me I imagine they just like flip a switch internally and all of a sudden I'm running on the Google servers and not paying for it anymore yeah now free instantly scalable yeah that's beautiful
the guy who sells books is going to make cloud storage system work it's it's really embarrassing for Yahoo for Jerry Yang and for for Larry and Sergey and these guys
I mean Google did wonderfully saying servers are unreliable we're going to get the cheapest ones possible and just expect them to fail
if we can imagine something like Android or open source platform not now but maybe 5 10 years from now open source eventually dominates every Market it enters right
I just got the Droid phone I've been playing with it how do you like it it is outstanding if you are a Google user because you click on does anybody here have the Droid yet anyone Vier one person well it came out I think only on Friday uh so uh you type in your Gmail or I have a custom Google domain like a hosted domain so I type in my Jason calanis and the entire phone now has my contacts you know my schedule and my email already synced which is the biggest pain in the ass on your blackberry
if you are into Google's applications Maps um and whatnot reader it just works beautifully
if you are a Google user I believe you will eventually be an Android User
Google has you know they have multiple copies of the entire internet in Ram right and they figured out how to make this work
It was only until people like Google uh that we actually saw really significant, you know, tens of billions of dollars being made.
Most of Google's revenue comes from outside the United States.
Google willing to pay 6 billion for Groupon. We'll get to that story in a in a second because that deal looks like it's not going to happen.
I'm just thinking Google reinventing email yeah I'm loving it but I'm an edge case obviously but holy cow is well they're frightening people and they're doing it on one of the core assets not their super core asset but you know one of their choruses came in they did something like that to their advertisers a little bit crazy but you know I changed the font in AdWords advertisers would go nuts you know what you're right they would however I think they see Facebook is such a competitive threat the
things like Google Buzz and then rolling it out on gmail and ruining their whole business
google has something called twenty percent time so to come in on the weekends you can spend yeah that's sort of a job a hundred twenty percent time doing something
if you take their search results i'll be honest here their top 10 and google's top 10 and yahoo is even you take the three logos off it's pretty hard to tell the difference
Google doesn't have that yeah it doesn't have that
no no actually they look at the ads as content so when you're on a mission and you type in you know um Toyota Prius Santa Monica you're looking for the Santa Monica dealership and and if they put a link up there you'll click it
the reason why Google has become the huge company that it is is because they have those clickable ads right up top when people do a search they have told you uh exactly what they're looking for which means you can give uh an exact answer they're in the cognitive mindset of absorbing uh an advertisement and clicking on things and there's a revenue model there so I would not stray from what has made Google awesome which is cost per click uh advertising
a bigger company like a Google could get into and leverage you know all that Mojo they have where Google could go to like Toyota and say what if we could move 100,000 cars for you I think that those conversations actually probably occur um with the sales department saying what if we can deliver you X number of qualified leads from Google AdSense already um but Google is never going to shill their homepage
most of google's revenue comes from outside the united states
it was only until people like google uh that we actually saw a really significant you know tens of billions of dollars being made
it's definitely a sign of things to come I think we said that we want to add social air on top of a lot of Google products and I think hot is a prime example for that
it's not that easy to spam right because I control who my friends so Tyler is a friend Tyler wouldn't start to spam me in my sech results right
we look at many many many signals and I gave some example of signals we looking for the recommendation engine dozens of signals that we're looking at so it's pretty hard to game the system
we responded very quickly the team worked very hard on it and that sort of gaming is not longer valid
we have also a component of that that helps us fight against spam and um it has a lot to do with reputation management
we have a lot of enthusiastic users who are sort of cleaning up neighborhoods making sure that the businesses around them are verified and correct
that's a challenge the mess is always somewhere like threatening to come to main stage but we're investing a lot of energies and resources in making sure that Google Places and local lisings across Google are spam lless and as genuine as real as possible
Google now has an outbound Salesforce calling on local businesses for this $25 a month subscription
for a local product to succeed you need you need to engage the local community you need to engage local users on the ground
we launched the product um almost 3 weeks ago soft launch we didn't do a big deal of it we didn't have a lot of PR um no marketing just get it out get feedback get rid of the uh V1 bugs that we always have get something exciting that we can start scaling
Google has always let people represent the product and talk about it there is a move to I think let people be more autonomous and Google does understand at the end of the day if they want to retain great talent and really have that bottom up Innovation we need to Inspire entrepreneurs we need to motivate them we need to allow them a venue to actually get their ideas executed to build a team and to get the message out in a very genuine and direct way
Google got where it got because the partner and building on the ecosystem and playing nicely and with everyone
I sort of feel like Google is a much better citizen you know infinitely better citizen compared to to Facebook
we add the very thin layer on top quick rating T yeah it's not replacing
it's very complimentary um I don't think it's really competitive to that degree as you can see on the search result page count the number of links to Yelp or other sources those guys and we have great admiration for what Jeremy and are doing they have great content and they have great reviews and what we want to do on top of that is just add a layer of personalization
we want to get to the market fast we want to innovate we want to give it a try so what we'll usually do is sort of go some do something fast get something out there see a quality iterate and then really decide if you want to merge
the one advantage of being in Google is that you stand on the shoulders of giants so um this is done as part of the local search team and using all the local search data and algorithms and search results and ranking that we have right and so this is sitting on top of that
they love it they love the I mean in the end of the day what we're doing here is really a layer on top of search right so we're making search personalized and social and we're adding that layer of recommendations on top of search yeah so I think they realize the potential early on
L and Sergey still have to the date a product review every Friday where they meet people that want to do stuff and give their opinions and feedback
Google in many ways is similar to the outside world and being on both sides of the of the fence um it's very similar you if you have a NAD what do you do when you're outside you you know you don't have any Angel man you just start building a demo find an engineer that is excited about it excite him with just the Vision get him to build a demo build a demo and then start exciting other people excite Engineers excite investors which are basically decision makers
we just did the road show in Google for a few weeks everybody saw both demos loved it and we just combined those and hotot came along a few months after
the original aspiration we started basically with 2 20% projects y one was for the recommendation engine itself a bunch of Engineers just build it over the weekend let's see what we can hack Based on data that we have what kind of collaborative recommendations we can give you in places and then another group of Engineers just built over the weekend a prototype of that UI
Google realized over the years that no not everything is search and some UI especially UI like this just justify doing something different
beautiful and has a little bit of fun to it and it looks like it's got character and most Google products let's be honest they feel like they're designed for efficiency not for character
even if Google starts siphoning some of the traffic there's enough growth that can't complain
Bing is pushing that issue more than Google is right but it doesn't matter as much when B has 10% or something
you've got all kinds of new entrants now in google and apple and those aren't to be to be uh scoffed at right
a google really did something aggressive by scanning all those books in and saying we're not going to wait we'll screw it will be if they want to sue us take it serious and they did and we'll settle
then Google spends another $1.6 billion buying them 5 years ago and only now they're sort of figuring out how to make money like they were just talking about getting to break 80% market share in who the hell cares I could not give a rat's at about market share if it doesn't mean uh outside profits
I have to they definitely the top five in terms of impact it's got to be the top five
I think it's a 50/50 or I think the majority still I believe the majority still comes from on Google yeah
what AdSense did was bring search based advertising out to the rest of the web to that was The Innovation
AdSense is responsible for billions of Revenue but it's not it's far from 99% a majority of the revenue is still at work which are ads that appear on a Google property
arguably the most important acquisition they've ever made YouTube would be the only one that anybody could say even compares to applied semantics in terms of the impact on the company
Yeah. Well, Google traditionally has been the the kind of the consumer and small business play. Um and they've they've managed to stay away from messaging for the most part. you know, they don't, if you notice, they don't have any bulk email messaging solutions, any bulk email SMS solutions and so forth. Um, I think that there a lot of eyeballs on them, making sure that they never become a spam company in any sort of way. Um, so a good portion of our business is messaging and so I think it is sa
I don't think Chrome is going to have an impact in the space.
Google App Engine has some weaknesses that I think developers are uh kind of tired of and and that's what I've been reading on various forums. Uh so those weaknesses, you know, can can range anywhere from uh you know, limitations on scalability, um limitations on performance, uh things like that. So if you're able to to capitalize on those inabilities of another platform, then you you you're opening up the market to to some growth there.
I've been looking at this all afternoon and they've done everything right. I mean they have the uh integration between the core development tools such as Eclipse. They have a a AWS toolkit for Eclipse that uploads directly to the elastic beantock via command line via API. Autoscaling's part of it. Load balancing is part of it. They really thought of everything. This isn't a beta product. This thing looks like it's ready for production. And I think this is going to be a huge win for Amazon.
I think this is going to be a big threat to uh folks who are in the platforms and service space including Salesforce and Google.
if I done the searchy Google it wasn't like when I went to Google and I would do these searches I wasn't finding what I was looking for and having great difficulties with it I often got good results over there as well
the search traffic doesn't mean that they won't be a profitable business in other ways doesn't mean that maybe it was the wrong decision it's just that as a search player I don't think that their their future is strong it's basically over they're going to ride that search traffic down it becomes like mypace with a search box you get some sort of residual effect
suddenly we're down to in the US two voices in search Google powered or being powered
they really realized that they could not just sit back and assume that everybody understood they were the best search engine
there's no doubt that I think Google's jumped at some of the things that Bing has done
Google was doing some of this stuff before Bing came along... universal search when that rolled out in 2007 was a huge change
when they put a Google logo on the same results from Bing the people come away thinking it's better almost because just the brand
Google had about 60 to 70% share depending on the metric service that you look at
you still have Google with overwhelming majority share
it's kind of like I think about google when they start with analytics and how just over the years they've made it more and more and more detailed and impressive as far as it goes but you know it kind of shuts down anybody else trying to do uh analytics programs i mean you have google i mean what else do you really need so for amazon as a business decision i think they probably had to do it
if it integrates well with all the other things google does as far as documents and such i definitely think it's a good move and obviously it's great for people who use google documents gmail blah blah blah so great play there
for google to do something like this so people that do use their smartphones all the time because obviously everything's going towards the smartphone i definitely think it's a great great idea and just gets more people talking about google which is always a good thing
if google can provide a cloud-based print setup where i can basically print to any physical printer all around the world from any of my devices my ipad my iphone and my macbook then kudos to them they solved a big problem that quite frankly hp and canon and other printing vendors haven't been able to solve
I felt like we had them trapped like could like we yeah we could actually create auctions for the top 1,000 sites and have 20,000 auctions going on at one time and have an interface that displayed that information that sort of thing but Google had like millions of sites and if they were to copy us they would have had billions of auctions and how in the world would you ever uh display that in an interface I didn't just didn't think that would ever happen I felt like we had him trapped
the employees were depressed why because it was just too hard to compete with them because every time we talked to a publisher there was a Google bis Dev guy in the lobby
20 times better than Google
Google was doing 50 Grand a month we told them we could do 80 or 100 Grand a month when we were you right we were very wrong when we when we sold the company we were doing $750,000 a month for Fox News
you basically made a customized Google that out googled Google in a segment of the marketplace
everyone told me that would be my Vietnam because Google would just write checks and destroy you
that was a juggernaut for Google
we were competing head-to-head with Google every single day that we existed
Google's look look at the Google ads I mean I don't I think they enhance the experience
they don't have to be as good as Google when you have such massive scale you can be you can be a little better than a lot of other things and make a ton of money well they have to have 10 times the traffic if they're making 10% of the money per user so there's a big gap there let's say they double it or triple their effectiveness per user which is possible I guess um they still need to have a magnitude more users than Google
the thing it's genius about Google is Google I mean a lot of times I mean people are typing in you know complex multi-word queries
Google monetizes at $40 per unique user and right now if they have two billion in Revenue in 600 million years which talking about four bucks yeah or whatever for or three bucks three
the thing that really worked the best is man when you marry ads to search queries oh yes nothing more effective in the world why why cuz because it just it's just perfect I mean it's the perfect Marketing System
I saw Google coming right and remember I'd been disrupted by Google's a private company at this point they were small smaller and getting bigger under a thousand people I was I was envious of Google
1% of Google hello hello 1% of Facebook billion dollars pretty much guaranteed two billion in the Google Cas
I think Google should just give them $100 million now and own 10% and let them just do their thing
the truth is anybody who has a Content site who looks at their log files sees that of their search traffic it's more like 85 or 90% come from uh Google right now today
yeah absolutely not no offense to Google or whatever I think I think even Google roots for them it's like well I think Google would like to have another partner I'd like to have another competitor at you out there because right now when they do something like the content f you know people start to think wow you can just change you know the fate of a company so dramatically overnight it's almost too much power for them and I don't and there there's already like a contingent of people who are bubb
I've heard from sources um you know obviously Facebook is going to launch a search engine and Google the search engine is going to launch a social network
we've had this massive gaming of the system over the last couple of years from the content Farms now they're reaping what they sow and the emperor has no clothes
the problem with that is that that person first of all they're not a subject expert and second of all they didn't do the query themselves you have to have the intent right you have to say I either I made this chicken because I wanted to make it or you know I know a lot about making chicken and that's where you get the quality content if you're just farming the stuff out to basically you know low-wage generalists you're not going to get as good material
well that's exactly right I mean of course it's editorial right the algorithm they're running today isn't the same algorithm they were running last Monday and it's not the same algorithm they were running in 2007 every day Google Engineers come in and they type on their keyboards and the millions of lines that make up Google are different they look at the serps and they say we don't like these results we want them to change let's change it and they change it by you know tuning constants in the i
so why didn't Google add this sort of Slash stuff I mean they do have operators but they've never actually gotten into Vertical Search and I think the argument I've heard from them is um this is unnecessary to do this it's a small percentage of people who want Vertical
a lot of times you'll be on you know Google and you'll be using Google images and you know you'll be hunting for like something to put in your you know in a presentation and you know what flicker is actually a better place to look for that material you'll get higher quality pictures
even post farmer update um they uh they've got a lot of you know what we call content Farms or you know or spammers you not health sites right
I think Google should just give them a $100 million now and own 10% and let them just do their thing
anybody who has a Content site who looks at their log files sees that of their search traffic it's more like 85 or 90% come from uh Google right now today
there's already like a contingent of people who are bubbling up like oh my God antitrust and monopolis very similar to where Microsoft was at
right now when they do something like the content Farm thing you know people start to think wow you know Google can just change you know the fate of a company so dramatically overnight it's almost too much power for them
I think you're actually going to get a couple points of market share which would be tremendous and I think make your investors very happy considering one percentage point of share equals something like a billion dollars
the algorithm is not some magic 20 line you know X Caliber they pulled out of the stone it's it's basically a collection of these kinds of fistic these these rules and weights that they Define
when Google optimizes their system they you know they'll pick a a random query and show it to one of their Raiders and then say well does this page look good one to five and the problem with that is that that person first of all they're not a subject expert and second of all they didn't do the query themselves you have to have the intent right
in a way we've had this massive gaming of the system over the last couple of years from the content Farms now they're reaping what they s and the emperor has no clothes
we said you know that's a very indirect and sort of obfuscated process
algorithm they're running today isn't the same algorithm they were running last Monday and it's not the same algorithm they were running in 2007 every day Google Engineers come in and they type on their keyboards and the millions of lines that make up Google are different they look at the serps and they say we don't like these results we want them to change let's change it and they change it by you know tuning constants in the in the search engine by writing lines of code and also by using human
Google will not make an editorial call they'll say we've tweaked the algorithm and this device the algorithm will magically figure out what's quality and what's not ... of course it's editorial right
they said 12% of their queries had changed but in some cases it was just you know one and two traded places ... they shuffled the deck but all the cards are still the same
well it was I mean it was certainly good PR for them they they've been getting beaten up in the Press ... and Google you know I think they had to respond but the update you know to our eyes it wasn't that dramatic
patrank worked great when the web was a billion pages and all the links have been created by humans but the web is you know 100 200 billion Pages now and most of the links aren't created by individuals anymore they're being created by machines ... you know people need more tools to basically zero in on what they want
it might be appropriate for Google to take that position they're making the mass Market product ... they've got this one-size fits-all solution for everyone come to Google type in your query they're going to read your brain give you something of everything
why didn't Google add this sort of Slash stuff I mean they do have operators but they've never actually gotten into Vertical Search and I think the argument I've heard from them is um this is unnecessary Neary to do this is a small percentage of people who want Vertical Search we already know Vertical Search Engines didn't work because there was a whole bunch of them in web 1.0 um people just want something easy and simple and we can figure out the query
a lot of times you'll be on you know Google and you'll be using Google images and you know You' be hunting for like something to put in your you know in a presentation and you know what flicker is actually a better place to look for that material you'll get higher quality pictures you know it's a cleaner set you can say hey I only want creative common stuff I want to stay legit just show me stuff I can legally use yeah flicker flicker lets you do that but the effort to leave that search box and
you can try this on Google too uh you know even post farmer update um they uh they've got a lot of you know what we call content Farms or you know or spammers you not health sites right
search makes so much money online the cpms are $50 to $100
we think that the bar for the minimum viable product was actually higher in Search
nobody's been able to attract audience in you know the past decade nobody's launched a search product that actually got people to come and use it
it's very hard for a very traditional conventional business like a bank to attract that kind of talent when that talent's already working for a google or microsoft or an amazon
i think google is moving in that direction ultimately they are going to move into providing content but it's going to take a long time before they're able to extend something up that's as good as the apple itunes offering it just takes a lot it just takes a lot of money and a lot of resources to drive in that direction
i think you know if if i was to um you know be talking to to folks like google about what would a music service look like i think providing storage for people's music files where they need to have some kind of um smart client play those music files from the the web you know similar to a last fm pandora experience where you actually control the music playlist rather than kind of um being served up a um a produced list i think is a huge value-add
it's a foregone conclusion that google's going to provide uh music out of the cloud and you know basically in itunes in the cloud for lack of a better way to describe it and again somebody else is you know beating apple to the punch before they're able to get their servers up and running and get their systems up and running
Google they have good employee incentives and that moves us right along into the job of the week job of the week is at Google they have just been voted by young professionals to be the most attractive employer I think that makes a lot of sense that does not surprise me that their number one
if you look at Groupon Google wasn't buying their Tech I don't think anybody here can't you know any developer in this building right now could have probably replicated the tech in 48 hours right they weren't buying the mailing list if Google wanted the mailing list one little design changed for two weeks on Google and they could have had that mailing list right they wanted the what the brand no they wanted the salespeople who had the relationships with every little sushi restaurant and Chinese
I don't want to give you an ad about a place that you're actually not there for it just seems weird it doesn't seem like something that Google would do I mean they they they gave you ads because you were looking for something
the money part you're not going to be able to beat Google they can out offer anything
Google took a very different problem they they data mined they looked at all the information on the web and tried to apply an algorithm to it so they give you the best of the web not a small subset
if you lose your phone do I lose my implied social network the answer right now is yes
all color knows is your phone that's all we know we know the identity of the phone but we have no IDE idea who you are
we're only sending signals back to our application or our servers so we can actually identify where you're located so we can make sure the people next to you can actually connect with you
when you launch the application we don't ask for a password and we don't ask for your phone number and we don't ask for your email address or your physical address the reason is we do not collect personal private information
it's actually a very very amazing experience for people to to see this stuff happening it's it's it's happening in real time
we're still at 30 something perent penetration on on smartphones and Androids and iPhones so we still have a long long way to go and we wanted to make sure that if you're having a party or moment or experience and you want to share with other people on Twitter on email that it was possible so we made that that possible
the biggest space you could go after as an entrepreneur is social networking right now a hundred billion doll for Facebook the nearest competitor path hundred million valuation or maybe Twitter if you can consider a social network which really Twitter is more publishing platform than social network they would even agree with that I think um so there is no number two to to uh Facebook other than path and Twitter arguably and they're maybe worth five to 1% or 0.1% so you went after a huge Market
I think you launched it brilliantly it's it is a very Advanced product even my myself I consider myself somewhat of a product expert I review a lot of products I built a lot of products I built a lot of Brands I looked at this and said oh my God what an incredible name color brilliant name
I think you know great Technologies are things that you open up and they just work I think the iPad is that way Apple devices are that way you know I think what we failed to do is there's a concept called guard rails which is what's the path that people should take
we have not literally slept and we were doing 20 hour days we haven't left this bunker
we take a very long-term perspective about this you know it it does by the way you know getting one star reviews from people doesn't make us feel good
we built it because we thought it was going to make people's lives better we obviously launched it in a way that wasn't as clear as it could have been it that it that it went for way too much and that we weren't prepared for the for the communication so we made a mistake
the other part of the solution was actually was created at Google it's a very different culture it's a culture design around networking in culture around around machine learning
Google I'll give you credit for that one you even went after Opera because they were showing ads in their product
this isn't the first time that Google has responded to the percolation in the SEO Community chitchatting about whatever we've seen them react to that more than once
no one publisher affects the way Google makes decisions the fact of the matter is everybody on the planet use Google for search and they've got a big responsibility they got to provide the best results
with Google I'm almost I can't imagine anything that's going to change my behavior much from clicking on one of the first two or three items
they just keep paying to see a flop but they never want to push the chips all in
they could do stuff far more Innovative far more like impressive but they're [ __ ] footing with this me too like after the fact plus one stuff
the only way they get social Serv is they buy Twitter or they buy something I mean do through acquisition
I think it's lose lose for Google
Google is so far behind on social is this any kind of a game changer I don't I don't think so
if you look historically at these kind of experiments Google have tried they never become a predominant way that people really leverage and use the web
really great entrepreneur. We knew from the moment we met them that these guys were going to be successful.
It's going to be one of those businesses that just glides its way up to 50 or 100 million in revenue and gets bought for $4 or $500 million by Google. Absolutely guaranteeing a nine figure exit for that company.
Red Beacon just works. It's it's that simple. And you know, I my wife's used it. We've used it here at the office. Every time we've used it, we've had a good outcome. So, I give it my highest endorsement.
by the way we don't have something with Google right now.
It's like Google is like the rulemaker and then everybody else tries to play within their rules.
our average is five. I think it's because you know this job came in late last night and it's in a city that we haven't launched in.
After four quotes, our schedule rate doesn't go up anymore. The percent of jobs that get scheduled do not increase when you get more quotes.
people are saving an average of 40% by using Red Beacon already which is almost the same as Groupon is offering from their their daily deals.
we raised seven and a half million
our burn rate is really low right now.
we have a team of about 15 14 15 people right now. Um, six phenomenal engineers, a great UI designer, and the rest more on the kind of the business and customer service side.
we had multiple term sheets. We're really fortunate in that regard. Um, amazingly the market had really started to pick up right as we were raising.
Red Beacon is a way to find local services online. And the way it works is you request any kind of everyday local service. It could be a maid, a carpet cleaner, a plumber, electrician, a mover, painter, massage therapist, anything you can think of pretty much. You come to our site, you request the service, and then um our very sophisticated algorithms will find local businesses that we think are qualified to do the job. We'll invite them to quote on it and you'll receive on average about five qu
I am a huge fan of red. This is what's so weird for me was one of the people who selected it to be in he knows to be in Tech Crunch 50 and I was one of two votes that got him uh to win. But before we get to how awesome Red Beacon is, and I use the pro I' I've used the product, and we're gonna actually show how great it works for local uh services, and it's really an obvious, it's an a non-obvious great way to actually do it's, you know, it's one of these great business model tweaks um on on loca
the part that people forget about trada is Google invested in them yeah you know what I mean if Google owns the marketplace and then they pay them to be the who the the people who teach people how to use the marketplace and who manage for them that is the biggest compliment you can get
if you look at the revenue coming out of companies like Google and Microsoft it's majority outside the US the United States is a small but influential part of the world
Google is great in terms of advertising again oh it is the greatest advertising platform ever built right clearly
I do think there are really really smart people there but then I also do think that if you know if you put a bunch of really smart people in a room together what happens is while they also come up they come up with great ideas they might also come up with great objections right ah yes the objections are too great right sometimes the objections can get can kind of pull you down sometimes it it might help you but that's you know it's it's a classic case of having too many smart people sometimes th
I definitely buy that he's going to create a more aggressive Google because his General personality has been to be more bold more like take more risks and so on so that I think is a given
Google's a large company I mean that's really the answer 20,000 people yes and it is hard to like move things fast right and at the same time uh you know get things done but you know they're pros and cons if you do get things done then you have like this wide audience to which to release something to and sometimes that's actually negative and you know if you're trying something bold or controversial it's not really clear like right like it's not really clear throwing it out to the whole planet i
so we have no follow and so we're you know we don't allow for that so you cannot use our service in any way shape or form to get on Google Google search results
there's a certain amount of Click fraud going on in Google and Google you know over the ages has built the same thing do as much as possible to get rid of Click fraud
she was at the Google Plex that's right Google Apps product lead that's pretty impressive
Google video not so good not so great
I think Google got away from that from for a long time and my thinking is that under Larry Page they're probably going to get back to to a similar sort of line of of thinking
if Microsoft could bring and Google could bring all that money home and buy American companies it would be an m&a field effing day
the entire Google model we sold that for about a billion for to Yahoo would worth 200 billion as Google or let's say it's half Google success is worth 100 billion right
and the big guys are definitely taking over it's going to be apple it's going to be google it's going to be amazon and i think that people are going to become fond of this fairly quickly
hey why can't i upload my music to amazon and upload it to google and upload it to apple and you know the price points of these things are either free or not that much so i'm going to jump on the google bandwagon and get my music up there and just see how it works i think the music selection thing will be a differentiator
Google music it's not it's not gonna work they're too far behind music is iTunes
there's a rumor going around town that the FTC is deep up inside Google regarding search results and search Monopoly
oh that they're uh they're cracking down on uh fake pharmacies listing things or illicit pharmacies that's the 500 million dollar settlement for that
it seems like this that would be the inevitable addition to this offering which is and it touches on Liz's Point like get the bundled connectivity through Verizon and the laptop is free and you know something yeah it's interesting almost maybe for five dollars more a month you could make that happen
the offline stuff is a bigger deal for I mean if you can't you if something stops functioning when you go offline then then you're really not going to be satisfied with the experience and right now ... I don't think that's really up to the offline access and or or Universal Broadband I don't think are really up to the the standard yet
I think it's pretty amazing um and game changing for support teams to be able to use something like this that's sandboxed that's secure if you're interacting with a lot of customers and worried about security issues it's really perfect for that I also love that ... I think it's brilliant ... but for the general consumer um like for your mom I still think an iPad makes more sense ... for business users I think it's fantastic
every company that I have invested in 25 Angel companies I've got four companies I've started in the last couple years I think almost everybody is using Google apps for domains for 25 or 50 bucks a month you get this flawless service per employee no it's 50 bucks per year yeah take it back it's like three or four dollars per year per employee now you're at 20 bucks to it to get the laptop and I don't have to worry about people doing well I mean everybody spends 95 of their day in the browser thi
I get the sense that this is a game-changing huge huge thing
Google Facebook great science great technology not content sites
more than Google more than Facebook in the u.s. in terms of unique visitors
I don't think that Google and Bing can be beat in the next ten years ... you can't really beat Google
if you have a NFC tag that uh is put up by um you name it if it's Visa or if it's Google they're only going to allow you to connect to their platform right you have to do something like checking on places do something else with two tag we're opening it up so you could build a script you could do whatever you wanted
all the Google Places things that they're footing in people's windows uh and we had um leor on the program from hot pod and Google places they put up all these things that said you know Google Places now they actually secretly put in these nfcs that's right and you're going to be able to touch your Android phone to it and then they also announced that they're going to have mobile payments yep that's also going to work through this
Right now, we're putting everything we keep talking about the cloud. We're putting our our our lives worth of information on the cloud. And guess what? It can be hacked quite easily, you know, via Wi-Fi networks, over 50 of other techniques.
I have. Yeah. I love it.
It's a little uh inconvenient.
No, not at all. I think uh anything involving a password is not secure and um you know that's that's the nature of doing things online. But I do I do question why are high ranking government officials using Gmail in the first place?
It'll get hungrier and hungrier because it has to keep growing at the same rates. Therefore, it has to enter new markets and therefore it'll start cannibalizing other industries because it has to that how it has to survive.
What's going to happen over the next five years is someone's going to come along with new technologies, you know, like the tablet technologies. You're going to change the paradigm of search. Microsoft with its new user interface may well have done that. And it's going to change the way you search, the way you perceive information. And Google will suddenly wake up one day and realize that it's lost out on its major market.
Google to me is missing the boat on its core competency, which is search. I still think that Google hasn't even solved that problem. And so, um, you know, I I do agree with Vivic that, um, they they definitely are, uh, committing evil in many ways, and even though they say they don't do evil, we've seen several examples where they have.
I think Google is becoming the new Microsoft frankly that uh we feared Microsoft for the longest time. Now Microsoft is not a concern. Google is a concern. So even though they may say they don't want to do evil in many many areas they're becoming more powerful than big brother was and they have the power to crush companies and industries the way they're going.
I don't think it's going to be you searching on Google and getting the deal on your laptop. What really matters is who's going to have the better mobile experience for pushing delivering the realtime deal.
Google is going to have to make it super super super simple for, no offense, these bonehead retailers to do realtime deals. That's not that's a very big hurdle to get get them to do any deal to get them to even they have a they don't know what a CC field is on an email. They don't know what reply all is. So getting somebody who can barely function on email to do a real-time deal at their hardware store or their which is why Groupon has 8,000 employees because they have to the handholding is amaz
I think the sign is right that Facebook is a real threat over here because when your friends start recommending deals when it knows who you are and what you're you know what how you like uh shopping and so on, Facebook can easily give you much better deals with the necessary recommendations. Now, Google is also has a lot of data, a lot of information, and Google has size. So, these are real competitors to uh to group on.
I don't understand how that's going to work on Google or Amazon um necessarily. I mean, people go to Amazon to look for deals, but I don't think of Google as the place where I go shopping.
I mean they're not doing group sales to be clear. It's not a daily deal site. It's a persistent coupon site. I saw the wallet. It's very much like NFC, nearfield communication. You can take your wallet out and smack it and get and pay or you can be walking by a store, put it on the glass and see what coupon they're offering at that hour of the day, right? Um, very innovative. Uh, a little bit different than what Groupon is doing.
You know those little ads you see on Google? There's a reason why Google's such a big company. There's a reason why people spend so much money on it. They work and you can get traffic for just pennies per visit.
that's why Google has gotten so aggressive about keeping people
why is Google not doing the same thing I that's hard to say at this point they have not been incredibly aggressive about buying other companies except when those companies are about to be bought by somebody else so wait to see maybe Facebook or maybe Microsoft is suddenly about to swallow LinkedIn suddenly Google may get interested
they have not stumbled on a revenue model like Google that it turned out to be the best advertising mechanism in the history of the world
that person made the comment that the biggest mistake they had ever made was their IPO by going in point being of going public at all
I think on Google Google was priced perfectly and there was a a small first a discount wasn't huge traded up and then it was Google that delivered quarter after quarter of just astonishing performance
anybody could have bought Google at 85 they open the IPO up for everyone and I didn't buy it
Google um did the auction seemed to be right pricing right it didn't do an amazing pop the first day it went up a little bit
I look back to the last big IPO I did was Google and you know that priced at 85 and traded at up to 100 the first day and slowly kind of marched its way up didn't have that kind of huge bump on day one
I think he's also going to try to make a new Society I mean I Society is basically what this is I mean don't be surprised that whole inter part could be a graveyard
I think that this is the cherry on the top of the cake this will be his final achievement is this building EX for all time 100 years from now people will come to that place like a shrine I predict it now
they've got $65 billion in cash at Apple they've not given one in charity nor has Steve Jobs ever given to charity and and it's publicly known and so but he's added so much value to the world and he continues to do so the fact that copertino would even question him is just laughable to me
this campus is going to take at least one point of unemployment out of the uh economy in the United States because I think about 1% this gonna take about three million people to build this thing
we're going to get back to 6% unemployment so with current stimulus as far as the foxcon jobs all those guys are committing suicide so I'd rather that happening in China than happening in the US
my last two companies that I've started I outsourced to India I will never ever Outsource to India again now it's too expensive and the quality is crap so now I would insource back to the us
it's both bad and good we're transitioning and it's a long transition into a global economy
the solution is to say how do we get more more companies to innovate and to hire the way that Apple has and to and to bring new things to life
I think Steve Jobs should build uh I think that um the bottom 10% of American society 15% um are going to be are going to want those manufacturing jobs they'd actually take them if they could get decent salary
I'm okay with it going to other countries and I'm okay with us uh building the next iPod and letting other countries manufacture it
I think this is wonderful every time I hear an American cry about how the manufacturing base is going away how we're not producing anything in this country I think about how apple is growing and about how things that you make with your mind are being more and more produced in the US
this is precisely why Google didn't let it out right Google is thinking about these things
Google held it back yeah Google decided not to release it he's straight up said Google doesn't know who people are anyway Facebook does
the really exciting thing about video and search right now is a protocol that Google calls video XML sitemaps ... Google will annotate your search results with that video which means much higher click-through rate or sometimes they'll even put you in the video results which means you don't have to rank or try and rank competitively against the top 10 you actually can rank just in the video search results and win outsized returns from that
it's not a page-based algorithmic change it's a domain wide algorithmic change so essentially saying not this page is something quality Raiders wouldn't like but this site is something quality Raiders wouldn't like so if you have a thousand pages of awesome content and 5,000 pages of bad content those thousand pages of good content might now be ranking lower because of the bad ones on your site and that's a weird new different thing from Google
the weird part about panda is that it's not like oh now anchor text matters Less in external links it's now having a better user experience matters more having a better design matters more having happier users of your site matters more which is great for everyone in the startup world who cares about having a great user experience but it's kind of tough for businesses that in the past have relied on like classic SEO stuff
earning outsize returns from investments in paid searches is rare rare indeed
I don't think they would ever sacrifice their integrity of their results for such a small portion of their revenue.
does having Google AdSense on the page help you on average like rank higher ... in fact the opposite is true ... the more AdSense blocks you have the worse you tend to rank ... Google looks pretty squeaky clean on that.
Google themselves says that less than 25% of all clicks take place on the paid ads and more than 75% take place on the organic side.
I think as a product it's a seven or an eight or out of the gate.
I think it's fun to play around in. It's sticky.
the kind of unspoken aces that Google has in that regard is they own the browser and the hardware on your phone.
This is the most elegant Skype killer I've ever seen.
it may be great product, even a better product if it was built six years ago, but today it's the game over.
Larry Page is sharing kite photos. He gets it.
I would put it at a 8.5. I see. I'm with you, Tyler. I'm going to take the contrarian position here. I think that this is brilliant.
I think that they should just focus on their core strengths and um leave it to Facebook and Twitter to to continue on with that because it's just, you know, that is the that you're right, that is the key issue with Google.
I think they're way way late and if all they're doing is mimicking what Facebook already does there's nothing interesting there.
as we've seen Google it may have taken them three swing at the bat three bites of the Apple you know three times at the altar to get it right with social networking but boy when they get it right it is fluid and it is fast because they have that huge base can you imagine if they actually ever launch the G Drive what that would do to Dropbox
if somebody really cared to knock off after a pre-ipo bidding war between maybe Google and apple and acquiring them you know does somebody acquire them do they go public or does somebody just put another 100 Engineers on the problem
how could Apple and Google not buy this company two years ago part is mind to me like this is a most loved product
the pent up demand for an alternative to Facebook has been growing for I think five years the last time they had a viable competitor was five years ago
the interesting thing that I think they're doing is this moat strategy we've talked about before on the program which is take any other product out there make it free make it better uh make it faster make it more feature Rich but uh under monetize it and then undercut your competition they're doing it with Google Docs versus Microsoft they're doing it with Android versus iOS they're doing it with chrome versus IE and Firefox and now they're doing it with social networks versus Facebook
one of the reasons why I think Google Plus is going to win is it actually satisfies some needs that just aren't Satisfied by Facebook and once you offer people an alternative they get to compare
you figure the engineers probably cost an average of 400,000 to Google that that makes 80 million plus in their other costs they probably went well over a 100 million bucks but you know their market cap is up you know 50 billion since they launched the thing so it was a great investment
there were more than 200 200 Engineers that worked on the project for over a year
I think Google did do a tremendous job putting this thing together but ultimately to me it's aund million Facebook clone
this is a classic follow-on product that if I was Facebook I would have been wishing I went public last month
yeah it's a tremendous launch Heen Only Knows what'll where it'll be two three months from now
they had 300,000 members sign up in the first 48 Hours as we know from yesterday's uh earnings call there's over 10 million people on Google+ now
this is what people are going to do in the future isn't Ashan they're going to go to their TV and type in how to do something and watch a video
people don't really want to surf the web Ash on their TVs if they want to surf the web they got better devices for that
the one key feature is that it has Google Chrome built in um and you can go to you know any website you want and and it is basically a fully functional web browser with flash
the other you know sort of criticism was the main menu was this keyboard issue and do we want another keyboard in the in the living room and people don't want that
the criticism is that the price was high what was the price um it was what 300 bucks for the Logitech at at their debut and uh yes I believe yeah now it's 229 right so a little bit less and you know the competitive box like the Roku or the Apple were at 100 bucks right so uh there there was a so three times as much
Google is taking a long-term view on this right so they didn't compromise on software they didn't compromise on Hardware they put really you know sort of probably the fastest processor that we've seen in the TV Market in these boxes and they put a a really featureful software package
why has Google TV been a failure I know Ash you got to be a little bit of a gentleman because you work with these companies but let's face it this has been hands down a failure why do people not want to buy Google TV what's the what's the hold up
I want to ask you why Google TV has failed andless face it it's been a failure in terms of a market adoption
let's talk about the Google TV okay um there was a lot of expectation of the Google TV and has it been successful Ash one uh unfortunately not yet
github would be you know one of the social networks where you know you need to have you know high high visibility but you know beyond that it's it's the standard ones twitter google+ facebook we use all of those
we really sell to a small group of people on the software side so it's not so important to us on the public cloud side we're selling to developers so we have different ways to reach those people
Mashable they should have just shut their account down instead they let him change it to you know the editor's name yeah it was pretty shocking that there was gambling going on in that establishment right yes very shocked
it's starting to become like the suggested user list controversy you know myself and Robert Scoble were two of the top people and dave winer people who earn their position in Twitter we were all in the top ten then they created a suggestion user list and we were all relegated to behind those 500 people they decided were anointed right and so you can really screw up the the organic pneus of your of your ecosystem by doing this
there's a lot of bitterness because it's very valuable and you start TechCrunch created a fake one you got to shut down ours got yeah ours got shut down and but the thing that's really infuriating for publishers is the people who behave themselves didn't get to build a following early on and early following is important
we've been hearing about the Twitter business suite for years now yeah and where is that I mean that's in the handful of probably a relative handful of select folks so hopefully hopefully plus for businesses is right around the corner and is as well executed in compelling as plus for individuals is today
we've served sure disgusted a lot and we decided not to create an official accountant to respect the wishes of the Google+ team hopefully they'll come out with something really awesome for business users really soon
Mashable obviously got to abuse the system and get a hundred thousand followers for their editor-in-chief
there was some debate early in the week about certain sites being allowed to have pages on google+ and others not so should google+ just instantly today open its doors and say if you're a business you can make a page or do they have a right to take it slow and restrict what kind of users they want to have
google has held firm that Google+ is only for individual users it's not for companies I France they've even started to remove pages that appear to be created on behalf of organizations as well as accounts that were set up for fictional characters or fake personas like that Darth Vader page google has insisted a Google+ solution for businesses brands and publishers is in the works but because the site has become so popular so quickly is such a driver of traffic obviously a lot of people are sort
if I wanted a survey and you know broader perspectives then I'd go plus
it's great for traffic but it's even better for discussions of posts before we publish them I mean I've been putting lead paragraphs draft articles in full early questions up and getting great discussions that that make for much better articles when we publish them and I mean I'd always done that on Twitter as well but but so far it's different and it's more and in a lot of cases it's better on plus
it's already one of our are leading sources of traffic
I do think that are people who are enamored with the business and you did say the top cost is the acquis customer acquisition so Groupon plus somebody with zero customer acquisition cost Allah Google Allah Facebook I think becomes a potent
if you were to type in a search for uh Paris on Google today you could have actually shown this you do a Google Search and you hit Paris and you hit images and you get Paris Hilton in a bikini um and you really actually wanted to not do Paris Hilton you wanted to the City of Paris and uh and actually here it is here's the search and here's Paris Hilton in like a very revealing bikini not exactly what you're looking for no offense to parison it's a fine looking bikini but you wanted Paris the cit
I think they spend 20 million a day in the cafeteria at these Place seriously they spent 2 million I think they spend somebody look it up in the chat room I I'm going to guess if they spend $100 million in the cafeteria at Google so that's too that's basically a week of of like organic rice pudding
In fairness uh Google and apple are crushing it
Usually these big companies, they like to have a sort of unique system around these things because they want people to be innovating and figuring these things out, and they don't want to handle all the different things.
I would expect that the – I'm guessing that the Facebook sort of ad ecosystem will evolve – I'm just, you know, using the way the Google one did, which is Google did a lot of stuff, but there's also a whole bunch of people who were partners with them.
Google Plus is a serious overhang on a stock like LinkedIn
Google is 15 times next year's earnings
except the one exception is Google Plus all the entrepreneurs are the First adopters on Google Plus and everybody loves it well because it sends everybody love Google Plus I love it I I love it because it sends so much traffic out it's not it's designed to ship traffic out of it as opposed to Facebook which miraculously seems to not send traffic out of its system it seems to be the black hole of traffic
there's now a hint of Google's no longer my friend and amongst business amongst entrepreneurs right I mean this is just at the early early earliest embryotic stages of this feeling that when the company gets to a certain scale they have they tip into this having more enemies than friends and they've now kind of crossed into that territory the Tipping Point
what Google wants to be is the trusted source to help you find the best information everywhere else right and the more that they try to be the source of that information over time the less trusted they'll be and that means big win
Google should be allowed to do whatever they want with their search results right
I don't think they're getting more vindictive but they're not the darling startup they were eight years ago that was do no evil right and as you when you get to the size and scope you do you're going to step on a lot of toes and piss people off often that's just the nature of business
Larry Page driven gole was paying Twitter for that access price $25 million a year
it's no different than what any other business would do if if a large company sees a value prop in what a smaller company's doing and the smaller company doesn't want to sell to the bigger company the bigger company has every right to get into that game
is this a bigger Trend where if you don't sell your company to Google they are going to vindictively disintermediate you and destroy you we saw Yelp not take their offer they got pushed down the page and had their content scraped and then finally uh they Google removed their reviews after Tyler succinctly pointed out that they had gotten all they needed from them uh Groupon didn't sell now you have well shark media getting an investment uh for couponing Twitter didn't sell to uh Google and now t
they just scraped Twitter and it was worthless
the problem that Google had with Twitter is that they were just scraping the syntactic text off of Twitter what they really need to do is take the bitly links take the shortened links and semantically analyze them the way they analyze any other link then incorporate those into realtime search instead of just the the the 140 characters of text that show up on Twitter it's the links that are being shared that are the actual real time news that Google wants to explore and for some reason they never
YouTube is reportedly paying for content too
Adsense is like the ultimate hedge fund in advertising
it's a no-brainer for google to buy the company
and YouTube is 5545 yeah
I'd like to see a thirty or forty percent of our network adopt Google+ because then you know we think it could be interesting from what's low single digits right now problem yeah is / like 10 at most
when you argue with Google they roll out some data points and you can't it's like an actual argument like oh you know you're smart you're right
of all of the Silicon Valley companies Google is the one is pretty much like you do that they have a history of paying for content they paid for search they paid for blogs yep you know with web blogs you found that right they pay they share revenue they understand the concept of sharing yeah the painters in the cast of an ecosystem and they pay for video right with to de Partners Program so there's no reason to say they wouldn't pay for compelling social media content from high-profile content c
I'm getting an equal number of click through I'm getting equal amount of click through from 25,000 27,000 Google+ people as I am from a hundred be the same 25,000 used to follow you and Twitter in the early days yes but I'm still getting the same amount on Twitter so if I put the links to both places i still get the same amount
I think it's too early to tell if if Google is going to replace Twitter I mean I'm getting lots of email alert saying somebody added you on Google+ but yeah nothing's compelling me to go and spend time on google+ really and so I haven't really spent any time there
well what do you do about now a year from now yelps part of Google that's my prediction
it's really remarkable to me that bill bid 60 percent or forty percent up for motorola or they'll spelunk around inside of services like photo vine and no one really beats the hell out of google for Wyatt has never bid up they truly bit up and said you know what this thing just can't continue because it represents a legitimate threat some mobile phones they should have bought Yelp they should have closed that deal and I think that they they had a moment in time where their deal people were in a
why hasn't Googlebot Yelp yet yeah well they offered them a ton of money and they wouldn't take it I mean and then ever elevation partners gave them more money but I may I think they feel like they can replicate their business
they're gonna dump the hardware as fast as they can
Google got surprised by how quickly prices went up for the nortel patent pool then icon got aggressive with Motorola three weeks ago and said we got to get this patent I want to get this mm I patent things so look at the price that nortel got for its patents it went out and started shopping it microsoft made an early bed look like it was going to take mm i offer patents google did what Google does which is a waved a giant pool of cash at it and took it out at a price that Microsoft wouldn't pay
Android clearly was meant to kneecap Apple so that Apple and people going to apps would not affect the search business
those things moat off people from infringing on it so Google car loan yeah keeps a browser company like in tap like a Microsoft from getting market share
the main profit engine of the company is this you know digital advertising business that's the main focus i think as soon as they get away into the consumer market they tried it right with nexus it didn't work
I think fundamentally Google is a hardcore engineering company they are not a consumer company
this is four months of cash flow for Google right who cares okay yeah it's not it's not about
as a Google shareholder i hate it i mean you know you're growing my head count by thirty percent you're adding a bunch of expensive engineers doing a hardware that's arguably antithetical to the whole android business model and look what's happened to google share price this week I mean not surprisingly it's actually falling faster than its peers have in the face of the declining market and given this acquisition because it looks confused it looks like a jumble it looks like it's actually in som
clearly these Motorola has some stellar engineers yeah yo and RF engineers are really really good and hard to find so whether or not they'll be able to keep them who knows but Motorola especially where these engineers are located they they probably like the idea of working for google certainly the free food
as much as you know to Larry's credit maybe that's exactly what he wants to do I just look at the history of the DVD industry look at the history of you know a predecessor consumer tech consumer technologies it's always it's always been the sand it will always be this until we fix the thing that's really broken
the history of patent pools which is really what you're talking about is the history of large organizations banding together to create these serious terms to keep other people out of the marketplace and protect their own position
I doubt it goodness that would be nice I mean I'd like it but you know what the history of this stuff is is the old story but smoke-filled rooms and property owners right they don't get together to do anything other than do Hills or the rest of us
my guess is that's what this is a bright this is like okay you have nuclear bombs yes on New York and Los Angeles we have them on Paris young can and Ford oh right who would like to hit the button first or shall we just say that we don't point the nukes at these cities anymore
I'm such a fan of this acquisition because I think Google's going to have a different approach I don't think Google hairs frankly if it gets a few million bucks by making everybody hate them
everything else is a distraction and an ex post explanation in the hardware the home video stuff the server technology none of that stuff lost ten minutes past the deal closing this is all about patents
the only way to even begin to try to rationalize the price that Google paper mm I from Motorola was on a per patent basis and on that basis you know it was less than the nortel the winning nortel bid for the the portfolio of Norton nortel package that recently went out so you know on that basis it was arguably somewhat cheaper
this was all about the patents obviously
I'm not aware of google doing anything except for what was the failed wiki experiment they did that no no no google no google no i mean that was a pretty disastrous effort nobody else at google is doing anything like that right um not that i know of
my dream for google my dream for every search engine including yahoo and the bing relationship would be that it surfaces the best content
panda updates from google and different updates from google have been equivalent but not necessarily any bigger than than any other you know sort of evolutions of distribution
i wouldn't say it made it better i just say it's made it different
this makes Google number one for restaurants I believe that's what's going to happen a year from now they will be where people look people will look to googlez Gat for their restaurant RS because the zigat system is better than Yelp
once they discover it they're never going to go back to Yelp Yelp is just it's too much work even if all the even if all the reviews were quality I have to sit and read five to get a really good overview of what's going on with a single restaurant I'm not willing to do that
it is such good quality over at zigat I think most of us don't recognize it because Z Gat is a paid site it doesn't show up in search results when you're on Google because it's a paid site you don't get to experience it for a month or two before you actually fall in love with it the way you do with with Yelp I think this is an inspired acquisition
this is an awesome purchase for them and it's a big Fu to Yelp after turning down the big you know offer them
Google's really excited about figuring out local and I think actually like if you go to these I I I had a bad experience with Google local last weekend I tried to take some out of town folks to a restaurant gave them the name of it they looked it up and it had like a bad address you know an address way across town um that content is pretty hard it's hard to figure out what what an address is aggregate all the reviews around it and so to have something like a quality anchor people help them a lot
The Wall Street Journal just reported that it was actually $125 million purchase wow a little more which I guess was the same as they were valued at recently so not as much of a markdown
I think this is a great buy because I was when I was in Europe uh recently uh I pulled out the zigat on my iPad and I pulled out Yelp and Yelp it's all uh there's so many people on Yelp now and it's so egalitarian that reviews are typically by people who have either no taste which is the majority of people no knowledge the majority of people it's exactly the people you don't want commenting right whereas zigat they give out the the ability to to give reviews the way they started it was the ultim
I think Twitter is vulnerable um I I think uh that whether it's Google+ or in some cases clearly people will see any beat it's another alternative because it's got public profiles and all those other features
I think they've done an awesome job
I think the product is great uh I think uh it it fills an important uh uh need in a sense innovates and has forced as we know now Facebook itself uh to innovate to give us uh the ability to segment our messages
I think that's what go got people excited about Google+ is because it's constrained I'm sharing more I'm sharing and get excited okay I can share with just this people
has Google+ been a kick in the ass for right Facebook clearly yes they are on tilt and I talked to somebody who's essentially an Insider and he said they were tilted for a couple of weeks and then when they saw it wasn't like explosive growth you know continuing they calmed down a minute and said okay let's just see what we can learn from this
Google+ opened up its API for the first time this week and there was no discussion of circles or public circles or that kind of data being made accessible it was really simple and uh and it was a big disappointment
Google just announced plans to kill off its fast flip product but the search giant is reportedly working on a flashier news reader intended to compete with stuff like Flipboard and Yahoo editions
the fact is Google has given up on search Google does not care about organic search you heard it here first what they care about is giving an answer so what they're doing is saying we know that algorithmic search is over it's not what people want they want the answer so let's just buy a company in each vertical or build something that gives them the answer whether it's aat whether it's ITA giving the tra the flight information whether it's Sports whether it's Google Finance they're just going to
that to me is just a sign that you need to sell every share of Twitter you own in the secondary Market as quick as possible if Fred Wilson and bean leave that to me I mean that must have taken a lot for them to lose faith in Twitter
I I've been waiting for some kind of tools from them but in the meantime Cloud's come out all these other tools have come out and it just feels like Twitter is incapable of releasing products when the consumers want them you know like they get their um uh their mobile apps out Years After People Want it they get their analytics out years after people are demanding it they get uh inbound photo support years after it's requested
this is why their growth is not spectacular listen I don't want take anything away from them but I do feel like they would be a lot further along if they could release product on a much more consistent basis
look at Google and the engineering Talent they have they just finally were able to make it work
I think Google's going to do [iterate relentlessly like Microsoft did]
their Q&A product was always terrible
there's two pieces the customer side and then the merchant side and the customer obviously has liked it historically but I feel like customers because of the volume of it are starting to become a little less the Novelties wearing off that's a kind of a key issue right because now Google's got in the game and everyone's got in the game game there's too many deals and the deals aren't as compelling right
Motorola has some Stellar Engineers yeah you know and RF Engineers are really really good and hard to find so whether or not they'll be able to keep them who knows
look at what's happened to Google share prod this week I mean not surprisingly it's actually Fallen faster than its peers have in the face of the declining market and given this acquisition because it looks confused it looks like a jumbo it looks like it's actually in some ways cannibalizing their own Android
as a Google shareholder I hate it I mean you know you're growing my headcount by 30% you're adding a bunch of expensive Engineers doing a hardware that's arguably antithetical to the whole Android business model
my guess is that's what this is about right this is like okay you have nuclear bombs on New York and Los Angeles we have them on Paris and can and Bordeaux right who would like to hit the button first or shall we just say that we don't point the nukes at these cities anymore
I'm such a fan of this acquisition because I think Google's going to have a different approach I don't think Google cares frankly if it gets a few million bucks by making everybody hate them
this was all about the patents obviously ... the only way to even begin to try to rationalize the price that Google paid for MMI for Motorola was is on a per patent basis ... you know that's what's going on here and I mean and everything else is and an post explanation you the hardware the home video stuff the server technology none of that stuff lasts 10 minutes past the deal closing this is all about patent
30 30 yes um and any Equity you give them a little taste it just straight up here's 30 dimes
if we get complaints about a particular dentist we will not show them in our display in our in our results you'll neuter them take them out
I'm not a big believer in going International till you've really figured have the model really solid here cuz it's huge distraction
we pick Dental because it's simpler General Healthcare is is really complicated and a tough entrepreneurial market so although I think that's a huge market and huge opportunity for disruption because it's desperately needed I think it's tough tough as an entrepreneur to more bureaucratic CU in the dentist you can go right to the decision maker very quick exactly that's why we picked that one
I think Facebook's just got so much inertia and momentum
I think the the new Google Google social is is pretty interesting I mean it's got some really great features to it
I'm not too worried about this because you know what if you show monetization this chart would flip radically
if you're in the search business the better you get people in and out of your service the faster you make it the lower the time spent online so for a search engine what this tells me is that the search is not growing what is growing is probably Gmail
I'm actually surprised that they're still growing at a pretty consistent rate straight through
competing against a Google YouTube kind of play
if they can get office in the cloud they might be able to win my business back from Google Docs I've been using Google Docs in our office but I was originally using office it's interesting
when YouTube came on the scene the fear was oh my God nothing will ever be monetized again and the opposite is actually true which is everything can be monetized
YouTube rev shares 5050 with somebody artist or label that ad yeah okay that's a big change to give away half of that Revenue that Revenue is really big at the time I mean it was billions and billions of dollars so if you look at 50% of the ads surrounding you is is a big deal in their scale
if I play a track that I downloaded from a friend via my Google Music account that's actually zero cents going to the industry for that play
Facebook has a viable coexister in go+ 4 million people have tried it and probably 5 or 10 million are using it as their primary there has to be a viable alternative
Google is losing all of its search or social features those are all going into Google+
Google doesn't have a year so so what's the next killer feature
it's going to be an equal two horsse race 50/50 in the next couple of years
Google has a broad set of Technologies Gmail all integrated in there they'll come up with greater ways of doing it now you've got this third party act building on on Google Plus benefits it has and all of the other Google things that's when Google become to killer platform
the new interface for searching you're not actually going to Google anymore they're hijacking the input to search this is the canon ball across the bow of uh Google
build um a business off of another person's ecosystem because you may get your ass kicked just like I did with Google in the panda update crushing obviously and just made for the second or third most challenging year of my career
you know what's interesting about his fight with them is that now with Google Plus and the black bar at the top it seems like Google is taking I know his rant and taking it to heart and saying hey let's take some let's do some design for design sake not just for Pixel sake
Matt Cuts is a great guy he's friends with a lot of the people at this table but he tells you if you have a penalty or not it's very binary ... the thing that they I believe they need is another person in there who will say hey let's discuss this month five search results
I will say I was in a conversation with somebody you know inside of Google and that they said a product manager made that call
from our Peak this year we're off 40% on traffic and that sucks and I'm frustrated and like you I wish 60% off I I wish that there were more clear rules to find so that we could know what to do that's that said we still get almost 20 million people a month that come to Doc stock
I believe that all the evidence right now is that with panda they put what I call the thumb on the scale that they're overriding the algorithm and saying we like this site we don't like that site we're changing the rules
I told the highest up people in Google was I don't trust Google anymore because they're not transparent enough about the changes
I think there's a very clear fact pattern that says Google wants to own the search from end to end they're they're recreating a Walled Garden
they want to own the search from the query box to the end page and keep the economics
the SEO game is clearly over
the Google search ecosystem doesn't work anymore it's flooded
I don't feel I can trust Google anymore
Jason and I Jason Nar and I were at the Google LA office opening yesterday oh yeah I forgot to go to that and quite impressive really large building the binocular building M office office yeah and they had signs inside that were like idea week December 1 through whatever and come and bring your ideas and if you want to launch something new and that kind of thing so it's it was also very much like a recruiting effort
you've got devices like boxing google TV which have a browser so we're there
YouTube has the entire market to themselves everyone else is asleep and when you think about YouTube TV when people talk about TV they talk about head end meaning if the y axis the stuff that's viewed a lot by a lot of people but there's very few of those right they talk about long tail which is the x axis which is the millions and millions and millions of that are only watched a certain number of time and I've been talking about torso TV which is the things that are viewed by a lot of people bu
google changed out by becoming search
YouTube is a beast right it's just so dominant and it's great i love what it's doing but it's also a little bit scary to just have everything on the one player
I like what Google TV is doing by literally just having it be a keyboard because you might as well if you're going to type have a real keyboard versus some of the devices where it's a remote that you flip and type it's not as smooth
I think there are some limitations to what YouTube is and how they play across other networks that will allow us to play in that gray area where they can
I think that we can innovate faster and we can be a better social product Google and YouTube are amazing I don't think they've really nailed social
Yahoo effectively got over Overture for free they valued the settlement at zero when they acquired Overture and then they got Yahoo they got Google Shares that that went 5x
Google stole it stole the concept we sued them settled for about a billion dollars
the reason that is, is because 90-something percent of searches are done with a time constraint. Right. And the cost to you, even if you've been told by somebody how awesome this other website is or this other search engine is, it's like you're going to use the thing that's good enough, that's already worked for you. Right. And because the risk is too high to go try something.
And it just sort of feels like search, if it's good enough, people are not going to switch. They're not going to even try anything else.
But there is an argument to be made, I think, that search, Google search, even though it wasn't advancing, got the job done.
advertising is really a means to monetizing the business it's just it's just what works but I think it works so well that they decided that they have to be uh Kings of that game and it's why they went into AdSense and wanted to make sure that they can offer advertisers inventory absolutely anywhere it's why they bought double click so that's that's that's a key but then there's other half of the company which is all the the content and and the applications that keep the keep the sites sticky so
they pretty much got a lock down on websites and the links between them and getting the people to advertise on their Network and how that works being the interface for searching in that and the next real big opportunity is all the advertising that exists offline amongst retailers and they need to build the system that ranks all of them so that they want to advertise in that system and you know kind of duplicate everything we've done online or online and do it offline which is why they buy zad an
now that SEO game is over too many uh you think it's fair to think of Google as more of an advertising company and that's what's really driving ing their Search innovation
there's a lot of really good data in those pages about what resources matter for topics and so you could you could you could mine that as a sort of proxy for some of the best resources around any person or or company or topic
I couldn't give you like a statistic of how many such but how do you think they use it how does Google l i mean a lot of you know there are search engines which um will certainly UPR w wikipedia Pages as an answer as a proxy for an answer
I think that I mean obviously ly they play a big role in a lot of different search engines and same with dbpedia is actually being used in a lot of different systems
let Microsoft Fight that battle if they want to sure um and they seem to be doing a job you can make a lot of money as number two or number three in that space right you know even number 10 yeah every point of share is worth $2 billion probably now
I think that you know Google is integrated into so many things just to even even when A9 came out it was already too late
Facebook for example is extremely well positioned now to compete with Google on social search and it's very I think it's very precarious
they don't want to be held ransom by Twitter or everything they anytime they license to another social network they're potentially creating a search competitor
I think that you know Google search company at the end of the day well at least that's their DNA
I just saw today my goog plus page is now the number one result for calacanis instead of my own page
it's very hypocritical to sort of say like hey these other Twitter and Facebook are not open so we're only going to use Google+ data
Google+ is a very successful social network to have 60 million people in a month after only six months is tremendous success
I don't think Google+ exists for Google+ I think Google+ exists for Google
I think Google's viewing and always has been viewing it as an adjunct to search which it's a feature of search
I really think that what they're doing by connecting Google+ to search it's brilliant really I think it's a really important brilliant move for Google as a company
well in the case of Goog uh Google and and Bing at least Yahoo not so much uh they used to ... these are companies that have to make money from that index ... and as a result um you know at least the way their business models are constructed they don't particularly want other people um beating them to the punch on new applications of the index
Google has 6 billion Tweets in their index
Google came out and said we'd love to be partners with you take off your no index
Google should just go to bitley or Ali which statistically is going to have the same data as Twitter or Facebook but be on10th of price
this Google Plus does look better in the search results than just seeing you know so and so's tweeted about a restaurant
Google in a way Google kind of hopes Facebook has a search Eng because they don't like all this antitrust issue
so Google will index your stuff even if you tell them not to in some cases
one thing is clear is Google under Larry Page is willing to piss people off do big bold things and let the chips for where they may they're not he's not going to sit around and wait to see if Facebook's you know defeats Google he's going to go down fighting and swinging
this could be a genius move for them like everybody now has to rush to sign up for Google+ so that their search like now the new SEO thing is to sign up for GOOG plus let's say they gain 10 million goog plus users but they lose a tiny percentage of market share and search I think it's win-win
when it works it will be be brilliant it's not going to work except that experience is going to come one out of 10 times
I look at a lot of the moves too it's almost to fragment the SEO business even further which this is doing and to sure that it's it's less about like that when you say fragment the search business you mean make sure that no sites out there any any individual site becomes too big and no one has an unfair advantage and then it's based on smaller pockets of people as opposed to a global view
Google's not primarily like I'm going to look up a movie or a restaurant it's it's everything it's the world is Google doing this in a way because they're so tilted about Facebook and social and they're not thinking clearly about what people want in search
I don't think anybody doubts it doesn't seem like it's executed particularly well
they're converging the social graph and like the interest graph like they're assuming just because you're connected to people on Google+ you share interests or they're experts in things you want to know about which isn't really true at all
I think that they're a little too late to the game with this we're almost experiencing like a social like reversion like we're almost going back to being more private after years of being more public they are trying to make us more public again they need to do this two years ago
so this locality issue will blow over any day like who even cares about Kenya so that that that issue disappears tomorrow
I think Google built a huge business because they had a sparse homepage they were the least in-your-face company and it was a great thing so clean it was so beautiful and it's totally different now
I think it's a negative I think that normal people don't want this
it turned out worse I can guarantee you if I'm searching for let's say a cooking recipe I don't want to see what any of my friends have to say about that recipe I'd rather go straight to the experts
this Google Plus integrated with search is a much more important issue I think where are they kind of defaulting into an inferior search product by by using Google Google search results
I think I think they're basically streamlining so that they're focusing on mobile search Chrome and uh Google Plus so they're basically getting rid of everything else
so you see b or Google licensing your data at some point for example we're not going to disclose any but let's just just just let's say that you know it's been done
from what I hear they're collecting the information from the sensors from fleets and these are you know groups of trucks driving around you won't know exactly how fast they're going right um they also don't rely entirely on real time they have historic information as well which is from time to time on Google a bridge will be closed and you'll see traffic going over it right and you wouldn't see that on hours at the same time um we we only have information from where our our drivers are so there
And Google's not in travel either. No, they're not in travel. Of course they're not in travel. No, no, no, no. We just own the largest travel database in the world. Distribution. Yeah. We just bought that, right? But we're not in travel. We're not a content company. Of course not. No interest.
Because you know Google's a content company. Yeah. Exactly. Google is not a content company. We just own YouTube, Zagat, and the New York Times.
the Google ads were actually earning us a little bit more money than even our direct ad sales were
YouTube's trying to do the same thing what's behind this story is is that YouTube is now striving for legitimacy they clearly have a dominant position as the leading provider of video on the web but they're way under monetized if you take a look at you at Google's financials uh YouTube is managed separately and YouTube uh does not come anywhere close to commanding the kind of cpms uh the kind of prices that they can get from advertisers with great quality video
our business is too ugly for him right now too hard too ugly too much 10 years from now could they do it no
they have thousands of people testing the results
Google wasn't it in terms of crawls there's only three crawls left yeah bco Bing and Google are really the only
you think they did the right thing with panda yes obviously
I think Google two years ago in my mind was in serious trouble their search results were getting were bad getting really bad and these these guys who figured out a game the system were winning uh and people were tired of it
I think a lot of what Google does is really really good yeah uh as long as you know their algorithms don't you know are are are are consistent and fair right
when we get back from the commercial break I want to talk about your strategy for building a business when you're essentially uh I think going to wind up dead dead against bang in Google
what we found was even though we could make a search result that's 20% better than Google's or 30% consumers didn't react strongly enough to it and Google wasn't going to rank those pages so Google says no xay on the ranking of you know Pages do they look at your stuff and say we won't rank those pages because they're search results I mean we do well with Google yeah for landing pages or for like the comparison Pages uh both yeah yeah yeah cuz I know that they they kicked out the comparison shop
Google controls 80% of the traffic flow on the internet so yeah so what it's not over
Panda just absolutely decimated our business
Google tried it with Google Square they try to automate it right doesn't work doesn't work
Vertical Search is definitely going to be a contested area over the next 10 years
I think they're you know like here we we follow each other
Google controls 80% of the traffic flow on the internet
I think Google does have some good intentions um here
they have made what I think is a pretty good faith effort to make it clear they've done a thousand times what Zuckerberg has done
Google deserves at least a modicum of credit because they have been really aggressive you've got a pulse you see all sorts of we're changing our privacy Cloud this is really important stuff please read this
I don't think that Google combining their privacy policies is inherently bad at all I think a lot of users maybe expected that was already the case
Google is getting so aggressive to keep up with Facebook's advertising offering that everybody is going over the line
the YouTube acquisition by Google the most a billion and a half dollars was leaked
Google's policy is if you leak it we cut off the deal
they didn't have to carry the baggage of having to shove Google Plus down people's throat and hide Facebook
they're platform agnostic which Google is not
they've both had employees uh fired numerous times I believe and I know it's numerous times between the two of them for stalking people stalking women looking at photos
it's just opening up more opportunities for information to flow where it shouldn't and Google will mess up and people will get pissed about it
I don't think that Google combining their their privacy policies is inherently bad at all I think a lot of users may be expected that was already the case
Google deserves at least a modum of credit because they have been really aggressive if you got a pulse you see all sorts of work we're tring our privacy this is really important stuff
Google is getting so aggressive to keep up with Facebook's advertising offering that everybody is going over the line
they continued to have amazing uh uptick they the the Google features that were released just didn't keep up with what report I like it did them a strange
google android google's creating tremendous value android's open source but you really can't i mean you could take android and do what you want with it but google is going to create a ton of value with that product by being in control of it and at the center of the universe
I'd rather have the person running it who wants to disrupt the company instead of being disrupted by competitor
that's what Sequoia and Kleiner wound up getting and that's why those firms I guess would that would be the biggest hit they ever had was Google to date
we got a chance to invest eight million to Google at 48 post 48 post and we were voted down
Larry's specific comment I think for where they're going it's the right thing to do otherwise social will always be uh uh feature yeah so he's got to steer the whole organization say hey we're on this page right I'm on this page are you going to be on this page right so maybe you have to be a little bit bombastic and a little bit strong in how you say it to shake people up and get their attention
google android Google's creating tremendous value androids open source but you really can't I mean you could take Android and do what you want with it but Google is going to create a ton of value with that product by being in control of it and at the center of the universe
the only thing I can think of is he's got an idea that's so big his team of eight maybe couldn't do it fast enough or effective enough and now he has this much much larger team at his disposal maybe it's a big idea really big idea
to take Kevin rose out of the game I'm guessing he has to have some big project to work on and to take him out of the game I mean I I don't mean to look at millions of dollars and say that's little money but for a guy like Kevin Rose who can bring the first 150,000 people to a product like he did with oink if he does that four times a year he will have his own path he will have his own dig again the user base of Google Circles I get it yes with 150,000 he just increased the yeah it's it's very c
I think what's going to happen is you're going to see a circle back and they'll buy dig I I I I'll say within nine months dig is a Google property it's pretty clear that's what will happen we'll come full circle
you you wonder why somebody would bail out of a startup that fast gr you know we don't know the numbers so either the numbers were great or U or the numbers were terrible when we went to the home but uh you know getting a couple hundred th000 users early on and then just ditching it either man that Google made an a offer to go run something important or you know I can't imagine a monetary offer for this that was worth giving up a a startup that had a great trajectory so maybe he knew something t
Kevin Rose all of a sudden is like the most talented social guy in the building he's had more social success than Vic and Bradley who are running Google plus so do does he answer to them do they answer to him does he answer to Larry because I think Brad and Vic Vic answers to Larry I guess and if this is important so what does this do for team chemistry
Don Dodge knows what the next thing is because Don's an angel in milk right yeah and he even said he hinted like he's really excited for the next thing yeah and I'm guessing and he's at Google and yeah he's at Google and he advises Google Ventures and Google Ventures is getting huge so sounds to me like their next thing was really good
I think this is a great move it's pretty clear that milk has something else in the works because they always said they're going to release a series of apps and test things and learn things now the back channel was talking about this all weekend and it seems like twist list. if you want to join the back channel that they were like oh my God 150,000 users how could you unplug something so quickly with 150,000 users what I think happened was they they were building things in parallel and testing mu
we'd rather have help acquiring the customers than get the rebate that they do offer some of their Partners
Google's one of our largest investors at this stage... Google Ventures yes
google talk all these free services they never work they never work
now you have g drive coming out
it's a better google docs in a way
why are they doing this it's the same thing with the self-driving cars when are we going to have them are they just doing this for PR and to be in the news and to make people love them yes I me I think I think this is definitely a PR video as opposed to a we have this product coming out looked for at Christmas 2012 I mean there's no date on it and they even said very explicitly like this is a teaser we don't even know if the final product will be exactly like this we're putting this out there ju
if uh yeah poor money in R&D that sounds great sounds like that's a part of the the long history of innovation and and I think we're hopefully just at the beginning of this stuff
I agree I love the idea that're thin margin business I mean they have very help but look at Apple they're giving a dividend I mean so you know Google is doing what Apple should be doing which is instead of giving a dividend try to do some Throw Some Hell marry passes if self-driving cars work or these goggles work those are 50 billion 100 billion 200 billion the dividend no it's a total complete disaster I mean that basically signals to the market that you've run out of ideas
I predict 20 years from now 30 years only old people know that they started in search
those guys are absolutely obsessed with Legacy and changing the world now ... they are playing for legacy
Google is got some really amazing futur looking products out there and I think what Google wants to be is Apple
I emailed Sergey and was like dude this is incredible if this is one if this is 25% of what showed in the commercial it's pretty impressive
this to me it's just the I would call it the beginning of where we're going but it's probably another 5 10 15 years out before this becomes a ubiquitous part of our Behavior
I think anything that's pushing the boundaries and Cutting Edge is going to freak some people out ... I think it's a leading indicator of success future success
I think that this is the nerd Holy Grail and we'll see if they can pull it off.
like Google acquired motola for 11 billion mainly for their patent collection so I know Google was on the right side of this issue before that acquisition how do they feel afterwards
now you have G Drive coming out you have other places where you can put files
it's a better Google Docs in a way
Google is building Google Plus and search and sunglasses and driving cars I mean they're all over the map and look at there $600 billion company and I think they will will be a trillion dollar company
why did Google blow it why why did Google just back up
I got to believe that Google's buying Twitter by the end of the year I mean I they have to they have to
you're not going to get people to switch uh and give up the other two networks of of choice Facebook and Twitter However the fact that they're iterating and and adding features that other networks don't have like the Hangouts and um the the pace of iteration is really starting to show that um at least to users that they're focused on it and they care which means if Hangouts all of a sudden explodes or some of these other things they'll hit
they they Google's in his Taurus uh for doing poor interface I mean I think they're getting much better uh just lately like the past year they've made a lot of strides towards a lot better interface but uh it's not an area that they've been known for
you're scribbling around the edges of the core problem which is what what is the compelling need for me to stop creating content and consuming content on Twitter or Facebook and move to Google+ and I can't answer that question today none of its unique value propositions address any one particular Market well enough for it to switch or come over
I think go+ looks better after this new release but that's just not enough
the threat was Google+ not Instagram itself and the reason I say that is because uh Facebook you think Google was going to buy it well no I maybe but I think more specifically Google um has an advantage in that 10-year-olds can't get on Facebook today you have to be 14 and under and Facebook's all freaked out about privacy as they probably should be but uh so lowering that age uh would be a problem for them there's no age limit on Instagram right tons of 10-year-olds are using Instagram tons of
there's been very few products that have been so good that the world just beat a path to their door right now there's a few of them Google back in the early days Facebook back in the early days and I think those are Twitter right those are the ones that people focus on but a lot of the really successful right a lot of the really successful companies had really good operators running them
I think that the Visionary buys when you look at what what Google did with YouTube back in the day everybody thought it was crazy 1.6 billion for video hosting yeah and it was absolutely right thing to do
Google is a much better deal Google you buy better share yeah you be better of buying Google there's a lot more business behind the Google valuation than there is behind the Facebook valuation
so if they have a half million or million people paying that that's some serious cheddar 25 50 million I put them between 25 and 50 million in revenue
I buy at a billion dollars I think it's a good company yeah still buy because you know 20 million users it's a it's becomes a backbone app it's sort of an every all day every day 20 million uses are 50 bucks a year
I've met with Phil before I think he's he's super smart I think they they've got a really interesting product but it's just way too heavy it's just not for me
Google's open and Twitter's open
Google's still going to be open the only thing that Google keeps closed is the algorithm and they say that's because they don't want to enable black hats
it actually works much better because it's native file format
Google I think years ago had this idea we all were going to have Google OS and everything is in the cloud and guess what normal people don't want that they want to use their computer as it intended and that's what Dropbox did
we heard about Google right we said well who's going to be around the longest because we want these files to exist forever right so um it's there is a switching cost it's painful but we're evaluating right now whether we should just go and uh and go with Google
pretty obvious to me we're going to drop Dropbox here because this is a magnitude cheaper 75% cheaper and it's integrated in Google Docs and we're a Google doc shop so this whole idea of like dragging files from Google Docs into you know drop it doesn't make any sense so I mean as much as I love Drew and as much as I love Dropbox I'm personally going to keep using it but I don't see how in an Enterprise that uses Google Docs you would ever do this
I do know the backstory on this what happened was when Google Docs came out there was this sort of religious argument inside of Google about Google Docs like in the cloud not being not needing to be a drive right so this is like one of these over intellectualization m that companies like Google are prone to do which is well wait why would you need a drive and when you have docs and the docs are already in the cloud and it's a drive so having a drive is redundant Google Docs is the drive we don't
google web optimizer is a really good tool that you can plug in we actually you know I've used that in the last few startups where I've been leading the product teams there I was really effective to just build our initial you know feedback and get results and compare two versions
what are some of the big things he could buy I mean obviously he's not going to be able to buy Twitter they just won't sell it to him for you know whatever principal reasons they're going to try to go public but what else could he buy should he buy Yahoo I would Yahoo it's distracting it's too big I think he's going to want to buy small companies with big impact and you know you look at p is interesting 1.5 billion I mean Pinterest has got to be more interesting than buying Instagram
Google did it coming out of remember like 2001 2002 was a dark time for the internet and Google showed the capital markets that you can build an internet company that works and makes money
the one challenge I think YouTube is going to face is getting premium content and um and The Challenge from working with cont content providers is really a tough one so that's something I don't envy
the Market's clearly not valuing YouTube that way because if you look at Google stock price it's it's cheap if you think YouTube's that valuable
because I think that the the publish And subscribe model of Facebook uh that gets its hooks into people and sends them updates all the time is uh going to be more valuable than than a oneoff search engine even in video uh I'll uh YouTube with some pre-rolls
YouTube is the more important company am I right or am I wrong
Long Live YouTube 150 million uniques in the United States I mean they're twice the size of Yahoo now it's a hug States huge
it was a great buy by Google I mean in hindsight to look back is that the best purchase ever made in the history of technology companies
Google has created as you said Marshall correctly an intent machine you typed in a word you clearly care about a Volkswagen you know uh from 1979 and we're going to you know eBay is going to pay 25 cents or a dollar for you
like Google search that's all they did right very easy to use and now they're overdesigning it yeah now they're getting a little messy and then Bing is the antidote right like Bing is saying we're going to be just cleaner yeah
the strong ones made it out and they even they came out even stronger Google
I don't think many people think about color on a day-to-day basis anymore but when uh if and when Ben is uh bill is able to use all that money to do something that people really use every day and notice they'll start talking about color again so I think that they've they're not as closely watched as they were initially because the first few things they did didn't necessarily grab grab people and a big audience but um not to say they haven't had some good ideas they just uh really haven't worked
Google search results you know people can pick them apart on the edges but they're excellent and they get the job done
I think next week Google's gonna announce their tablet with Asus is that right Ryan that's the week we'll see TBD to be determined but clearly with the Motorola purchased doesn't take a genius if Apple had great success building hardware software soup-to-nuts Microsoft does it and Google's been threatening and had done it with the Nexus already Google's going to become a hardware manufacturer as well
I think that they're gonna try to get them you know in line role has a lot of legacy business though set-top boxes headsets a lot of tone system they're gonna clear I mean ultimately I think everybody who understands the space understands at some point at some level sooner or later you have to you have to own the whole banana you can't you can't just license software it's not the best experience
one of the things I like about what they're doing is they're really focusing on user experience and product much more than than I thought they would enter in Google in a very deep and profound way
Google was just really really accommodating and it was a wonderful thing I'm really amazed uh how how great this company is it's a fantastic company
the self-driving car project is an example you can't argue to shareholders that tomorrow morning it's going to increase your bottom line it's a it's a big gamble into the future of field some large number of years we don't how many DEC long bets they're making certainly decade long bets absolutely and they are committed behind it because I think a certain amount of what Google makes is giving back to the society
Google's leadership is actually quite amazing and if you look at Google as a company there's so much uh will for furthering the society at large
Google would be the perfect purchaser of the company having about YouTube it could be
I think on the SEO side you just need to always keep up with Google and keep helping them make these changes right on so in our case we just had to help you know shape the way Google sees our sites that can do a better job of finding the highest quality content our side right
I'm not sure they really put as much work into it as it nasir I mean to build a large platform requires you know a lot of work attention and google has a lot of things going on no too many projects
I think i think google i mean they're in a challenging situation right because they they need to continue to provide good results to users they need to keep website owners happy they need to keep making money so it's a tricky spot to be in
with SEO I think a lot of people think about SEO is you know it's like the the website owner versus Google right but that's really not the right way to think about it right Google Google's jobs SEO is to just or with search quality is to help users find the highest quality content and your job with SEO is to really do the same thing right and Google just as the web changes they need to change their search how they do search quality to help users find the best quality content
I pulled up a Google map and there was was an ad for a dentist on it and I wanted to break my goddamn phone in half why is there an ad on my map when I'm trying to get to this location
she actually has a real computer science degree interestingly oh does she really we've actually confirmed it real also like I haven't seen it physically but I'm pretty sure asked for this she yeah so anyway I'm not super worried about that I mean she's going to have to take a couple weeks off but I think all this positive stuff that she brings to the table greatly greatly greatly outweighs a couple of weeks that she's going to be off
I couldn't agree more and uh I'm actually buying the stock now and I just also think it's great that there's another you know woman a female taking such a high-profile role and even just talking to engineers in the valley today it's just like yaho now has a buzz where they might want to consider working there
all she needs to do is do one single deal like Google did with YouTube and she's turned it around that's one of the great things here if she buys five companies a year 10 companies a year and she can keep that job for three years she'll have bought 15 to 30 companies only one of them has to work and she's got the Firepower to do it if she's smart and she is she'll do that she'll use the ammunition to buy teams and power them and then pour a ton of traffic into them she's going to I my prediction
the number one thing she should do is take Flicker and make it a social network 30 a third of what happens on Facebook is photos they should just change the format to a to a fe make flicker Instagram make flicker Instagram make it awesome it free and make it free and just blow it out right
I think a product person would have done better with AOL rather than a salesperson he's done a great job on the sales front but what product are we all in love with from AOL in the last three four five years okay any exactly none
Probably 20 cities. Yeah, I'm going above 20 cities. Really? in 5 years. I think that just like with Motorola just I have a little bit of in I don't have insider information I won't say but I do have insight into the gentleman running the company and my insight is that they are playing for legacy and they are bored you know and they're looking at Alon Musk and going I want to do something as epic as Alon Musk I really think that Sergey and Larry look at someone like Musk model S why isn't outsid
One city stays in Kansas. That's it. One and done. Proof of concept.
I think even Google is struggling with how do we innovate on products
this is uh one of the reasons why Google bought YouTube was people were going to YouTube and searching how do I do X how do I change a filter how do I change a carburetor how do I how do I Gap a spark plug people were typing that in Google and then they started typing it to YouTube and YouTube said wait a second a Google said wait a second YouTube is number five on the list of search engines it's not a search engine and I was like oh no it's not a search engine it's a search engine plus the host
the only company I've seen do that particularly well is Google with their 20% roll right the the fact that uh an amazing product like Gmail can come out of a 20% time Freedom that somebody like a Paul Graham has or Paul Buckey has uh is something that big companies need to uh need to mimic
some of those folks are now working on Google Glass.
Google's really really interesting from our very narrow perspective. It's just another display. It's just another device. So good luck to them building it. You'll incorporate it when it's stable.
there's not a whole lot of revenue in maps right
YC companies would ask me like oh you're a Google guy we need you for the ads expertise
working at Google I was surrounded by the smartest advertising people in the world all the time
Google's one of these places where if you hustled you could just show up in other people's meetings and if you were helpful they wouldn't really ask why you were there
within the company ericus and I and a couple others developed our reputation as being good negotiators and we won a founders award early on in the company one of the first Founders Awards because the scale of what we're working with if we did it right we could save $400 million
we needed to be quiet because we didn't want Microsoft to know how big our business was at the time they were very paranoid that Microsoft would try and Crush Google if they ever knew how much money was in search
would make sense for Google to do its own iOS Maps app
this is the most brilliant marketing strategy put the products out when they're in hyper alpha so that you get credit for the innovation before Apple
congratulations Google I think it's an awesome project congratulations to my pal Sergey
it's going to be a platform right I mean it's probably going to be an open platform and the next and if it's Google is AD supported yeah I mean just this is really going to help maps and all that kind of stuff
if you're making cars you're probably going to sell three times as many vehicles because of driverless Vehicles
the regulations right now is truckers can only drive 10 hours at a time and then this thing would go all night right
I think it's a mass computers navigating right... you're saying this is a way point 100%
I'm a big fan but I think what everyone missing is it's not about consumers and you just said local and what's really key key here is that this is as important as you know tabulating machines and Abacus mhm because local is about getting Goods right right so screw the consumer imagine a day when a vehicle can move a shipment from Amazon to you and there's no driver to pay right this changes the entire local delivery business not I mean everything in the world so this is massive transformation
the reason Google is doing this obviously is there are billions of hours wasted in car travel by drivers uh every year and what are people going to do if they're not steering their car they're going to be doing searches and of course local is a huge uh you know market for advertising... it's going to be a major uh recapture of time that people were wasting actually driving and it's obviously going to be safer
obviously this a fantastic thing... I'm a huge fan of it I think it's going to work there's no reason it technically can't work um there will be bumps in the road but so to speak but the bumps in the road I don't think will be like fatalities or anything like that
California is now going to allow driverless cars we all know that this is really about Google right because uh um they famously tested that already um now the cars are legal but a licensed driver must be at the wheel and able to take over if there's a malfunction
priority inbox just doesn't work right... it's a bust for a couple of reasons one is that... different people have different requirements... the same algorithms just can't solve those kind of issues but the other reason it's I think it's really a bust is there's no control around it
they're using it to build ad intelligence and figure out and do retargeting and various things like that
So if Google has a monopoly on search results, they are very protective about the algorithm. They would not tell you the algorithm, but then, when they go to Android, and say, 'Oh, everything is so open!' Now the Android phones are getting a big market share, now they started to say, 'Android, maybe, is not...'
Look, I just mentioned Google, because everybody knows Google. There are tons of places to get the data.
I think, you'd have people like Google and other people would get sort of concerned about this issue and will be appealed and that kind of thing.
I mean, Google is not in the business of content creation. They are in the business of search.
They're just pointing toward the images of the original site. The same thing that Google does.
We're finding it from other sources, which have already been ..., have already indexed that, like Google, like Bing, like other search engines, that are out there.
Twitter's first sale was to Google and to Bing, to basically sell the API. Those companies were indexing anyway, but Google and Bing bought a higher level of service from Twitter.
Google doesn't rely on APIs. I mean, people can give Google all their APIs, they want, [but] Google wants to scrape, because they want to organize the Internet, the data, the way they want to see it.
If people get the perception that a company is weak, it's not going in right direction,ů JASON: Or even individual! CHRIS: Uhů ůthen talent doesn't show up. And that's the thing. If Facebook is going to enter this next phase, and really drive this evolution of the next phase of advertising, the next phase of monetization, it needs the talent. And right now, they lost their mojo.
The monetization moves have just been a disappointment, and, I think, they try to rely upon what is always work for everybody, and it was easy money, but it's not the big money, and it's not the innovative money.
Facebook, I think, is struggling with a shift from display ads, that theyů they turned all out, they could. And it's a big business, a five-billion-dollar business, but it's not big enough, and it's not growing fast enough. And so I think you have to wait for chapter two there.
They are stuck on display ads, which are underperforming. It's hard to grow that stuff without crushing user experience. They are copying Twitter's model by 'Sponsored Stories.' And uhů And they haven't done enough on commerce, and coins, and all that stuff yet to make up for it.
Facebook operates with the [motto], 'Hey, get over, you learn to love it.' And uhů And that the user impact isn't uhů a big part of their equation there. And I think they play short-term ball, instead of the long-term ball.
And so the company transformed itself into a math company.
When I got to Google in 2003, we, basicallyů we, Google, dropped you off at the front door. If you were looking for Zappos, we'd drop you off at 'Zappos.com' and said, 'Good luck,' right? ... As we bought Urchin [Software], the company, that became Google Analytics, finally, we can tie that click through the rest of your site.
He wants to deal with these industries, which make no sense. Where people are pocketing money at the expense of users. Like... He wants... He loves breaking that (bleep) up, and so.
Larry Page said, 'Actually, Sacca... what Sacca said is true. Like, we all know it, and we needed not to back away from this. We need to be truthful.' And so, I, actually, came out of that meeting with a new job. I would, like, go make this happen. [He said,] 'And we might have to tie you to the axle of the bus at some point, but go shake this space up.'
We said to FCC, 'You need to attach rules to that spectrum, to make it open, to make sure that anybody with a handset, with a device [has access to the spectrum].'
That's the biggest hand of poker I've ever played. 4.7 billion dollars.
We were ready to build it out, if we won it.
Sergey is one of the quickest one of the quickest wits. JASON: Yeah. CHRIS: One of the best storytellers of salespeople ever. JASON: A funny guy. CHRIS: And I think um What the two of them do, is they play off each other very well. I think one of the greatest skills, [which] they have, is to uh see the questions that you, and I, and other people skip over, that we assume in the model, as well as play devil's advocate.
I think that Larry has an amazing ability to see the future of energy, to see the future of hard science, the future uh of infrastructure, JASON: Yeah. CHRIS: That kinda stuff, but I think, generally, it's hard for that company to wrap their head around social, because it's just a different problem set. It's a humanist It's It's a humanist, artistic problem set, and they're not here for it.
Google was really good at finding the right answer. Twitter is good at servicing a bunch of stuff.
Eric Schmidt goes on stage at a banker conference in San Francisco, and calls Twitter the poor man's email.
Google was never really taking Twitter seriously, as it should. That's why they didn't take Blogger seriously... they were like the red-headed step children of Google... on their own footing, they were the ninth largest site in the world, and they couldn't get an engineer, any machines, any allocation process.
He has a preternatural ability to know how things are going to turn out... I don't think he ever gave a s**t about social... I think he cares about real science.
I wanna go ahead and put a 'buy' rating officially, on Google, and set a target of eight hundred and twenty-five dollars by the end of this broadcast.
If you plug it right now, it'll hit eight hundred. I've no doubt.
oh Dragon which has the best dictation it just crushes Siri came out with an assistant for Android that allows you to launch other apps and do things in other apps so you can say launch um launch path uh check in Mahalo and it does it right like holy cow
you know swift key on Android is awesome and I can type really quickly with it now uh how how close to your Trio 650 or your I actually think it's probably better at this point because the prediction it actually it it does prediction and it learns from your typing style and you can actually link it to your Twitter account into your Gmail account and stuff like that
the truth is Google and apple are e Google and Amazon are either losing a little bit of money or basically breaking even on those two
as we saw Google grow up it was always into doing good it was do no evil they were you know like in Silicon Valley you see Google everywhere they're always contributing money they're providing support they're doing good for the community and so on
they'll all run Android so which means that they'll be doing Google searches they'll be doing Google this Google that versus Microsoft
I saw Android is 75% of smartphones now is that right y yeah and it's going to be 100% at the r sure
right now Google is going to own the world because of Microsoft stupidity
they get first they get Android because it's free now they're into the ecosystem right now Google has their hooks in and then they say oh well you know maps integrates and Gmail integrates and Google Drive integrates and Google office integrates all this sugar integrates perfectly and flawlessly with chrome which is in Android and it all works together so simply so what are the chances somebody's going to say you know what I'm not going to use the Google Drive that's at a Bargain Basement price
it's a huge blunder to not have LTE on a phone
Amazon right now they're at $199 and so is Google
I don't understand these stupid technology companies with these huge balance sheets and they sit on the money while the race is going to Apple you have to make much more dramatic this is a message to Larry and to Jeff guys step on the pedal tablet Computing is a big effing deal
I think Google should give a tablet if you buy a three-year license or if you pay a threeyear Amazon Prime in advance they should give you theet free
I think some of the new products they're doing the sponsored stories especially on mobile make a lot of sense
Google still has the best advertising medium in the history of man you type in what you want and then they suddenly they serve the ads whereas Facebook even though they can get you to the right people you're still advertising at a party and a lot of people aren't open to that and so it's always going to be challenging in a way that Google is not
Marissa mayor told me long ago that the the the best way they could add a feature to Google was to make it faster because then it would increase usage so they would add features no additional usage they would make it faster usage would go up
Google and I mean yeah Google is is is is usually at the top um and then you just there are startup companies that provide Those ads too
we're building something very very big... we have a chance to transform the way people look for information
hugest blunder in the history of Silicon Valley was Yahoo putting Google as their search result instead of building their own
Google had Revenue through the deal with Yahoo... which in hindsight turned out to be the most genius get paid for distribution get distribution get paid get all the data have the logo in the Yahoo search results which really boosted Google
perfect example of a company that went for it making a great great product and then turned on Revenue later
we're going to be as big as Google and then we're going to figure it out
obviously you know Google's a great example Facebook Twitter a lot of these consumer companies um are great examples of that
I would like to say like that things would be you know 10 years it it won't be uncommon so in 10 years it won't be uncommon
I think you know iPads iPhones Android devices they're already doing it you know it it it really I think when you have a different form factor like eyewear it becomes even more seamless
maybe they have a pack with Google maybe maybe just those guys all met before Steve died and said listen you we hate everybody else we hate you a little less right we're going to have a pack so the government doesn't come after us we'll let you we'll just own mobile together you go in it free I mean you don't know what's happened but I just know those two companies are so well positioned right for the next five or six years
Google really did win
I think Google's lost interest finally in that stuff I think Google's calmed down a lot
they'll back into a social network through YouTube I would imagine at some point which is a big bet of mine being long starting to happen I mean the new designs of YouTube are very like Channel and Friend And subscribe
I was long Google as my head Google's Unstoppable right it's Unstoppable right now because they have done such a great mode strategy around the ad Network it's unbelievable
you think Google's going to be here 50 years from now crushing it has to be especially now if the stock goes to 100 Everything Changes okay but I don't see it going 100
Google's genius Google is there building that first home for really smart people and they do everything else for you smart people like to be pampered and that's why Google's a great company they're solving a problem for smart people smart people need a wear a place to run on a treadmill and get their energy out they do they want to work hard Google just created an environment for the smartest hardest working people to kind of hang out which means you're incredibly long Google
I think Google uh Microsoft um you know surprisingly we we actually get a lot of AOL interactions so it's it's uh you know those few seem to be the ones that that really get in there and try to help
but Google on the other hand is really really embracing they created that startup group I guess to consolidate all their startup activity you have a lot of Google and Microsoft and Facebook uh interaction with the startups at techar absolutely yeah they show up pretty regularly and sort of give a little bit of uh you know up and cominging news for the startups to help them get in front of the curve and uh try to help them be successful so those companies do a great job
Google+ I was talking to Vic this morning he has a few things coming to show you your life back
they don't want Google to take over any part of the world they they need to compete with Google on all fronts
they're heading into a war with Google over a contextual future and what do I mean by that let's say I take a picture of you um like I'm looking at the Golden Gate Bridge on the Golden Gate Bridge and we're walking around and it's going to know based on our past behavior when we have lunch what we usually have for lunch you know what's our next meeting Google Now is already doing this right
they turned off the zigat app which is stupid
I think it's a particularly brilliant strategy on Google's part
I'm an iPhone user and I start using Google Maps I start using Google I start using Gmail I start using Chrome I get educated on all that and if they start fixing like they started to fix the operating system problems in Android like updating and stuff like that and the hardware gets so much better then you're going to look at it and be like okay I can get an iPhone and pay $200 more or I can pay $200 less I'm using the same apps why should I buy the and the HTC has you know a couple more megapi
when you pull up the top 100 apps and you just see six of them are from Google that's got to be infuriating
YouTube trounces the lack of a apple video competitor
Gmail trounces the new Gmail app is extraordinary it trounces the mail app on um Apple
Chrome is spanking Safari
I believe Apple and Google and Microsoft are going to be in a dog fight for the next five years buying the top 50 apps
on my phone I got Gmail I got Google Maps I have YouTube I have Drive
I I really really do think that like there is a reason why the FTC did get involved there there were things that Google did which push the line some you have to make sure that uh you don't that there's not one company that goes over top just you have to we do have to realize Google does have a tremendous amount of power
the truth is anybody at any point in time could just type in bing and I've done that and Bing's good Bing's a great product in fact Bing's got some Pro pieces that are better than Google and so there's a self the market will self-correct
there is self-correcting processes here which is Google started to look like a bully between Panda which was like unnecessarily harsh you know they could have told people that that was coming they could have not made it as brutal to people um and you know when you're scraping other people's content and you move them down the page like you know you have to be a little bit magnanimous and I think Google is starting to learn how to do that
I do think Google had some bad behavior and they're bad communicators and I think that they're becoming better communicators but they did do some bad things James like they were scraping the content from Yelp using it in their review system and then pushing Yelp down the page and putting their stuff on top now that was UNC and they did a lot of like bad behavior after Yelp wouldn't sell to them so it was particularly vindictive
I sort of feel like the human race loses with issues like this like just the way this is worded like the FTC closes its investigation I feel like I'm watching Homeland and Google some sort of terrorist trying to to rape all their users when the reality is this is capitalism like they should just shut down the FDC of course Google wasn't guilty of anything
they they they made a bunch of concessions but I think what Google learned a lot from when Microsoft had to deal with the antitrust issues and made sure that they did they did the lobbying in they they spent a good amount of money lobbying to not have themselves get sued yeah was $25 million last year they spent on lobbying
for Google it's a great result I mean anytime when the FTC doesn't go after your ass it's a good result
you can't license the Android operating system with the play store unless you pay for android so you don't get the most valuable asset of Android which is the is that right you have to pay a fee yes what's the fee per unit so I always gonna wear that one yeah so I mean it's not all that open you can get the source code but what's the source code within that over that so if you like for example by any of the Kobe Android devices most of them don't pay the licensing fee so they don't have an app s
so Google has you know reached the point where they're regulated and they're regulate isn't open this and Facebook will get there and maybe Twitter will someday as well
Google and Apple are in the same boat they're all closing up their ecosystems and and I don't think Google is then frankly Microsoft is too
now I messager is gonna get clobbered by whatever Google comes up with
android is a rocket ship for us
Google I mean Google Google is absolutely crushing Apple's own ecosystem
Google's hitting all-time highs
I think they will make a success of go+ but it's not challenging Twitter or Facebook by any means whatsoever
Gmail is like an amazing platform that Google has really not paid attention to and really [ __ ] up in my opinion like that was clearly The Social Network that Google had in its back pocket that they just I mean Gmail and YouTube are the biggest social properties that Google has and they've done literally nothing with them in my opinion
Google doesn't know social from a [ __ ] like its own ass with two hands like they could they're clueless about social
I think Google's done some really amazing things search business is obviously huge I think Android is really amazingly interesting I think YouTube is overlooked
yeah they are and why is that um they have the inventory so if you I mean most people still use Google the market share and the search engines has not changed meaningfully in um you know like ever actually um a long long time so it's uh that's where customers are going and and Google's you know done a great job the original um the original model kind of worked and um it's trackable and small businesses kind of get it you get immediate feedback so that's why um that's why small businesses do it u
if Google Health existed today and it pulled in your Fitbit and your Nike Plus and all of those things it actually could be quite valuable
Google Health was launched what like five years ago six years ago and they sh it down
Google really came in and changed that market with their free product offering
Google search it that was not a terribly well-run company yeah in the beginning
I tend to think they are both great companies... I wouldn't, probably, short Google. I think they're both really powerful and will do well.
Larry Page, back at Google, also has it too. You know that's important.
Maybe, that's that Google's strategy. It seems that the strategy is just sort of, like, to have people care about the apps, and not the OS.
when Apple Maps came out, and then Google had a choice, "Do they release Maps for the iOS or do they not." ... They decided to go for that
their, sort of, cluster of great apps have now been just absolutely thrones by Google, right? The Maps app. The Gmail app is so much better than Mail.
Or is it Google making money on advertising and subsidizing the OS?
It feels like eighty percent way there.
whoever has the developers wins. ... The only people, who have that and probably have a shot at it, are Android and iOS.
for a search company, to be crushing the biggest OS company is pretty remarkable
When you go into Apple's ecosystem on their home turf, and you absolutely slaughter them app by app, like, Gmail.
they begin to design well. Like, the Maps app and all these other things are just like super well done.
Did you remember when they bought Android in 2004? ... Everyone was like head-scratching. Look how visionary these guys are!
the amazing thing is, when they are doing all this, sort of, like, you know, core business stuff so well, but they are also doing all this crazy interesting futuristic stuff. The cars, the glasses, you know, and mobile.
their core business on advertising, just more, they're effectively... you know, they're completely dominant on that. You know. The search, all that stuff. I think they... People report seventy-five percent share, it's really ninety something percent.
Google is executing so incredibly well.
We did hear that Google was going to have stores, and Google launched this Chromebook Pixel, an incredible laptop with the best resolution of any laptop.
I think Apple proved the vertical model was vastly superior and, now, Google, of course, bought Motorola, and, you know, Amazon's making their own tablets, and, you know, everyone's going to move into all these different... It looks like everyone's moving into doing all these different things.
Google same thing yeah they built AdWords in what 200 bought whatever that semantics and everything yeah they bought that that's the one product that makes all the freaking money 99% of their revenue yeah you look at oh they have Android now they don't make [ __ ] off Android 0.0 exactly they lose money on Android
I was really upset about Google then I realized I haven't used it for more than one hour in the last three years but I had some data in it so I kind of felt like H nobody likes to see [ __ ] that they depend on or even feel like they depend on go away without their say in it
Google's been doing that Larry Page's been doing that a lot huh you Google Reader I mean people go up in arms when you ask things um the spefic specifics of that situation maybe they're different Google is not the same [ __ ] show that Yahoo has they're not in the same need of Desperate Measures
They're a great company. ... There's only been three or four great technology companies in the Silicon Valley. You know, Apple, Microsoft, Google, Intel, multi-hundred billion dollar market cap companies that have been around for 30 plus years or will be around for 30 plus years and finds a way to grow at scale. And so by that definition, he's right.
I look at Facebook I look at Google I look at at uh uh uh Twitter and I think these guys they were ready to disintermediate everybody right whether it was the the book industry and Amazon or retail or whether it was uh uh you know the the search uh Engine with Google by doing it from bottom up they're so ready to flip it but in the end they're still just shareholder driven companies they were afraid to to challenge the biggest operating system of all so as such capitalism right or Central or the
the Googles and the Facebooks and the Twitter they're great at disrupting their own things but they're kind of refusing to disrupt the economy they still are just have good old-fashioned exit strategies they're still beholding to shareholders on the stock exchange rather than really flipping that on its head
yeah this is working 1.0 wait until we have version 3.0 of it and wait till you have retina implants which can display the screens to you you won't even know it's being recorded
i do think um we don't know what the killer use case is going to be and it's going to be way too expensive for now so i do think that this is going to be something that hits like three years from now which means it's pretty good time to get into it actually and so i'm fascinated by it i think it's going to be huge i don't think they're stupid i think they're going to be huge
i think it's a little bit of both i think there's going to be some really interesting applications ... but i also do think it's a lot of hype and i'm not sure how many people will actually buy these devices
this is amazing technology disruptive it's going to change the world but it's also now going to blow up on the issue of privacy
this google glass is more disruptive than anyone realizes
it's a very savvy move on those three venture capitalist part because now they've taken the poll position on when somebody types in google glass venture capital they're going to at least go see andreason horowitz kleiner perkins and google ventures
i do think that these special funds are kind of a cool way to do this to get excitement and to get people thinking
I think this is one of those very early things um i think it's smart though
I love rafe's point about the the impactful thing here would be pervasive Wi-Fi that would put huge pressure on the Verizon's of this world who you know you've got uh two three operators that control mobile internet access and so if Google were to create pervasive Wi-Fi clouds to me that puts huge pressure on the Verizon at t uh att's of the world
they've gone in and they've bought an existing Network and they're promising to upgrade it to one gigabit ... they had purchased a company in Utah Provo Utah ... Google bought it for a dollar with the promise that they were going to upgrade the network
what they're really doing in these cities is installing pervasive Wi-Fi with unbelievable coverage because it's in all the houses ... that's where the real opportunity for Google is
not yet uh and they only control it in three cities um and I mean they couldn't get it into San Francisco they couldn't get the uh the free Wi-Fi in San Francisco where every resident wanted it
if they see an uptick in usage on YouTube and on searching and clicking on ads those two things are could be greatly impacted like perhaps you'll watch three four five times as much video on your laptop and computer from YouTube which means that you'll get three to four five times the amount of Revenue
I personally think they're looking for what's the killer app on Fiverr I still don't know what it is ... I think it's just an experiment
I think they're just playing it out and seeing how it it it will come together and also putting pressure on the incumbents as well
at this point to me it's simply a prototype this is just a little lab thing for Google I don't think they have lots of foresight about hey we're going to put fiber in the top 50 metros or anything like that I think they're just saying hey what happens if we can control the whole stack all the way to the end point in your in your home so I I don't think there's much more thought
many of their most important things have, of course, come through acquisition
Amazing. I'm a huge Google fan. I think everybody, who has worked at Google, always has a fondness for Google, and their wholeů their values are real. I'm a fan of Larry, I love his making big bets. I think they're gonna continue to take over the world.
I think that the norm has to be that when you have those glasses on there is a red light whenever the thing is turned on not when it's recording but when in use a light goes on so if I'm talking to you and you're surfing the web or doing email like an orange light should go on showing me that you're distracted and insulting me with your behavior then it should go red when you're recording and that should be physically in the device
that's part of the reason Google is handing it out to um you know people at Google they're doing the Explorers thing because they don't quite know what the norms and and mor of this technology should be
I think that it it will happen in some form I do think that there is both um I think it's under appreciated and underreported just how scary we've made a lot of Technology
I think this is my prediction that this is a Tipping Point where the belief that like we actually get used to these and develop new social norms I think this is the one where we don't I think this is the one where people are like just take those [ __ ] things off
the efficiency being created by google apps and other things is reducing the amount is increasing what people are capable of doing which means enterprises need less people
gmail came out and boy was that spectacular... people actually didn't know whether we were kidding or not... it was a big debate if gmail was real... a gig inbox was unheard of at the time
over time google apps became the focus of the effort... it took us years to turn it into a real business product and such which it's become pretty big at now
the ads business was really in full bloom by then it was already more than a billion dollar business but they had this thing that they didn't quite know what to do with
they're actually not that bad they weigh about 45 gram which is heavier than a pair of glasses for sure but the way the weight's balanced the battery pack actually sits behind your ear here um so it it's reasonably well balanced
in three years I would say probably about 1% in five years I'd say somewhere between I'd say around 3% and 10 years from now... I'd say you know 10 15%
it's just Google saying look at this over here like shiny item over here when realize really their business is fiber and their business is the ad Network and their business is YouTube and their business is Android and they're like sparkling new object over here look at glass
they've got glass Collective making hundreds of millions of dollars of investments into companies that are working on stuff for glass I don't think they'd be bothering that if if indeed this was just a oneof
I'd say it won't even ship it
it's got to be more invisible I mean if you look like you're wearing like a computer on your on your glasses you look like you're trying too hard it's a douchy move so you can't so it's got to be invisible
this is a home run Google is one of the greatest companies that still hasn't even started yet
I would be surprised if we see a major retail release of a consumer ready affordable version of glass anytime before the end of the year
this is a land war that Google and apple are playing and these both both these companies have a lot at stake and they're doing as good a job as they can at this scale
I'm just long Google I think we I was on the show six months ago maybe and and uh I've been long Google Tesla Amazon
I bought a Google TV when it first came out terrible I was very hopeful and it did not deliver terrible Google TV is terrible
I mean Google's done a great job and so is Apple by the way that you know sneakily they you know they bought some encrypt I mean Apple's done a lot of quieter Acquisitions um Google's just done a lot of very great Acquisitions themselves and Acquisitions are generally hard
it's just awesome that Google and apple are pushing the envelope here in Tesla
I prefer the Nokia or the the Google solution for sure
I think I'm I'm more in the like closer to 10 than five
I yeah I think it's eight
I would think four or five years at the outside
he thinks that the current Google sensor system is too expensive it's better cheaper to have Optical cameras and data input processing
this is what Google did brilliantly with YouTube you've got to make these big ballsy purchases when you have a good currency and you are not the hasb been awful place to work and because the thing is even if someone sells for money they don't want to go into work they don't see a future with you so I think this is also a way for Google to get really really good talent in Facebook
if you're Google and you're worried about Facebook home sort of interposing itself against you know between you and and the consumer this does suggest that Facebook isn't very worried about that because if anything would piss Google off if they're worried about that already would be the idea that Facebook really is trying to assemble something that does begin to look like the full panoply of Google services to offer with an interface that interposes itself between you and Google
it's much more Innovative than just it one-ups Google
number one arms race with Google
I think it's inevitable that we have information in our view corridor um be it in a glass be it on a contact lens or or be it you know in our car on the screen um and it's exciting
the fact that they're opening uh stores is amazing to me Google's yeah gonna be opening stores and I guess that's going to be like a pretty big deal because everybody's going to go there
I I wait for a Google IO where um the company refocuses um or begins to focus I guess
I think music is probably uh the most impactful of all these none of them blew my mind
I I only Envision a world where it's something that's that you know in the back end Works magically and and quickly and uh but is is so wonky to work with and has saved buttons and things that we all lost a long time ago
I think the the UI ux around all of these things is so terminally bad um and easily repairable that it blows my mind
whoever named this at Google needs to be shot why something easy like can you how about we call it Google play music all access unlimited plus cuz then you didn't incorporate the Plus for Google Plus Chrome Android I mean how many goddamn friends I mean if Steve Jobs met with Larry Page he would smack him like Jesus like how many things can you call one it would when Apple releases their music it's going to be like I music they're going to add a character to the word music they added four words
if you use music to to better identify your users and understand what they do you have a really really valuable asset um and I think that's that's why I could Google think uh could see Google going to
the other I guess the advantage they have that a lot of people you know in the middle of America you know don't think about Spotify like you and I do and and kind of have to write on so so maybe they can push it through their channels
I my prediction is going to be is not going to be successful um but that's not the point you know I I I don't think Google has a history of really Mass marketing um you know something like this
I looked down that list of features and it was like like oh yeah we're going to replace the gift standard oh we're going to replace Spotify we're going to replace this they're going to replace everything that was like a death list of startups
nothing this was a huge donut 0.0 this was just evolutionary stuff but it does show that these guys are taking over the world and they're going to put every startup out of a business
and I I don't think Yahoo can say that historically and neither can Google Google's for killing stuff
I see how well Google builds applications for iOS... there been a big change inside Google the past you know year and a half two years to build great applications for iOS and look I'm I'm using the Google navigation I don't use the uh the Apple native navigation
there's sort of the Google and the Yahoo type perks well let's just say Google actually um yeah the perks like the massages and the free lunches ... at the margin yeah
Facebook and Google is a great example cuz um well um those are companies where people don't really want to go work anymore they're not so exciting but they pay develop ERS incredibly so what way to that's market clearing price I guess
YouTube will take 45% of it but if you do a joint venture with vitamin water to make a series and vitamin water is integrated into the show YouTube will take nothing it's integrated into the show and they don't really have a way to police it
Google has a very easy time controlling you if you're a YouTube publisher who doesn't do any of these other things because they can change the rules of how you reach your subscribers and they have right and they keep changing those rules and if they're going to change the rules they're going to change the rules in favor of themselves in all likelihood
YouTube cpms are going to keep going down they're not going to go up they have too much inventory
Yahoo AOL MSN Microsoft Facebook will be competing with YouTube in the next year
they cannot think like Google Engineers they cannot think like algorithms they have to think like artists and producers
this will be the thing that limits YouTube and this is their cross to bear this is their challenge that they have to break through
that's how YouTube thinks right now and it's broken thinking
Google believes everybody should be treated the same but that's not how the world Works um everybody should not get the same deal effort should be rewarded effort should be rewarded investment should be rewarded
I think we should get the email addresses of the people who subscribe to our Channel when you're logged into you thank you thank you and the reason I say this is because when somebody sub is logged into YouTube they've already opted into YouTube but when they click on I Justine or Hannah they're no longer subscribing to YouTube they want a relationship with Hanna or I Justine but YouTube doesn't give you that email address
we'd like to be able to set our own ad frequency if I invest in content I should be able to click a box that says I want an advertisement in front of it or I want YouTube to set it it's not fair that YouTube gets to set if there's an ad in front of your techn in front of your videos or not that should be I think something we said
I think YouTube will come to the table
YouTube's Blended rate would be 20% more than enough for YouTube more than enough for a highly profitable YouTube and a massively Jugger not profitable Google they don't need to make anything more than 20%
if YouTube came out and said let's if you sell it we'll just take a 10% cut then your salesperson you're smiling that would be a better deal
YouTube is taking so much because YouTube is being so greedy and taking 45% it makes no sense for a content creator to hire salespeople which then means content creators are even more dependent on YouTube and that the entire ecosystem is frozen
the fact that they're holding to this 45% split is kind of unconscionable
YouTube is profitable to the tune of a billion dollars a year according to analysts
YouTube cannot ever work for Content creators as a business onto itself
the revenue split completely unsustainable
if YouTube follows that track it has not been pretty for Content creators who have been partners with YouTube
YouTube's made a lot of changes to support time on site the statistic they care about they have done a really bad job about the tools that favor content creators
there is a real lack of subscriber controls
premium cpms have been one of the biggest challenges for YouTube
Larry Page and the Google team from what I understand believe everybody should buy from the Google interface
you get no marketing support
YouTube doesn't have a dedicated Salesforce
the cpms are generally very low
the cpms are very low very very very very very low
YouTube has gotten mobile right the majority of views on YouTube if they're not already will be mobile and they have nailed it with their apps on every platform
it's the largest advertising Network in the world that is Google and YouTube is part of that so that really helps
it's free Global HD hosting what's not to love about that a billion users a month and the tools are absolutely amazing analytics advertising subscriptions it's the best tool set in existence and it keeps getting better every month
figured out that test scores and GPA I can tell you this because it was publicly quoted are absolutely not predictors of job success at Google and so we don't use them anymore well great for that it's now 15 years into Google when they've been throwing people out of the process the whole time because they didn't go to the right school they didn't have the right test scores and they didn't have the right GPA so it is this is one of the things about the tech Community is you know we were all kind
Google has filed a suit asking at least just to be able to talk more specifically about what they're doing
profoundly uncomfortable Mark Zuckerberg and Larry Page got when prism came out because they had been compelled to engage in a certain kind of cooperation with the government that I think they really didn't want to do
whether it's iPhone or Android or a phone or a tablet they are just amazing
microsoft and google are microsoft and google making a viable play in the cloud or not they're determined to okay they're really determined too and they understand the impact on their business if they don't and the opportunities if they do
we typically save a customer 20 of the first month just by looking at it
it's grown amazingly over a million paying users in less than a year
if you take adobe their creative cloud is now 300 million your business and it's all on amazon really
we don't think that's the right wisdom and we're actually seeing some very large public companies go the other way in and to get that kind of agility really
we think that for a typical case it's about 15 to 20 percent more expensive really right now a well-managed cloud over well-managed colo ignoring a lot of costs that are hard to measure
relying on some other great big partner like a Google or a Samsung who will continue to spend billions of dollars on doing it.
But like Google, you're constantly thinking what could they be doing?
Android is a very powerful OS. It's good. It will get better. Unfortunately, this is turning out to be Windows versus Mac OS. ... it's moving to 9010 and they could have done something about it and they didn't.
instead Larry and Sergey are probably at the Google XL lab trying to figure out how to float more satellites into orbit. That's the difference.
Who's going to win? Google. Absolutely. And they should. They're amazing. I We were there this morning with Google X. What an impressive group of people.
if you had taken a more sort of like strategy, which again, I would say Google's was brilliant and genius, um, you'll end up finding that the the way of the mobile phone industry is going to go the way of the PC.
you could envision a world where buying the Apple TV or a Google TV uh or Chrome TV, whatever they would call it, um would include a 10-year pass to NFL ticket. I think I think they would be genius and frankly in hindsight it would look obvious.
Google uh would probably the most bold in this regard.
they bought a quantum computer I'm that's another crazy when I'm involved with the quantum computer company and Google bought one to do machine learning um and they think it's a path to AI which is their goal long term
almost everything Google's doing in advanced projects and research relate to how can you apply machine learning in an industry that hasn't really been revolutionized much yet and because that's what they do well
Google 10x moonshots just unbelievable ambition with Google X what do you think of just Google's Newfound ambition and scale under Larry Page it's awesome
Google Facebook where we were the under bidder to excel so if you read Kirk Patrick's books it's like we keep going up and up I mean there's nothing worse than dropping out of an auction cuz the price got just a little too high at 100 million
we all kind of like GPS systems right we like the Google Maps that we all have right in Google Earth pretty cool
Google which is going to more build purely horizontal consumer grade um in a good way and a and a bad way from an Enterprise standpoint technology and price
I think they're doing an amazing thing on the education front we see them a lot of small and medium businesses but they're not necessarily you know trying to go aggressively and and you know think about it as a core part of their business model
the scary thing about Google Google is probably that they're sort of you know nihilists around the Enterprise they don't actually care about the the business model or the revenue they just say hey here's free applications and you know we're going to go attack Microsoft Without Really you know ultimately caring a lot about the the sort of winning in that space
I know YouTube will YouTube probably yeah yeah yeah definitely I mean that's the Google wins everything right right right I mean all these bets come back to Google
these are patents that Google wanted to buy itself right and now they're being used against them after being bought on the open market yeah this is I mean Google has said that they're going to use patents in a defense defensive way not an offensive way but this is clearly massive offense against Google right
but another alternative is that this is actually the way the company is run I mean it's really run by these different Chieftain with and and they and they uh and they will present their proposals to Larry and then they'll try to decide or maybe uh try try to manage the disputes you that seems to me to be more more like it as opposed to this top down it seems to be much more uh you have a bunch of Dukes Waring amongst themselves
I think it's extremely ex strategic to make him not available so there is no Larry Page files like there is the Zuckerberg ones if nobody can reach him or talk to him and he's this sort of Ghost and the best you can do is talk to a lieutenant about a very specific project and nobody can actually thread together what all 50 ambitious projects actually mean in terms of uh how they're put together
yeah I think it's a very strategic move of just keeping the dialogue of Google's Ascension and ambition quiet
Google was mov moving about 2 months ago in early September to encrypt precisely these links
Google announced in September that they are moving to towards encrypting all of those links
I think the NSA privacy transparency weakness is pretty large especially internationally
the ambition of Google is so great now with the moonshots and 10x that we expect that that's going to be like maybe a nation state or something they're launching
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 uh 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 Dy in in automobile accidents how can we solve that uh and then and then treating it like a scientist would and uh and instead of like a marketer w
it's still really unclear that the moon shots will work I'm have say I'm still doubtful on them you know the self-driving cars it's cool uh but really and Google Glass again it's cool but really
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 the work that they've done for instance on maps I mean they have built such a crazy competitive Advantage by driving around the world taking pictures of every street in the world um no one else is going to do that
I think Alon musk is the driving force behind what Larry Page is doing because I think when Alon musk made Tesla happen and he made SpaceX happen I think it sparked something in Larry that made him say like well Elana is going for 100 X's he's going for Mars and he's going for you know electric cars and solving that problem and Solar City and the hyperloop I think now we have this Great era of competition in big huge products that matter
if Google can build a self driving car Microsoft can build uh why not nuclear power why absolutely they could I mean it's just smart people in offices working together to collaborate to make products there no difference
Google and Larry Page and Sergey Bren have a level of ambition that has never been seen before in the history of Enterprise
if Google decides they're going to go into your space you know they could just roll over you
they're hiring every smart person they can ... take all these smart people off the Market which is what they're doing essentially by hiring so many smart people
any one of these moonshots would make a company that would be similar in size to you know Yahoo or eBay or whatever well they've got 20 of these going on that we know about
unlimited data unlimited number of they have more smart people than anybody more data than anybody more money than almost anybody with the exception of say Exxon or apple uh and more ambition certainly and so machine learning um Quantum Computing wearables there's no end to their ambition
they have a foundation of more data than anybody on the planet essentially unlimited amounts of capital they don't know how to spend their Capital
Google's going to win an extraordinary amount it's going to be the largest most powerful company in the world much bigger than Apple much bigger than Microsoft
Google had this sort of 10year period where people are like wow it's a pretty good search engine but sometimes it's not so good and they launch Gmail that's kind of interesting and they bought YouTube but it was still like they're the search company and now nobody looks at them as that and that's really because Larry pagee came in and said The Benchmark now is moonshots and 10x thinking
you're an investor in yeah through Google Ventures yeah you guys invested in angelist
no it's not so... Google introduces a way to compete with Amazon Fresh... so in a certain extent there is a company that acts out of fear... it is a very traditional e-commerce experience... I couldn't care what Amazon or Google are doing in regards to groceries and Reta out stores
I'm very bullish on Google
I'd rather own something with cash flow again this is no different than gold why would I own gold I don't want to own what is causing the massive fluctuations
I'd rather own Google and Nike for my kids ... I'd rather own something with cash flow
Larry Pig did said he took over as CEOs he said stop doing all that stupid stuff no more buying little companies don't stop doing all these little projects let's just do the big things go big self-driven cars satellite networks I mean balloon networks and you know all this stuff he's working on the big stuff
if he comes in and he trains the the executive staff and Larry pagee himself to think about this correctly and they end up with a hundred billion doll Hardware business or A40 billion Hardware business
Google's been making products and forget about Motorola that was just a mistake um but the Nexus products the Q the you know the uh the glass Chast all of the stuff that they're doing they're all over the map they've got some people are good at products some are not
Google buying Nest is a huge win for Google and a huge mistake for Tim Cook to Let It Go no I don't think so uh why so the ladder might be true it might be that Apple should have bought Nest but they don't need to buy Nest Google reason that Google paid 3.2 billion you know the line is it's a a billion dollars for nest and 2.2 billion for Tony so the value of the business they needed Tony ah and uh he's that good he's that good and he's probably the one guy who really uh absorbed and modified an
let's assume you get a patent so what does that do so now you have a patent War you're going to fight Google or Apple or I mean so they can squash you if they wanted to
another guy was at Google uh turned out there may be some issues
they're just doing all this other awesome stuff because they can and not you know just piling the money up oring I think it's awesome
they've stumbled upon probably the best business model of all time which is I'm looking for info on a camera there are 50 dudes that want to S me cameras like that's you can't beat that
I think that's the main problem is that it all it did is go and ruin uh it set the bar really high of what's expected and that kind of experience and it makes it seem really easy and it's not
you have other companies like Google which just basically throughout the Google Glass and you know the battery lasts for two or three hours and it's kind of non-functional
I think it's an interesting technology when you think of of B2B applications ... but I I don't think it's um it's something that we're going to see a lot of people here or anywhere kind of use on a regular basis
Google wave was a good idea um they just like they just launched it like New Coke or something you know if they had launched it like a startup it's like here look there's this little thing that doesn't matter
I think they're trying to be Bell Labs or you know B whatever Bell Labs is now um and that's great I think that's great that they're not just sitting there like you know trying to turn up the screws on um advertisers or something like that
I know through watching Marissa and Larry Page at Google just absolutely crush it by having the fastest services in the world and the most stable Services they built a lot of trust with their audience
I think Google as a company what they're willing to do with their balance sheet is frankly inspiring and I think it should be a model for other public companies instead of having $20 billion in treasury bonds that they're managing for yield I mean those guys are doing all kinds of crazy stuff whether they're you know taking over Moffet field and rebuilding the hanger or you know self-driving cars or um you know literal moonshots you know Project Loon that Mike Cassidy's leading right wireless in
Google Glass is horrible it's a piece of garbage everybody hates it it'll be great for doctors to wear
I love that Google announcing Android Wear ... but a watch is brilliant and an open Watch platform is Mega brilliant it will have a huge huge huge success for that reason
I think we're just starting now thankfully to move Beyond these sort of oneoff wearable devices and wondering how the ecosystem is going to come together to seeing Google and soon Apple you know do full platforms and I think that's going to be really exciting because one of my big questions about the space is literally like how are all these things going to talk together where is my data going to be stored how useful is it and so this is a big first step in that direction I love it
Google's never made really good brand names and Android Wares SDK allows customer custom uis see this thing when you make a brand name put it in a couple of goddamn sentences and then say them out loud so you understand because the word wear and wears is possessive and it doesn't make any sense
you just actually saw um in this last week uh the CEO I believe it was of Axel Springer which is one of the large uh Publishers in Germany write an open letter uh to Eric Schmidt ... talking about the the challenges and and the the fear of Google having far too much power in the in in this space and being able to be a kind of King maker in this regard
if Google's got all this Google analytics data flowing in and they got Google Fiber and they've got all this stuff nothing segregates all those things from going into one big giant pool to figure out this is the best of the stuff that's out there
does it make sense that if you are a search engine that you should be not favoring your own search results because that's stupid that's like saying it's unfair that the New York Times favors its own sports section right but whether or not you should be putting links into your own destination content right which it would be your YouTube or whatever that sort of stuff and and are there things that are going on there and but it really is that closed loop thing that I think was the bigger issue
what they should have spent their time on was looking at whether or not Google has too much of a closed loop right is it an unfair advantage that you have a service that can gather up all this data that in turn helps them understand which content on the web really should rank better in a way that somebody who doesn't give way a lot of other the stuff or doesn't have all these products and services can do
they spent and basically wasted all the time and energy that they had had chasing down whether or not Google was being unfair to its competing search engines as if that was what you were going to spend your political capital on
the antitrust investigation agencies and the government agencies and everything that looked into Google is so incredibly low because I find them incredibly stupid
if they're going to deal with a large news publisher and they're having issues getting the news Publishers content into Google News they're probably going to talk to them they may set up some some way to deal with it because they want that kind of content
they do by the way in search have partnersh ship and special deals and all that sort of stuff that you want to talk about they do have all that stuff
I think they address with it well in the sense that by and large web search really doesn't try to play these favorites but I don't think they really understand to the degree that I think people are starting to shift to feel like yeah you're just going to do whatever you want for yourselves
I think they deal with it poorly because I don't think that they tend to address the conflict that they have to begin with
one of the challenges that they've had with YouTube is they have something that is both a search engine people do turn to it and search for information on it and it's also a Content destination and Google historically its roots were we are a search engine that outward points to on other content destinations so our conflicts between our our pointing to the best uh and trying to have the best stuff were were not an issue but now they want to have the best stuff they want to be a Content destinatio
uh I think it's smart
in fact Google took about two years to catch up with that
and oh terrible name because you know Google's just gonna sue you over that
Chrome was a good example of that when they launched their browser it was like well we're going to do this because we want to raise up the rest of the browser industry
I think it's probably a combination of both um you know they do seem to do these kind of crazy things but when they go into an area and they start doing things like fiber then that puts pressure on the existing players to say well maybe we need to step up or do something
Titan drones they're really really good for being able to get internet into kind of hard to find places so it's just a consistent part of their strategy it seems
this to me is something that's been a very consistent strategy uh for them for a very long time which is to own everything between uh the person and the actual and and the search itself and the and the access to Google's information
Google has snatched up Titan Aerospace
when you go to secure is they're just stripping out the Search terms
um I think Google's future is just fine I I think that it's really easy to first of all get lost between the percentage of traffic that you're receiving from different sources and Overlook the sheer volume of traffic that you're receiving right so Gizmodo probably has not seen its Google traffic drop and in fact most Publishers when you start to get into it they talk about how socials I like outweighing go you know search or whatever when you start to talk to them they don't say that that search
it's not like Google Now where it's doing as much of the predictions that that Google Now can do
the danger is that if it stumbles I think people will react to that much more badly than they would if Google stumbled
if you have a long time relationship with your search engine like Google and it and it doesn't come back to you um sometimes you may want to blame yourself
Google Now is one of those things that I went wow this is this is very transformative
looking across the network Google is still the the Big Driver of traffic if you look across the the choing network then we see that Google is still driving
Google last year rewrote their entire search engine so you know even if they still had it it's just become outdated
when you search at Yahoo by and large you're really just getting being search results they're dressed up a little bit here and there there other stuff that's injected but it's really being
the biggest challenge is that Yahoo doesn't actually have any search technology to be pitching you know they gave all that up as part of their deal when they signed this deal with Microsoft and so supposedly in a period of three to four months Yahoo would have to put everything back together that they used to have and it's not completely impossible that they could do it but it's a huge challenge
if this winds up getting some kind of adoption in the way Google has would say Chrome or Android my God this could to be an amazing ecosystem to build a startup on
I think that uh that that IDE that ideas are in shorter Supply so so I think we're idea limited uh rather than uh rather than resource limited
they'll just give you whatever resources you need for a project like this right like they're not stingy about like hey spend money and try to make this work it's just like hey go for it
I think it is very resonant with Google values in general right and I think our objectives of of uh sort of uh revolutionizing and democratizing the hardware ecosystem and reaching on the user facing side reaching the next five billion I think are pretty well aligned
you will have to be certified to be in the store... but you can sell modules outside the store... and consumers... assume the risk
are you scared that this thing is going to crash constantly as people make you know people will go off the reservation and make all kinds of crazy stuff you plug it in your machine crashes it freezes and and people just blame it on you know oh the the Google modular phone sucks because it crashes
we intend to create a module marketplace with a configurator app that allows you to do all of this customization... that Marketplace will have some certification and credentialing scheme... it'll be much more like the Google Play Store than the iTunes Store
we want to maintain some control of the platform right to ensure that there's a cohesion to the developer community that it doesn't get fractured
the only thing that Google owns in all of this is the Endo core enabling technology everything else is up for grabs anybody can participate
the platform can be longer lived than the obsolescence time scales and the technology time scales of each individual component
we intentionally chose not to create a proprietary standard here
the ability to get the modular overhead down to a manageable level to under 25% or so is really the enabler
getting that to a place where users can be excited by it where they find this to be palatable in a device that they can love
we're getting Hardware in the hands of developers much sooner than that
this does have the potential to make the mobile the the smartphone industry a lot more exciting
he's staying at Google to do this very project
our goal here is to create basically a thirdparty ecosystem of module developers is to change the way Innovation happens in the hardware space and make it a lot more like the software and App Store model
it looks like these things are going to actually happen
the next team was ready to challenge TV was ready to answer this question about what percent of TV hours and dollars can we be
Eric just said look for that first year first 18 months I want you to just focus on keep growing make this service better
they're not constrained by being owned by Google in some sense by YouTube
I believe that if Google can't figure out how to get everybody in the world to watch at least one video a month on YouTube it's falling short
Google was a great place for YouTube to land if it was independent
YouTube doesn't keep the majority of Revenue oh 45% gives the majority the majority goes there
he was just a great hire because he gave another uh sort of operationally minded asset to the company without being sort of your stereotypical bean counter I mean he would be in the early betas of YouTube products sending us notes um about you know why does this work that way
Google has always been very good at um using data to make decisions that they believe are in the best interest of the long-term health of the multiple you know multiple constituencies they sell almost they they serve almost without emotion
I've had my problems with Google of late like I I felt like in the early days you could get an answer and meet with people... then the panda update happened and like they pull the rug out of an entire industry without any warning we all get demolished they won't talk to us and then YouTube takes all the revenue it's it felt like the relationship between the Publishers and I've told people at Google this I've been very public about it it felt like Google doesn't really need the Publishers anymore
I think when when Larry reassumed the CEO position the Google of today definitely represents Larry um I think it moved from being a place that uh both questions and answers came bottom up and now I think the questions come top down and the answers come up and that's to say as sort of Larry's talked about more wood behind fewer arrows he's created this group of single product engineering lead single product leads um who run his different divisions and they spend a lot of time together um try to i
really I think Google did an amazing job for a long time of making people feel like that that they were empowered to build businesses and create products um with little oversight
it impacted the company was that for the first time Google really had to think outside its four walls right everything that Google had done up until that point in terms of monetization had been focused on google.com right and uh talking to the outside world was new for a lot of people at Google
the concern really is the consumers don't understand this is happening and it creeps a lot of people out when they get start getting these really targeted ads um and that's something that eventually kind of trickles back down to Washington and and makers start looking at whether they need to sort of stop these sorts practices so that could be a concern for them in the future
the FCC would be really grateful to have another competitor in the wire line or Wireless uh internet Market you know the FTC the Federal Trade Commission may not be super as as excited about simply because of the Privacy implications on some of this uh especially when you're trying to Target mobile advertising to consumers in a way that you know Google has been doing and you know to the extent that these these plans can help them do that even more um that that could be a concern in the future
they had just bought Picasa four months before or something like that and Picasa wasn't a web thing yet no but it was a client yeah and you know how that goes though yeah I like oh we already made our bet yeah even though you're like different the Picassa team wasn't super supportive of us yeah
I think all these sites that are being affected should just do a massive class action lawsuit against Google to force them to have some level of transparency
Google is settling all kinds of uh you know interventions with the EU and the governments looking into their stuff
it's really costing people their jobs and it looks like Google's a bully frankly
I know for a fact that Google does not share this stuff ahead of time so I can actually confirm that because Matt cut has told me that other people have told me that inside a go they just they don't communicate any changes ahead of time to anybody
I think I think Machinima is in an interesting juncture now they have to figure out sort of what what's next for the company they've gone through uh management shuffles they've gone through you know layoffs I mean they need to figure out what's what's next
who could ever trust Google to invest in their company again if they would do something like this
does it doesn't it look bizarre to you Ben am I the only person who thinks this shows like a complete utter lack of loyalty and worse than lack of loyalty it feels to me like you're it's so Cutthroat you're backstabbing your partners
they invest in Machin mhm hundreds of millions of dollars I think it was or something it was $100 million I wanted to say 35 million but I I can't I somebody to fact check me yeah yeah so some huge amount of money MH then they go by the biggest competitor in the space and they're going to compete now with them heads up
I think Google is and I'm not you know I I will give you option four which is they're they're they're experimenting with how to monetize arguably the biggest video audience in the world right more than a billion monthly viewers and they have a problem that they're trying to solve and the problem is scarcity like they as as we've discussed they have infinite content and when you have infinite opportunities to advertise the price for the ads simply Dro because there's no there's no urgency there's
for example, with the Google, it was more about taking that data and then using it or integrating it into the consumer experience.
they are basically cherry picking each of the things that Google is doing and putting their partners or arch rivals up there.
seem to be insourcing strategic components like Maps, which they took away from Google.
Google alerts. So it's amazing to think that in companies right now, for most people that want to track what's going on with companies or products, they have to put Google, they have to use Google alerts. And Google alerts is a fantastic product, but not necessarily made for a power business user.
So in a way, it's like Google is the cheap version of that, and this is the more like professional version. I mean, I keep bringing up Google as a competitor because I think most of the time people just do queries and are disappointed, or Google alerts and are disappointed.
it's kind of sinister in a way because there are people who will be like oh I'll lose money on my catering business I get through Google to build my brand or something and I'll make it back somehow
I think the magic is that the price gets set at the margin by the market right that they bid it up to the point where the person with the best business model is giving Google the most margin that's the magic
Google and Nokia are really the only companies that have the mapping data you need for the kind of stuff that Mercedes did.
Nokia ... competing with Google in some ways.
Google was there. And even like, you know, startup companies are invited to have a seat at the table
Google hired the former I think he's the director of the NHTSA to be there. There. Oh, Rep. That thing? Yeah. He's a great guy, Ron Ron Medford.
If you invest in Google, you're investing mostly in a search business. That's an ad network.
I think they're going for more of a fleet model. So you and I wouldn't own them.
I said this is why Google is so [ __ ] you guys don't understand what it means to be a partner when you tell a party you don't trust them and you don't even realize that you said it yeah you guys are [ __ ] out of touch with reality I literally told this to them everybody hates you who was a partner because of this like I would go to the YouTube parties yeah and they would have a hundred partners they're literally the top 100 channels on YouTube and you'd have three or four people sitting there
when YouTube started using every single square inch of real estate to optimize for their own key metrics ... they keep making changes and the changes you make nine times out of ten you ten times out of ten you don't tell us ... they're all designed to increase the length of stay at YouTube not the engagement with this week in startups or mahalo videos
there's a lot of there's other options out there there's obviously YouTube there's Vimeo there's other totally free and so if someone's going to pick us they have to pick it in spite of the fact of those things
I've been very critical of the youtubes of the world for certain things you know as a business it's very hard to run your business off of youtube YouTube's a credible phenomenon but every time I would use YouTube for business unless and we post this week in startups to YouTube because we have to but I have to do all this work to try to make it my video to make it my show inside their ecosystem and they keep trying to steal my customers and redirect them to places it's very frustrating
which is a Google class lasts like three or four hours disaster
the battery lasts for me three or four days y that's about right that seems to be an amazing accomplishment to me because I had the Samsung generation one watch which I know is more of a computer than um Sports and Health and Fitness watch but I returned it essentially because it lasted less than a day I mean it was a disaster
Google has so much market share in Search and now so much market share in video consumption and so much market share and advertising
Google does not want to fight with the US government they're busy enough with Europe
it's going to be harder and harder with being up against Google and they really feel and this is like I think a sort of great segue Dean
Google made the Mozilla Foundation along with Ted leonis who took Netscape open sourced it gave it to created the foundation with I guess Mitch kapor or somebody I think it was Mitch kapor who actually asked him to do it but anyway they made that open source and then Google gave them the search revenue and they started making 2550 million a year something incredible like that maybe even 100 million they hired hundreds of Engineers to keep building it
Google lied to them year after year about hiring a browser team but the Mozilla Foundation people kept hearing that the recruiters were trying to hire people not their people but hiring people who they were also trying to hire right so they they were smart enough not to hire directly from the foundation but they double crossed them by basically spilling that stealth Google Chrome team for five years or something and then launched a competitive product even though they had sort of enabled the who
they're like many companies in a race to the bottom in terms of the mobile market so um you know the Firefox OS I mean I think it's it's a noble experiment um I think they're way too late I don't think that they have a product that people are going to really care about
I have a hard time finding these kinds of devices particularly interesting I mean I have an intellectual curiosity about what they are but I mean this is basically the the Chrome OS of phones right so everything is going to be done in the browser um this has not been proven to be usage model that I think people really care a whole lot about
it's a quarter of the size of Google's Android one
twitch did not get sold to YouTube Google it went to Amazon
I've become a Google Shopping Express convert recently. It's unbelievable. It's so easy. They'll leave the stuff by your door if you ask them to. Yep. There's really like no reason to ever go to Walmart. I'm a big fan, and I think they've done a nice job. It works. It's reliable.
We actually did a story on this... we got inside what they're trying to get the cost per order to, which I think is around $5.
Google's clearly been interested in payments to help close the loop with advertisers and the transaction. If you can show that that ad drove that purchase, that ad's more valuable.
When you guys start policing them, they're like, oh, but we invested in all these local companies. It's all a PR move, man. Give me a fucking break.
Google is so hammered by the EU. The only people regulating Google's massive expansion right now or throttling it in any way is the EU. And Google's going to go over there. They're going to put hundreds of millions of dollars to work so that they have the high ground.
Like, we don't want to be Google and be invading your privacy and we want your phone to be safe. It's almost like he was saying like an Android phone means they're going to make their money through, you know, creepy ads, you know, based on whatever sickness you have.
No, it may, it may be actually a terrible product. Everybody I know who's bought it now does not use it and hates it. So I can actually speak for you, Mark. It's terrible.
but YouTube not under his purview they kept that independent which is probably because Susan would probably quit if they did so they sort of carved that out which I thought was sort of interesting and nod to how important she is
Sundar Sundar taking over is not surprising given that he basically became Larry's Confidant and you know was dragged along with Larry to all the most important meetings that they had when they were trying to buy WhatsApp back in February and things like that so so that's not a surprise and for people inside of Google um I think most people are very happy and expected it
I think letting Andy Rubin go is gonna be I mean I don't think it's going to change their Fates I I just think it's a huge mistake yeah um you know he's he's such a a brilliant Visionary
when you look at Google ads and they keep changing the design the reason they're changing the design is so you click on it without knowing it's an ad and they've done studies outside of Google where it's absolutely true that Google is deceiving the audience as to what's an ad and in fact Google spent years explaining to Publications how to make the ads look like content and then they penalize the companies like eHow for having too many Google ads on the page
we do sort of internally talk about YouTube as a great model for you know building a platform that has you know sort of it's an open platform anyone can contribute and they built uh a model for people to make money on it whether or not they're happy with the money they're making um so but we do think that they they own attention on video and once you have that kind of scale uh it's it's a really good opportunity to start to monetize off of that
you're really only shooting yourself in the foot because you you're missing all those 10,000 entrepreneurs that are there
I know that Google has in treated a Partners well
Matt Cuts goes out and lies and say we didn't change organic search no you didn't change search but you move the first organic search down the Page by 400 pixels
the lameness of Google where they're like oh Yelp was a great partner we're going to push Yelp down the page and we're going to put local on the top of the page and with the with the zigat stuff even though it's a worse consumer experience
you're Monopoly you squeeze
they wanted to take the New Deal where we were splitting revenue and they said oh you remember the last deal we put like a million or2 million dollars into content we want to take all the other channels you have that have nothing to do with those deals we want to recoup that Revenue
they said to me we're going to renew your deal for $3 million then they came back and said we're going to renew your deal for $400,000 and we want to recoup everything from the last one and take 100% of your revenue
everybody who's a Google partner hates them and they've all stopped being partners with them
you're the person who cost a hundred people their jobs and who didn't communicate to your partner you're the person who screwed your partner and by the way that's why everybody in the valley is so concerned and hates googlers that's why people are protesting your buses that's why people don't like you guys anymore everybody was rooting for Google for a decade and then you guys became so powerful and then you guys started taking everybody search results
these big companies are not loyal and a person like Matt Cuts who probably made a hundred $200 million in Google Shares he doesn't actually care about me as a person
Mahalo got hit really hard by that Google update which people have seen me you know tweet about and how unfair it was
I think that's a trillion dollar company and I think Twitter is going to be a trillion dollar company too so I think both of those companies will go at least 20x from where they are now which is a big number
And they're like, 'We can't do that. We have to treat everybody the same.' And I said, you know what, right, [ __ ] This is how big companies control people who are not powerful is by saying we can't change the deal.
18 months ago, everything I asked for, they finally caved, right?
This is where Google is going to get their ass kicked. This will be their downfall, I predict, which is they believe that they can treat content owners poorly, artists poorly, because they have the largest platform.
I think search is about to go some massive under change you know like massive overhauls and like it's going to be really reinvented on mobile over the next couple of years
the real trick to SEO is you're T tapping into the nice intense stream that Google and you know maybe just Google is the the Mac Master search engine have created
what you have to remember is in the early days of a product no one actually knows the problem that they have and you really have to design it to to help them solve that problem um you know this is search the web using Google you didn't know what you're doing you want to to search the web there's 25 million Pages I'm feeling lucky I want 10 results um you just you know get Google updates like like but but but we laugh but when you're brand new you actually have to explain more you have to educate
we look at Google right now and it's like this beautiful Spartan product and you just know that when you go to Google you have a problem you want to find something on the Internet you type it into Magic Box it'll give you a bunch of links that tell you that
they've tried AdWords it didn't work for them is complicated expensive
that was a clever Sinister thing Google did they're like yeah nobody's using Google Plus and we're trying to kill Yelp um go to Google+ and put your business information in there and then we'll put it in Google search and if you don't you don't get into Google search exactly
I had Google at 12 cents through Kleiner Perkins
Elon Musk on one side saying hey you know I invested in this one company Google now owns it I'm giving $10 million to make sure that this stuff stays on track
Google is the handmaiden of of this it's going to be very interesting to look back in 50 years at exactly what happened
for example Google and uber would not make the would not want to make their products more variable they're taking situations that are inherently veiled a variable searching for an answer has uncertainty at its core
you have Google in there right off the bat it's a couple hundred billion so it's like of the 2.x trillion you you got like 20% of it's at least Google right
Google first it's a complicated one to look at many so so so what people say about Google is that their search business is mature and actually threatened by mobile it's probably true um but then I look at it and say but yeah but they own one of the two mobile operating systems in the world they own YouTube which is is maybe the most awesome internet service ever I mean just amazing it could be could YouTube be bigger than Google search yes easy easily right right television is bigger than search
Google it's sort of like what Google did with YouTube like we know this thing works right let's support it in the ways we can but not have everybody as ruoff said yesterday run over there to try and help and then kill the culture right they're trying to maintain the culture there
I came off the board two years before it went public
I got on Twitter in March of 2007 and that's when I started using it and that's when I started getting excited about it
the strength of Twitter is that it's where people go to make news now
I suspect that if if the EU goes after Google um this will probably be a sign that uh maybe maybe the search monopolies reaching a natural end since the government seem to time the point at which they intervene when when these things are about to naturally die anyway.
Google would have been described as a search engine in 1998. People have said, why do we need another search engine? We already have 20 in that category. And what was the first machine powered search and the page rank algorithm was actually the key differentiating thing.
Larry didn't buy it to shut it down.
starting a search company, that would be tough because Google's a really tough, uh, company to go up against.
Well, it's it's pretty core to Apple. I would argue it's not that core to Google.
Google at its is fundamentally just a search engines, just a search company. That's where 98% of the revenue comes from. And then I think um it Google always likes to brand itself as a all-purpose technology company. They're driving self-driving cars. You have Google glasses. You have, um, phone operating systems, balloons in outer space, but um but but really 98% of it's a search engine. Everything else is is is probably a distraction.
canonical example Google right so in 1998 before Google came on the scene you all remember what search engine you were using alav Vista ... and if you want an example of singular Focus I mean when they launched the product it was the logo and a searchbox and all they focused on day in and day out was making that great yeah like great and sure enough you know became Google and that search engine changed the way the world literally accessed es and utilizes information and it became one of the most
if we use a free service like YouTube we have all YouTube's ads and collaterals and garbage and it looks terrible and it's not customizable so it looks bad and everything that YouTube does is in service of increasing their metrics not your metrics
what I find fascinating there is there's two Gatekeepers it's Android and Google right I mean Android and Apple I'm sorry uh uh Google uh uh of course owns Android um those are the new gate you know when we were growing up and and you talked about mobile it was Verizon and T-Mobile you had to go those were The Gatekeepers and they would actually cut a deal with you they were more than willing to cut some kind of a deal with these new ones there's no deal to be had other than like going to Facebo
I think the Challenger is the smartphone the smartphone changes everything it really does and and the search dominance that we see on the desktop is not prevalent on the smartphone so much
Google's not a true Monopoly yes they do have enormous market share but listen that's part of the free market
the EU now is supposedly coming down with a 6 billion fine which is like 10% of their revenue or something like that it's not di Minimus
Google's in a tough situation if they do nothing uh they will absolutely get you know investigated by FTC and action taken and so they have to play the game to some level
it was also been revealed that Google was visiting the White House twice a week for over a year
Google is tremendously powerful um you know and it's so ironic I find it so uh uh hypocritical for Google because they will penalize your site if you scrape content from another site right they will penalize you and say hey we're going to push you down the rankings but that's Google's entire business
well uh um I was reading this report that says somewhere around I think I want to say is around 35% of the Google queries are now answered on the page yep so and where
imagine if there was a world where there was no Google how much traffic would your website get not much
well think of us like Google we are Google for radio right uh so how does Google make money well it's advertising
it's a really messy problem that's probably why Google and doesn't doesn't do it because it's very messy it's not like all the data is sitting there on a web server for you to grab
they actually adverti against porn I believe which was always I thought somewhat hypocritical but because they will ding you for having adult content on your page if you're using AdWords but they will actually sell AdWords to on porn searches on their own site which kind of weird
they w't link directly to MP3 to protect themselves probably to you know appease the music industry right cuz they have Google play so the in the Google Play does not want you to right
Google's worth more than 10 times what it was worth at its IPO. So, when you think about it, 90% of Google's value today came post IPO.
I think Eric Schmidt was very deliberate apparently inside Google of telling people, listen, you know, I know there 50 of you that all want to rush and go and hell, but just think about it. There are only 55 of them, so you know, if we all descend on San Bruno, we're just going to smother you the YouTube culture and creativity and 1.6 6 billion or something like that.
Google to its credit I think made an incredible offer and Google deserves a lot of the credit for the success of the company since the acquisition because they did a lot right to provide infrastructure, support, and capital for YouTube to grow and to scale without smothering the company.
Larry didn't want to that structure wasn't working having someone who was off doing it separately which was kind of crazy because they spent a billion dollars buying every robot company they could find and then they bought the AI company yep deep mind deep mind they bought what was the what was the B Boston Dynamics that has the scary dogs um and then six months after they spend a billion dollars on Acquisitions Larry changes his mind
his robot group now is flailing at Google
Look, here is this database of a million things you could read, which is Google, or a million things you could listen to, which is any generic commodity streaming library, Spotify or Google Music, or, you know, iTunes. If you had just added streaming and forgot about it, fine. What am I supposed to read? What am I supposed to listen to? How am I supposed to know what to read or to listen to? Where do I start? Yeah. And going to Google and saying, 'What should I read?' Or, 'What do I listen to?'
today the google hangouts and all the stuff is that if somebody's computer is downloading bit torn in the background or there that their dropbox decides to sink or whatever else they have going on in their desktop yeah Evernote sings like all of a sudden the fidelity of the call goes crazy like I think we need to have like dedicated hardware to do this properly
google hangouts is terrible although it seems to be google hangouts is pretty good for groups right uh you know they're okay it's okay but they don't have like the band with a private bandwidth so you're just like subject to whatever the bandwidth is at that time
Google Google and the spy planes and Facebook will be right up there
Google's building one of them building those though for internet access not for spying on usct at least that's what they tell us
they've raised tens of millions of dollars Google Ventures a bunch of important people are in that company
blogger was a huge success and we were able to get our message across um even more so at Google
when you look at YouTube the strength of it are those creators are those people who are consistently putting out like saow by Hank Green or putting out you know the Jenna Marbles or big subscription bases on YouTube so it's hard to to leave for Facebook
very few leave YouTube because the tools are just better for Content creators they do a lot more of especially over the last few years for Content creators for analytics for getting people to watch more of your videos they're designed for that
it is clearly like will hurt Google which its main source of Revenue is that mobile and online advertising
look at Google in the Play Store I mean you press a button and like an hour later it shows up uh it's great they don't review it
Larry Page from Google Tech coach angels
So Google is there. I think Google educating the consumer and this product exists and this category of product exists is good for all of us.
seems like an impossible person to beat
they're way far behind Amazon they are um and probably Microsoft as well Andor yeah for sure right
the the google.com the ad business is just not going to be exponential growth it's just going to be this sort of like predictable Microsoft IBM level mature growth therefore it's not going to get valued well
Google is just an ad Network at its core 99% of the revenue advertising
this is a serious threat to the company um it's not talked about as much here in the States but in the EU it's a serious threat to the company
they've got a camera called the jump camera that they're working with Google on
YouTube has been spending a lot of time um here on um doing uh VR
we did a a a failed Google Glass Project in 20 countries it was a disaster but really fun to work on
if you viate the ecosystem eventually that will come back and bite you
we made $25 million in AdSense together over two companies and then just totally destroyed my business
Google's putting their own shopping results their own stock quotes their own weather their own sports scores they basically took all those partners and I was one of them with two different companies so I'm a little bitter on the subject
Google originally was an enabler for everybody and then they started trading against some of them and I think that that is a but I I still think on the whole on the whole uh um Google has done a pretty good job
if you know Google sets out they have a big regulatory system you know called search quality yeah and uh their goal is to give people good results and they're changing the rules all the time when they see that the results aren't good yeah uh government on the other hand tends to create a policy and then implement it and there's no feedback loop to improve it
it might hurt Google and that's almost like a nice side effect for Apple but really Apple's always been focused on the best possible product the best possible design and of course the best possible design when you're surfing websites is something where you're not going to accidentally click on an ad and apple doesn't have any skin in the game to make sure that ads are there so you know side effect gives people the choice maybe Google gets hurt that's fine but I think if they were actually going
do you think apple is setting itself up to try to seek revenge on Google because the Android stuff which I speculated or do you think it's they just want to make a clear Line in the Sand hey if you use Google's operating system Chrome or um Android you're basically giving up your privacy and if you use ours you're going to have privacy and a faster better browsing experience
if the FDC has any teeth under Obama to ever take an action against Google which apparently they do not
40% of people who looked at Google results did not know they clicked on an ad
this is a huge huge uh wrecking ball that's going to come to Google and everybody else when the FDC decides finally to act on it
the FTC sent a warning to Google about the native um looking ads at the top... the FTC sent this warning to them and a bunch of other people like hey could be a little bit clearer
I mean there's got to be something cyclical happening there I mean Google I mean part of that you know Google's been down for a couple of uh for a little bit now for I I I know there were last the revenue numbers on Google are all about the advertising and that's a recovery but they can build out into this
go Compu engine is well computer engine is not doing too bad
during the call at Google they were really fronting their cloud storage business so they're coming up fast they know what time it is
Google could have moved on them faster than they did
they can't do that ... they're under anti trust scrutiny
they're looking for partners
it's a challenge to get them implemented
they're not a hardware company they're not going to be a hardware company
they're actually looking at at kind of um very specific chip designs ... they want the chip makers like Qualcomm mediatech sprum um all these folks in in mainland China as well to use
there's actually a now a group inside of Google that's actually like um working on on on chip designs and things like that
Google's trying to solve the the first two problems
Google is worried about a few fragmentation issues
they were one of the first to actually uh harness deep learning
I think they've out of everyone working on deep learning these guys were way ahead uh and ultimately their goal was not commercialization as much as it was to solve the bigger problem of hum you know simulating human intelligence
Larry Page was an investor I believe Larry was on the board too of deep mind I'm not sure about that but I know he bought the company for Google
you've raised over $140 million is much more than any other company I think including Deep Mind which was purchased by Google
I went to work at a place like Google where so many of the most recent computer science grads have never left the country have never had a job they've never worked for tips they've never done anything in the service Community they've never gotten their hands dirty they got essentially paid to go to school and so I worked alongside them and I saw the [ __ ] entitlement that resulted it was painful I would see people yell back at the chefs at Google
we raised about $18 million I guess about almost two years ago now from Google Ventures and Excel Partners
you could do preloads not get in trouble with Google
Google claims the whole thing is open and it's open source and you can do whatever you want it's true to a certain extent unless you have to get approved in which case you have to carry their services that's where they make their money
Cyanogen's business models to actually offer competing services to Google
you could go from an HTC phone to a Samsung phone to a Motorola phone because you're tied into Google services not the not the OEM Services
google is going to help us live 20 years longer and they've got all the robots that are going to get rid of all the jobs this sounds like a recipe for chaos well first of all if that happens
we have companies amazon facebook google you name them twitter clodera and those companies provide the content so they say we have the only google approved build android credential on the market right now
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 where you're really going to see Gemini shine.
But hey, if you can be the cloud service provider with that mixture of models, which is what Google GCP can now be, I'm going to sign up for working with GCP versus working just with Anthropic.
And I will say it is way too early to count Gemini out on building 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 OpenAI on the life sciences side. They're very well ahead on that front.
So, I'm still going with open-source and Gemini being the leaders in this space.
They will be the number one AI company in terms of consumer usage, by far, I think, this year.
They have five products now with over 3 billion monthly users each. Android Search, Gmail, Chrome, YouTube all have over 3 billion. If you've used any of these products recently, uh they are becoming AI-first products.
if you look at Google Cloud, they posted 82% year-over-year revenue growth, which is uh something we've never seen uh in the history of these cloud providers. ... And if you look at Google, I still think Google will be the number one uh AI company because they
when I saw this Google news, my reaction was and then there were two. ... Now we're really down to just Anthropic and Open AI. ... I'm sure Google would say they're still on the hunt. But like Brad is saying, they may have contradictory incentives there. Because they can actually do quite well just with their compute.
they're sitting there dealing with this channel conflict at Google because, you know, Google Cloud wants all of the compute in order to rent it out to Anthropic, and those those building the frontier models internally want that compute in order to compete with Anthropic. So, you have this inherent channel conflict between those wanting to build the models. ... It looks like it's being resolved in favor of being more of an infrastructure company.
So now, if you're one of the great computer scientists, you're Demis, you're Jeff Dean, you're this whole crew, and you're inside of Google and they're allocating capital not to your models, not to the things that you're most interested in, but they're allocating capital to infrastructure and data centers and supporting the broad ecosystem of models, you start to say, 'Well, given the fact that I can go down the road and visit Brad Gerstner and a couple other people and raise a couple billion do
What Google has is probably one of the greatest install enterprise bases in the world for compute. They have the most enterprise customers, they have the most consumers, and in both cases, they don't necessarily need to have the best model to make an incredible business. They can be model agnostic, they can work with Anthropic, they can work with OpenAI, they can work with SpaceX. They have a significant ownership stake in SpaceX and in Anthropic, and they can work with all the open weights mode
I think it's pretty obvious that it is very hard to get the same sort of return on capital invested in model development as it is in capital invested on compute infrastructure and being model agnostic.
Google has made a commitment to deploy $200 billion dollars in capex this year in AI infrastructure data center build out. Because of the capex and accelerated depreciation, making an investment in AI compute in the US right now is hugely tax advantaged. And because of the extreme demand for compute, it's a pretty obvious kind of ROIC model, return on invested capital. So, if you make this sort of an investment, you have significant demand for that compute infrastructure, you're very good at run
it's an exceptional business. They've executed really well and they haven't just executed on the model. Their products are amazing.
the rumored numbers are exceptional. We've really never seen anything like this. ... probably on the margin, Anthropic is losing share to OpenAI, to open source, and to Grock. and they're still growing so fast. The numbers are still exceptional.
they had far better broader distribution that then drove their their use and their algorithm improving and so forth
we actually when we did a deal with them early on we we bought 5% of Google and then uh after the merge with Time Warner we talked about some potential Acquisitions Google was one apple was actually another
they likely would have been successful anyway but it certainly accelerated the the the the rise of of Google
it's way too early to say who's going to be the big winner on self-driving car and frankly I think the real answer to the question is that we all are going to be the big winner for sure cuz it's I don't think it's going to be one player that figures it out I think there's going to be many different alternative approaches and different different ways to to get to that same solution and they'll be suited to different markets like self-driving trucks or uh you know Uber style Transportation Systems
Google has had their self-driving cars but more important than their self-driving cars they have ways data and Google Maps data
Google search search ranking they leverage really big data sets and really big compute clusters in order to get something that is narrowly intelligent
they leverage really big data sets and really big compute clusters in order to get something that is narrowly intelligent and in the Facebook case an example of that might be something like hey let's show um you know this viral video to Men Women this age group just any number of possibilities and see what the the length of time to watch it is or something like that and then try to make some sort of assumptions and it just learns what viral videos next would make you watch longer I mean that's o
the Google self-driving car gets confused if you put it in a parking garage
Google tried this you know ridiculous thing when they said for SEO like well the algorithm decided it we didn't push Yelp down and push Google right you know Google's horrific local product up whena feel Jeremy Stan's head explode like somewhere in the universe the Ripp no I mean he's so he was so correct it's like they literally had to do a study you know the competitor of Google did a study to show that consumers hated and got less from the results that Google was putting up than they were get
Why would Google sell this?
I think it's very likely that he put it to the board that they should get behind this. The board told him, are you kidding? And so he put his own money into it. I mean, for all the stuff about Alphabet splitting up to do moonshots, the company is also, it's under sort of new management, as it were, when it comes to, it's focused very sharply on cutting costs, getting rid of companies that don't play balls. We saw the Boston Dynamics sale. You know, Google is, it's still putting money, casting br
The vision systems and the computer learning has to be trained on this situation.
This is what Google is really working on. And when they come down the street, they're watching the humans and trying to figure out is that human drunk? Is the human going to run in front of the car? Is the human going to do something weird that the car has to adjust for? Because they don't want to run over a pedestrian.
how does Google make money they have an advertis in network and they give everything away for free Google Chrome is free Android is free the search engine is free they monetize you with advertising Apple sells Hardware Google does advertising it's the bigger the company and the more successful the less ways they try to make money they find one way and they pound it they build a money printing machine and then they just make the machine faster and bigger and then they try to make multiple copies
the SMB as it's called side of the Google AdWords P small mediumsized businesses leveraging this huge right and and everyone failed like everyone blew up including aggrock
Google doesn't care about tools it doesn't care about interfaces
it turns out in survey 40% of people don't know they're actually that's exactly right and you'll not that they actually the top two hits on top are actually paid but it they seem organic although they're not they're only set off by a little color yellow that you of missed isn't that amazing that Google gets away with that the FTC and everybody investigated that and it's crazy right like 40% plus of users don't know they're clicking on ads when they click on Google ads that's right it's it's slig
so you know when you Google stuff you get search results and you see those ads on the right so Those ads on the right are obviously paid right and that's how Google still makes 95 plus% of its money
I have shorts on mobile eye too
I'm a big Nvidia fan ... really really a company that gets where the future is going
Google builds a system that drives based on a set of rules... this is why the Google car has been rear ended so many times because technically it may be following the rules of the road but the average human driver is not
Auto is a bunch of EX Google guys um who got fed up with the fact that Google didn't ship
Google does not just have an expensive lar system they also have a very expensive GPS system got it um so yeah I mean Google's car is is is fairly dumb uh the way it works it pretty much says okay I've been exactly here before I went exactly this way let me continue to go exactly that way
Google I think Google has about $150,000 worth of sensors on a car
Google has light City but if you notice Google is driving in Mountain viw not San Francisco Mountain View is significantly easier than San Francisco
And lobby, lobby, lobby, and pay off as many people as you can. And, hey, if you can get a couple of people to work at the White House as well, all the better.
And lobby, lobby, lobby.
So as far as I'm concerned, the marching orders in Silicon Valley and big tech remain, do whatever the hell you want, deny it, and pay the fine if you happen to get caught and aren't able to pay off.
And I think the, ultimately, companies are going to do what they can get away with for as long as possible. And the fines are so de minimis when you have a money printing machine that the fines have never caught up to the actual crimes.
We saw, the Wall Street Journal, we reported back a couple years ago, those documents, they're called, it's called the Mobile Application Distribution Agreement. Yeah. And basically what it said was, absolutely, Android is open. You can, like Amazon, create an open, you can create a phone based on Android, but do you want Google Maps? Do you want the Play Store where you're going to get a whole bunch of other apps? Do you want the features that we're going to give you that make this thing a mark
So I think it's just like a way to distance themselves from a unit that might have legal problems down the road, but that also is 90X percent of the revenue.
I think, actually, call me a conspiracy theorist, but I think the reason why they created Alphabet and Larry and Sergey are now running Alphabet and Google X is because they didn't want to deal with having to lie about all these issues related to Google, their money printing machine. And they're just like, let Sundar deal with all this nonsense and antitrust. We'll just level up and we'll deal with flying cars and automated whatever and not have to deal with this nonsense.
you have Google Phi you have Google Phi he probably knows project fine yes it is it is fine to people why Google Phi is so appealing because I am in love with it
my new Nexus 6 phone which I have here I think it's the Nexus 6 which is using the Google Phi Network project 5 which is amazing it's so cheap that's to me my favorite product
what people always say about Facebook about Google is intent-based marketing right you typed in Volvo I think you want a Volvo so and and that is called intent right I'm showing an intent if I type in baby stroller I can infer that you're interested intent-based marketing and that's why Google was a better performer than anything that had come before in history
even though YouTube's taking 45% of the revenue and only giving 55 which makes it impossible really to build a business on YouTube if you can look at that as monetized marketing as I like to call it a way to sort of get marketing and maybe make a little bit of money or defer the cost of it you can then funnel it off there
if you view it as the top end of the funnel the pace place where I build a brand to drive traffic somewhere else to do something else that can be insanely valuable
if you view you YouTube is your business your margins at best are about 175%
YouTube is the one place that pays you to develop content
the most misunderstood thing I think about YouTube for me it's only the topend of your funnel
I never believed in building a YouTube company and to this day I still don't believe really
they give all of their index results to Google to include up at the top of the page it makes Google users very happy because now they have the best real-time results on search awesome and all they get are some incidental clicks back to Twitter
no-brainer for Google to own it
to accelerate its monetization in the face of no user growth right so take each user and make those users who are engaging more valuable to the platform yeah but ultimately there's a there's a ceiling on that
I looked most closely at the Google car and drove in it and um what their secret sauce is mapping technology.
Yeah, maybe, but I don't think at this point you're just thankful for what you've got and it's a lot better than the people who don't share at all. Facebook doesn't share. Yeah, so- Why doesn't- I never understood this, John.
Susan Wojiecki, you can say what you want, and I have, about the revenue split and how I think they treat creators. But the truth is- Only company that does that, by the way. Twitter, I know Twitter's going to get into that, but- 70-30 Twitter's offering. Yeah, yeah. 55-45 is the revenue share for YouTube. And my position on that was, how could you ever make a living if 45% goes off the top? It's kind of hard, isn't it?
I personally think YouTube. Because? A lot of reasons. I mean, one, it's Google, right? And like, at the end of the day, like Google does not mess up a product. They might not be the best at launching a product from ground up, right? Yeah, they haven't done that in a while. But when they have a product that's like there, like Gmail, Google search, apps, Chrome, Android, right? Google Docs. Yeah, Docs, Drive. I just moved everything from Dropbox over there the other day. Yeah, I mean, you know, s
when Eric Schmidt went to Google those of us who observe these things knew okay this means it's going to be open to the NSA here's a top security clearance guy with all this stuff we understood the bargain you know the bargain that was being made there you know in terms of surveillance
they're not even Google they're alphabet so they're not even a technology company but they're a holding company
the company was pursuing growth for growth sake rather than its original Mission of enabling the bottomup people driven Revolution
Google's growth is not translating into Prosperity on the ground
we're expecting Facebook and Google and Twitter and all these companies and these giant valuations to depend on data and it's just um that's not the ultimate exit strategy
we don't really view them as a competitor... we think of ourselves as... competing with Proctor and Gamble
Amazon... they're great at what they do but I think... if you have your own brand and your product's differentiated... there's absolutely a space for that
Amazon... I think it's going to be the first trillion dollar company... they're an Unstoppable Force
Google's been good at this and it's they call that two Factor correct two Factor yeah second Factor two Factor
Google speaks to us a fair bit
it's a win-win for people with de Pockets but it would be kind of a bummer for them to then have the Comcast people say you know what we're going to degrade your 4K and your HD down to you know whatever 320 and you're going to have to pay us for every stream going through we want a piece of uh that action it would be a bummer but it wouldn't kill them
one of the reasons why Netflix was so adamantly for net neutrality is because they would be so wildly disadvantaged to a YouTube which is part of Google I'm sorry part of alphabet part of are they naming themselves part Google part of Google is part of Google part of and that is the part of the business that's so profitable they would be able to if they would have a strong advantage over Netflix
for a company like Google or Facebook I think in in theory obviously they would they would resist um changes to these rules but they're they're already successful say us but but they can by the way they can afford it they can throw off cash they have more money than they know what to do with so in reality does it actually matter to Google
Google's have been set, Apple's been set, Microsoft has been set uh and it is really hard to change those cultural anchors and expectations with their consumer audience it's it's risk to the business
I think Google inside of its silos and apple inside of its silos and Microsoft inside of its silos and you know even some of the the smaller app ecosystems evernight Evernote in its silos Dropbox and like they have their signal but they are missing a complete picture of me
look at all the things that Google does just knowing your email yeah right I saw some research a couple years ago um uh where some some projects showed you know 400 points of search engine traffic and they can predict with a pretty high degree of ACC see what your medical history is
like Facebook and Google Shenanigans where they're like yeah no we keep it for a certain number of months to make the product better and they just it takes the EU
if you use Gmail which is mining your email to show you ads
we had Google Engineers looking at people's Gmail box
This results in 20 probably more now but at the time 20% of new users coming for free via this tactic which was not a lot of engineering work and GrubHub we raised very small amounts of money in the early days we needed this free traffic we didn't have a lot of money to spend on growth
Google, just a better, clean search engine.
back in the late 90s, our search engines were Yahoo and AltaVista and Infoseek and Go.com. And any time you'd be, like, searching, you couldn't find something on the internet, you know, like early 2000s, somebody might come up to you, like, oh, have you heard of this thing called Google? It's, like, so much better. And you'd be, like, oh, a better search engine. That's great inception. And you'd go to, you'd, like, I want to try that. And you'd go to Google, there'd just be a clean text box. You
think about Google. Google's mission is to organize uh and make essentially accessible the world's information, right? Uh the most valuable information they've organized is information about you and it's not very accessible. Um uh and I don't think they're doing this in some kind of mischievous evil way. It just it's not a path to building a massive business.
all the voice stuff is very early.
my guess is you're probably not going to order anything on Amazon with your Google Assistant anytime soon.
these companies see a Google only world, an Apple only world, an Amazon only world.
the current mode of operating for a big tech company is to think about it as a closed ecosystem. It's an ecosystem that benefits Alexa or Siri or Google just as much or more so than the developers that are connecting into it.
Siri also is falling way behind Google Assist.
That's what the Googles of the world or the Goldman Sachs of the world offer. They give you the steady paycheck, ridiculous benefits, and then they eat your soul.
You have Google, which has this massive data advantage, and they've been doing search for a long time.
And the new CFO has now, they brought in a new CFO to kill all the things that they decided for a decade they would focus on that are not working. That's right. It's fascinating. Even Google can get caught in this trap of maybe not keeping their eyes on the prize.
Other bets are not really hitting the bottom line.
I was just reading the Google numbers revenue. I will not remember them exactly. I think they're like, I don't even know, 90 billion in revenue or something. And still 90% comes from AdWords.
I heart Logistics I think it's very smart to get into
I love the idea of uber getting into this what really was exciting for me though was if they have Uber Freight
they've created this huge network of untrackable bikes it's a huge operations nightmare
they had their first deployment about a year ago
right now we're at effing in start-up mode we've got about two systems set up there two systems equals four bikes
how big is the Google deployment this is your first anchor tenant is it two bikes or bikes or 200
Google felt okay with that pricing
today we're at Google we're at the Santa Clara Valley VTA we have a fat of fat and growing pipeline
Google our first customer we invoice you monthly giving you all this data that you can also share as well with cities
if you look at the top apps a large percentage of them are owned by Google Microsoft Facebook Apple Etc so when you just go down that list you're going to see you know a company like Facebook owning 10 of the top apps and Google owning 20 of the top 100 or whatever it is it's pretty unnerving
it's still small price to pay it's still clear not having being Yahoo or DuckDuckGo or anybody else will compete with them
no impact on the US market yeah now the US market is just go go go go go I think o US regulators release which it was happening
it's a useful kick and companies do occasionally need these kicks just to play by the rules a little bit better
they could have fight I think the limit for the EU for this kind of fine is ten percent of turnover so experiment being or yo'ii income yeah so it could have been a nine billion dollar fine as it was they got rid of go away reasonably easily
this stems back to about seven years ago and the Google Shopping results and what the EU found after going through the data again again again was that Google was consistently promoting its own search results over that of smaller competitors it was abusing its market position
they just got a two point seven billion dollar fine which by the way is less than their profit for a quarter
Google says it's going to stop scanning Gmail for ad purposes and data tracking so that's actually I guess that means they only they know so much they don't need it they don't need it anymore because they've got Android they've got Chrome they've got YouTube the amount of data sources they can pull in there probably deluge with the stuff
I'm using Google assistant when she writes what the people coming if if you guys don't have Google assistant on your IMT you should download it right now it is the best voice recognition I've ever used
the guy who runs google's AI says they do not show you everything that they're learning about you because it freaks you out it's so good you Google have so much data on your pattern through life
I think a year ago everybody thought data sets were your advantage data is the new oil still very true in that the most of the models we have today require uh heavily labeled large labeled training data sets but I think you're already seeing that start to break down right there are some techniques like um like like one shot learning where what does that mean one shot learning uh and so so the idea is um you know you don't have to show uh a child you know 3,000 coffee cups before they're like cof
if you look at a Google the only way they've ever made money is through their ad Network right printing money on the ad Network it's not going to work in Enterprise which has nothing to do with Enterprise they've made you know a couple of little you know they have got a couple of 10% of their revenue maybe comes from Google uh Google apps yeah and maybe some from uh the play Android play store I guess yeah the number of revenue streams outside of advertising are very few and far between it would
I think there's a lot of things like it and HR that Google could definitely go do but um I mean they could build a smart CRM they could build a smart marketing platform they'd be very well positioned with all their AdWords data right but at the same time uh they don't know a lot about selling marketing Automation and that still matters like you still have to go do that right so I still need to have an Enterprise sales team come in and convince the HR team as we discussed to do it and Google just
now Google's having an entrance uh into this space and so the idea a slack competitor coming uh yes they're turning Hangouts into a slack competitor that's been announced it'll be here this summer
the algorithms in this day and age get out um open source. They get open sourced and they get out competed very quickly when someone knows that you have a different algorithm.
I agree with you on the the easy money on is to bet on Google for AI. They have the compute, they have the people and they have the data.
if you had a portfolio approach, you can your winners will way way pay for all the losses like Google, like you know, to all the the winners if you just hang on to them like Amazon, they will just pay for all the other losses.
even now Google having some Hardware with drop cam and that division's been a nest has been a disaster for go Google they had to you know Tony Fidel left people hated working there they haven't been able to release products consistently so even the mighty Google has had a hard time Hardware is hard
Google had this position yo had they had a GPA requirement had a GPA requirement up until like five years ago I believe so you just had to be top of your class where you couldn't go to Google
I think Google and Facebook both have lawsuits where people were suing because they felt discriminated against
have they also come out of Google or do they graduate from Stanford or were they X book engineers or what have you not that we're exclusive to it but it's certainly helpful because it shows that they passed a certain litmus test of working for these very well-known competitive companies
we helped to build Google from the bottom to the top but we got our hands dirty
what lessons could they learn from the culture that we built at Google and what could they use maybe in their companies to build a sustainable culture
Google obviously built very impressive culture and a lot of companies have emulated it
we also cut our teeth at Google at a time when it was hard you know not by any means that it's easy nowadays but it was so much harder to make a difference in the market but you know 14 years ago
I think a super super lucky fortunate we worked hard to work for Google and that has a lot of brand cachet
one of the things that I like to Google is that you know it was kind of an open environment you could chat with your colleagues and it was very flat and I liked that
you look at Google they have this mission you look at mark he has his mission and yes they're really good at it they found this sweet business they can make a lot of money but that's not why they're doing it
I think of some of the things I've been on Android for years and I go man I should try an iPhone because I was so sick and tired of what just happened with you know this Google Photos thing and at the same time I go probably I find the same kind of roach motel on the Apple side because none of these companies are putting their users first
the fundamental balancing act that a platform like Google or Facebook or Amazon has to you know think about or these these platforms you know if you have to say is it good for all of the participants in the marketplace you know if you put in too many ads and people go away yeah you're placing your advertisers up to a point right and then the users leave and the advertisers aren't happy and the thing falls down you can kind of see that has to be in balance you can't take too much
you kind of go that is just broken thinking right where they don't understand that actually serving the user is more important than serving their their strategy
I just recently I went through this nightmare you know half hour how do I get this video out of you know Google photos so I can actually successfully post it to Facebook because Google wants to send you a link right because they want to bring you back to Google that's the strategy tax that's like okay we don't want to give you your own data in an easy format
even though Google for example has hundreds of different factors there's only one thing that all those factors are pointing towards which is relevance
Google so even Google has to say we our profits have to keep going up we have to keep growing right and so yeah sorry we're just going to have to eat Yelp you know we're gonna have to eat you know all these new category all these categories that previously they were sending traffic to right partnerships and bright wolf Google's business was based upon having partners who put content in that they could index those partners allowed them with robots.txt to cut them index their information and Googl
we saw from the whole fake news problem just as we've seen previously in various attacks on the Google Fitness function is you have bad actors you have people who you don't fully understand what you're doing and you're it's this exploratory process and you have to fix it
the goal for Google was how quickly can we get you to the data you want for seeking the information and let you get on with your day
Google figured out hundreds of different factors that they could apply towards this master Fitness function of relevance
I know for a fact Google doesn't let you target by race Google does let you target by keyword yeah and as they find keywords that are inappropriate they take them out
we could not get consensus around Google or YouTube or Tesla or whatever it is
Google just came out a few days ago with with their version we support that well as well
You can't be giving 50 cents of every dollar that you have to Facebook and Google and expect to survive. That's not going to be tenable.
And what I can tell you is I only ever lose, we only ever lose a race for human capital to two people, Facebook and Google.
Here's a interesting little factoid that Google found. They found that an engineer obsolesces him or herself in about seven years, six to seven years.
a lot of businesses especially in specific segments are so competitive with each other that they're bidding up keywords, that they're bidding up inventory upwards of 40, 50%, 60%, all the way up to 240%
And it turns out that it's not just us, but it's literally every single company that's ever raised money from a venture institution or angel investors or a syndicate literally turn around and hands probably 30 to 50% of all of that capital back in the hands of Google and Facebook in the forms of CAC, right? Your cost of acquisition.
when you take things like AWS and GCP, and you crush the cost of entrepreneurship by an order of magnitude roughly every 5 or 6 years
it's actually about having the training data yeah and I think that I think that is something that Amazon and Google have invested a lot in
this is where Google has already eaten that lunch for then and Amazon to an extent as well
Amazon and now Google are extremely motivated in this area
I think that Apple became complacent and lost ground and I think that app Amazon and now Google are extremely motivated in this area
Google introduced a new product they call manufacturer center where brands could upload their product information to Google Google trying to prevent people from going to Amazon for their product searches and wants them to come to Google created this thing
we have Russian kids hanging off the buildings I don't you've seen these videos where and YouTube's allowing what is Susan Wojcicki thinking over at YouTube that she would allow them to post videos of people hanging off bridges literally hanging off bridges to get pageviews
you start to see these abhorrent things happen where people are making kids videos with robotic versions of kid videos to manipulate kids and put keywords in them and they're just disgusting to make money off of youtube
no advertising company can compete against what they've built and what they've built is so sinister in its manipulation of people especially in Facebook's case I think in Google is less so
she's right and I think the issue you have to think about is will they ever compete and so in the case of uber or taking the Google investment when they took the Google Ventures money they knew that way Moe existed wasn't called Weymouth hammer
they're all over AI they're all over VR they're all over Big Data they're all over cloud audio they're their assistants
one thing they're not doing its anything or much on blockchain zero basically zero
Google is jumped revenue 24% and just unbelievable performance
they had that very contentious relationship with Microsoft and Microsoft oh yes and they had their own views of what open source for browsers meant right and that wasn't always in sync
it was such a you know core part of Google's like existence that was tied to the browser
it actually forced Google's hand and made them create Chrome right it was just too much which too much revenue and too much search and too much power to not control a browser for that for that company
so I was hanging out and a friend said to our google home device ok Google show me your tits ... it just seems like a very strange way to respond to it but it specifically if it has been trained to respond to that question right and so now I'm like are there were there product managers sitting around a room being like what's a funny way that we can respond to this and they came in with that that is what they came out either show you my move
it's just totally is weird that Google wouldn't do everything that they possibly could to keep him
the researchers you specialize in this tech oh my god who are millions to are in demand to say the least and that you know the the salaries and the compensation is in the millions and tens of millions
literally they price fixed mm-hmm to make engineers not get the right price
Steve felt they double-crossed him by buying Android and copying everything that Eric Schmidt had learned on the board of Apple
there was a lawsuit against Google and Apple and others colluding accusing them of colluding to stop you know the the free throw of a free flow of employees
it's also telling that that JG has now moved to Apple I don't understand is how is that legal that he just is able to move over to apples AI
they've got they've got someone else to head search a Jeff Dean is is another central figure and he before this ran their internal AI lab which by the way now sits right next to the CEO that is a sign of how important this take now yes the company they are literally back-to-back with with sundar really
it was a it was a big big sign that the culture and a lot of ways was shifting at Google towards these AI methods when he took over
as much as this technology accelerates it's not quite where I think the general public yeah perceives it to be sometimes
this Apple hire significant is a that is a hugely significant Shan ji an
that technology helps drive Google search... helps drive you know the Amazon business of course it's moving into self-driving car predictive text you know what you seen in Gmail and and and other things
you saw this huge leap when Google moved to that type of technology right around 2012
many people believe that that that Siri today trails are their assistants like rails like Google assistant
they just changed the rules willy-nilly and they do it all the time without warning
literally Matt Cutts said to me at one point we don't have partners and I said but all the documents say partner program he's like well we don't really have partners
Matt Cutts all these people lied to me and I know everybody I know Sergey I know everybody had Google and I couldn't get relief and I had to layoff 80 people
when we were a partner of YouTube's they changed the rules on us two or three times Google changed the rules on us two or three times and resulted in us going from a ten million dollar of run rate of advertising to a sub $500,000 in advertising overnight
when Google in public they had the perfect definition of predictable and controllable revenue because they could pick the number of ads
Google has done at Facebook has done it
YouTube seems to definitely care about the 100 million club.
YouTube was not even deploying the unfair rules consistently. Were they trying to help the old media versus the new new media?
It's like Google SEO, and Matt Cutts used to be there. They changed the black box and Yeah, trust me, I know about it. out of business.
to Google, which is sucking up all that Chrome information and putting it in the cloud. It's putting in the cloud, and in fact they are sucking your browser history by default if you sign into Chrome in the upper right.
And there's a notoriously big ad blocker, Adblock Plus, and a few others that have followed it that charge Google to let certain ads through. Now, they say those ads meet objective acceptable ads criteria, but they still get paid big bucks. So, they This is hilarious. So, Adblocker Plus built up the largest ad blocker in the world in Chrome extensions and other places. Firefox first. Firefox first. Yep. And then sold out to Google to allow them to let their ads through with this fugazi claim tha
Google also kicked out Ad Nauseam for click fraud.
if you build inside Google's ecosystem, which is the Chrome extension store, you will eventually have Google You'll be controlled by Google essentially.
they're probably 99 .x% of search ads. And they're taking the incremental revenue, for sure.
their search market in the US is not 85%, 90%? Well, it's 85% according to some statistics, but I think when you start drilling in on those statistics, it's really more like 90, 95. Biggest ad server, biggest ad exchange.
while you had this incredible partnership with Google, in stealth they were getting ready to stab Mozilla in the back
it was sort of the striking thing about this demo was the reaction in the room which was which was laughter and applause just like delight at watching at watching this demo where apparently this AI assistant was able to trick people at a at a hair parlor and a restaurant into thinking that it was a real person... and then almost immediate horror on Twitter... and it was kind of remarkable that they didn't seem prepared for that reaction at all
I'm actually surprised at Facebook jumped all the way to dating obviously probably more monetizable than just friendships but yeah so he's a massive wire platform for that all platforms are
my general sense is that you're building something that's between tinder and Instagram am I correct
you could go work at Google and Facebook and get point oh one percent more people to click on the ads that they don't need that product or service and you'll put 10 years of your
if you are an engineer for you know Google I'm doing well yeah
Google wouldn't allow you to target by race
I don't trust them the way that I trust Google
they are completely making it hard Google's doing a terrible job of putting it on the top level to delete your data they've done a wonderful job with this page that shows you all the things they're tracking so you can see what they're tracking but to delete it they've obscura fied this
if you look at the if you look at Facebook and Apple and Google what percentage of those three companies and market cap is based on the smartphone revenue it is the majority right the majority of ads are seen there
they already have Google or YouTube or Apple or whatsapp or Instagram or snapchat on their portfolio company page so they can take their time
he told me it's amazing we're getting all these people who don't want to work at Facebook or don't want to work at or don't want to work at Google because they feel they're being judged on different criteria
when I look at a Google and you send me that link I go oh boy this is incredible
it was an experiment that I think is taking time
a lot of people actually tried that including Google so that it's always been it's one of those things they've tried it or they've experimented or what done an exploration of it
Google is famous now for having people hanging out on the roof drinking cocktails like they parodied in the Silicon Valley HBO show where the hooli people were kind of resting investing on the roof
at some point the whole grow grow grow at all costs runs out of juice you can no longer acquire at a certain point profitably in google facebook and amazon right your ltvs will get out of whack
almost 40 cents of every venture dollar right now goes right back into the hands of google facebook and amazon
the platforms themselves many of which because of homogeneous teams that you know we're experiencing protected from some of the things going on the platform that homogeneous in terms of geography homogeneous in terms background homogeneous in terms of gender in terms race maybe came late to realizing some of the things that we're going on the platform and also sort of got themselves wound up this notion of being a neutral platform which means that you have to stay you know apart from your commun
I think I think Google's always had a good strategy of get there early bring the people in and let them spin out and be in their orbit hmm I think they've always done that well Android YouTube come to mind
when women at Google started putting their spreadsheet and they were just seeing differences that didn't just made no sense and that was during the era where it was legal which was just a couple years ago to ask and make pay offers based on history
I can't believe that a company like Google has pay disparities between men and women in the same positions I claim they don't they don't now they claim they did I think they did it you know I know there was this lawsuit but I know where ended up
we did see that at Google with the walkout last week that was tremendous and drove massive change
Google has one that's really designed for deep learning it's called a tensor processing unit I think they've open sourced the design
Google has these giant data centers that's their business
that's why Google has been winning the AI race here in America
super disappointed about this Chinese search engine thing they're like maybe pursuing or maybe not. It's like the most anti-Google thing you can imagine. What do you think of that thing? The dragon? Oh man, I could argue that both ways. I honestly could. Yeah. Um Engagement versus don't participate? No, yeah cuz I mean, you know, if lots of countries are going to do things that we like and that we don't like. And the question is is do we participate? Do we not participate?
I was kind of attracted to hey, like I know something that's clear demand. Like let's let people use Google to like easily log in to sites. Yeah, that's a layup. That that was yeah, it's like as long as you do good execution. Yeah. Right? Like that'll be really widely used.
I think they should have had their own domain name and own branding like they did with YouTube, Android, Nest, Waymo? So here's the thing about you know, we were talking earlier about what's execution risk versus market risk. Any social product is almost always just market risk. Yeah. And if you're doing it different than what's out there, you just don't no matter how much money you throw at it. Mhm. Right? No matter how much execution ex- expertise you throw at it, you do not know if people are
Google+ they couldn't focus their way to success way mo perhaps they will so Android they did
they're gonna go to a platform that they know can't be evil yeah they're not going to buy into building for Facebook for the seventh time and then have Zuckerberg pull the ball away like Lucy with Charlie Brown
I don't think there's anything wrong with that I just think that I mean that is the way capitalism works
you have these dominant players that are limiting innovation
we've seen a number of examples where you know we've pioneered a market an opportunity of space a technology only to find that when one of these larger players enters that market it's really hard to compete they have huge advantages in terms of distribution
I think we are living in a world of very rapid consolidation around very dominant Network effects and that would be Google Apple Facebook Amazon these are great companies I have a great deal of respect for them but they have enormous advantage that's relative to startups
I would like for the industry itself to regulate itself before you get to the point where people who don't understand how ads work have to regulate it for us
Facebook and Google are 90 percent of the gain in advertising
I might just plow a bunch of cash into the names I just said and just ride four or five names that I know from inside information
I wouldn't say bulletproof or recession-proof but I would say they will weather the storm really well
I think if you were to buy Netflix Disney Google Apple that group I do not believe that group in 10 years will be less relevant than they are today
Google these are great companies so they're not going anywhere
mapping itself is still a very challenging task even today
I think it start from Google's mission of collecting and indexing all the information that can collect right so geospatial information is absolutely one of the most important piece of data that they would like to collect and in the early days they acquired a few startups one of the most important one probably is keyhole that they acquired keyhole Kehoe and then from there it's grows into a giant organization inside Google including Google Earth Google Maps Street View and ground choose a bunch o
and so Google could take care of monetization and the legal risk goes away a legal risk goes away
by the way Google bought Motorola I forgot that yeah they also bought YouTube and Android in both were indispensable this company people would be shorting Google massively if they hadn't bought both yeah
TV in China which Google is willing to do yes
Google has been trying to get into China
who had built the largest most disruptive ad network
she and Marissa and Susan yeah all and you know there are obviously other people but they I think they as a team crafted but Cheryl's job was to scale it right and to scale the ad sales and all that stuff which is a huge job
I mean the Washington Post is dying and why are they dying because Google's killing it
I believe you've broken the code that in social media the thing we know is that anonymity breeds trolls which undermines the viability of a social network because at that time he doesn't even have news feed yet in it's just a Facebook and just high high school and college students so he's got a Fanta cated identity
I think Facebook is going to be more successful than Google is today
it's really obvious that this is really about a business model as I described in the book it's a business model that's that Facebook didn't even invent I mean Google invented it yeah and Facebook's on it there's a piece of Amazon that's on it and a rapidly growing piece of Microsoft that's on it
in the Fayette case of of Facebook's properties and Google's properties by essentially having the loudest voice in the public square in every country in which they operate which was the whole civilized world essentially and especially the developed world and European and the Americas and in those environments when you're the loudest voice in the public square when you dominate politics you have responsibilities that you cannot shirk and when you're not elected and you're not accountable hmm you
the value of data has been going up geometrically and the tell is that look at the average revenue per user for these guys right now it's going
these people actually do monopolize our public square and if they decide they don't like something there is no appeal
almost everybody uses Google Docs which are terrible products and horrible for you
Google's got this bright shining light in Google Ventures going hey we like blockchain and we like you know things your parents used to do for you and we like you know transportation so they've taken all the money away from the core of the Internet and brought it into these things that are more capital intensive take longer and you know Google buys enough stuff to keep the venture guys happy and then writes them off yeah right go look at the history of their stuff it's brilliant I mean these guy
Google and Facebook and and Microsoft and Amazon can have a great business without harming people
there are lots of companies who have had really promising starts only discover that their capital dries up or you know Google suddenly is doing yes the algorithm has switched the algorithm to take away
if you're an entrepreneur and you've had this experience yourself you're at the mercy of what Google and Facebook and Amazon and Microsoft will let you do
i think if you're google you kind of like having a homogeneous employee base of white and Asian males between 25 and 35 right and so if you can sit there and say whoa this AI is doing it in its value neutral right it sort of gets you off the hook
you get the situation of the the facial recognition that either doesn't recognize women which I think was a Microsoft product or doesn't recognize people of color which was the Google product where all asian people look the same i think was their major problem
I'm Way more you know in this world I'm much more world worried about Google I'm worried about Amazon I'm worried about Microsoft I'm also worried about Facebook but you know the guys who independently sell AI and the people who sell smart devices they're the ones you really got to worry about right
now imagine they're tracking over a period of ten years your mouse movements are going to create a fingerprint ... they now know you of a neurological problem ... their business is to go to an insurance company and say hey is this guy a client of yours because if so he's got a problem
Google's getting you to do that because you're training the AR for the ki for their car system right that's for their automobiles they can tell you're a human based on the way your mouse moves
Google had this insight and in 2003 filed a patent that said while we're making changes to search engines to improve it we're getting your feedback and your the data we're getting all this other data that has nothing to do with improving the search engine but we believe it's extremely valuable it has predictive power on human behavior so they patented behavioral prediction using all the sources of data available from people using internet search and then other apps so here's the basic notion if
you're looking at YouTube or you know frankly Google search and because they're reinforcing what you like
Tristan Harris who had been the design Ephesus to Google he's on the show that day he'd been on 60 minutes two days before and he had this whole episode of 60 minutes talking about what he called brain hacking which is really persuasive to knowledge easy modification but it was persuasive technology and how it evolved when she got to smoke smart phones
did you charge Google's developer conference to use your software or no yes of course five euro per active user per month
we have about 200 Google people with google.com emails so they travel with us as well
for a developer it's for developers who are coming to their conference they don't want them on their internal system
Google has some group of nerds who've built their own software solution they built Google flights and Google Hotel they're not using your you know what they would consider subpar to their software solution
Google removed annotations they don't allow you to do this
twelve months ago Google asked us to cover the travel services for Google developer expert network and hotels for 12 years been learning from those experts
we've done is is taken our service and natively integrated into their cloud as well so you know kind of looks like a seamless part of their offering you can go down the list of services and see confluent cloud there we're doing work to integrate the billing and the support and all of that which is just a really cool thing
you had people that were like using data and a completely different way and they kind of built their own databases which was what LinkedIn was doing and Facebook was doing and Google was doing
ninety percent in the last couple of years of the additional dollars going into advertising went to the duopoly of Facebook and Google because remember Google has Google search plus Android Plus YouTube
Google said is we want to do intent-based search ads a new category you type in what you want and we match you with an ad that somebody has bid on in an auction this was revolutionary at the time
they are following a different KPI like the clouds they would like to generate traffic in the cloud ... so if they provide developer tools it's not because they want to sell developer tools they want to drive traffic into their cloud
Google Microsoft we know why Mozilla would back that because Mozilla is a nonprofit that cares about the world yeah but Google is the data broker
Google has all the data they need that's correct by doing this in the Chrome browser they're pulling up the ladder behind them they don't need any more data they they're basically killing their competitors by doing this which is why they went third
sophisticated companies like Google and Facebook have built their own versions of it this they have that's this is at the core of what they build they're not gonna use segments because they have their own version internally
Google is our main sponsor
there's lots of opportunities to build really interesting products and services that would do hundreds of millions if not billions of dollars revenue but were quote-unquote too small for Google
I am bullish on however the major platforms investing billions of dollars in it because again that actually makes sense so for Google or Facebook is investing billions of dollars why not a long term exactly they can take a long term view 10 years 15 years invest billions tens of billions and maybe they may create the form factor that that's excellent on AR
in the early days I think there was a draw to Google because of the change the world mission that's one and the second was all the talent people working there and so for the period of time that I was there I think it was 2004 to 2012 in the first in the first they know that the up until 2007 or so Google really didn't have any competition in terms of hiring it was only when Facebook showed up in around 2007 that Google actually faced serious competition in terms of hiring
I think that gave Google a really big opportunity to hire up basically you know all the talent in the Bay Area from like you know the early 2000 period to like the mid mid to late 2000 ended and they did so famously in a way the cynical look of it was to keep people from creating competitors
The Google Pixel, which Sam and I are in love with, Pixel 3, the videos are ridiculous, even in the low light.
what Google is doing is great ... they are really thinking about they have large cyber security team they have some of the best experts in the world they will figure out a lot of the solutions to a lot of the problems we have today and they're spending much more than internally than they are on you but they're getting much more
we do use Google USA yeah how do you find it compared to Edwards and face and Facebook for example yeah so I've been doing Google advertising for a long time and so I was doing a pad vert izing before the UAC product was released since you were able to do search separately from YouTube from display from all their different products and it it certainly worked better for me when it was siloed that way and I could just pick and choose the things that work for me we do do Google UIC it's probably ab
unlike Google AdWords or other platforms that don't have that social layer the more popular your ad is the more people will get shown to
Google search is kind of a winner-take-all bidding marketplace whoever has the highest bids gonna get the top placement and really take the lion's share of the traffic
Google search for a pot Club back before they were banning that there were some sneaky things you could do to get around the keyword blocking and he was getting customers buying product from him for two dollars each at super-high margins
if you are one or two competitors or you're reinventing a space Google search can be amazing for you
Google search is super far on the low effort scale also sort of limited size because you know search traffic is just limited to the number of people that are searching for that thing already it's very difficult to influence search traffic it tends to be high cost but it will vary a lot based on your business
I don't think there was any sort of subconscious desire on the part of Larry or Sergey to lose Cheryl but I do I could imagine what I could imagine happening was was the the the the men who were the senior sales pills peers were jumping up and down yelling and screaming for more money right in a way that Cheryl couldn't afford to do
Google would have dominated Facebook in all likelihood
they totally blew it they should have kept her there
Google was the best place for women I ever worked bar none
I'm sure Google would pay for it
I think they still don't disclose a rupture
I think it used to be extremely valuable to get featured on Apple because it was very precious real estate same with Google but now it's very crowded
do I think it's part of the cost of doing business today yeah unfortunately Google I think tech companies need to behave just a little bit better just like 5% better would go a long way like this feels too sharp elbowed Google I'm just looking at Google sundar like you know this is probably winds up being two percent of their revenue or maybe like under 1% doing this like little trick of like making you buy your name it just feels lame
isn't this infuriating that they make you buy your ad slot above your organic result ... this is what's gonna get Google into antitrust trouble is this overreaching thing where you type in one person and they put the competitor up there
nobody's talking about Zuckerberg spending something like ten five or ten million dollars a year on security they have a fleet of jets at Google you ever hear about the Google Jets you haven't heard about the Google Jets in a long time you know why so money printing machine shareholders don't care if you're printing about perks if you're printing money if listen if Bezos wants another jet and he wants Amazon to pay for it Google wants another three jets go for it they want to bring in the Niman
there's a database called virustotal which Google now owns they bought it and it's part of Chronicle which was their security company which got rolled up into Google Cloud
Google just has it right and Google has a much bigger data set and data scientists studying this
they know the IP addresses of those hackers of those nation-states and they know a spear phishing attack came in so they try to gather loads you about the signal so it might be that they know the infrastructure which would be like the IPS they're operating from it could be another signal maybe they are using their own Google accounts on the other side we don't know so who knows they have a lot of telemetry it's Google like they're a vertically integrated ISP CDN on their own data centers are lea
we had expanse actually use Google as our email provider because we're still a you know small business by any reasonable definition so I think that what Google has done has actually been a breakthrough we're going back to I think 2012 they even started providing notifications that a government was trying to get on that email that was amazing forward-leaning stuff
if you were an individual you know consumer or small business I would really strongly recommend using Gmail like just use Google's products or something like that or 365 the backend security that they are providing to help prevent phishing against you and all of their user base is actually an extraordinary leap in reducing risk for the average person so I would trust them over as a private company trying to create a bunch of email security
when you have Amazon doing it or jour or Google Cloud you've got the best person in the world or best team in the world hopefully doing it for everybody so hopefully on average the security level goes up
any regulation almost always benefits the existing incumbents so in this case how did it do that well now it's quite expensive to either I either advised by this regulation so that it's much hard to start a company but also these advertising networks that didn't have an end relationship with the Citizen of the of any of the EU Ghana they couldn't get permission to use their data right only Google and Facebook have that relationship because they have services so the services like search and photo
you could literally get a hundred thousand times the reach for half the price with a better tool like Google or Facebook exactly right and so we felt that there was these these changes happening they were out they weren't that controversial that changes around advertising and digital media and felt that hey if there was ever a time to do something stupid and see if subscription worked it would be in 2016
they're not allowed to scrape kora kora doesn't let them index it right I think they're still in the standoff
we interact with lots of machine learning systems already Google search is a is a large federated machine learning system today it's very very influenced by bike or deep learning machine learning etc and and it is extremely reliable it works like running water it's great
on a Waymo vehicle or on a Cruise vehicle or whatnot they very much work together
Google bet the farm on lidar
the problem is that when you maximize for attention you get lots of bad emergent behaviors
in the context of Google it's really simple it's like they're you know it's a line to make the money alright they make money by mind has a people's attention they want to maximize how much of that attention they grab and so they go and tell the algorithm get asthma as possible yeah and so it's not a bug it's not miss train or it's somehow was on the wrong biased thing it's due it's when it's maximizing attention it's functioning as designed that's what it's supposed to do and that's what the com
it's totally believable that we live in a world where like no one person at Google can account for what the hell the algorithm is doing that is true so complex now it's like the algorithm is kind of like our boss
YouTube used to if people subscribe to your channel you were guaranteed to get their content read all these youtubers work up at some point and they're like wait a second my users are not getting my stuff and YouTube's like yeah I'm not sure about that I guess it's the algorithm and it's like you wrote the algorithm and they're like yeah no don't know the algorithm somewhere in the building we actually haven't found it yet
if Google really was acting in good faith in this situation they would have a little button next to a newsletter that says boss always ends in box why doesn't Google dis a message to Google stop playing games this is why you're gonna go in front of Congress sundar clip this Nick sundar I know you see my tweets once in a while stop messing with newsletters on Gmail do better there's a reason why people hate big tech it's because you're screwing with the little guys and gals
ninety percent of the gains not 90% of the total but of the gains went to those two players in the duopoly
it's the last place where you can have a direct channel with your audience that's not controlled by one of the major like one of those Google Facebook Twitter
it's literally Google is trying to F with newsletters by creating a promotions tab think about how sinister that is
everybody knows the media is completely screwed everything is shutting down because Google and Facebook have a duopoly on advertising
Google had proven that ads are not bad mm-hmm irrelevant ads are bad relevant ads are actually good and incontinence search yeah their content and in search if he took the ads away and we had a lot of people who joined us from from Google who told us this when they ran experiments where they took the ads away people complained oh yeah the ads are additive to the user experience
Google you're typing in Volvo San Francisco you know Indian food Palo Alto I mean the intent on Google is insane the monetization is absurd
what Google had that Amazon didn't have was a high margin advertising business amazon's margins were like 3% and googles were like 60%
one of my mentors in the business the person actually who told who basically blocked the googly
the Mohr davidow partner who refused to let you invest in Google and laid on the tracks and block the Google
you can have a if you don't have a great leader for a company you're kind of toast dead in the water I mean you need the leader for vision drive for persistence for execution that's that's the person that inspires everyone in the company
there's always room for improvement and for a breakout success even in a category that's crowded
there was one person who basically laid down on the railroad tracks and said these guys are totally arrogant who needs another search engine oh these guys these guys won't take coaching literally there's one person in the room who's basically destroyed the Google bet thank you completely blocked it just blocked it yeah in front the train said over my dead body were not doing this and the reason given is Larry and Sergey are arrogant arrogant won't take coaching and who needs yet another search e
the other is do a bunch of Accu hires to block out you know the blossoming little seedlings that may grow up into oak trees and then sometimes they would buy them and leverage that platform sometimes they bought them and just shut them down
they just didn't want entrepreneurs or potential entrepreneurs on the market so they give them just absurd salaries and with savings and you know internally or in private like yeah we were paying that person like a million dollars a year so they don't start a company
they went and hired every PhD I was running Alta Vista when Google was a you know forty person company and what did they do and how did they create a moat is they basically hoovered up every PhD in the country
Alex's brain is different for me he's the most creative active product creator in the industry today
the founders are real visionaries
it's just such a good business it's just very stable CAC has been consistent for many years
engagement went out 3x retention really improved and the company is now in this terrific spot where they've got a huge amount of content on the app customers are loving it best-in-class retention
the company has really double down on innovation R&D and they're constantly reinventing themselves coming up with the next new thing
the people who were able to get on Google or Facebook and had a sense about that they did very well
Google isn't giving interviews to you know a random person from Microsoft you know anytime soon
they also put the one box of what they started to do was they started to pull the answer from your website and put it at the top under their ads
Google just pressed a button and just got rid of 80% of our traffic
if you took the Google founders and you said hey go run Pinterest they do a terrible job right that was a very sort of design centric company
Google's the most cutthroat company and they're so nice to you like they literally were giving us ten million dollars from one side in Google Adsense and on the other side Matt Cutts took away all the traffic and I was like we're partners how could you do this he said we're not partners we don't have partners
Google sucked at the time with all this web spam
there was a a social bonus where um the bonus was tied to Google's social efforts. So, that's spoke speaking as if the that the social is a really core mission, but then the lived and felt values were obviously very different.
if the if the leaders of the company are not participating, that does create I think a little bit of a tell, right?
I think Circles is a really powerful feature. I think it's also a little bit confusing to people because it's both um it's both a consumption mode as a way of organizing your consumption of like who shows up in my feed, but it's also a way of distributing um content.
Google, I think, had some saturation within communities but it it was generally quite sparse. And that And if you think about network effects Mhm. that would be my sense as why why it didn't take off in necessarily the same way as Facebook. Right. So there may have been a large number of people there because they blasted it to everybody. However, your tribe might have only 5% of your tribe might have used it, so it felt like a ghost town.
I think I I think it might be related to the adoption pattern. So Google can fast track a huge huge adoption just by the presence and the and the the as you as
I think the fact that Google Plus did not have its own domain name and brand and destination where they had 100% of the marketing uh space and interface. I think was a challenge. And I think that plus.google.com or you know, however the domain structure was was a bit of a mistake because you never had this ability for it to stand alone as the in the way YouTube or Instagram do
there was visibility into the possibility of what what Google could do, and there was excitement about um the type of product we could build.
we had this 100-day 100-day sprint to to to ship something, and it was just like a a huge effort. At one point, we had 280 people contributing code to the same JavaScript binary
some of the theory I think was then to go off and create a separate product which had some of the properties of Google Buzz, but then also integrated features that were previously in Google I go in I in I Google.
I think it's I think it it's difficult to figure out how to backpedal and whether the the trust was um completely broken at that point
the most sort of public example is the real names policy... internally there's a huge amount of furor and a lot of Googlers really were against the real names policy... it was an executive decision to stick with it
I think the values and the vision of the people on the ground building the product diverged from the vision and values of the people leading
Google had been built out of a very different it was a very technical culture. They didn't really understand social in the way that Mark does.
Google will ban YouTube accounts left and right and unless you make a big stink in social media you lose it forever
it seemed clear to me at the time, this is more than 10 years ago now, that aging is there's it's all genetic based... we should be able to understand the genetic basis of aging. And if we can do that, we can cure a lot of disease, prevent a lot of suffering
because Google can write a really big check
it didn't go it has not gone the direction I wanted it to go
So, Chris was at Google. So, he was doing this. Something happened that caused him to feel like he needed to do it on his on his own and he's created 10 billion, 20 billion, 30 billion, who knows how much value doing and and so when the question the overall question is uh why doesn't Google why why didn't Google buy X, Y, or Z? It's like, well, they're having trouble even holding on. When you're a big company, it's it's very difficult to hold on to innova- innovators.
Also, those were those are software businesses in large part with YouTube has a hardware data center component, but Google is great at that. Yeah. Building things in the real world uh like making cars, Manufacturing. Yeah. that's a whole there's a reason why GM is great at making cars. It's very hard. Supply chains are really difficult. Yeah. I learned this with Nest. Like very very hard.
I would argue no. I would say that that that that would have been very challenging for Google to see it through all of those challenges and then to commit to Gigafactories and all the other things that Elon has committed to and to also be the you know, the entrepreneur of the century out there, you know, sort of as the as the front person for the the technology.
I think cared more than startups need to and probably cared more than other companies did. I at the time at least, there was a very real to give the devil his due, a very real sense of responsibility around data, user data, how it's treated. Uh at least among the group of executives and engineers that I was working with that that yeah, you need to be really careful about that and and that makes it really hard to launch a product like TikTok or Buzz or and make those things successful
if you look at Google Plus, that was not a well-thought. It was not a thought-out product.
I don't think there's any social, right? Nothing's ever worked.
I think Google showed that courage with YouTube.
I think that Google didn't buy didn't buy Shopify. It just at the the price was price was too high. But of course the price is always too high for the good things. And and I really argued that that that that was incorrect. And and the price only goes up for has only gone up so from there. And I think it was a mistake.
I said Google should have bought Slack for sure.
I think you've seen a struggle with with with Allo and these different kind of chat fun and Buzz and I mean there's an endless list of things Google has launched that have failed to catch.
I think Google in some ways kind of lost its nerve to buy uh big things.
The people that work here should get paid like venture capitalists. They should have the same financial incentives because we had seen what happens is if you don't have that, especially in a corporate setting, the great people get offers and go somewhere else, leaving behind the people who probably can't or won't go somewhere else, and then your returns suffer as a result.
Credit to Eric and Larry and Sergey who basically gave us cart blanche. You know, set it up in the way that you think makes sense that makes this a real thing.
We're going to invest for a financial return. Any other metric is impossible to measure and therefore won't succeed. Like, if you can't measure it, especially at Google, it's like we'll never know if this is working and it'll get shut down.
you've seen so far with both Apple and Google releasing api's but not applications is kind of the challenge
I don't think it's a winnable situation for any tech company right because the reality is no matter what you do millions hundreds of millions will be very angry right and it's really hard when you're not a government to make calls like that
I just talked to Ruth Porat at Google. She's done an incredible job on workforce.
Google's not paying for it. They're building it to rent it.
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 0/100 for google, composed from 1 of 4 components (emerging formula), discounted ×0.79 for 30% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_magnitude | 0.3 | 0 |
funding.round.amount_usd 2010-11-20 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
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. 3+ HN mentions (peak 2244 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. ▲ 2244 Stealth bomber in flight on Google Maps 2021-12-20 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
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 | superseded | 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 |
community.hn.max_points | 2244 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 3 | observed | artifact ↗ | 2026-10-08 | 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 ↗ | 2026-07-18 | 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 | 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 | [] | observed | artifact ↗ | 2026-10-08 | 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 | 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=29627105", "title": "Stealth bomber in flight on Google Maps", "points": 2244, "created_at": "2021-12-20"} | observed | artifact ↗ | 2021-12-20 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=29627105", "title": "Stealth bomber in flight on Google Maps", "points": 2244, "created_at": "2021-12-20"} | observed | artifact ↗ | 2021-12-20 | 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.amount_usd | 100000000 | observed | artifact ↗ | 2021-06-24 | normalized | 0.50 |
funding.round.amount_usd | 1000000 | observed | artifact ↗ | 2015-08-18 | normalized | 0.50 |
funding.round.amount_usd | 100000000 | observed | artifact ↗ | 2012-04-21 | normalized | 0.50 |
funding.round.amount_usd | 8000000 | observed | artifact ↗ | 2012-03-01 | normalized | 0.50 |
funding.round.amount_usd | 7500000 | observed | artifact ↗ | 2011-04-05 | normalized | 0.50 |
funding.round.amount_usd | 2000000 | observed | artifact ↗ | 2010-11-20 | normalized | 0.50 |
funding.round.amount_usd | 1000000 | observed | artifact ↗ | 2025-06-30 | normalized | 0.50 |
funding.round.stage | growth | observed | artifact ↗ | 2025-07-14 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2015-08-18 | normalized | 0.50 |
funding.round.stage | series_a | observed | artifact ↗ | 2011-04-05 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2025-06-30 | 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 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "Google would have dominated Facebook in all likelihood", "expected_by": "2028-03-19T20:36:21 | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "I think Facebook is going to be more successful than Google is today", "expected_by": "2028- | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "I think if you were to buy Netflix Disney Google Apple that group I do not believe that grou | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 44.4, "comparator": "lte"}, "prediction": "they're gonna go to a platform that they know can't be evil yeah they're not going to buy in | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "no impact on the US market yeah now the US market is just go go go go go I think o US regula | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 44.4, "comparator": "lte"}, "prediction": "my guess is you're probably not going to order anything on Amazon with your Google Assistant | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "if you look at Google Cloud, they posted 82% year-over-year revenue growth, which is uh some | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "This is where Google is going to get their ass kicked. This will be their downfall, I predict, | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I believe that if Google can't figure out how to get everybody in the world to watch at least | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the next team was ready to challenge TV was ready to answer this question about what percent of | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it looks like these things are going to actually happen", "expected_by": "2028-03-20T16:05:43.8 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if this winds up getting some kind of adoption in the way Google has would say Chrome or Androi | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "and oh terrible name because you know Google's just gonna sue you over that", "expected_by": " | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if he comes in and he trains the the executive staff and Larry pagee himself to think about thi | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think Alon musk is the driving force behind what Larry Page is doing because I think when Alo | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Google uh would probably the most bold in this regard.", "expected_by": "2028-03-20T17:46:16.95 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "you could envision a world where buying the Apple TV or a Google TV uh or Chrome TV, whatever t | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "if YouTube follows that track it has not been pretty for Content creators who have been partne | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "YouTube cannot ever work for Content creators as a business onto itself", "expected_by": "2028 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if YouTube came out and said let's if you sell it we'll just take a 10% cut then your salespers | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "YouTube cpms are going to keep going down they're not going to go up they have too much invent | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think it's inevitable that we have information in our view corridor um be it in a glass be it | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I'd say it won't even ship it", "expected_by": "2028-03-20T18:38:14.915Z", "confidence_low": 0 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I think this is my prediction that this is a Tipping Point where the belief that like we actua | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "if they see an uptick in usage on YouTube and on searching and clicking on ads those two things | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this is amazing technology disruptive it's going to change the world but it's also now going to | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "i do think um we don't know what the killer use case is going to be and it's going to be way to | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "yeah this is working 1.0 wait until we have version 3.0 of it and wait till you have retina imp | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "whoever has the developers wins. ... The only people, who have that and probably have a shot at | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "now I messager is gonna get clobbered by whatever Google comes up with", "expected_by": "2028-0 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I'm an iPhone user and I start using Google Maps I start using Google I start using Gmail I sta | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Google+ I was talking to Vic this morning he has a few things coming to show you your life back | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "you think Google's going to be here 50 years from now crushing it has to be especially now if t | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "they'll back into a social network through YouTube I would imagine at some point which is a big | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I would like to say like that things would be you know 10 years it it won't be uncommon so in 1 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "right now Google is going to own the world because of Microsoft stupidity", "expected_by": "202 | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I saw Android is 75% of smartphones now is that right y yeah and it's going to be 100% at the r | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "they'll all run Android so which means that they'll be doing Google searches they'll be doing G | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "If you plug it right now, it'll hit eight hundred. I've no doubt.", "expected_by": "2028-03-20T | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I wanna go ahead and put a 'buy' rating officially, on Google, and set a target of eight hundre | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "because I think that the the publish And subscribe model of Facebook uh that gets its hooks in | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "pretty obvious to me we're going to drop Dropbox here because this is a magnitude cheaper 75% c | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "I got to believe that Google's buying Twitter by the end of the year I mean I they have to t | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 50.4, "comparator": "gte"}, "prediction": "I think anything that's pushing the boundaries and Cutting Edge is going to freak some peopl | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "when we get back from the commercial break I want to talk about your strategy for building a | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "the SEO game is clearly over", "expected_by": "2028-03-21T02:31:16.540Z", "confidence_low": 0 | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "the new interface for searching you're not actually going to Google anymore they're hijacking | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "that to me is just a sign that you need to sell every share of Twitter you own in the seconda | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 15.7, "comparator": "gte"}, "prediction": "once they discover it they're never going to go back to Yelp Yelp is just it's too much work | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 15.7, "comparator": "gte"}, "prediction": "it's a no-brainer for google to buy the company", "expected_by": "2028-03-21T04:39:00.850Z", | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "it may be great product, even a better product if it was built six years ago, but today it's | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "What's going to happen over the next five years is someone's going to come along with new tec | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "It'll get hungrier and hungrier because it has to keep growing at the same rates. Therefore, | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 15.7, "comparator": "gte"}, "prediction": "I don't think that Google and Bing can be beat in the next ten years ... you can't really be | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 15.7, "comparator": "gte"}, "prediction": "it seems like this that would be the inevitable addition to this offering which is and it to | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 9.7, "comparator": "lte"}, "prediction": "Google music it's not it's not gonna work they're too far behind music is iTunes", "expected_ | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 15.7, "comparator": "gte"}, "prediction": "It's going to be one of those businesses that just glides its way up to 50 or 100 million in | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 8.9, "comparator": "lte"}, "prediction": "there's already like a contingent of people who are bubbling up like oh my God antitrust and | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 14.9, "comparator": "gte"}, "prediction": "everyone told me that would be my Vietnam because Google would just write checks and destroy | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 14.9, "comparator": "gte"}, "prediction": "even if Google starts siphoning some of the traffic there's enough growth that can't complai | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 14.9, "comparator": "gte"}, "prediction": "it's definitely a sign of things to come I think we said that we want to add social air on t | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 14.9, "comparator": "gte"}, "prediction": "if you are a Google user I believe you will eventually be an Android User", "expected_by": " | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 14.9, "comparator": "gte"}, "prediction": "if we can imagine something like Android or open source platform not now but maybe 5 10 year | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think they'll get there", "expected_by": "2028-03-21T11:41:52.676Z", "confidence_low": 0.4, " | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "it's looking like the lines might cross again", "expected_by": "2028-03-21T11:41:52.676Z", "con | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I'm sure they're gonna nail it", "expected_by": "2028-03-21T14:16:00.347Z", "confidence_low": 0 | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I think google and or somebody else is going to innovate around them and come eat their lunch", | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Android is going to have to industrialized and and somehow get everybody organized yeah because | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we want to be poised and ready because we know that that's going to have a larger user base at | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "Bill girly made a you know basically famous venture capital guy he wrote a blog post that was r | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I definitely think Google Buzz is on the right track", "expected_by": "2028-03-21T16:42:22.535Z | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "I don't see um government employees as a whole uh moving from their Microsoft office desktop a | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "we've got a lot of machines at Google we we want we want a lot of machines to be out there", "e | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the major companies will deliver and you'll we'll be able to deliver media on Google or Microso | derived | calc | 2026-09-20 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "we definitely see some early warning signs here of people closing down the ecosystem, you know | derived | calc | 2026-10-09 | 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 | superseded | 0.50 |
metric.venture.funding_amount_usd | 100000000 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 100000000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 8000000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 7500000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 2000000 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_amount_usd | 1000000 | derived | calc | 2026-10-09 | derived | 0.50 |
platform.index_excluded | true | derived | calc | 2026-09-28 | normalized | 0.99 |
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 | superseded | 0.26 |
score.venture_signal | 47.4 | derived | calc | 2026-09-18 | superseded | 0.26 |
score.venture_signal | 0 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 47.4 | derived | calc | 2026-09-19 | superseded | 0.26 |
score.venture_signal | 12.7 | derived | calc | 2026-09-20 | superseded | 0.26 |
score.venture_signal | 11.9 | derived | calc | 2026-09-20 | superseded | 0.26 |
score.venture_signal | 0 | derived | calc | 2026-09-20 | derived | 0.26 |
sector | defense | derived | calc | 2026-08-08 | superseded | 0.90 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.attributed_claims | 219 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
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 |
signal.commentary | {"context": null, "run_ref": "01M2QMCGJBRFDPAPGY1CMYYCQK", "signals": [{"quote": "Google's not paying for it. They're building it to rent it.", "stance": "neutral", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2T7D619KY82E7ECQ5TCR9GH", "signals": [{"quote": "I just talked to Ruth Porat at Google. She's done an incredible job on workforce.", "stance": "bullish", "confidence": | observed | artifact ↗ | 2026-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TF9WYN2JD08PWFXWGC5JAA", "signals": [{"quote": "I don't think it's a winnable situation for any tech company right because the reality is no matter what you do millio | observed | artifact ↗ | 2020-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TF9WYN2JD08PWFXWGC5JAA", "signals": [{"quote": "you've seen so far with both Apple and Google releasing api's but not applications is kind of the challenge", "stance" | observed | artifact ↗ | 2020-04-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "We're going to invest for a financial return. Any other metric is impossible to measure and therefore won't succeed. L | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "Credit to Eric and Larry and Sergey who basically gave us cart blanche. You know, set it up in the way that you think | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "The people that work here should get paid like venture capitalists. They should have the same financial incentives bec | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I think Google in some ways kind of lost its nerve to buy uh big things.", "stance": "bearish", "confidence": 0.95, "s | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I think you've seen a struggle with with with Allo and these different kind of chat fun and Buzz and I mean there's an | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I said Google should have bought Slack for sure.", "stance": "bearish", "confidence": 1, "signal_class": "criticism", | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I think that Google didn't buy didn't buy Shopify. It just at the the price was price was too high. But of course the | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I think Google showed that courage with YouTube.", "stance": "bullish", "confidence": 1, "signal_class": "assessment", | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I don't think there's any social, right? Nothing's ever worked.", "stance": "bearish", "confidence": 0.85, "signal_cla | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "if you look at Google Plus, that was not a well-thought. It was not a thought-out product.", "stance": "bearish", "con | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I think cared more than startups need to and probably cared more than other companies did. I at the time at least, the | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "I would argue no. I would say that that that that would have been very challenging for Google to see it through all of | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "Also, those were those are software businesses in large part with YouTube has a hardware data center component, but Go | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "So, Chris was at Google. So, he was doing this. Something happened that caused him to feel like he needed to do it on | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "it didn't go it has not gone the direction I wanted it to go", "stance": "bearish", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "because Google can write a really big check", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2THNN9P6MV0M5Q24WR8K7JE", "signals": [{"quote": "it seemed clear to me at the time, this is more than 10 years ago now, that aging is there's it's all genetic based... | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TMH4ZXFDJ7T78Z3PWM5NBS", "signals": [{"quote": "Google will ban YouTube accounts left and right and unless you make a big stink in social media you lose it forever", | observed | artifact ↗ | 2020-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "Google had been built out of a very different it was a very technical culture. They didn't really understand social in | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "I think the values and the vision of the people on the ground building the product diverged from the vision and values | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "the most sort of public example is the real names policy... internally there's a huge amount of furor and a lot of Goo | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "I think it's I think it it's difficult to figure out how to backpedal and whether the the trust was um completely brok | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "some of the theory I think was then to go off and create a separate product which had some of the properties of Google | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "we had this 100-day 100-day sprint to to to ship something, and it was just like a a huge effort. At one point, we had | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "there was visibility into the possibility of what what Google could do, and there was excitement about um the type of | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "I think the fact that Google Plus did not have its own domain name and brand and destination where they had 100% of th | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "I think I I think it might be related to the adoption pattern. So Google can fast track a huge huge adoption just by t | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "Google, I think, had some saturation within communities but it it was generally quite sparse. And that And if you thin | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "I think Circles is a really powerful feature. I think it's also a little bit confusing to people because it's both um | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "if the if the leaders of the company are not participating, that does create I think a little bit of a tell, right?", | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TNWZ9ZVD0R1H6XJMQ7CZ48", "signals": [{"quote": "there was a a social bonus where um the bonus was tied to Google's social efforts. So, that's spoke speaking as if the | observed | artifact ↗ | 2020-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQ0WQT95Q3EWJVXJEMBSFJ", "signals": [{"quote": "Google sucked at the time with all this web spam", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism" | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQ0WQT95Q3EWJVXJEMBSFJ", "signals": [{"quote": "Google's the most cutthroat company and they're so nice to you like they literally were giving us ten million dollars | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQ0WQT95Q3EWJVXJEMBSFJ", "signals": [{"quote": "if you took the Google founders and you said hey go run Pinterest they do a terrible job right that was a very sort of | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQ0WQT95Q3EWJVXJEMBSFJ", "signals": [{"quote": "Google just pressed a button and just got rid of 80% of our traffic", "stance": "bearish", "confidence": 0.9, "signal_ | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQ0WQT95Q3EWJVXJEMBSFJ", "signals": [{"quote": "they also put the one box of what they started to do was they started to pull the answer from your website and put it | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQ53V1XGF5K1AMT82TJFFE", "signals": [{"quote": "Google isn't giving interviews to you know a random person from Microsoft you know anytime soon", "stance": "neutral", | observed | artifact ↗ | 2020-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRR18FE2RARWMHBJH34A5R", "signals": [{"quote": "the people who were able to get on Google or Facebook and had a sense about that they did very well", "stance": "bulli | observed | artifact ↗ | 2020-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRVJGQDH1T3HDNDEZ3CE84", "signals": [{"quote": "the company has really double down on innovation R&D and they're constantly reinventing themselves coming up with the | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRVJGQDH1T3HDNDEZ3CE84", "signals": [{"quote": "engagement went out 3x retention really improved and the company is now in this terrific spot where they've got a huge | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRVJGQDH1T3HDNDEZ3CE84", "signals": [{"quote": "it's just such a good business it's just very stable CAC has been consistent for many years", "stance": "bullish", "co | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRVJGQDH1T3HDNDEZ3CE84", "signals": [{"quote": "the founders are real visionaries", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TRVJGQDH1T3HDNDEZ3CE84", "signals": [{"quote": "Alex's brain is different for me he's the most creative active product creator in the industry today", "stance": "bull | observed | artifact ↗ | 2020-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS58NBQ8WCPGWBQVBDPMR1", "signals": [{"quote": "they went and hired every PhD I was running Alta Vista when Google was a you know forty person company and what did th | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS58NBQ8WCPGWBQVBDPMR1", "signals": [{"quote": "they just didn't want entrepreneurs or potential entrepreneurs on the market so they give them just absurd salaries an | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TS58NBQ8WCPGWBQVBDPMR1", "signals": [{"quote": "the other is do a bunch of Accu hires to block out you know the blossoming little seedlings that may grow up into oak | observed | artifact ↗ | 2020-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTY4RX2RCEXFWMAQ60YE5J", "signals": [{"quote": "there was one person who basically laid down on the railroad tracks and said these guys are totally arrogant who needs | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTY4RX2RCEXFWMAQ60YE5J", "signals": [{"quote": "there's always room for improvement and for a breakout success even in a category that's crowded", "stance": "bullish" | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTY4RX2RCEXFWMAQ60YE5J", "signals": [{"quote": "you can have a if you don't have a great leader for a company you're kind of toast dead in the water I mean you need t | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTY4RX2RCEXFWMAQ60YE5J", "signals": [{"quote": "the Mohr davidow partner who refused to let you invest in Google and laid on the tracks and block the Google", "stance | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TTY4RX2RCEXFWMAQ60YE5J", "signals": [{"quote": "one of my mentors in the business the person actually who told who basically blocked the googly", "stance": "neutral", | observed | artifact ↗ | 2020-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVG3NC5E29Q64S0BAFHPVT", "signals": [{"quote": "what Google had that Amazon didn't have was a high margin advertising business amazon's margins were like 3% and googl | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVG3NC5E29Q64S0BAFHPVT", "signals": [{"quote": "Google you're typing in Volvo San Francisco you know Indian food Palo Alto I mean the intent on Google is insane the m | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TVG3NC5E29Q64S0BAFHPVT", "signals": [{"quote": "Google had proven that ads are not bad mm-hmm irrelevant ads are bad relevant ads are actually good and incontinence s | observed | artifact ↗ | 2020-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "everybody knows the media is completely screwed everything is shutting down because Google and Facebook have a duopoly | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "it's literally Google is trying to F with newsletters by creating a promotions tab think about how sinister that is", | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "it's the last place where you can have a direct channel with your audience that's not controlled by one of the major l | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "ninety percent of the gains not 90% of the total but of the gains went to those two players in the duopoly", "stance": | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "if Google really was acting in good faith in this situation they would have a little button next to a newsletter that | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "YouTube used to if people subscribe to your channel you were guaranteed to get their content read all these youtubers | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "it's totally believable that we live in a world where like no one person at Google can account for what the hell the a | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "in the context of Google it's really simple it's like they're you know it's a line to make the money alright they make | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TWX1X46Z5VKSWSJ6ZJZ0VB", "signals": [{"quote": "the problem is that when you maximize for attention you get lots of bad emergent behaviors", "stance": "bearish", "con | observed | artifact ↗ | 2020-01-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYG8BN6MEXXBGHRQMC1N8P", "signals": [{"quote": "Google bet the farm on lidar", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": "Al | observed | artifact ↗ | 2019-11-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYG8BN6MEXXBGHRQMC1N8P", "signals": [{"quote": "on a Waymo vehicle or on a Cruise vehicle or whatnot they very much work together", "stance": "neutral", "confidence": | observed | artifact ↗ | 2019-11-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYG8BN6MEXXBGHRQMC1N8P", "signals": [{"quote": "we interact with lots of machine learning systems already Google search is a is a large federated machine learning sys | observed | artifact ↗ | 2019-11-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYG8BN6MEXXBGHRQMC1N8P", "signals": [{"quote": "they're not allowed to scrape kora kora doesn't let them index it right I think they're still in the standoff", "stanc | observed | artifact ↗ | 2019-11-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TYVQWED7JG749TYEGV4DHA", "signals": [{"quote": "you could literally get a hundred thousand times the reach for half the price with a better tool like Google or Facebo | observed | artifact ↗ | 2019-11-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TZVHQVPHP1DVS7QXKHPNWX", "signals": [{"quote": "any regulation almost always benefits the existing incumbents so in this case how did it do that well now it's quite e | observed | artifact ↗ | 2019-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0BYDBZV0X5PJ6WZXS4HGV", "signals": [{"quote": "when you have Amazon doing it or jour or Google Cloud you've got the best person in the world or best team in the worl | observed | artifact ↗ | 2019-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0BYDBZV0X5PJ6WZXS4HGV", "signals": [{"quote": "if you were an individual you know consumer or small business I would really strongly recommend using Gmail like just | observed | artifact ↗ | 2019-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0BYDBZV0X5PJ6WZXS4HGV", "signals": [{"quote": "we had expanse actually use Google as our email provider because we're still a you know small business by any reasonab | observed | artifact ↗ | 2019-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0BYDBZV0X5PJ6WZXS4HGV", "signals": [{"quote": "they know the IP addresses of those hackers of those nation-states and they know a spear phishing attack came in so th | observed | artifact ↗ | 2019-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0BYDBZV0X5PJ6WZXS4HGV", "signals": [{"quote": "Google just has it right and Google has a much bigger data set and data scientists studying this", "stance": "bullish" | observed | artifact ↗ | 2019-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V0BYDBZV0X5PJ6WZXS4HGV", "signals": [{"quote": "there's a database called virustotal which Google now owns they bought it and it's part of Chronicle which was their s | observed | artifact ↗ | 2019-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V1685DR19X7AA2DJ6DS8P7", "signals": [{"quote": "nobody's talking about Zuckerberg spending something like ten five or ten million dollars a year on security they have | observed | artifact ↗ | 2019-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V1DT8894MS2K60AEEVBQ4B", "signals": [{"quote": "isn't this infuriating that they make you buy your ad slot above your organic result ... this is what's gonna get Goog | observed | artifact ↗ | 2019-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V1DT8894MS2K60AEEVBQ4B", "signals": [{"quote": "do I think it's part of the cost of doing business today yeah unfortunately Google I think tech companies need to beha | observed | artifact ↗ | 2019-10-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V25QSCTJSW8KKCB7CWWT0F", "signals": [{"quote": "I think it used to be extremely valuable to get featured on Apple because it was very precious real estate same with G | observed | artifact ↗ | 2019-09-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3QFQYFFA089NP1267YQ87", "signals": [{"quote": "I think they still don't disclose a rupture", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2019-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3QFQYFFA089NP1267YQ87", "signals": [{"quote": "I'm sure Google would pay for it", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2019-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3QFQYFFA089NP1267YQ87", "signals": [{"quote": "Google was the best place for women I ever worked bar none", "stance": "bullish", "confidence": 1, "signal_class": "as | observed | artifact ↗ | 2019-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3QFQYFFA089NP1267YQ87", "signals": [{"quote": "they totally blew it they should have kept her there", "stance": "bearish", "confidence": 0.8, "signal_class": "critic | observed | artifact ↗ | 2019-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3QFQYFFA089NP1267YQ87", "signals": [{"quote": "Google would have dominated Facebook in all likelihood", "stance": "bullish", "confidence": 0.9, "signal_class": "pred | observed | artifact ↗ | 2019-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V3QFQYFFA089NP1267YQ87", "signals": [{"quote": "I don't think there was any sort of subconscious desire on the part of Larry or Sergey to lose Cheryl but I do I could | observed | artifact ↗ | 2019-08-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4HRRT9S1ZA6B9QPSQYGQ4", "signals": [{"quote": "Google search is super far on the low effort scale also sort of limited size because you know search traffic is just l | observed | artifact ↗ | 2019-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4HRRT9S1ZA6B9QPSQYGQ4", "signals": [{"quote": "if you are one or two competitors or you're reinventing a space Google search can be amazing for you", "stance": "neut | observed | artifact ↗ | 2019-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4HRRT9S1ZA6B9QPSQYGQ4", "signals": [{"quote": "Google search for a pot Club back before they were banning that there were some sneaky things you could do to get arou | observed | artifact ↗ | 2019-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4HRRT9S1ZA6B9QPSQYGQ4", "signals": [{"quote": "Google search is kind of a winner-take-all bidding marketplace whoever has the highest bids gonna get the top placemen | observed | artifact ↗ | 2019-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4HRRT9S1ZA6B9QPSQYGQ4", "signals": [{"quote": "unlike Google AdWords or other platforms that don't have that social layer the more popular your ad is the more people | observed | artifact ↗ | 2019-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V4HRRT9S1ZA6B9QPSQYGQ4", "signals": [{"quote": "we do use Google USA yeah how do you find it compared to Edwards and face and Facebook for example yeah so I've been d | observed | artifact ↗ | 2019-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V59TJHF0VGVVGQ6A98DFTW", "signals": [{"quote": "what Google is doing is great ... they are really thinking about they have large cyber security team they have some of | observed | artifact ↗ | 2019-06-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V662Q9J6CXC051FR07WQAT", "signals": [{"quote": "The Google Pixel, which Sam and I are in love with, Pixel 3, the videos are ridiculous, even in the low light.", "stan | observed | artifact ↗ | 2019-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V6R82WD3DH2D1N1HEZ653N", "signals": [{"quote": "I think that gave Google a really big opportunity to hire up basically you know all the talent in the Bay Area from li | observed | artifact ↗ | 2019-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V6R82WD3DH2D1N1HEZ653N", "signals": [{"quote": "in the early days I think there was a draw to Google because of the change the world mission that's one and the second | observed | artifact ↗ | 2019-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V6R82WD3DH2D1N1HEZ653N", "signals": [{"quote": "I am bullish on however the major platforms investing billions of dollars in it because again that actually makes sens | observed | artifact ↗ | 2019-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V6R82WD3DH2D1N1HEZ653N", "signals": [{"quote": "there's lots of opportunities to build really interesting products and services that would do hundreds of millions if | observed | artifact ↗ | 2019-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V76HG94HQ6YM31XNP1BKR3", "signals": [{"quote": "Google is our main sponsor", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": "Chri | observed | artifact ↗ | 2019-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7C04NEFQ8NJSDH28SARVD", "signals": [{"quote": "sophisticated companies like Google and Facebook have built their own versions of it this they have that's this is at | observed | artifact ↗ | 2019-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7C04NEFQ8NJSDH28SARVD", "signals": [{"quote": "Google has all the data they need that's correct by doing this in the Chrome browser they're pulling up the ladder beh | observed | artifact ↗ | 2019-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V7C04NEFQ8NJSDH28SARVD", "signals": [{"quote": "Google Microsoft we know why Mozilla would back that because Mozilla is a nonprofit that cares about the world yeah bu | observed | artifact ↗ | 2019-05-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V87T4GW5CYBQE5KGH7PP11", "signals": [{"quote": "they are following a different KPI like the clouds they would like to generate traffic in the cloud ... so if they pro | observed | artifact ↗ | 2019-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V9047B9XCSQAP42YCKNHV8", "signals": [{"quote": "Google said is we want to do intent-based search ads a new category you type in what you want and we match you with an | observed | artifact ↗ | 2019-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V9047B9XCSQAP42YCKNHV8", "signals": [{"quote": "ninety percent in the last couple of years of the additional dollars going into advertising went to the duopoly of Fac | observed | artifact ↗ | 2019-05-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VA06NWBF931ZR8VXN8FJCT", "signals": [{"quote": "you had people that were like using data and a completely different way and they kind of built their own databases whi | observed | artifact ↗ | 2019-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VA06NWBF931ZR8VXN8FJCT", "signals": [{"quote": "we've done is is taken our service and natively integrated into their cloud as well so you know kind of looks like a s | observed | artifact ↗ | 2019-04-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBEK0ZTY6TE9W8RRT9F304", "signals": [{"quote": "twelve months ago Google asked us to cover the travel services for Google developer expert network and hotels for 12 y | observed | artifact ↗ | 2019-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBEK0ZTY6TE9W8RRT9F304", "signals": [{"quote": "Google removed annotations they don't allow you to do this", "stance": "neutral", "confidence": 0.9, "signal_class": " | observed | artifact ↗ | 2019-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBEK0ZTY6TE9W8RRT9F304", "signals": [{"quote": "Google has some group of nerds who've built their own software solution they built Google flights and Google Hotel the | observed | artifact ↗ | 2019-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBEK0ZTY6TE9W8RRT9F304", "signals": [{"quote": "for a developer it's for developers who are coming to their conference they don't want them on their internal system", | observed | artifact ↗ | 2019-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBEK0ZTY6TE9W8RRT9F304", "signals": [{"quote": "we have about 200 Google people with google.com emails so they travel with us as well", "stance": "neutral", "confiden | observed | artifact ↗ | 2019-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBEK0ZTY6TE9W8RRT9F304", "signals": [{"quote": "did you charge Google's developer conference to use your software or no yes of course five euro per active user per mo | observed | artifact ↗ | 2019-03-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "Tristan Harris who had been the design Ephesus to Google he's on the show that day he'd been on 60 minutes two days be | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "you're looking at YouTube or you know frankly Google search and because they're reinforcing what you like", "stance": | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "Google had this insight and in 2003 filed a patent that said while we're making changes to search engines to improve i | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "Google's getting you to do that because you're training the AR for the ki for their car system right that's for their | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "now imagine they're tracking over a period of ten years your mouse movements are going to create a fingerprint ... the | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "I'm Way more you know in this world I'm much more world worried about Google I'm worried about Amazon I'm worried abou | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "you get the situation of the the facial recognition that either doesn't recognize women which I think was a Microsoft | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "i think if you're google you kind of like having a homogeneous employee base of white and Asian males between 25 and 3 | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "if you're an entrepreneur and you've had this experience yourself you're at the mercy of what Google and Facebook and | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "there are lots of companies who have had really promising starts only discover that their capital dries up or you know | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "Google and Facebook and and Microsoft and Amazon can have a great business without harming people", "stance": "neutral | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "Google's got this bright shining light in Google Ventures going hey we like blockchain and we like you know things you | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "almost everybody uses Google Docs which are terrible products and horrible for you", "stance": "bearish", "confidence" | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "these people actually do monopolize our public square and if they decide they don't like something there is no appeal" | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBGX4724J8GC3WEESG8FD1", "signals": [{"quote": "the value of data has been going up geometrically and the tell is that look at the average revenue per user for these | observed | artifact ↗ | 2019-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBRM3CN221H36SPGRQ2HY8", "signals": [{"quote": "in the Fayette case of of Facebook's properties and Google's properties by essentially having the loudest voice in the | observed | artifact ↗ | 2019-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBRM3CN221H36SPGRQ2HY8", "signals": [{"quote": "it's really obvious that this is really about a business model as I described in the book it's a business model that's | observed | artifact ↗ | 2019-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBRM3CN221H36SPGRQ2HY8", "signals": [{"quote": "I think Facebook is going to be more successful than Google is today", "stance": "bullish", "confidence": 1, "signal_c | observed | artifact ↗ | 2019-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBRM3CN221H36SPGRQ2HY8", "signals": [{"quote": "I believe you've broken the code that in social media the thing we know is that anonymity breeds trolls which undermin | observed | artifact ↗ | 2019-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBRM3CN221H36SPGRQ2HY8", "signals": [{"quote": "I mean the Washington Post is dying and why are they dying because Google's killing it", "stance": "neutral", "confide | observed | artifact ↗ | 2019-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBRM3CN221H36SPGRQ2HY8", "signals": [{"quote": "she and Marissa and Susan yeah all and you know there are obviously other people but they I think they as a team craft | observed | artifact ↗ | 2019-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBRM3CN221H36SPGRQ2HY8", "signals": [{"quote": "who had built the largest most disruptive ad network", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_c | observed | artifact ↗ | 2019-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBZB39N1FGEFE59EYGNQS8", "signals": [{"quote": "Google has been trying to get into China", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBZB39N1FGEFE59EYGNQS8", "signals": [{"quote": "TV in China which Google is willing to do yes", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", " | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBZB39N1FGEFE59EYGNQS8", "signals": [{"quote": "by the way Google bought Motorola I forgot that yeah they also bought YouTube and Android in both were indispensable t | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VBZB39N1FGEFE59EYGNQS8", "signals": [{"quote": "and so Google could take care of monetization and the legal risk goes away a legal risk goes away", "stance": "bullish | observed | artifact ↗ | 2019-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCHH3P00TAS5WDSJ8RSVRN", "signals": [{"quote": "I think it start from Google's mission of collecting and indexing all the information that can collect right so geospa | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VCHH3P00TAS5WDSJ8RSVRN", "signals": [{"quote": "mapping itself is still a very challenging task even today", "stance": "neutral", "confidence": 0.7, "signal_class": " | observed | artifact ↗ | 2019-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE0X7EQB1A513CSNDQEZRH", "signals": [{"quote": "Google these are great companies so they're not going anywhere", "stance": "bullish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2019-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE0X7EQB1A513CSNDQEZRH", "signals": [{"quote": "I think if you were to buy Netflix Disney Google Apple that group I do not believe that group in 10 years will be less | observed | artifact ↗ | 2019-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE0X7EQB1A513CSNDQEZRH", "signals": [{"quote": "I wouldn't say bulletproof or recession-proof but I would say they will weather the storm really well", "stance": "bul | observed | artifact ↗ | 2019-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VE0X7EQB1A513CSNDQEZRH", "signals": [{"quote": "I might just plow a bunch of cash into the names I just said and just ride four or five names that I know from inside | observed | artifact ↗ | 2019-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEAPMYTTTA3QNZ51WZDCHB", "signals": [{"quote": "Facebook and Google are 90 percent of the gain in advertising", "stance": "bearish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2019-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEAPMYTTTA3QNZ51WZDCHB", "signals": [{"quote": "I would like for the industry itself to regulate itself before you get to the point where people who don't understand | observed | artifact ↗ | 2019-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEQG7WKCBY8P4K9JK69CE3", "signals": [{"quote": "I think we are living in a world of very rapid consolidation around very dominant Network effects and that would be Go | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEQG7WKCBY8P4K9JK69CE3", "signals": [{"quote": "we've seen a number of examples where you know we've pioneered a market an opportunity of space a technology only to f | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEQG7WKCBY8P4K9JK69CE3", "signals": [{"quote": "you have these dominant players that are limiting innovation", "stance": "bearish", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEQG7WKCBY8P4K9JK69CE3", "signals": [{"quote": "I don't think there's anything wrong with that I just think that I mean that is the way capitalism works", "stance": " | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEQG7WKCBY8P4K9JK69CE3", "signals": [{"quote": "they're gonna go to a platform that they know can't be evil yeah they're not going to buy into building for Facebook f | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VEQG7WKCBY8P4K9JK69CE3", "signals": [{"quote": "Google+ they couldn't focus their way to success way mo perhaps they will so Android they did", "stance": "mixed", "co | observed | artifact ↗ | 2018-12-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VF875NSQ2X5NVX0DX7JJPD", "signals": [{"quote": "I think they should have had their own domain name and own branding like they did with YouTube, Android, Nest, Waymo? | observed | artifact ↗ | 2018-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VF875NSQ2X5NVX0DX7JJPD", "signals": [{"quote": "I was kind of attracted to hey, like I know something that's clear demand. Like let's let people use Google to like ea | observed | artifact ↗ | 2018-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VF875NSQ2X5NVX0DX7JJPD", "signals": [{"quote": "super disappointed about this Chinese search engine thing they're like maybe pursuing or maybe not. It's like the most | observed | artifact ↗ | 2018-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFFJF2SVFF0NANPTJ3WRJW", "signals": [{"quote": "that's why Google has been winning the AI race here in America", "stance": "bullish", "confidence": 0.8, "signal_class | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFFJF2SVFF0NANPTJ3WRJW", "signals": [{"quote": "Google has these giant data centers that's their business", "stance": "neutral", "confidence": 0.9, "signal_class": "f | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VFFJF2SVFF0NANPTJ3WRJW", "signals": [{"quote": "Google has one that's really designed for deep learning it's called a tensor processing unit I think they've open sour | observed | artifact ↗ | 2018-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGAR3Z11XXZQ9TXS1GD3F3", "signals": [{"quote": "we did see that at Google with the walkout last week that was tremendous and drove massive change", "stance": "bullish | observed | artifact ↗ | 2018-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGAR3Z11XXZQ9TXS1GD3F3", "signals": [{"quote": "I can't believe that a company like Google has pay disparities between men and women in the same positions I claim the | observed | artifact ↗ | 2018-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGAR3Z11XXZQ9TXS1GD3F3", "signals": [{"quote": "when women at Google started putting their spreadsheet and they were just seeing differences that didn't just made no | observed | artifact ↗ | 2018-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGXHAEQTMSW0JJX60GSCWV", "signals": [{"quote": "I think I think Google's always had a good strategy of get there early bring the people in and let them spin out and b | observed | artifact ↗ | 2018-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHEDZ85R958VX61V0XYC5A", "signals": [{"quote": "the platforms themselves many of which because of homogeneous teams that you know we're experiencing protected from so | observed | artifact ↗ | 2018-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHHQRA3R95NA9ZRA7X576S", "signals": [{"quote": "almost 40 cents of every venture dollar right now goes right back into the hands of google facebook and amazon", "stan | observed | artifact ↗ | 2018-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VHHQRA3R95NA9ZRA7X576S", "signals": [{"quote": "at some point the whole grow grow grow at all costs runs out of juice you can no longer acquire at a certain point pro | observed | artifact ↗ | 2018-10-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VJAXV1SZYFN9YQ8JSPFT1Z", "signals": [{"quote": "Google is famous now for having people hanging out on the roof drinking cocktails like they parodied in the Silicon Va | observed | artifact ↗ | 2018-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK08ZATTGZETAEYV52ZS7P", "signals": [{"quote": "a lot of people actually tried that including Google so that it's always been it's one of those things they've tried i | observed | artifact ↗ | 2018-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK08ZATTGZETAEYV52ZS7P", "signals": [{"quote": "it was an experiment that I think is taking time", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment | observed | artifact ↗ | 2018-08-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK1M386KHJ4XWTVM7PRG43", "signals": [{"quote": "when I look at a Google and you send me that link I go oh boy this is incredible", "stance": "bullish", "confidence": | observed | artifact ↗ | 2018-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VK1M386KHJ4XWTVM7PRG43", "signals": [{"quote": "he told me it's amazing we're getting all these people who don't want to work at Facebook or don't want to work at or | observed | artifact ↗ | 2018-08-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM5K7VY6WP5YVKHWHTERDK", "signals": [{"quote": "they already have Google or YouTube or Apple or whatsapp or Instagram or snapchat on their portfolio company page so t | observed | artifact ↗ | 2018-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VM5K7VY6WP5YVKHWHTERDK", "signals": [{"quote": "if you look at the if you look at Facebook and Apple and Google what percentage of those three companies and market ca | observed | artifact ↗ | 2018-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMSTMTY2W58W97KV77SJHY", "signals": [{"quote": "they are completely making it hard Google's doing a terrible job of putting it on the top level to delete your data th | observed | artifact ↗ | 2018-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMSTMTY2W58W97KV77SJHY", "signals": [{"quote": "I don't trust them the way that I trust Google", "stance": "bullish", "confidence": 0.6, "signal_class": "endorsement" | observed | artifact ↗ | 2018-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VMSTMTY2W58W97KV77SJHY", "signals": [{"quote": "Google wouldn't allow you to target by race", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2018-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN61T1MKYQ8PDYXDHPR547", "signals": [{"quote": "if you are an engineer for you know Google I'm doing well yeah", "stance": "neutral", "confidence": 0.7, "signal_class | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN61T1MKYQ8PDYXDHPR547", "signals": [{"quote": "you could go work at Google and Facebook and get point oh one percent more people to click on the ads that they don't | observed | artifact ↗ | 2018-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN86S4QWFV0ZE3VWCMDNJF", "signals": [{"quote": "my general sense is that you're building something that's between tinder and Instagram am I correct", "stance": "neutr | observed | artifact ↗ | 2018-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VN86S4QWFV0ZE3VWCMDNJF", "signals": [{"quote": "I'm actually surprised at Facebook jumped all the way to dating obviously probably more monetizable than just friendsh | observed | artifact ↗ | 2018-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNPBKHWB26W93J2BZDT7N4", "signals": [{"quote": "it was sort of the striking thing about this demo was the reaction in the room which was which was laughter and applau | observed | artifact ↗ | 2018-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "while you had this incredible partnership with Google, in stealth they were getting ready to stab Mozilla in the back" | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "we knew they were going to do their own browser", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim" | observed | artifact ↗ | 2018-05-11 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "their search market in the US is not 85%, 90%? Well, it's 85% according to some statistics, but I think when you start | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "they're probably 99 .x% of search ads. And they're taking the incremental revenue, for sure.", "stance": "neutral", "c | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "if you build inside Google's ecosystem, which is the Chrome extension store, you will eventually have Google You'll be | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "Google also kicked out Ad Nauseam for click fraud.", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_cla | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "And there's a notoriously big ad blocker, Adblock Plus, and a few others that have followed it that charge Google to l | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "to Google, which is sucking up all that Chrome information and putting it in the cloud. It's putting in the cloud, and | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "It's like Google SEO, and Matt Cutts used to be there. They changed the black box and Yeah, trust me, I know about it. | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "YouTube was not even deploying the unfair rules consistently. Were they trying to help the old media versus the new ne | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VNWB3YDVHENK7CFDV7MZR3", "signals": [{"quote": "YouTube seems to definitely care about the 100 million club.", "stance": "neutral", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2018-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPDJ3HN87BR0YH1N0ZQ208", "signals": [{"quote": "Google has done at Facebook has done it", "stance": "bullish", "confidence": 0.8, "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2018-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPDJ3HN87BR0YH1N0ZQ208", "signals": [{"quote": "when Google in public they had the perfect definition of predictable and controllable revenue because they could pick | observed | artifact ↗ | 2018-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "when we were a partner of YouTube's they changed the rules on us two or three times Google changed the rules on us two | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "Matt Cutts all these people lied to me and I know everybody I know Sergey I know everybody had Google and I couldn't g | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "literally Matt Cutts said to me at one point we don't have partners and I said but all the documents say partner progr | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "they just changed the rules willy-nilly and they do it all the time without warning", "stance": "bearish", "confidence | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "many people believe that that that Siri today trails are their assistants like rails like Google assistant", "stance": | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "you saw this huge leap when Google moved to that type of technology right around 2012", "stance": "bullish", "confiden | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "that technology helps drive Google search... helps drive you know the Amazon business of course it's moving into self- | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "this Apple hire significant is a that is a hugely significant Shan ji an", "stance": "bullish", "confidence": 0.8, "si | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "as much as this technology accelerates it's not quite where I think the general public yeah perceives it to be sometim | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "it was a it was a big big sign that the culture and a lot of ways was shifting at Google towards these AI methods when | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "they've got they've got someone else to head search a Jeff Dean is is another central figure and he before this ran th | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "it's also telling that that JG has now moved to Apple I don't understand is how is that legal that he just is able to | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "there was a lawsuit against Google and Apple and others colluding accusing them of colluding to stop you know the the | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "Steve felt they double-crossed him by buying Android and copying everything that Eric Schmidt had learned on the board | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "literally they price fixed mm-hmm to make engineers not get the right price", "stance": "neutral", "confidence": 0.5, | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "the researchers you specialize in this tech oh my god who are millions to are in demand to say the least and that you | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "it's just totally is weird that Google wouldn't do everything that they possibly could to keep him", "stance": "neutra | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VPXA1R9BKM1WM0V1F29MX7", "signals": [{"quote": "so I was hanging out and a friend said to our google home device ok Google show me your tits ... it just seems like a | observed | artifact ↗ | 2018-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQYR6CHMMK3R9HZWC68ZMN", "signals": [{"quote": "it actually forced Google's hand and made them create Chrome right it was just too much which too much revenue and too | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQYR6CHMMK3R9HZWC68ZMN", "signals": [{"quote": "it was such a you know core part of Google's like existence that was tied to the browser", "stance": "neutral", "confi | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VQYR6CHMMK3R9HZWC68ZMN", "signals": [{"quote": "they had that very contentious relationship with Microsoft and Microsoft oh yes and they had their own views of what o | observed | artifact ↗ | 2018-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRQW95XA9HV4CT5Q7ARVSR", "signals": [{"quote": "Google is jumped revenue 24% and just unbelievable performance", "stance": "bullish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRQW95XA9HV4CT5Q7ARVSR", "signals": [{"quote": "one thing they're not doing its anything or much on blockchain zero basically zero", "stance": "bearish", "confidence" | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VRQW95XA9HV4CT5Q7ARVSR", "signals": [{"quote": "they're all over AI they're all over VR they're all over Big Data they're all over cloud audio they're their assistant | observed | artifact ↗ | 2018-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VS9M97X210G09A27SB8QRT", "signals": [{"quote": "she's right and I think the issue you have to think about is will they ever compete and so in the case of uber or taki | observed | artifact ↗ | 2018-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VT71055YBDVPG1925FM4DT", "signals": [{"quote": "no advertising company can compete against what they've built and what they've built is so sinister in its manipulatio | observed | artifact ↗ | 2017-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VT71055YBDVPG1925FM4DT", "signals": [{"quote": "you start to see these abhorrent things happen where people are making kids videos with robotic versions of kid videos | observed | artifact ↗ | 2017-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VT71055YBDVPG1925FM4DT", "signals": [{"quote": "we have Russian kids hanging off the buildings I don't you've seen these videos where and YouTube's allowing what is S | observed | artifact ↗ | 2017-12-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VTG37Q8WXF7K8YR15FZ165", "signals": [{"quote": "Google introduced a new product they call manufacturer center where brands could upload their product information to G | observed | artifact ↗ | 2017-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV4WN82XZB0ET2FSNW1EJM", "signals": [{"quote": "I think that Apple became complacent and lost ground and I think that app Amazon and now Google are extremely motivate | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV4WN82XZB0ET2FSNW1EJM", "signals": [{"quote": "Amazon and now Google are extremely motivated in this area", "stance": "neutral", "confidence": 0.6, "signal_class": " | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV4WN82XZB0ET2FSNW1EJM", "signals": [{"quote": "this is where Google has already eaten that lunch for then and Amazon to an extent as well", "stance": "bullish", "con | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VV4WN82XZB0ET2FSNW1EJM", "signals": [{"quote": "it's actually about having the training data yeah and I think that I think that is something that Amazon and Google ha | observed | artifact ↗ | 2017-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVJK00FREJBSMX07GRX88F", "signals": [{"quote": "when you take things like AWS and GCP, and you crush the cost of entrepreneurship by an order of magnitude roughly eve | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVJK00FREJBSMX07GRX88F", "signals": [{"quote": "And it turns out that it's not just us, but it's literally every single company that's ever raised money from a ventur | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVJK00FREJBSMX07GRX88F", "signals": [{"quote": "a lot of businesses especially in specific segments are so competitive with each other that they're bidding up keyword | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVJK00FREJBSMX07GRX88F", "signals": [{"quote": "Here's a interesting little factoid that Google found. They found that an engineer obsolesces him or herself in about | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVJK00FREJBSMX07GRX88F", "signals": [{"quote": "And what I can tell you is I only ever lose, we only ever lose a race for human capital to two people, Facebook and Go | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VVJK00FREJBSMX07GRX88F", "signals": [{"quote": "You can't be giving 50 cents of every dollar that you have to Facebook and Google and expect to survive. That's not go | observed | artifact ↗ | 2017-11-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VW1DXSHASXEAD5NXNJX934", "signals": [{"quote": "Google just came out a few days ago with with their version we support that well as well", "stance": "neutral", "confi | observed | artifact ↗ | 2017-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWFQEGXYG6SNHJN5AX8WSX", "signals": [{"quote": "we could not get consensus around Google or YouTube or Tesla or whatever it is", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2017-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWK6NW05ZRZ4N528J6XQYR", "signals": [{"quote": "I know for a fact Google doesn't let you target by race Google does let you target by keyword yeah and as they find ke | observed | artifact ↗ | 2017-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "Google figured out hundreds of different factors that they could apply towards this master Fitness function of relevan | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "the goal for Google was how quickly can we get you to the data you want for seeking the information and let you get on | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "we saw from the whole fake news problem just as we've seen previously in various attacks on the Google Fitness functio | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "Google so even Google has to say we our profits have to keep going up we have to keep growing right and so yeah sorry | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "even though Google for example has hundreds of different factors there's only one thing that all those factors are poi | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "I just recently I went through this nightmare you know half hour how do I get this video out of you know Google photos | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "you kind of go that is just broken thinking right where they don't understand that actually serving the user is more i | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "the fundamental balancing act that a platform like Google or Facebook or Amazon has to you know think about or these t | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "I think of some of the things I've been on Android for years and I go man I should try an iPhone because I was so sick | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VX1X2GARQP35RR1PHTSTBD", "signals": [{"quote": "you look at Google they have this mission you look at mark he has his mission and yes they're really good at it they f | observed | artifact ↗ | 2017-09-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXTBE190GAKCA5C57HQDV3", "signals": [{"quote": "one of the things that I like to Google is that you know it was kind of an open environment you could chat with your c | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXTBE190GAKCA5C57HQDV3", "signals": [{"quote": "I think a super super lucky fortunate we worked hard to work for Google and that has a lot of brand cachet", "stance": | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXTBE190GAKCA5C57HQDV3", "signals": [{"quote": "we also cut our teeth at Google at a time when it was hard you know not by any means that it's easy nowadays but it wa | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXTBE190GAKCA5C57HQDV3", "signals": [{"quote": "Google obviously built very impressive culture and a lot of companies have emulated it", "stance": "bullish", "confide | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXTBE190GAKCA5C57HQDV3", "signals": [{"quote": "what lessons could they learn from the culture that we built at Google and what could they use maybe in their companie | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXTBE190GAKCA5C57HQDV3", "signals": [{"quote": "we helped to build Google from the bottom to the top but we got our hands dirty", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXTBE190GAKCA5C57HQDV3", "signals": [{"quote": "have they also come out of Google or do they graduate from Stanford or were they X book engineers or what have you not | observed | artifact ↗ | 2017-08-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYMSKC8D9P1GWH9FXGD5GA", "signals": [{"quote": "I think Google and Facebook both have lawsuits where people were suing because they felt discriminated against", "stan | observed | artifact ↗ | 2017-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYMSKC8D9P1GWH9FXGD5GA", "signals": [{"quote": "Google had this position yo had they had a GPA requirement had a GPA requirement up until like five years ago I believ | observed | artifact ↗ | 2017-08-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VYNAETCXEDH7RNP1SMQPQQ", "signals": [{"quote": "even now Google having some Hardware with drop cam and that division's been a nest has been a disaster for go Google t | observed | artifact ↗ | 2017-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ21SV9C6K57YPP7TNTY6K", "signals": [{"quote": "if you had a portfolio approach, you can your winners will way way pay for all the losses like Google, like you know, | observed | artifact ↗ | 2017-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ21SV9C6K57YPP7TNTY6K", "signals": [{"quote": "I agree with you on the the easy money on is to bet on Google for AI. They have the compute, they have the people and | observed | artifact ↗ | 2017-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ21SV9C6K57YPP7TNTY6K", "signals": [{"quote": "the algorithms in this day and age get out um open source. They get open sourced and they get out competed very quickl | observed | artifact ↗ | 2017-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZJ26ZJCAJX2ZH3V94M7C3", "signals": [{"quote": "now Google's having an entrance uh into this space and so the idea a slack competitor coming uh yes they're turning Ha | observed | artifact ↗ | 2017-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZJ26ZJCAJX2ZH3V94M7C3", "signals": [{"quote": "I think there's a lot of things like it and HR that Google could definitely go do but um I mean they could build a sma | observed | artifact ↗ | 2017-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZJ26ZJCAJX2ZH3V94M7C3", "signals": [{"quote": "if you look at a Google the only way they've ever made money is through their ad Network right printing money on the a | observed | artifact ↗ | 2017-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZJ26ZJCAJX2ZH3V94M7C3", "signals": [{"quote": "I think a year ago everybody thought data sets were your advantage data is the new oil still very true in that the mos | observed | artifact ↗ | 2017-07-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "the guy who runs google's AI says they do not show you everything that they're learning about you because it freaks yo | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "I'm using Google assistant when she writes what the people coming if if you guys don't have Google assistant on your I | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "Google says it's going to stop scanning Gmail for ad purposes and data tracking so that's actually I guess that means | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "they just got a two point seven billion dollar fine which by the way is less than their profit for a quarter", "stance | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "this stems back to about seven years ago and the Google Shopping results and what the EU found after going through the | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "they could have fight I think the limit for the EU for this kind of fine is ten percent of turnover so experiment bein | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "it's a useful kick and companies do occasionally need these kicks just to play by the rules a little bit better", "sta | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "no impact on the US market yeah now the US market is just go go go go go I think o US regulators release which it was | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W01APM4WCEAKSNMD1VCA4Q", "signals": [{"quote": "it's still small price to pay it's still clear not having being Yahoo or DuckDuckGo or anybody else will compete with | observed | artifact ↗ | 2017-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0P8JKQ170N9SS3FW8S102", "signals": [{"quote": "if you look at the top apps a large percentage of them are owned by Google Microsoft Facebook Apple Etc so when you ju | observed | artifact ↗ | 2017-05-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0QSPBA215C31E7A1TCJGC", "signals": [{"quote": "Google our first customer we invoice you monthly giving you all this data that you can also share as well with cities" | observed | artifact ↗ | 2017-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0QSPBA215C31E7A1TCJGC", "signals": [{"quote": "today we're at Google we're at the Santa Clara Valley VTA we have a fat of fat and growing pipeline", "stance": "bulli | observed | artifact ↗ | 2017-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0QSPBA215C31E7A1TCJGC", "signals": [{"quote": "Google felt okay with that pricing", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2017-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0QSPBA215C31E7A1TCJGC", "signals": [{"quote": "how big is the Google deployment this is your first anchor tenant is it two bikes or bikes or 200", "stance": "neutral | observed | artifact ↗ | 2017-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0QSPBA215C31E7A1TCJGC", "signals": [{"quote": "right now we're at effing in start-up mode we've got about two systems set up there two systems equals four bikes", "s | observed | artifact ↗ | 2017-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0QSPBA215C31E7A1TCJGC", "signals": [{"quote": "they had their first deployment about a year ago", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim | observed | artifact ↗ | 2017-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0QSPBA215C31E7A1TCJGC", "signals": [{"quote": "they've created this huge network of untrackable bikes it's a huge operations nightmare", "stance": "neutral", "confid | observed | artifact ↗ | 2017-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0X5D7RGSJQ5JF7NCKGR24", "signals": [{"quote": "I love the idea of uber getting into this what really was exciting for me though was if they have Uber Freight", "stan | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W0X5D7RGSJQ5JF7NCKGR24", "signals": [{"quote": "I heart Logistics I think it's very smart to get into", "stance": "bullish", "confidence": 0.9, "signal_class": "asses | observed | artifact ↗ | 2017-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2TGHT1AS1HT1AQX91SX5Y", "signals": [{"quote": "I was just reading the Google numbers revenue. I will not remember them exactly. I think they're like, I don't even kn | observed | artifact ↗ | 2017-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2TGHT1AS1HT1AQX91SX5Y", "signals": [{"quote": "Other bets are not really hitting the bottom line.", "stance": "bearish", "confidence": 1, "signal_class": "criticism" | observed | artifact ↗ | 2017-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W2TGHT1AS1HT1AQX91SX5Y", "signals": [{"quote": "And the new CFO has now, they brought in a new CFO to kill all the things that they decided for a decade they would fo | observed | artifact ↗ | 2017-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W31S8J70Z9DBRK0GX7Y2KJ", "signals": [{"quote": "You have Google, which has this massive data advantage, and they've been doing search for a long time.", "stance": "bu | observed | artifact ↗ | 2017-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3RA3JSSZ1W2H84P4MQH5P", "signals": [{"quote": "That's what the Googles of the world or the Goldman Sachs of the world offer. They give you the steady paycheck, ridic | observed | artifact ↗ | 2017-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3SSJF7Q9QKVTHVTVS5NZC", "signals": [{"quote": "Siri also is falling way behind Google Assist.", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3SSJF7Q9QKVTHVTVS5NZC", "signals": [{"quote": "the current mode of operating for a big tech company is to think about it as a closed ecosystem. It's an ecosystem tha | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3SSJF7Q9QKVTHVTVS5NZC", "signals": [{"quote": "these companies see a Google only world, an Apple only world, an Amazon only world.", "stance": "bearish", "confidence | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3SSJF7Q9QKVTHVTVS5NZC", "signals": [{"quote": "my guess is you're probably not going to order anything on Amazon with your Google Assistant anytime soon.", "stance": | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3SSJF7Q9QKVTHVTVS5NZC", "signals": [{"quote": "all the voice stuff is very early.", "stance": "neutral", "confidence": 0.8, "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W3SSJF7Q9QKVTHVTVS5NZC", "signals": [{"quote": "think about Google. Google's mission is to organize uh and make essentially accessible the world's information, right? | observed | artifact ↗ | 2017-02-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W47J1SY2C9BVVY90AJMNDV", "signals": [{"quote": "back in the late 90s, our search engines were Yahoo and AltaVista and Infoseek and Go.com. And any time you'd be, like | observed | artifact ↗ | 2017-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W47J1SY2C9BVVY90AJMNDV", "signals": [{"quote": "Google, just a better, clean search engine.", "stance": "bullish", "confidence": 0.7, "signal_class": "assessment", "s | observed | artifact ↗ | 2017-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4C6F1GJJBH0G9GM6V17AJ", "signals": [{"quote": "This results in 20 probably more now but at the time 20% of new users coming for free via this tactic which was not a | observed | artifact ↗ | 2017-02-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4EXJ568S6PM2D7S5YT8DR", "signals": [{"quote": "we had Google Engineers looking at people's Gmail box", "stance": "bearish", "confidence": 0.7, "signal_class": "criti | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4EXJ568S6PM2D7S5YT8DR", "signals": [{"quote": "if you use Gmail which is mining your email to show you ads", "stance": "neutral", "confidence": 0.8, "signal_class": | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4EXJ568S6PM2D7S5YT8DR", "signals": [{"quote": "like Facebook and Google Shenanigans where they're like yeah no we keep it for a certain number of months to make the | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4EXJ568S6PM2D7S5YT8DR", "signals": [{"quote": "look at all the things that Google does just knowing your email yeah right I saw some research a couple years ago um u | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4EXJ568S6PM2D7S5YT8DR", "signals": [{"quote": "I think Google inside of its silos and apple inside of its silos and Microsoft inside of its silos and you know even s | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4EXJ568S6PM2D7S5YT8DR", "signals": [{"quote": "Google's have been set, Apple's been set, Microsoft has been set uh and it is really hard to change those cultural anc | observed | artifact ↗ | 2017-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4YGVSF9X0G7PS8W64WGWK", "signals": [{"quote": "for a company like Google or Facebook I think in in theory obviously they would they would resist um changes to these | observed | artifact ↗ | 2017-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4YGVSF9X0G7PS8W64WGWK", "signals": [{"quote": "one of the reasons why Netflix was so adamantly for net neutrality is because they would be so wildly disadvantaged to | observed | artifact ↗ | 2017-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W4YGVSF9X0G7PS8W64WGWK", "signals": [{"quote": "it's a win-win for people with de Pockets but it would be kind of a bummer for them to then have the Comcast people sa | observed | artifact ↗ | 2017-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5D0SFPYWS1KTNEPE2DDP8", "signals": [{"quote": "Google speaks to us a fair bit", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name": " | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W5D0SFPYWS1KTNEPE2DDP8", "signals": [{"quote": "Google's been good at this and it's they call that two Factor correct two Factor yeah second Factor two Factor", "stan | observed | artifact ↗ | 2016-12-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W605J7YYCEVGQNWSMDSZAP", "signals": [{"quote": "Amazon... I think it's going to be the first trillion dollar company... they're an Unstoppable Force", "stance": "bull | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W605J7YYCEVGQNWSMDSZAP", "signals": [{"quote": "Amazon... they're great at what they do but I think... if you have your own brand and your product's differentiated... | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W605J7YYCEVGQNWSMDSZAP", "signals": [{"quote": "we don't really view them as a competitor... we think of ourselves as... competing with Proctor and Gamble", "stance": | observed | artifact ↗ | 2016-11-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W633AJ4PWJB8910ZPPFR7P", "signals": [{"quote": "we're expecting Facebook and Google and Twitter and all these companies and these giant valuations to depend on data a | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W633AJ4PWJB8910ZPPFR7P", "signals": [{"quote": "Google's growth is not translating into Prosperity on the ground", "stance": "bearish", "confidence": 1, "signal_class | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W633AJ4PWJB8910ZPPFR7P", "signals": [{"quote": "the company was pursuing growth for growth sake rather than its original Mission of enabling the bottomup people drive | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W633AJ4PWJB8910ZPPFR7P", "signals": [{"quote": "they're not even Google they're alphabet so they're not even a technology company but they're a holding company", "sta | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W633AJ4PWJB8910ZPPFR7P", "signals": [{"quote": "when Eric Schmidt went to Google those of us who observe these things knew okay this means it's going to be open to th | observed | artifact ↗ | 2016-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6A9YVXR40S1MKVSSZM0NB", "signals": [{"quote": "I personally think YouTube. Because? A lot of reasons. I mean, one, it's Google, right? And like, at the end of the da | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6A9YVXR40S1MKVSSZM0NB", "signals": [{"quote": "Susan Wojiecki, you can say what you want, and I have, about the revenue split and how I think they treat creators. Bu | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W6A9YVXR40S1MKVSSZM0NB", "signals": [{"quote": "Yeah, maybe, but I don't think at this point you're just thankful for what you've got and it's a lot better than the p | observed | artifact ↗ | 2016-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W76FB79QNQ9DFZBB73EZP1", "signals": [{"quote": "I looked most closely at the Google car and drove in it and um what their secret sauce is mapping technology.", "stanc | observed | artifact ↗ | 2016-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7D4AXBA72Y6409BQ2D9DQ", "signals": [{"quote": "to accelerate its monetization in the face of no user growth right so take each user and make those users who are enga | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7D4AXBA72Y6409BQ2D9DQ", "signals": [{"quote": "no-brainer for Google to own it", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name" | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7D4AXBA72Y6409BQ2D9DQ", "signals": [{"quote": "they give all of their index results to Google to include up at the top of the page it makes Google users very happy b | observed | artifact ↗ | 2016-09-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7VBA2C4SV15A1H8K16ZM0", "signals": [{"quote": "I never believed in building a YouTube company and to this day I still don't believe really", "stance": "bearish", "co | observed | artifact ↗ | 2016-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7VBA2C4SV15A1H8K16ZM0", "signals": [{"quote": "the most misunderstood thing I think about YouTube for me it's only the topend of your funnel", "stance": "neutral", " | observed | artifact ↗ | 2016-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7VBA2C4SV15A1H8K16ZM0", "signals": [{"quote": "YouTube is the one place that pays you to develop content", "stance": "neutral", "confidence": 1, "signal_class": "fac | observed | artifact ↗ | 2016-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7VBA2C4SV15A1H8K16ZM0", "signals": [{"quote": "if you view you YouTube is your business your margins at best are about 175%", "stance": "bearish", "confidence": 1, " | observed | artifact ↗ | 2016-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7VBA2C4SV15A1H8K16ZM0", "signals": [{"quote": "if you view it as the top end of the funnel the pace place where I build a brand to drive traffic somewhere else to do | observed | artifact ↗ | 2016-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7VBA2C4SV15A1H8K16ZM0", "signals": [{"quote": "even though YouTube's taking 45% of the revenue and only giving 55 which makes it impossible really to build a busines | observed | artifact ↗ | 2016-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W7VBA2C4SV15A1H8K16ZM0", "signals": [{"quote": "what people always say about Facebook about Google is intent-based marketing right you typed in Volvo I think you want | observed | artifact ↗ | 2016-09-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W80HW040FXZ6Q7F18DTW10", "signals": [{"quote": "my new Nexus 6 phone which I have here I think it's the Nexus 6 which is using the Google Phi Network project 5 which | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W80HW040FXZ6Q7F18DTW10", "signals": [{"quote": "you have Google Phi you have Google Phi he probably knows project fine yes it is it is fine to people why Google Phi i | observed | artifact ↗ | 2016-09-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8ZY4Q1ZR0YGX0XSAG4P4K", "signals": [{"quote": "I think, actually, call me a conspiracy theorist, but I think the reason why they created Alphabet and Larry and Serge | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8ZY4Q1ZR0YGX0XSAG4P4K", "signals": [{"quote": "So I think it's just like a way to distance themselves from a unit that might have legal problems down the road, but t | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8ZY4Q1ZR0YGX0XSAG4P4K", "signals": [{"quote": "We saw, the Wall Street Journal, we reported back a couple years ago, those documents, they're called, it's called the | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8ZY4Q1ZR0YGX0XSAG4P4K", "signals": [{"quote": "And I think the, ultimately, companies are going to do what they can get away with for as long as possible. And the fi | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8ZY4Q1ZR0YGX0XSAG4P4K", "signals": [{"quote": "So as far as I'm concerned, the marching orders in Silicon Valley and big tech remain, do whatever the hell you want, | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8ZY4Q1ZR0YGX0XSAG4P4K", "signals": [{"quote": "And lobby, lobby, lobby.", "stance": "bearish", "confidence": 0.5, "signal_class": "criticism", "speaker_name": "SPEAK | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8ZY4Q1ZR0YGX0XSAG4P4K", "signals": [{"quote": "And lobby, lobby, lobby, and pay off as many people as you can. And, hey, if you can get a couple of people to work at | observed | artifact ↗ | 2016-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9JDSXGV3GPT5V7ZGAGDBY", "signals": [{"quote": "Google has light City but if you notice Google is driving in Mountain viw not San Francisco Mountain View is significa | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9JDSXGV3GPT5V7ZGAGDBY", "signals": [{"quote": "Google I think Google has about $150,000 worth of sensors on a car", "stance": "neutral", "confidence": 1, "signal_cla | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9JDSXGV3GPT5V7ZGAGDBY", "signals": [{"quote": "Google does not just have an expensive lar system they also have a very expensive GPS system got it um so yeah I mean | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9JDSXGV3GPT5V7ZGAGDBY", "signals": [{"quote": "Auto is a bunch of EX Google guys um who got fed up with the fact that Google didn't ship", "stance": "bearish", "conf | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9JDSXGV3GPT5V7ZGAGDBY", "signals": [{"quote": "Google builds a system that drives based on a set of rules... this is why the Google car has been rear ended so many t | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9JDSXGV3GPT5V7ZGAGDBY", "signals": [{"quote": "I'm a big Nvidia fan ... really really a company that gets where the future is going", "stance": "bullish", "confidenc | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9JDSXGV3GPT5V7ZGAGDBY", "signals": [{"quote": "I have shorts on mobile eye too", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", "speaker_name": | observed | artifact ↗ | 2016-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9QHQ9JYSFRN29YS3JRPHT", "signals": [{"quote": "so you know when you Google stuff you get search results and you see those ads on the right so Those ads on the right | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9QHQ9JYSFRN29YS3JRPHT", "signals": [{"quote": "it turns out in survey 40% of people don't know they're actually that's exactly right and you'll not that they actuall | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9QHQ9JYSFRN29YS3JRPHT", "signals": [{"quote": "Google doesn't care about tools it doesn't care about interfaces", "stance": "bearish", "confidence": 1, "signal_class | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9QHQ9JYSFRN29YS3JRPHT", "signals": [{"quote": "the SMB as it's called side of the Google AdWords P small mediumsized businesses leveraging this huge right and and ev | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9SPX680TZ2JD4PGJ08BGQ", "signals": [{"quote": "how does Google make money they have an advertis in network and they give everything away for free Google Chrome is fr | observed | artifact ↗ | 2016-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WA1FM6S61MG6GC1AB1FKSF", "signals": [{"quote": "This is what Google is really working on. And when they come down the street, they're watching the humans and trying t | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WA1FM6S61MG6GC1AB1FKSF", "signals": [{"quote": "The vision systems and the computer learning has to be trained on this situation.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WA1FM6S61MG6GC1AB1FKSF", "signals": [{"quote": "I think it's very likely that he put it to the board that they should get behind this. The board told him, are you kid | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WA1FM6S61MG6GC1AB1FKSF", "signals": [{"quote": "Why would Google sell this?", "stance": "bearish", "confidence": 0.6, "signal_class": "criticism", "speaker_name": "SP | observed | artifact ↗ | 2016-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WADTFA0AMQ3ND3WW92Q41A", "signals": [{"quote": "Google tried this you know ridiculous thing when they said for SEO like well the algorithm decided it we didn't push Y | observed | artifact ↗ | 2016-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB7GFAPX2AKPKNBNZ8ZPZ0", "signals": [{"quote": "the Google self-driving car gets confused if you put it in a parking garage", "stance": "bearish", "confidence": 0.7, | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB7GFAPX2AKPKNBNZ8ZPZ0", "signals": [{"quote": "they leverage really big data sets and really big compute clusters in order to get something that is narrowly intellig | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB7GFAPX2AKPKNBNZ8ZPZ0", "signals": [{"quote": "Google search search ranking they leverage really big data sets and really big compute clusters in order to get someth | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB7GFAPX2AKPKNBNZ8ZPZ0", "signals": [{"quote": "Google has had their self-driving cars but more important than their self-driving cars they have ways data and Google | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WB7GFAPX2AKPKNBNZ8ZPZ0", "signals": [{"quote": "it's way too early to say who's going to be the big winner on self-driving car and frankly I think the real answer to | observed | artifact ↗ | 2016-05-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC7HGCGP09NASD48GSG58B", "signals": [{"quote": "they likely would have been successful anyway but it certainly accelerated the the the the rise of of Google", "stance | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC7HGCGP09NASD48GSG58B", "signals": [{"quote": "we actually when we did a deal with them early on we we bought 5% of Google and then uh after the merge with Time Warn | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WC7HGCGP09NASD48GSG58B", "signals": [{"quote": "they had far better broader distribution that then drove their their use and their algorithm improving and so forth", | observed | artifact ↗ | 2016-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD97JSHXKSDVXY8X95FR96", "signals": [{"quote": "the rumored numbers are exceptional. We've really never seen anything like this. ... probably on the margin, Anthropic | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WD97JSHXKSDVXY8X95FR96", "signals": [{"quote": "it's an exceptional business. They've executed really well and they haven't just executed on the model. Their products | observed | artifact ↗ | 2026-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "Google has made a commitment to deploy $200 billion dollars in capex this year in AI infrastructure data center build | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "I think it's pretty obvious that it is very hard to get the same sort of return on capital invested in model developme | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "What Google has is probably one of the greatest install enterprise bases in the world for compute. They have the most | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "So now, if you're one of the great computer scientists, you're Demis, you're Jeff Dean, you're this whole crew, and yo | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "they're sitting there dealing with this channel conflict at Google because, you know, Google Cloud wants all of the co | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "when I saw this Google news, my reaction was and then there were two. ... Now we're really down to just Anthropic and | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "if you look at Google Cloud, they posted 82% year-over-year revenue growth, which is uh something we've never seen uh | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "They have five products now with over 3 billion monthly users each. Android Search, Gmail, Chrome, YouTube all have ov | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "They will be the number one AI company in terms of consumer usage, by far, I think, this year.", "stance": "bullish", | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "So, I'm still going with open-source and Gemini being the leaders in this space.", "stance": "bullish", "confidence": | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "And I will say it is way too early to count Gemini out on building incredible specialized models. They have the best v | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "But hey, if you can be the cloud service provider with that mixture of models, which is what Google GCP can now be, I' | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WDF5W9EY0PFNVD3A4SE3NG", "signals": [{"quote": "I mean, Demis is still going to be running Isomorphic Labs. So, when it comes to these specialized models, verticalize | observed | artifact ↗ | 2026-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WF3BFGC30VPG2ZRA9A7PBD", "signals": [{"quote": "we have companies amazon facebook google you name them twitter clodera and those companies provide the content so they | observed | artifact ↗ | 2016-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WF3BFGC30VPG2ZRA9A7PBD", "signals": [{"quote": "google is going to help us live 20 years longer and they've got all the robots that are going to get rid of all the jo | observed | artifact ↗ | 2016-03-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHC5WQ4QZSGKSB474KK2ZX", "signals": [{"quote": "you could go from an HTC phone to a Samsung phone to a Motorola phone because you're tied into Google services not the | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHC5WQ4QZSGKSB474KK2ZX", "signals": [{"quote": "Cyanogen's business models to actually offer competing services to Google", "stance": "neutral", "confidence": 1, "sig | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHC5WQ4QZSGKSB474KK2ZX", "signals": [{"quote": "Google claims the whole thing is open and it's open source and you can do whatever you want it's true to a certain ext | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHC5WQ4QZSGKSB474KK2ZX", "signals": [{"quote": "you could do preloads not get in trouble with Google", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_c | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WHC5WQ4QZSGKSB474KK2ZX", "signals": [{"quote": "we raised about $18 million I guess about almost two years ago now from Google Ventures and Excel Partners", "stance": | observed | artifact ↗ | 2016-01-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJ8NZZFF9N78YT6390CGJG", "signals": [{"quote": "I went to work at a place like Google where so many of the most recent computer science grads have never left the coun | observed | artifact ↗ | 2015-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJJYAVMBMVAV7AJX9DAFCZ", "signals": [{"quote": "you've raised over $140 million is much more than any other company I think including Deep Mind which was purchased by | observed | artifact ↗ | 2015-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJJYAVMBMVAV7AJX9DAFCZ", "signals": [{"quote": "Larry Page was an investor I believe Larry was on the board too of deep mind I'm not sure about that but I know he bou | observed | artifact ↗ | 2015-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJJYAVMBMVAV7AJX9DAFCZ", "signals": [{"quote": "I think they've out of everyone working on deep learning these guys were way ahead uh and ultimately their goal was no | observed | artifact ↗ | 2015-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJJYAVMBMVAV7AJX9DAFCZ", "signals": [{"quote": "they were one of the first to actually uh harness deep learning", "stance": "neutral", "confidence": 0.8, "signal_clas | observed | artifact ↗ | 2015-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "Google is worried about a few fragmentation issues", "stance": "neutral", "confidence": 0.95, "signal_class": "fact_cl | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "Google's trying to solve the the first two problems", "stance": "neutral", "confidence": 0.95, "signal_class": "fact_c | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "there's actually a now a group inside of Google that's actually like um working on on on chip designs and things like | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "they're actually looking at at kind of um very specific chip designs ... they want the chip makers like Qualcomm media | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "they're not a hardware company they're not going to be a hardware company", "stance": "neutral", "confidence": 0.95, " | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "it's a challenge to get them implemented", "stance": "neutral", "confidence": 0.85, "signal_class": "assessment", "spe | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "they're looking for partners", "stance": "neutral", "confidence": 0.95, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WJXH7BWTBP8Z37HCTWKPYH", "signals": [{"quote": "they can't do that ... they're under anti trust scrutiny", "stance": "neutral", "confidence": 0.9, "signal_class": "as | observed | artifact ↗ | 2015-11-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "Google could have moved on them faster than they did", "stance": "bearish", "confidence": 0.9, "signal_class": "critic | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "during the call at Google they were really fronting their cloud storage business so they're coming up fast they know w | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "go Compu engine is well computer engine is not doing too bad", "stance": "neutral", "confidence": 0.5, "signal_class": | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "I mean there's got to be something cyclical happening there I mean Google I mean part of that you know Google's been d | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "the FTC sent a warning to Google about the native um looking ads at the top... the FTC sent this warning to them and a | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "this is a huge huge uh wrecking ball that's going to come to Google and everybody else when the FDC decides finally to | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "40% of people who looked at Google results did not know they clicked on an ad", "stance": "bearish", "confidence": 1, | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WKC79A6Q7X5ENTFKB8XD2C", "signals": [{"quote": "if the FDC has any teeth under Obama to ever take an action against Google which apparently they do not", "stance": "b | observed | artifact ↗ | 2015-10-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMDED2TSZXZYXHNED0KTKP", "signals": [{"quote": "do you think apple is setting itself up to try to seek revenge on Google because the Android stuff which I speculated | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WMDED2TSZXZYXHNED0KTKP", "signals": [{"quote": "it might hurt Google and that's almost like a nice side effect for Apple but really Apple's always been focused on the | observed | artifact ↗ | 2015-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN19S8S3K6GR9VX0WDSJ1E", "signals": [{"quote": "if you know Google sets out they have a big regulatory system you know called search quality yeah and uh their goal is | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN19S8S3K6GR9VX0WDSJ1E", "signals": [{"quote": "Google originally was an enabler for everybody and then they started trading against some of them and I think that tha | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN19S8S3K6GR9VX0WDSJ1E", "signals": [{"quote": "Google's putting their own shopping results their own stock quotes their own weather their own sports scores they basi | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN19S8S3K6GR9VX0WDSJ1E", "signals": [{"quote": "we made $25 million in AdSense together over two companies and then just totally destroyed my business", "stance": "be | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN19S8S3K6GR9VX0WDSJ1E", "signals": [{"quote": "if you viate the ecosystem eventually that will come back and bite you", "stance": "neutral", "confidence": 0.6, "sign | observed | artifact ↗ | 2015-09-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN3H8TSBE1N23C9XFEC4CS", "signals": [{"quote": "we did a a a failed Google Glass Project in 20 countries it was a disaster but really fun to work on", "stance": "bear | observed | artifact ↗ | 2015-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN3H8TSBE1N23C9XFEC4CS", "signals": [{"quote": "YouTube has been spending a lot of time um here on um doing uh VR", "stance": "neutral", "confidence": 0.9, "signal_cl | observed | artifact ↗ | 2015-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WN3H8TSBE1N23C9XFEC4CS", "signals": [{"quote": "they've got a camera called the jump camera that they're working with Google on", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2015-09-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNQD0D423X6R7X4XQ65F59", "signals": [{"quote": "this is a serious threat to the company um it's not talked about as much here in the States but in the EU it's a serio | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNQD0D423X6R7X4XQ65F59", "signals": [{"quote": "Google is just an ad Network at its core 99% of the revenue advertising", "stance": "bearish", "confidence": 0.9, "sig | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNQD0D423X6R7X4XQ65F59", "signals": [{"quote": "the the google.com the ad business is just not going to be exponential growth it's just going to be this sort of like | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WNQD0D423X6R7X4XQ65F59", "signals": [{"quote": "they're way far behind Amazon they are um and probably Microsoft as well Andor yeah for sure right", "stance": "bearis | observed | artifact ↗ | 2015-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WP1RNR6HQWN926ZNG5MDAJ", "signals": [{"quote": "seems like an impossible person to beat", "stance": "bearish", "confidence": 1, "signal_class": "assessment", "speaker | observed | artifact ↗ | 2015-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WP1RNR6HQWN926ZNG5MDAJ", "signals": [{"quote": "So Google is there. I think Google educating the consumer and this product exists and this category of product exists | observed | artifact ↗ | 2015-08-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPBEK0MAZM7NRERADBT3CS", "signals": [{"quote": "Larry Page from Google Tech coach angels", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speake | observed | artifact ↗ | 2015-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPEXFK6588JHS4ZMN4ZVAG", "signals": [{"quote": "look at Google in the Play Store I mean you press a button and like an hour later it shows up uh it's great they don't | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPEXFK6588JHS4ZMN4ZVAG", "signals": [{"quote": "it is clearly like will hurt Google which its main source of Revenue is that mobile and online advertising", "stance": | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPEXFK6588JHS4ZMN4ZVAG", "signals": [{"quote": "very few leave YouTube because the tools are just better for Content creators they do a lot more of especially over th | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WPEXFK6588JHS4ZMN4ZVAG", "signals": [{"quote": "when you look at YouTube the strength of it are those creators are those people who are consistently putting out like | observed | artifact ↗ | 2015-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQ3DH5PJ6FWF16WSM8YKTF", "signals": [{"quote": "blogger was a huge success and we were able to get our message across um even more so at Google", "stance": "bullish", | observed | artifact ↗ | 2015-07-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQCB49B3RB41A9ZP9909AH", "signals": [{"quote": "they've raised tens of millions of dollars Google Ventures a bunch of important people are in that company", "stance": | observed | artifact ↗ | 2015-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQCB49B3RB41A9ZP9909AH", "signals": [{"quote": "Google's building one of them building those though for internet access not for spying on usct at least that's what th | observed | artifact ↗ | 2015-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQCB49B3RB41A9ZP9909AH", "signals": [{"quote": "Google Google and the spy planes and Facebook will be right up there", "stance": "neutral", "confidence": 0.5, "signal | observed | artifact ↗ | 2015-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQJ9Z64P0DJMRZ8H7Y2TW9", "signals": [{"quote": "google hangouts is terrible although it seems to be google hangouts is pretty good for groups right uh you know they'r | observed | artifact ↗ | 2015-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQJ9Z64P0DJMRZ8H7Y2TW9", "signals": [{"quote": "today the google hangouts and all the stuff is that if somebody's computer is downloading bit torn in the background o | observed | artifact ↗ | 2015-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WQMTT5BR4YFZ2JBWPZJQTM", "signals": [{"quote": "Look, here is this database of a million things you could read, which is Google, or a million things you could listen | observed | artifact ↗ | 2015-06-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR7WCH4FZV8CEYNB3Y7GHE", "signals": [{"quote": "his robot group now is flailing at Google", "stance": "bearish", "confidence": 0.9, "signal_class": "assessment", "spe | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WR7WCH4FZV8CEYNB3Y7GHE", "signals": [{"quote": "Larry didn't want to that structure wasn't working having someone who was off doing it separately which was kind of cr | observed | artifact ↗ | 2015-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRZ2S40QERJ5R4KN2QMX4D", "signals": [{"quote": "Google to its credit I think made an incredible offer and Google deserves a lot of the credit for the success of the c | observed | artifact ↗ | 2015-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRZ2S40QERJ5R4KN2QMX4D", "signals": [{"quote": "I think Eric Schmidt was very deliberate apparently inside Google of telling people, listen, you know, I know there 50 | observed | artifact ↗ | 2015-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WRZ2S40QERJ5R4KN2QMX4D", "signals": [{"quote": "Google's worth more than 10 times what it was worth at its IPO. So, when you think about it, 90% of Google's value tod | observed | artifact ↗ | 2015-05-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "they w't link directly to MP3 to protect themselves probably to you know appease the music industry right cuz they hav | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "they actually adverti against porn I believe which was always I thought somewhat hypocritical but because they will di | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "it's a really messy problem that's probably why Google and doesn't doesn't do it because it's very messy it's not like | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "well think of us like Google we are Google for radio right uh so how does Google make money well it's advertising", "s | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "imagine if there was a world where there was no Google how much traffic would your website get not much", "stance": "n | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "well uh um I was reading this report that says somewhere around I think I want to say is around 35% of the Google quer | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "Google is tremendously powerful um you know and it's so ironic I find it so uh uh hypocritical for Google because they | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "it was also been revealed that Google was visiting the White House twice a week for over a year", "stance": "bearish", | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "Google's in a tough situation if they do nothing uh they will absolutely get you know investigated by FTC and action t | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "the EU now is supposedly coming down with a 6 billion fine which is like 10% of their revenue or something like that i | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "Google's not a true Monopoly yes they do have enormous market share but listen that's part of the free market", "stanc | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "I think the Challenger is the smartphone the smartphone changes everything it really does and and the search dominance | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSCXRYBX1HJ4W6SHPY54DF", "signals": [{"quote": "what I find fascinating there is there's two Gatekeepers it's Android and Google right I mean Android and Apple I'm so | observed | artifact ↗ | 2015-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSHFB4R4K2PJWC2RAA0FK7", "signals": [{"quote": "if we use a free service like YouTube we have all YouTube's ads and collaterals and garbage and it looks terrible and | observed | artifact ↗ | 2015-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WSTNMDZC7WGCA7Z7ZZAR9J", "signals": [{"quote": "canonical example Google right so in 1998 before Google came on the scene you all remember what search engine you were | observed | artifact ↗ | 2015-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT88RQQG3T19AYX7MAQPVM", "signals": [{"quote": "Google at its is fundamentally just a search engines, just a search company. That's where 98% of the revenue comes fro | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT88RQQG3T19AYX7MAQPVM", "signals": [{"quote": "Well, it's it's pretty core to Apple. I would argue it's not that core to Google.", "stance": "bearish", "confidence": | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT88RQQG3T19AYX7MAQPVM", "signals": [{"quote": "starting a search company, that would be tough because Google's a really tough, uh, company to go up against.", "stanc | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT88RQQG3T19AYX7MAQPVM", "signals": [{"quote": "Larry didn't buy it to shut it down.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT88RQQG3T19AYX7MAQPVM", "signals": [{"quote": "Google would have been described as a search engine in 1998. People have said, why do we need another search engine? W | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WT88RQQG3T19AYX7MAQPVM", "signals": [{"quote": "I suspect that if if the EU goes after Google um this will probably be a sign that uh maybe maybe the search monopolie | observed | artifact ↗ | 2015-03-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTCZHHF5ZYMHDPVG5M7HFT", "signals": [{"quote": "the strength of Twitter is that it's where people go to make news now", "stance": "bullish", "confidence": 0.9, "signa | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTCZHHF5ZYMHDPVG5M7HFT", "signals": [{"quote": "I got on Twitter in March of 2007 and that's when I started using it and that's when I started getting excited about i | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTCZHHF5ZYMHDPVG5M7HFT", "signals": [{"quote": "I came off the board two years before it went public", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_c | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTCZHHF5ZYMHDPVG5M7HFT", "signals": [{"quote": "Google it's sort of like what Google did with YouTube like we know this thing works right let's support it in the ways | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTCZHHF5ZYMHDPVG5M7HFT", "signals": [{"quote": "Google first it's a complicated one to look at many so so so what people say about Google is that their search busines | observed | artifact ↗ | 2015-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTHJR8J235F8QXD7ZWQ81S", "signals": [{"quote": "you have Google in there right off the bat it's a couple hundred billion so it's like of the 2.x trillion you you got | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTZQXHZ2FMDDTZJFD6SYM6", "signals": [{"quote": "for example Google and uber would not make the would not want to make their products more variable they're taking situ | observed | artifact ↗ | 2015-02-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV53VM2R2BAZSKHQJGV1XD", "signals": [{"quote": "Google is the handmaiden of of this it's going to be very interesting to look back in 50 years at exactly what happene | observed | artifact ↗ | 2015-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV53VM2R2BAZSKHQJGV1XD", "signals": [{"quote": "Elon Musk on one side saying hey you know I invested in this one company Google now owns it I'm giving $10 million to | observed | artifact ↗ | 2015-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV53VM2R2BAZSKHQJGV1XD", "signals": [{"quote": "I had Google at 12 cents through Kleiner Perkins", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", | observed | artifact ↗ | 2015-02-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV79624ARB6N6SYK286SZR", "signals": [{"quote": "that was a clever Sinister thing Google did they're like yeah nobody's using Google Plus and we're trying to kill Yelp | observed | artifact ↗ | 2015-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WV79624ARB6N6SYK286SZR", "signals": [{"quote": "they've tried AdWords it didn't work for them is complicated expensive", "stance": "bearish", "confidence": 0.8, "sign | observed | artifact ↗ | 2015-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWK4Q5PWBXCF61ETY2Q55Z", "signals": [{"quote": "we look at Google right now and it's like this beautiful Spartan product and you just know that when you go to Google | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWK4Q5PWBXCF61ETY2Q55Z", "signals": [{"quote": "what you have to remember is in the early days of a product no one actually knows the problem that they have and you r | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWK4Q5PWBXCF61ETY2Q55Z", "signals": [{"quote": "the real trick to SEO is you're T tapping into the nice intense stream that Google and you know maybe just Google is t | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WWK4Q5PWBXCF61ETY2Q55Z", "signals": [{"quote": "I think search is about to go some massive under change you know like massive overhauls and like it's going to be real | observed | artifact ↗ | 2015-01-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WX1JV1D2V4VDWQ633GZ77A", "signals": [{"quote": "This is where Google is going to get their ass kicked. This will be their downfall, I predict, which is they believe t | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WX1JV1D2V4VDWQ633GZ77A", "signals": [{"quote": "18 months ago, everything I asked for, they finally caved, right?", "stance": "neutral", "confidence": 0.8, "signal_cl | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WX1JV1D2V4VDWQ633GZ77A", "signals": [{"quote": "And they're like, 'We can't do that. We have to treat everybody the same.' And I said, you know what, right, [ __ ] Th | observed | artifact ↗ | 2014-12-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "I think that's a trillion dollar company and I think Twitter is going to be a trillion dollar company too so I think b | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "Mahalo got hit really hard by that Google update which people have seen me you know tweet about and how unfair it was" | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "these big companies are not loyal and a person like Matt Cuts who probably made a hundred $200 million in Google Share | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "you're the person who cost a hundred people their jobs and who didn't communicate to your partner you're the person wh | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "everybody who's a Google partner hates them and they've all stopped being partners with them", "stance": "bearish", "c | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "they said to me we're going to renew your deal for $3 million then they came back and said we're going to renew your d | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "they wanted to take the New Deal where we were splitting revenue and they said oh you remember the last deal we put li | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "you're Monopoly you squeeze", "stance": "bearish", "confidence": 1, "signal_class": "assessment", "speaker_name": "Jas | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "the lameness of Google where they're like oh Yelp was a great partner we're going to push Yelp down the page and we're | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "Matt Cuts goes out and lies and say we didn't change organic search no you didn't change search but you move the first | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "I know that Google has in treated a Partners well", "stance": "bearish", "confidence": 0.8, "signal_class": "criticism | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WXDD3H79JWC3KPRNTYT6C1", "signals": [{"quote": "you're really only shooting yourself in the foot because you you're missing all those 10,000 entrepreneurs that are th | observed | artifact ↗ | 2014-12-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY272XH3X6GF0786BMR0FF", "signals": [{"quote": "we do sort of internally talk about YouTube as a great model for you know building a platform that has you know sort o | observed | artifact ↗ | 2014-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WY272XH3X6GF0786BMR0FF", "signals": [{"quote": "when you look at Google ads and they keep changing the design the reason they're changing the design is so you click o | observed | artifact ↗ | 2014-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ80G867M60KDY5S4CRMMA", "signals": [{"quote": "I think letting Andy Rubin go is gonna be I mean I don't think it's going to change their Fates I I just think it's a | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ80G867M60KDY5S4CRMMA", "signals": [{"quote": "Sundar Sundar taking over is not surprising given that he basically became Larry's Confidant and you know was dragged | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZ80G867M60KDY5S4CRMMA", "signals": [{"quote": "but YouTube not under his purview they kept that independent which is probably because Susan would probably quit if th | observed | artifact ↗ | 2014-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0HW783YEDR13SF0Q93VVX", "signals": [{"quote": "No, it may, it may be actually a terrible product. Everybody I know who's bought it now does not use it and hates it. | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0HW783YEDR13SF0Q93VVX", "signals": [{"quote": "Like, we don't want to be Google and be invading your privacy and we want your phone to be safe. It's almost like he w | observed | artifact ↗ | 2014-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0P4H6DSB50PYEQFTRPGTY", "signals": [{"quote": "Google is so hammered by the EU. The only people regulating Google's massive expansion right now or throttling it in a | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0P4H6DSB50PYEQFTRPGTY", "signals": [{"quote": "When you guys start policing them, they're like, oh, but we invested in all these local companies. It's all a PR move, | observed | artifact ↗ | 2014-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0TN73GWDSCCKS2G9R5QMF", "signals": [{"quote": "Google's clearly been interested in payments to help close the loop with advertisers and the transaction. If you can s | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0TN73GWDSCCKS2G9R5QMF", "signals": [{"quote": "We actually did a story on this... we got inside what they're trying to get the cost per order to, which I think is ar | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X0TN73GWDSCCKS2G9R5QMF", "signals": [{"quote": "I've become a Google Shopping Express convert recently. It's unbelievable. It's so easy. They'll leave the stuff by yo | observed | artifact ↗ | 2014-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "twitch did not get sold to YouTube Google it went to Amazon", "stance": "neutral", "confidence": 1, "signal_class": "f | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "it's a quarter of the size of Google's Android one", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "I have a hard time finding these kinds of devices particularly interesting I mean I have an intellectual curiosity abo | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "they're like many companies in a race to the bottom in terms of the mobile market so um you know the Firefox OS I mean | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "Google lied to them year after year about hiring a browser team but the Mozilla Foundation people kept hearing that th | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "Google made the Mozilla Foundation along with Ted leonis who took Netscape open sourced it gave it to created the foun | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "it's going to be harder and harder with being up against Google and they really feel and this is like I think a sort o | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "Google does not want to fight with the US government they're busy enough with Europe", "stance": "bearish", "confidenc | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X1WAZGZMHJJBW7XWVSPN16", "signals": [{"quote": "Google has so much market share in Search and now so much market share in video consumption and so much market share a | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2P7S1DHF1W2XM5MG0APRV", "signals": [{"quote": "the battery lasts for me three or four days y that's about right that seems to be an amazing accomplishment to me beca | observed | artifact ↗ | 2014-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2P7S1DHF1W2XM5MG0APRV", "signals": [{"quote": "which is a Google class lasts like three or four hours disaster", "stance": "neutral", "confidence": 0.7, "signal_clas | observed | artifact ↗ | 2014-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2TSKVPYVDM0MJDP4M841W", "signals": [{"quote": "I've been very critical of the youtubes of the world for certain things you know as a business it's very hard to run y | observed | artifact ↗ | 2014-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2TSKVPYVDM0MJDP4M841W", "signals": [{"quote": "there's a lot of there's other options out there there's obviously YouTube there's Vimeo there's other totally free an | observed | artifact ↗ | 2014-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2TSKVPYVDM0MJDP4M841W", "signals": [{"quote": "when YouTube started using every single square inch of real estate to optimize for their own key metrics ... they keep | observed | artifact ↗ | 2014-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2TSKVPYVDM0MJDP4M841W", "signals": [{"quote": "I said this is why Google is so [ __ ] you guys don't understand what it means to be a partner when you tell a party y | observed | artifact ↗ | 2014-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2VY9A7G47852DQTYCWGP5", "signals": [{"quote": "I think they're going for more of a fleet model. So you and I wouldn't own them.", "stance": "neutral", "confidence": | observed | artifact ↗ | 2014-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2VY9A7G47852DQTYCWGP5", "signals": [{"quote": "If you invest in Google, you're investing mostly in a search business. That's an ad network.", "stance": "neutral", "c | observed | artifact ↗ | 2014-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2VY9A7G47852DQTYCWGP5", "signals": [{"quote": "Google hired the former I think he's the director of the NHTSA to be there. There. Oh, Rep. That thing? Yeah. He's a g | observed | artifact ↗ | 2014-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2VY9A7G47852DQTYCWGP5", "signals": [{"quote": "Google was there. And even like, you know, startup companies are invited to have a seat at the table", "stance": "neut | observed | artifact ↗ | 2014-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2VY9A7G47852DQTYCWGP5", "signals": [{"quote": "Nokia ... competing with Google in some ways.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2014-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2VY9A7G47852DQTYCWGP5", "signals": [{"quote": "Google and Nokia are really the only companies that have the mapping data you need for the kind of stuff that Mercedes | observed | artifact ↗ | 2014-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3G5E8AXSZWCNGN2PEWMMW", "signals": [{"quote": "I think the magic is that the price gets set at the margin by the market right that they bid it up to the point where | observed | artifact ↗ | 2014-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3G5E8AXSZWCNGN2PEWMMW", "signals": [{"quote": "it's kind of sinister in a way because there are people who will be like oh I'll lose money on my catering business I | observed | artifact ↗ | 2014-07-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3P4RRD6R632NPH8HFQG6Y", "signals": [{"quote": "So in a way, it's like Google is the cheap version of that, and this is the more like professional version. I mean, I | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3P4RRD6R632NPH8HFQG6Y", "signals": [{"quote": "Google alerts. So it's amazing to think that in companies right now, for most people that want to track what's going o | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3P4RRD6R632NPH8HFQG6Y", "signals": [{"quote": "seem to be insourcing strategic components like Maps, which they took away from Google.", "stance": "bearish", "confid | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3P4RRD6R632NPH8HFQG6Y", "signals": [{"quote": "they are basically cherry picking each of the things that Google is doing and putting their partners or arch rivals up | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3P4RRD6R632NPH8HFQG6Y", "signals": [{"quote": "for example, with the Google, it was more about taking that data and then using it or integrating it into the consumer | observed | artifact ↗ | 2014-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "I think Google is and I'm not you know I I will give you option four which is they're they're they're experimenting wi | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "they invest in Machin mhm hundreds of millions of dollars I think it was or something it was $100 million I wanted to | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "does it doesn't it look bizarre to you Ben am I the only person who thinks this shows like a complete utter lack of lo | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "who could ever trust Google to invest in their company again if they would do something like this", "stance": "bearish | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "I think I think Machinima is in an interesting juncture now they have to figure out sort of what what's next for the c | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "I know for a fact that Google does not share this stuff ahead of time so I can actually confirm that because Matt cut | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "it's really costing people their jobs and it looks like Google's a bully frankly", "stance": "bearish", "confidence": | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "Google is settling all kinds of uh you know interventions with the EU and the governments looking into their stuff", " | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5DXDRT7BVX4C6ZY17BD73", "signals": [{"quote": "I think all these sites that are being affected should just do a massive class action lawsuit against Google to force | observed | artifact ↗ | 2014-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5WS23SGJ91TAVR0JWPA2B", "signals": [{"quote": "they had just bought Picasa four months before or something like that and Picasa wasn't a web thing yet no but it was | observed | artifact ↗ | 2014-05-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5ZZ5VRZ07HX0T9NKJ6RWM", "signals": [{"quote": "the FCC would be really grateful to have another competitor in the wire line or Wireless uh internet Market you know t | observed | artifact ↗ | 2014-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X5ZZ5VRZ07HX0T9NKJ6RWM", "signals": [{"quote": "the concern really is the consumers don't understand this is happening and it creeps a lot of people out when they get | observed | artifact ↗ | 2014-04-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "it impacted the company was that for the first time Google really had to think outside its four walls right everything | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "really I think Google did an amazing job for a long time of making people feel like that that they were empowered to b | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "I think when when Larry reassumed the CEO position the Google of today definitely represents Larry um I think it moved | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "I've had my problems with Google of late like I I felt like in the early days you could get an answer and meet with pe | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "Google has always been very good at um using data to make decisions that they believe are in the best interest of the | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "he was just a great hire because he gave another uh sort of operationally minded asset to the company without being so | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "YouTube doesn't keep the majority of Revenue oh 45% gives the majority the majority goes there", "stance": "neutral", | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "Google was a great place for YouTube to land if it was independent", "stance": "bullish", "confidence": 1, "signal_cla | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "I believe that if Google can't figure out how to get everybody in the world to watch at least one video a month on You | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "they're not constrained by being owned by Google in some sense by YouTube", "stance": "bearish", "confidence": 0.9, "s | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "Eric just said look for that first year first 18 months I want you to just focus on keep growing make this service bet | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X62Z5RQJH5RN0KCD73DKWY", "signals": [{"quote": "the next team was ready to challenge TV was ready to answer this question about what percent of TV hours and dollars c | observed | artifact ↗ | 2014-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "it looks like these things are going to actually happen", "stance": "bullish", "confidence": 1, "signal_class": "predi | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "our goal here is to create basically a thirdparty ecosystem of module developers is to change the way Innovation happe | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "he's staying at Google to do this very project", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", " | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "this does have the potential to make the mobile the the smartphone industry a lot more exciting", "stance": "bullish", | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "we're getting Hardware in the hands of developers much sooner than that", "stance": "bullish", "confidence": 0.9, "sig | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "getting that to a place where users can be excited by it where they find this to be palatable in a device that they ca | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "the ability to get the modular overhead down to a manageable level to under 25% or so is really the enabler", "stance" | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "we intentionally chose not to create a proprietary standard here", "stance": "bullish", "confidence": 0.9, "signal_cla | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "the platform can be longer lived than the obsolescence time scales and the technology time scales of each individual c | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "the only thing that Google owns in all of this is the Endo core enabling technology everything else is up for grabs an | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "we want to maintain some control of the platform right to ensure that there's a cohesion to the developer community th | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "we intend to create a module marketplace with a configurator app that allows you to do all of this customization... th | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "are you scared that this thing is going to crash constantly as people make you know people will go off the reservation | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "you will have to be certified to be in the store... but you can sell modules outside the store... and consumers... ass | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "I think it is very resonant with Google values in general right and I think our objectives of of uh sort of uh revolut | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "they'll just give you whatever resources you need for a project like this right like they're not stingy about like hey | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "I think that uh that that IDE that ideas are in shorter Supply so so I think we're idea limited uh rather than uh rath | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6MV8AACTRV1WW04B668HR", "signals": [{"quote": "if this winds up getting some kind of adoption in the way Google has would say Chrome or Android my God this could to | observed | artifact ↗ | 2014-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "the biggest challenge is that Yahoo doesn't actually have any search technology to be pitching you know they gave all | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "when you search at Yahoo by and large you're really just getting being search results they're dressed up a little bit | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "Google last year rewrote their entire search engine so you know even if they still had it it's just become outdated", | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "looking across the network Google is still the the Big Driver of traffic if you look across the the choing network the | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "Google Now is one of those things that I went wow this is this is very transformative", "stance": "bullish", "confiden | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "if you have a long time relationship with your search engine like Google and it and it doesn't come back to you um som | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "the danger is that if it stumbles I think people will react to that much more badly than they would if Google stumbled | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "it's not like Google Now where it's doing as much of the predictions that that Google Now can do", "stance": "neutral" | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "um I think Google's future is just fine I I think that it's really easy to first of all get lost between the percentag | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "when you go to secure is they're just stripping out the Search terms", "stance": "neutral", "confidence": 0.8, "signal | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "Google has snatched up Titan Aerospace", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speake | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "this to me is something that's been a very consistent strategy uh for them for a very long time which is to own everyt | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "Titan drones they're really really good for being able to get internet into kind of hard to find places so it's just a | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "I think it's probably a combination of both um you know they do seem to do these kind of crazy things but when they go | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "Chrome was a good example of that when they launched their browser it was like well we're going to do this because we | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "and oh terrible name because you know Google's just gonna sue you over that", "stance": "bearish", "confidence": 0.7, | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "in fact Google took about two years to catch up with that", "stance": "bearish", "confidence": 1, "signal_class": "cri | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "uh I think it's smart", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speaker_name": "Danny", | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "one of the challenges that they've had with YouTube is they have something that is both a search engine people do turn | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "I think they deal with it poorly because I don't think that they tend to address the conflict that they have to begin | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "I think they address with it well in the sense that by and large web search really doesn't try to play these favorites | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "they do by the way in search have partnersh ship and special deals and all that sort of stuff that you want to talk ab | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "if they're going to deal with a large news publisher and they're having issues getting the news Publishers content int | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "the antitrust investigation agencies and the government agencies and everything that looked into Google is so incredib | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "they spent and basically wasted all the time and energy that they had had chasing down whether or not Google was being | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "what they should have spent their time on was looking at whether or not Google has too much of a closed loop right is | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "does it make sense that if you are a search engine that you should be not favoring your own search results because tha | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "if Google's got all this Google analytics data flowing in and they got Google Fiber and they've got all this stuff not | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X6XQYSAF8WMKME3B6TCRRY", "signals": [{"quote": "you just actually saw um in this last week uh the CEO I believe it was of Axel Springer which is one of the large uh P | observed | artifact ↗ | 2014-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X78TQ68YGB1W8RYFQSVF5D", "signals": [{"quote": "Google's never made really good brand names and Android Wares SDK allows customer custom uis see this thing when you m | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X78TQ68YGB1W8RYFQSVF5D", "signals": [{"quote": "I think we're just starting now thankfully to move Beyond these sort of oneoff wearable devices and wondering how the | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X78TQ68YGB1W8RYFQSVF5D", "signals": [{"quote": "I love that Google announcing Android Wear ... but a watch is brilliant and an open Watch platform is Mega brilliant i | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X78TQ68YGB1W8RYFQSVF5D", "signals": [{"quote": "Google Glass is horrible it's a piece of garbage everybody hates it it'll be great for doctors to wear", "stance": "be | observed | artifact ↗ | 2014-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7E2ZPJRWNTXGDQWMFSMQR", "signals": [{"quote": "I think Google as a company what they're willing to do with their balance sheet is frankly inspiring and I think it sh | observed | artifact ↗ | 2014-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7X6Y8G0JXE2HTGYFJFV73", "signals": [{"quote": "I know through watching Marissa and Larry Page at Google just absolutely crush it by having the fastest services in th | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7X6Y8G0JXE2HTGYFJFV73", "signals": [{"quote": "I think they're trying to be Bell Labs or you know B whatever Bell Labs is now um and that's great I think that's grea | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7X6Y8G0JXE2HTGYFJFV73", "signals": [{"quote": "Google wave was a good idea um they just like they just launched it like New Coke or something you know if they had la | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7YXVC6G6V1NK83T1G0QZ4", "signals": [{"quote": "I think it's an interesting technology when you think of of B2B applications ... but I I don't think it's um it's some | observed | artifact ↗ | 2014-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7YXVC6G6V1NK83T1G0QZ4", "signals": [{"quote": "you have other companies like Google which just basically throughout the Google Glass and you know the battery lasts f | observed | artifact ↗ | 2014-03-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X874E6Y3HF6ZBV6E4SWQT5", "signals": [{"quote": "I think that's the main problem is that it all it did is go and ruin uh it set the bar really high of what's expected | observed | artifact ↗ | 2014-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X874E6Y3HF6ZBV6E4SWQT5", "signals": [{"quote": "they've stumbled upon probably the best business model of all time which is I'm looking for info on a camera there are | observed | artifact ↗ | 2014-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X874E6Y3HF6ZBV6E4SWQT5", "signals": [{"quote": "they're just doing all this other awesome stuff because they can and not you know just piling the money up oring I thi | observed | artifact ↗ | 2014-02-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X87M1RSVFRPFT6TAKEJW9D", "signals": [{"quote": "another guy was at Google uh turned out there may be some issues", "stance": "neutral", "confidence": 0.6, "signal_cla | observed | artifact ↗ | 2014-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X87M1RSVFRPFT6TAKEJW9D", "signals": [{"quote": "let's assume you get a patent so what does that do so now you have a patent War you're going to fight Google or Apple | observed | artifact ↗ | 2014-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8KF607292S3SE5ZB88QX1", "signals": [{"quote": "Google buying Nest is a huge win for Google and a huge mistake for Tim Cook to Let It Go no I don't think so uh why so | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8KF607292S3SE5ZB88QX1", "signals": [{"quote": "Google's been making products and forget about Motorola that was just a mistake um but the Nexus products the Q the yo | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8KF607292S3SE5ZB88QX1", "signals": [{"quote": "if he comes in and he trains the the executive staff and Larry pagee himself to think about this correctly and they en | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X8KF607292S3SE5ZB88QX1", "signals": [{"quote": "Larry Pig did said he took over as CEOs he said stop doing all that stupid stuff no more buying little companies don't | observed | artifact ↗ | 2014-01-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X97F15J3Y78FN50XCHZ247", "signals": [{"quote": "I'd rather own Google and Nike for my kids ... I'd rather own something with cash flow", "stance": "bullish", "confide | observed | artifact ↗ | 2013-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X97F15J3Y78FN50XCHZ247", "signals": [{"quote": "I'd rather own something with cash flow again this is no different than gold why would I own gold I don't want to own | observed | artifact ↗ | 2013-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X97F15J3Y78FN50XCHZ247", "signals": [{"quote": "I'm very bullish on Google", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speaker_name": "How | observed | artifact ↗ | 2013-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9E8ET1DHWMVNHBCDWES8V", "signals": [{"quote": "no it's not so... Google introduces a way to compete with Amazon Fresh... so in a certain extent there is a company th | observed | artifact ↗ | 2013-12-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X9QHBAG6H91YN5TRP6JK2K", "signals": [{"quote": "you're an investor in yeah through Google Ventures yeah you guys invested in angelist", "stance": "neutral", "confiden | observed | artifact ↗ | 2013-12-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "Google had this sort of 10year period where people are like wow it's a pretty good search engine but sometimes it's no | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "Google's going to win an extraordinary amount it's going to be the largest most powerful company in the world much big | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "they have a foundation of more data than anybody on the planet essentially unlimited amounts of capital they don't kno | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "unlimited data unlimited number of they have more smart people than anybody more data than anybody more money than alm | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "any one of these moonshots would make a company that would be similar in size to you know Yahoo or eBay or whatever we | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "they're hiring every smart person they can ... take all these smart people off the Market which is what they're doing | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "if Google decides they're going to go into your space you know they could just roll over you", "stance": "bearish", "c | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "Google and Larry Page and Sergey Bren have a level of ambition that has never been seen before in the history of Enter | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "if Google can build a self driving car Microsoft can build uh why not nuclear power why absolutely they could I mean i | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XA4QJH2P15S452YXH1554J", "signals": [{"quote": "I think Alon musk is the driving force behind what Larry Page is doing because I think when Alon musk made Tesla happe | observed | artifact ↗ | 2013-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "the underlying stuff that they're doing of uniting everything together is just making them so hard to get rid of in 20 | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "it's still really unclear that the moon shots will work I'm have say I'm still doubtful on them you know the self-driv | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "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 runnin | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "the ambition of Google is so great now with the moonshots and 10x that we expect that that's going to be like maybe a | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "I think the NSA privacy transparency weakness is pretty large especially internationally", "stance": "bearish", "confi | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "Google announced in September that they are moving to towards encrypting all of those links", "stance": "neutral", "co | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "Google was mov moving about 2 months ago in early September to encrypt precisely these links", "stance": "neutral", "c | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "yeah I think it's a very strategic move of just keeping the dialogue of Google's Ascension and ambition quiet", "stanc | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "I think it's extremely ex strategic to make him not available so there is no Larry Page files like there is the Zucker | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "but another alternative is that this is actually the way the company is run I mean it's really run by these different | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XAAAMV4A73453K1ZSGHGQ6", "signals": [{"quote": "these are patents that Google wanted to buy itself right and now they're being used against them after being bought on | observed | artifact ↗ | 2013-11-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XB2PQHVDWFGAH5YRF6T311", "signals": [{"quote": "I know YouTube will YouTube probably yeah yeah yeah definitely I mean that's the Google wins everything right right ri | observed | artifact ↗ | 2013-10-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBQ0YXMGFKD0BXK5TESPFJ", "signals": [{"quote": "the scary thing about Google Google is probably that they're sort of you know nihilists around the Enterprise they don | observed | artifact ↗ | 2013-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBQ0YXMGFKD0BXK5TESPFJ", "signals": [{"quote": "I think they're doing an amazing thing on the education front we see them a lot of small and medium businesses but the | observed | artifact ↗ | 2013-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XBQ0YXMGFKD0BXK5TESPFJ", "signals": [{"quote": "Google which is going to more build purely horizontal consumer grade um in a good way and a and a bad way from an Ente | observed | artifact ↗ | 2013-10-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC7X87D5NQ5SV8REZ5DVVE", "signals": [{"quote": "we all kind of like GPS systems right we like the Google Maps that we all have right in Google Earth pretty cool", "st | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC7X87D5NQ5SV8REZ5DVVE", "signals": [{"quote": "Google Facebook where we were the under bidder to excel so if you read Kirk Patrick's books it's like we keep going up | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC7X87D5NQ5SV8REZ5DVVE", "signals": [{"quote": "Google 10x moonshots just unbelievable ambition with Google X what do you think of just Google's Newfound ambition and | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC7X87D5NQ5SV8REZ5DVVE", "signals": [{"quote": "almost everything Google's doing in advanced projects and research relate to how can you apply machine learning in an | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XC7X87D5NQ5SV8REZ5DVVE", "signals": [{"quote": "they bought a quantum computer I'm that's another crazy when I'm involved with the quantum computer company and Google | observed | artifact ↗ | 2013-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "Google uh would probably the most bold in this regard.", "stance": "bullish", "confidence": 0.95, "signal_class": "pre | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "you could envision a world where buying the Apple TV or a Google TV uh or Chrome TV, whatever they would call it, um w | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "if you had taken a more sort of like strategy, which again, I would say Google's was brilliant and genius, um, you'll | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "Who's going to win? Google. Absolutely. And they should. They're amazing. I We were there this morning with Google X. | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "instead Larry and Sergey are probably at the Google XL lab trying to figure out how to float more satellites into orbi | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "Android is a very powerful OS. It's good. It will get better. Unfortunately, this is turning out to be Windows versus | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "But like Google, you're constantly thinking what could they be doing?", "stance": "neutral", "confidence": 0.8, "signa | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCC42WC8GKTCKVTWPRBVP2", "signals": [{"quote": "relying on some other great big partner like a Google or a Samsung who will continue to spend billions of dollars on d | observed | artifact ↗ | 2013-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCH69XWP8ZADVCK25T121Z", "signals": [{"quote": "we think that for a typical case it's about 15 to 20 percent more expensive really right now a well-managed cloud over | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCH69XWP8ZADVCK25T121Z", "signals": [{"quote": "we don't think that's the right wisdom and we're actually seeing some very large public companies go the other way in | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCH69XWP8ZADVCK25T121Z", "signals": [{"quote": "if you take adobe their creative cloud is now 300 million your business and it's all on amazon really", "stance": "bul | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCH69XWP8ZADVCK25T121Z", "signals": [{"quote": "it's grown amazingly over a million paying users in less than a year", "stance": "bullish", "confidence": 0.8, "signal | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCH69XWP8ZADVCK25T121Z", "signals": [{"quote": "we typically save a customer 20 of the first month just by looking at it", "stance": "bullish", "confidence": 0.85, "s | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XCH69XWP8ZADVCK25T121Z", "signals": [{"quote": "microsoft and google are microsoft and google making a viable play in the cloud or not they're determined to okay they | observed | artifact ↗ | 2013-10-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDJ4FMXVNNQZN6QDACEWBQ", "signals": [{"quote": "whether it's iPhone or Android or a phone or a tablet they are just amazing", "stance": "bullish", "confidence": 0.9, | observed | artifact ↗ | 2013-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDJ4FMXVNNQZN6QDACEWBQ", "signals": [{"quote": "profoundly uncomfortable Mark Zuckerberg and Larry Page got when prism came out because they had been compelled to eng | observed | artifact ↗ | 2013-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDJ4FMXVNNQZN6QDACEWBQ", "signals": [{"quote": "Google has filed a suit asking at least just to be able to talk more specifically about what they're doing", "stance": | observed | artifact ↗ | 2013-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDJ4FMXVNNQZN6QDACEWBQ", "signals": [{"quote": "figured out that test scores and GPA I can tell you this because it was publicly quoted are absolutely not predictors | observed | artifact ↗ | 2013-08-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "it's free Global HD hosting what's not to love about that a billion users a month and the tools are absolutely amazing | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "it's the largest advertising Network in the world that is Google and YouTube is part of that so that really helps", "s | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube has gotten mobile right the majority of views on YouTube if they're not already will be mobile and they have n | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "the cpms are very low very very very very very low", "stance": "bearish", "confidence": 0.8, "signal_class": "criticis | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "the cpms are generally very low", "stance": "bearish", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube doesn't have a dedicated Salesforce", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "spea | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "you get no marketing support", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name": "Jas | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "Larry Page and the Google team from what I understand believe everybody should buy from the Google interface", "stance | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "premium cpms have been one of the biggest challenges for YouTube", "stance": "bearish", "confidence": 1, "signal_class | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "there is a real lack of subscriber controls", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "spea | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube's made a lot of changes to support time on site the statistic they care about they have done a really bad job | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "if YouTube follows that track it has not been pretty for Content creators who have been partners with YouTube", "stanc | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "the revenue split completely unsustainable", "stance": "bearish", "confidence": 1, "signal_class": "assessment", "spea | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube cannot ever work for Content creators as a business onto itself", "stance": "bearish", "confidence": 1, "signa | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube is profitable to the tune of a billion dollars a year according to analysts", "stance": "neutral", "confidence | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "the fact that they're holding to this 45% split is kind of unconscionable", "stance": "bearish", "confidence": 1, "sig | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube is taking so much because YouTube is being so greedy and taking 45% it makes no sense for a content creator to | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "if YouTube came out and said let's if you sell it we'll just take a 10% cut then your salesperson you're smiling that | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube's Blended rate would be 20% more than enough for YouTube more than enough for a highly profitable YouTube and | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "I think YouTube will come to the table", "stance": "bullish", "confidence": 0.7, "signal_class": "endorsement", "speak | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "we'd like to be able to set our own ad frequency if I invest in content I should be able to click a box that says I wa | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "I think we should get the email addresses of the people who subscribe to our Channel when you're logged into you thank | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "Google believes everybody should be treated the same but that's not how the world Works um everybody should not get th | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "that's how YouTube thinks right now and it's broken thinking", "stance": "bearish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "this will be the thing that limits YouTube and this is their cross to bear this is their challenge that they have to b | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "they cannot think like Google Engineers they cannot think like algorithms they have to think like artists and producer | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "Yahoo AOL MSN Microsoft Facebook will be competing with YouTube in the next year", "stance": "neutral", "confidence": | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube cpms are going to keep going down they're not going to go up they have too much inventory", "stance": "bearish | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "Google has a very easy time controlling you if you're a YouTube publisher who doesn't do any of these other things bec | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XDQCTMXACC5M58GE0TQWTD", "signals": [{"quote": "YouTube will take 45% of it but if you do a joint venture with vitamin water to make a series and vitamin water is int | observed | artifact ↗ | 2013-08-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEBRGRRNYQB5FTB8XYHF2E", "signals": [{"quote": "Facebook and Google is a great example cuz um well um those are companies where people don't really want to go work an | observed | artifact ↗ | 2013-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEBRGRRNYQB5FTB8XYHF2E", "signals": [{"quote": "there's sort of the Google and the Yahoo type perks well let's just say Google actually um yeah the perks like the mas | observed | artifact ↗ | 2013-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I see how well Google builds applications for iOS... there been a big change inside Google the past you know year and | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "and I I don't think Yahoo can say that historically and neither can Google Google's for killing stuff", "stance": "bea | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "nothing this was a huge donut 0.0 this was just evolutionary stuff but it does show that these guys are taking over th | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I looked down that list of features and it was like like oh yeah we're going to replace the gift standard oh we're goi | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I my prediction is going to be is not going to be successful um but that's not the point you know I I I don't think Go | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "the other I guess the advantage they have that a lot of people you know in the middle of America you know don't think | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "if you use music to to better identify your users and understand what they do you have a really really valuable asset | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "whoever named this at Google needs to be shot why something easy like can you how about we call it Google play music a | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I think the the UI ux around all of these things is so terminally bad um and easily repairable that it blows my mind", | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I I only Envision a world where it's something that's that you know in the back end Works magically and and quickly an | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I think music is probably uh the most impactful of all these none of them blew my mind", "stance": "neutral", "confide | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I I wait for a Google IO where um the company refocuses um or begins to focus I guess", "stance": "neutral", "confiden | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "the fact that they're opening uh stores is amazing to me Google's yeah gonna be opening stores and I guess that's goin | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XEH1GZ6J9WYCV3SR0B4VNR", "signals": [{"quote": "I think it's inevitable that we have information in our view corridor um be it in a glass be it on a contact lens or o | observed | artifact ↗ | 2013-05-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "number one arms race with Google", "stance": "neutral", "confidence": 0.8, "signal_class": "assessment", "speaker_name | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "it's much more Innovative than just it one-ups Google", "stance": "bullish", "confidence": 0.8, "signal_class": "asses | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "if you're Google and you're worried about Facebook home sort of interposing itself against you know between you and an | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "this is what Google did brilliantly with YouTube you've got to make these big ballsy purchases when you have a good cu | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "he thinks that the current Google sensor system is too expensive it's better cheaper to have Optical cameras and data | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "I would think four or five years at the outside", "stance": "neutral", "confidence": 0.8, "signal_class": "prediction" | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "I yeah I think it's eight", "stance": "neutral", "confidence": 0.8, "signal_class": "prediction", "speaker_name": "Sar | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XF05YQNFR113KSY1TVN0FS", "signals": [{"quote": "I think I'm I'm more in the like closer to 10 than five", "stance": "neutral", "confidence": 0.6, "signal_class": "pre | observed | artifact ↗ | 2013-05-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "I prefer the Nokia or the the Google solution for sure", "stance": "neutral", "confidence": 0.8, "signal_class": "asse | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "it's just awesome that Google and apple are pushing the envelope here in Tesla", "stance": "bullish", "confidence": 0. | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "I mean Google's done a great job and so is Apple by the way that you know sneakily they you know they bought some encr | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "I bought a Google TV when it first came out terrible I was very hopeful and it did not deliver terrible Google TV is t | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "I'm just long Google I think we I was on the show six months ago maybe and and uh I've been long Google Tesla Amazon", | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "this is a land war that Google and apple are playing and these both both these companies have a lot at stake and they' | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "I would be surprised if we see a major retail release of a consumer ready affordable version of glass anytime before t | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "this is a home run Google is one of the greatest companies that still hasn't even started yet", "stance": "bullish", " | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "it's got to be more invisible I mean if you look like you're wearing like a computer on your on your glasses you look | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "I'd say it won't even ship it", "stance": "bearish", "confidence": 0.9, "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "they've got glass Collective making hundreds of millions of dollars of investments into companies that are working on | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "it's just Google saying look at this over here like shiny item over here when realize really their business is fiber a | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "in three years I would say probably about 1% in five years I'd say somewhere between I'd say around 3% and 10 years fr | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XFC73A5EVFSEYZ3PPCG7SW", "signals": [{"quote": "they're actually not that bad they weigh about 45 gram which is heavier than a pair of glasses for sure but the way th | observed | artifact ↗ | 2013-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG6ZRWV8YKHB9PWZSWJDVN", "signals": [{"quote": "the ads business was really in full bloom by then it was already more than a billion dollar business but they had this | observed | artifact ↗ | 2013-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG6ZRWV8YKHB9PWZSWJDVN", "signals": [{"quote": "over time google apps became the focus of the effort... it took us years to turn it into a real business product and s | observed | artifact ↗ | 2013-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG6ZRWV8YKHB9PWZSWJDVN", "signals": [{"quote": "gmail came out and boy was that spectacular... people actually didn't know whether we were kidding or not... it was a | observed | artifact ↗ | 2013-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XG6ZRWV8YKHB9PWZSWJDVN", "signals": [{"quote": "the efficiency being created by google apps and other things is reducing the amount is increasing what people are capa | observed | artifact ↗ | 2013-05-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGENN7Q07W2EE1FCB0QDQV", "signals": [{"quote": "I think this is my prediction that this is a Tipping Point where the belief that like we actually get used to these an | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGENN7Q07W2EE1FCB0QDQV", "signals": [{"quote": "I think that it it will happen in some form I do think that there is both um I think it's under appreciated and underr | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGENN7Q07W2EE1FCB0QDQV", "signals": [{"quote": "that's part of the reason Google is handing it out to um you know people at Google they're doing the Explorers thing b | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGENN7Q07W2EE1FCB0QDQV", "signals": [{"quote": "I think that the norm has to be that when you have those glasses on there is a red light whenever the thing is turned | observed | artifact ↗ | 2013-04-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGP7HHJH6AR39TNQJ3VVKJ", "signals": [{"quote": "Amazing. I'm a huge Google fan. I think everybody, who has worked at Google, always has a fondness for Google, and the | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGP7HHJH6AR39TNQJ3VVKJ", "signals": [{"quote": "many of their most important things have, of course, come through acquisition", "stance": "neutral", "confidence": 0.9 | observed | artifact ↗ | 2013-04-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "at this point to me it's simply a prototype this is just a little lab thing for Google I don't think they have lots of | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "I think they're just playing it out and seeing how it it it will come together and also putting pressure on the incumb | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "I personally think they're looking for what's the killer app on Fiverr I still don't know what it is ... I think it's | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "if they see an uptick in usage on YouTube and on searching and clicking on ads those two things are could be greatly i | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "not yet uh and they only control it in three cities um and I mean they couldn't get it into San Francisco they couldn' | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "what they're really doing in these cities is installing pervasive Wi-Fi with unbelievable coverage because it's in all | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "they've gone in and they've bought an existing Network and they're promising to upgrade it to one gigabit ... they had | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGR857X0X3AK8QT75V9YPD", "signals": [{"quote": "I love rafe's point about the the impactful thing here would be pervasive Wi-Fi that would put huge pressure on the Ve | observed | artifact ↗ | 2013-04-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "I think this is one of those very early things um i think it's smart though", "stance": "neutral", "confidence": 0.8, | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "i do think that these special funds are kind of a cool way to do this to get excitement and to get people thinking", " | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "it's a very savvy move on those three venture capitalist part because now they've taken the poll position on when some | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "this google glass is more disruptive than anyone realizes", "stance": "bullish", "confidence": 0.9, "signal_class": "a | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "this is amazing technology disruptive it's going to change the world but it's also now going to blow up on the issue o | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "i think it's a little bit of both i think there's going to be some really interesting applications ... but i also do t | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "i do think um we don't know what the killer use case is going to be and it's going to be way too expensive for now so | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH18SEJ5C1NFYCA0KSBX81", "signals": [{"quote": "yeah this is working 1.0 wait until we have version 3.0 of it and wait till you have retina implants which can display | observed | artifact ↗ | 2013-04-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH35GX2TC0ZR9PC2MBK50S", "signals": [{"quote": "the Googles and the Facebooks and the Twitter they're great at disrupting their own things but they're kind of refusin | observed | artifact ↗ | 2013-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XH35GX2TC0ZR9PC2MBK50S", "signals": [{"quote": "I look at Facebook I look at Google I look at at uh uh uh Twitter and I think these guys they were ready to disinterme | observed | artifact ↗ | 2013-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHDA4K654JPJ7HV3F5CXCP", "signals": [{"quote": "They're a great company. ... There's only been three or four great technology companies in the Silicon Valley. You kno | observed | artifact ↗ | 2013-04-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHXDQ84CW6NSXPJW4JXGNF", "signals": [{"quote": "Google's been doing that Larry Page's been doing that a lot huh you Google Reader I mean people go up in arms when you | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHXDQ84CW6NSXPJW4JXGNF", "signals": [{"quote": "I was really upset about Google then I realized I haven't used it for more than one hour in the last three years but I | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XHXDQ84CW6NSXPJW4JXGNF", "signals": [{"quote": "Google same thing yeah they built AdWords in what 200 bought whatever that semantics and everything yeah they bought t | observed | artifact ↗ | 2013-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "I think Apple proved the vertical model was vastly superior and, now, Google, of course, bought Motorola, and, you kno | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "We did hear that Google was going to have stores, and Google launched this Chromebook Pixel, an incredible laptop with | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "Google is executing so incredibly well.", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "their core business on advertising, just more, they're effectively... you know, they're completely dominant on that. Y | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "the amazing thing is, when they are doing all this, sort of, like, you know, core business stuff so well, but they are | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "Did you remember when they bought Android in 2004? ... Everyone was like head-scratching. Look how visionary these guy | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "they begin to design well. Like, the Maps app and all these other things are just like super well done.", "stance": "b | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "When you go into Apple's ecosystem on their home turf, and you absolutely slaughter them app by app, like, Gmail.", "s | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "for a search company, to be crushing the biggest OS company is pretty remarkable", "stance": "bullish", "confidence": | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "whoever has the developers wins. ... The only people, who have that and probably have a shot at it, are Android and iO | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "It feels like eighty percent way there.", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speak | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "Or is it Google making money on advertising and subsidizing the OS?", "stance": "neutral", "confidence": 0.8, "signal_ | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "their, sort of, cluster of great apps have now been just absolutely thrones by Google, right? The Maps app. The Gmail | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "when Apple Maps came out, and then Google had a choice, \"Do they release Maps for the iOS or do they not.\" ... They | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "Maybe, that's that Google's strategy. It seems that the strategy is just sort of, like, to have people care about the | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "Larry Page, back at Google, also has it too. You know that's important.", "stance": "bullish", "confidence": 0.9, "sig | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJAFP1FEMZ4ZTG4ZQ84RGE", "signals": [{"quote": "I tend to think they are both great companies... I wouldn't, probably, short Google. I think they're both really power | observed | artifact ↗ | 2013-03-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJNZQN83WM9SCYFPTP54YR", "signals": [{"quote": "Google search it that was not a terribly well-run company yeah in the beginning", "stance": "neutral", "confidence": 1 | observed | artifact ↗ | 2013-03-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJYD1SWTAXRDP1PCJRGZ2K", "signals": [{"quote": "Google really came in and changed that market with their free product offering", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2013-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJYD1SWTAXRDP1PCJRGZ2K", "signals": [{"quote": "Google Health was launched what like five years ago six years ago and they sh it down", "stance": "neutral", "confiden | observed | artifact ↗ | 2013-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJYD1SWTAXRDP1PCJRGZ2K", "signals": [{"quote": "if Google Health existed today and it pulled in your Fitbit and your Nike Plus and all of those things it actually cou | observed | artifact ↗ | 2013-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XJYD1SWTAXRDP1PCJRGZ2K", "signals": [{"quote": "yeah they are and why is that um they have the inventory so if you I mean most people still use Google the market shar | observed | artifact ↗ | 2013-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKC0BK7H885Q0S0Q37WC89", "signals": [{"quote": "I think Google's done some really amazing things search business is obviously huge I think Android is really amazingly | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKC0BK7H885Q0S0Q37WC89", "signals": [{"quote": "Google doesn't know social from a [ __ ] like its own ass with two hands like they could they're clueless about social | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKC0BK7H885Q0S0Q37WC89", "signals": [{"quote": "Gmail is like an amazing platform that Google has really not paid attention to and really [ __ ] up in my opinion like | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKC0BK7H885Q0S0Q37WC89", "signals": [{"quote": "I think they will make a success of go+ but it's not challenging Twitter or Facebook by any means whatsoever", "stance | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XKC0BK7H885Q0S0Q37WC89", "signals": [{"quote": "Google's hitting all-time highs", "stance": "bullish", "confidence": 1, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2013-02-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM05SK0XKB0BD1VPRRQQBK", "signals": [{"quote": "Google I mean Google Google is absolutely crushing Apple's own ecosystem", "stance": "bullish", "confidence": 0.8, "si | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM05SK0XKB0BD1VPRRQQBK", "signals": [{"quote": "android is a rocket ship for us", "stance": "bullish", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM05SK0XKB0BD1VPRRQQBK", "signals": [{"quote": "now I messager is gonna get clobbered by whatever Google comes up with", "stance": "bullish", "confidence": 0.7, "sign | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM05SK0XKB0BD1VPRRQQBK", "signals": [{"quote": "Google and Apple are in the same boat they're all closing up their ecosystems and and I don't think Google is then fra | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM05SK0XKB0BD1VPRRQQBK", "signals": [{"quote": "so Google has you know reached the point where they're regulated and they're regulate isn't open this and Facebook wil | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XM05SK0XKB0BD1VPRRQQBK", "signals": [{"quote": "you can't license the Android operating system with the play store unless you pay for android so you don't get the mos | observed | artifact ↗ | 2013-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "FTC closes its investigation of Google and Google did not break any laws in regards to its search practices", "stance" | observed | artifact ↗ | 2013-01-05 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "for Google it's a great result I mean anytime when the FTC doesn't go after your ass it's a good result", "stance": "b | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "they they they made a bunch of concessions but I think what Google learned a lot from when Microsoft had to deal with | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "I sort of feel like the human race loses with issues like this like just the way this is worded like the FTC closes it | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "I do think Google had some bad behavior and they're bad communicators and I think that they're becoming better communi | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "there is self-correcting processes here which is Google started to look like a bully between Panda which was like unne | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "the truth is anybody at any point in time could just type in bing and I've done that and Bing's good Bing's a great pr | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "I I really really do think that like there is a reason why the FTC did get involved there there were things that Googl | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "on my phone I got Gmail I got Google Maps I have YouTube I have Drive", "stance": "bullish", "confidence": 1, "signal_ | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "I believe Apple and Google and Microsoft are going to be in a dog fight for the next five years buying the top 50 apps | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "Chrome is spanking Safari", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "Ben | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "Gmail trounces the new Gmail app is extraordinary it trounces the mail app on um Apple", "stance": "bullish", "confide | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "YouTube trounces the lack of a apple video competitor", "stance": "bullish", "confidence": 0.9, "signal_class": "asses | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "when you pull up the top 100 apps and you just see six of them are from Google that's got to be infuriating", "stance" | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "I'm an iPhone user and I start using Google Maps I start using Google I start using Gmail I start using Chrome I get e | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "I think it's a particularly brilliant strategy on Google's part", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XMXG6Z0PXZSG4CR1PM3K0A", "signals": [{"quote": "they turned off the zigat app which is stupid", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", " | observed | artifact ↗ | 2013-01-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN7GRXZ1FZ9H7Z6P17T53H", "signals": [{"quote": "they're heading into a war with Google over a contextual future and what do I mean by that let's say I take a picture | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN7GRXZ1FZ9H7Z6P17T53H", "signals": [{"quote": "they don't want Google to take over any part of the world they they need to compete with Google on all fronts", "stanc | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN7GRXZ1FZ9H7Z6P17T53H", "signals": [{"quote": "Google+ I was talking to Vic this morning he has a few things coming to show you your life back", "stance": "bullish", | observed | artifact ↗ | 2012-12-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNPTMP1SXT79C4386SX0QD", "signals": [{"quote": "but Google on the other hand is really really embracing they created that startup group I guess to consolidate all the | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNPTMP1SXT79C4386SX0QD", "signals": [{"quote": "I think Google uh Microsoft um you know surprisingly we we actually get a lot of AOL interactions so it's it's uh you | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPDXBE5RX51M8HX0QXNKCQ", "signals": [{"quote": "Google's genius Google is there building that first home for really smart people and they do everything else for you s | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPDXBE5RX51M8HX0QXNKCQ", "signals": [{"quote": "you think Google's going to be here 50 years from now crushing it has to be especially now if the stock goes to 100 Ev | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPDXBE5RX51M8HX0QXNKCQ", "signals": [{"quote": "I was long Google as my head Google's Unstoppable right it's Unstoppable right now because they have done such a great | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPDXBE5RX51M8HX0QXNKCQ", "signals": [{"quote": "they'll back into a social network through YouTube I would imagine at some point which is a big bet of mine being long | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPDXBE5RX51M8HX0QXNKCQ", "signals": [{"quote": "I think Google's lost interest finally in that stuff I think Google's calmed down a lot", "stance": "neutral", "confid | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPDXBE5RX51M8HX0QXNKCQ", "signals": [{"quote": "Google really did win", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment", "speaker_name": "Howard | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPDXBE5RX51M8HX0QXNKCQ", "signals": [{"quote": "maybe they have a pack with Google maybe maybe just those guys all met before Steve died and said listen you we hate e | observed | artifact ↗ | 2012-11-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPK7EZCNKTW8H2HP0HJSKV", "signals": [{"quote": "I think you know iPads iPhones Android devices they're already doing it you know it it it really I think when you have | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPK7EZCNKTW8H2HP0HJSKV", "signals": [{"quote": "I would like to say like that things would be you know 10 years it it won't be uncommon so in 10 years it won't be unc | observed | artifact ↗ | 2012-11-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPRCBZ3N2W2GRCP0NVPH6J", "signals": [{"quote": "obviously you know Google's a great example Facebook Twitter a lot of these consumer companies um are great examples o | observed | artifact ↗ | 2012-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPRCBZ3N2W2GRCP0NVPH6J", "signals": [{"quote": "we're going to be as big as Google and then we're going to figure it out", "stance": "neutral", "confidence": 0.6, "si | observed | artifact ↗ | 2012-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPRCBZ3N2W2GRCP0NVPH6J", "signals": [{"quote": "perfect example of a company that went for it making a great great product and then turned on Revenue later", "stance" | observed | artifact ↗ | 2012-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPRCBZ3N2W2GRCP0NVPH6J", "signals": [{"quote": "Google had Revenue through the deal with Yahoo... which in hindsight turned out to be the most genius get paid for dis | observed | artifact ↗ | 2012-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPRCBZ3N2W2GRCP0NVPH6J", "signals": [{"quote": "hugest blunder in the history of Silicon Valley was Yahoo putting Google as their search result instead of building th | observed | artifact ↗ | 2012-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XPRCBZ3N2W2GRCP0NVPH6J", "signals": [{"quote": "we're building something very very big... we have a chance to transform the way people look for information", "stance" | observed | artifact ↗ | 2012-11-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQDD2CS48TD8N0N3KKF15H", "signals": [{"quote": "Google and I mean yeah Google is is is is usually at the top um and then you just there are startup companies that pro | observed | artifact ↗ | 2012-11-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQKA9044D5RRFDEEAWRF3P", "signals": [{"quote": "Marissa mayor told me long ago that the the the best way they could add a feature to Google was to make it faster beca | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQKA9044D5RRFDEEAWRF3P", "signals": [{"quote": "Google still has the best advertising medium in the history of man you type in what you want and then they suddenly th | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XQKA9044D5RRFDEEAWRF3P", "signals": [{"quote": "I think some of the new products they're doing the sponsored stories especially on mobile make a lot of sense", "stanc | observed | artifact ↗ | 2012-11-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "I think Google should give a tablet if you buy a three-year license or if you pay a threeyear Amazon Prime in advance | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "I don't understand these stupid technology companies with these huge balance sheets and they sit on the money while th | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "Amazon right now they're at $199 and so is Google", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_clai | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "it's a huge blunder to not have LTE on a phone", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "they get first they get Android because it's free now they're into the ecosystem right now Google has their hooks in a | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "right now Google is going to own the world because of Microsoft stupidity", "stance": "bullish", "confidence": 1, "sig | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "I saw Android is 75% of smartphones now is that right y yeah and it's going to be 100% at the r sure", "stance": "bull | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "they'll all run Android so which means that they'll be doing Google searches they'll be doing Google this Google that | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XR1NBR1EDC6Q2WPD22AMY1", "signals": [{"quote": "as we saw Google grow up it was always into doing good it was do no evil they were you know like in Silicon Valley you | observed | artifact ↗ | 2012-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRAWJTGV3N9HK4GGC949PK", "signals": [{"quote": "the truth is Google and apple are e Google and Amazon are either losing a little bit of money or basically breaking ev | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRAWJTGV3N9HK4GGC949PK", "signals": [{"quote": "you know swift key on Android is awesome and I can type really quickly with it now uh how how close to your Trio 650 o | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XRAWJTGV3N9HK4GGC949PK", "signals": [{"quote": "oh Dragon which has the best dictation it just crushes Siri came out with an assistant for Android that allows you to | observed | artifact ↗ | 2012-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "If you plug it right now, it'll hit eight hundred. I've no doubt.", "stance": "bullish", "confidence": 0.95, "signal_c | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "I wanna go ahead and put a 'buy' rating officially, on Google, and set a target of eight hundred and twenty-five dolla | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "He has a preternatural ability to know how things are going to turn out... I don't think he ever gave a s**t about soc | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "Google was never really taking Twitter seriously, as it should. That's why they didn't take Blogger seriously... they | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "Eric Schmidt goes on stage at a banker conference in San Francisco, and calls Twitter the poor man's email.", "stance" | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "Google was really good at finding the right answer. Twitter is good at servicing a bunch of stuff.", "stance": "neutra | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "I think that Larry has an amazing ability to see the future of energy, to see the future of hard science, the future u | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "Sergey is one of the quickest one of the quickest wits. JASON: Yeah. CHRIS: One of the best storytellers of salespeopl | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "We were ready to build it out, if we won it.", "stance": "bullish", "confidence": 1, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "That's the biggest hand of poker I've ever played. 4.7 billion dollars.", "stance": "neutral", "confidence": 1, "signa | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "We said to FCC, 'You need to attach rules to that spectrum, to make it open, to make sure that anybody with a handset, | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "Larry Page said, 'Actually, Sacca... what Sacca said is true. Like, we all know it, and we needed not to back away fro | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "He wants to deal with these industries, which make no sense. Where people are pocketing money at the expense of users. | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "When I got to Google in 2003, we, basicallyů we, Google, dropped you off at the front door. If you were looking for Za | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "And so the company transformed itself into a math company.", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "Facebook operates with the [motto], 'Hey, get over, you learn to love it.' And uhů And that the user impact isn't uhů | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "They are stuck on display ads, which are underperforming. It's hard to grow that stuff without crushing user experienc | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "Facebook, I think, is struggling with a shift from display ads, that theyů they turned all out, they could. And it's a | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "The monetization moves have just been a disappointment, and, I think, they try to rely upon what is always work for ev | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XS4BEJFMP8GC3Z48FSMEER", "signals": [{"quote": "If people get the perception that a company is weak, it's not going in right direction,ů JASON: Or even individual! CH | observed | artifact ↗ | 2012-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "Google doesn't rely on APIs. I mean, people can give Google all their APIs, they want, [but] Google wants to scrape, b | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "Twitter's first sale was to Google and to Bing, to basically sell the API. Those companies were indexing anyway, but G | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "We're finding it from other sources, which have already been ..., have already indexed that, like Google, like Bing, l | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "They're just pointing toward the images of the original site. The same thing that Google does.", "stance": "neutral", | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "I mean, Google is not in the business of content creation. They are in the business of search.", "stance": "neutral", | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "I think, you'd have people like Google and other people would get sort of concerned about this issue and will be appea | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "Look, I just mentioned Google, because everybody knows Google. There are tons of places to get the data.", "stance": " | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSFQR69PZM94SECF8VQV3Z", "signals": [{"quote": "So if Google has a monopoly on search results, they are very protective about the algorithm. They would not tell you t | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSG4JYE2C1SH25VB34YH6H", "signals": [{"quote": "they're using it to build ad intelligence and figure out and do retargeting and various things like that", "stance": " | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSG4JYE2C1SH25VB34YH6H", "signals": [{"quote": "priority inbox just doesn't work right... it's a bust for a couple of reasons one is that... different people have dif | observed | artifact ↗ | 2012-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "California is now going to allow driverless cars we all know that this is really about Google right because uh um they | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "obviously this a fantastic thing... I'm a huge fan of it I think it's going to work there's no reason it technically c | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "the reason Google is doing this obviously is there are billions of hours wasted in car travel by drivers uh every year | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "I'm a big fan but I think what everyone missing is it's not about consumers and you just said local and what's really | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "I think it's a mass computers navigating right... you're saying this is a way point 100%", "stance": "bullish", "confi | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "the regulations right now is truckers can only drive 10 hours at a time and then this thing would go all night right", | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "if you're making cars you're probably going to sell three times as many vehicles because of driverless Vehicles", "sta | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "it's going to be a platform right I mean it's probably going to be an open platform and the next and if it's Google is | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "congratulations Google I think it's an awesome project congratulations to my pal Sergey", "stance": "bullish", "confid | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "this is the most brilliant marketing strategy put the products out when they're in hyper alpha so that you get credit | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSRD6TWE2NMMSBVSMD9CG1", "signals": [{"quote": "would make sense for Google to do its own iOS Maps app", "stance": "bullish", "confidence": 0.7, "signal_class": "asse | observed | artifact ↗ | 2012-09-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSXGB67Y6667TSXMX6HTFR", "signals": [{"quote": "we needed to be quiet because we didn't want Microsoft to know how big our business was at the time they were very par | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSXGB67Y6667TSXMX6HTFR", "signals": [{"quote": "within the company ericus and I and a couple others developed our reputation as being good negotiators and we won a fo | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSXGB67Y6667TSXMX6HTFR", "signals": [{"quote": "Google's one of these places where if you hustled you could just show up in other people's meetings and if you were he | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSXGB67Y6667TSXMX6HTFR", "signals": [{"quote": "working at Google I was surrounded by the smartest advertising people in the world all the time", "stance": "bullish", | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XSXGB67Y6667TSXMX6HTFR", "signals": [{"quote": "YC companies would ask me like oh you're a Google guy we need you for the ads expertise", "stance": "bullish", "confid | observed | artifact ↗ | 2012-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XT7J9X7E6T622VXW89ABS9", "signals": [{"quote": "there's not a whole lot of revenue in maps right", "stance": "bearish", "confidence": 1, "signal_class": "assessment", | observed | artifact ↗ | 2012-09-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTGM43618X754FS5P70X7E", "signals": [{"quote": "Google's really really interesting from our very narrow perspective. It's just another display. It's just another devi | observed | artifact ↗ | 2012-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XTGM43618X754FS5P70X7E", "signals": [{"quote": "some of those folks are now working on Google Glass.", "stance": "neutral", "confidence": 1, "signal_class": "fact_cla | observed | artifact ↗ | 2012-09-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV53F18GC5YR2ZM2ZK48Q7", "signals": [{"quote": "the only company I've seen do that particularly well is Google with their 20% roll right the the fact that uh an amazi | observed | artifact ↗ | 2012-08-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XV7SMAQCD3SVAQBGDFNGV3", "signals": [{"quote": "this is uh one of the reasons why Google bought YouTube was people were going to YouTube and searching how do I do X h | observed | artifact ↗ | 2012-08-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVH98Y0CYTTAYA3FB5XDY9", "signals": [{"quote": "I think even Google is struggling with how do we innovate on products", "stance": "bearish", "confidence": 1, "signal_ | observed | artifact ↗ | 2012-08-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVRR81496P6445RYP5D6MV", "signals": [{"quote": "One city stays in Kansas. That's it. One and done. Proof of concept.", "stance": "bearish", "confidence": 0.8, "signal | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XVRR81496P6445RYP5D6MV", "signals": [{"quote": "Probably 20 cities. Yeah, I'm going above 20 cities. Really? in 5 years. I think that just like with Motorola just I h | observed | artifact ↗ | 2012-07-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW2X7ZWCSX46ZXQVXH3XQW", "signals": [{"quote": "I think a product person would have done better with AOL rather than a salesperson he's done a great job on the sales | observed | artifact ↗ | 2012-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW2X7ZWCSX46ZXQVXH3XQW", "signals": [{"quote": "the number one thing she should do is take Flicker and make it a social network 30 a third of what happens on Facebook | observed | artifact ↗ | 2012-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW2X7ZWCSX46ZXQVXH3XQW", "signals": [{"quote": "all she needs to do is do one single deal like Google did with YouTube and she's turned it around that's one of the gr | observed | artifact ↗ | 2012-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW2X7ZWCSX46ZXQVXH3XQW", "signals": [{"quote": "I couldn't agree more and uh I'm actually buying the stock now and I just also think it's great that there's another y | observed | artifact ↗ | 2012-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW2X7ZWCSX46ZXQVXH3XQW", "signals": [{"quote": "she actually has a real computer science degree interestingly oh does she really we've actually confirmed it real also | observed | artifact ↗ | 2012-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XW2X7ZWCSX46ZXQVXH3XQW", "signals": [{"quote": "I pulled up a Google map and there was was an ad for a dentist on it and I wanted to break my goddamn phone in half wh | observed | artifact ↗ | 2012-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWFYNN0WXW9CM5JYF7RCQH", "signals": [{"quote": "with SEO I think a lot of people think about SEO is you know it's like the the website owner versus Google right but t | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWFYNN0WXW9CM5JYF7RCQH", "signals": [{"quote": "I think i think google i mean they're in a challenging situation right because they they need to continue to provide g | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWFYNN0WXW9CM5JYF7RCQH", "signals": [{"quote": "I'm not sure they really put as much work into it as it nasir I mean to build a large platform requires you know a lot | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWFYNN0WXW9CM5JYF7RCQH", "signals": [{"quote": "I think on the SEO side you just need to always keep up with Google and keep helping them make these changes right on | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWFYNN0WXW9CM5JYF7RCQH", "signals": [{"quote": "Google would be the perfect purchaser of the company having about YouTube it could be", "stance": "bullish", "confiden | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX8W54D2H6WXC1SXJ81R0E", "signals": [{"quote": "Google's leadership is actually quite amazing and if you look at Google as a company there's so much uh will for furth | observed | artifact ↗ | 2012-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX8W54D2H6WXC1SXJ81R0E", "signals": [{"quote": "the self-driving car project is an example you can't argue to shareholders that tomorrow morning it's going to increas | observed | artifact ↗ | 2012-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX8W54D2H6WXC1SXJ81R0E", "signals": [{"quote": "Google was just really really accommodating and it was a wonderful thing I'm really amazed uh how how great this compa | observed | artifact ↗ | 2012-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XX8W54D2H6WXC1SXJ81R0E", "signals": [{"quote": "one of the things I like about what they're doing is they're really focusing on user experience and product much more | observed | artifact ↗ | 2012-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXYGFPXXV2HY5BQB1T8J7E", "signals": [{"quote": "I think that they're gonna try to get them you know in line role has a lot of legacy business though set-top boxes hea | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXYGFPXXV2HY5BQB1T8J7E", "signals": [{"quote": "I think next week Google's gonna announce their tablet with Asus is that right Ryan that's the week we'll see TBD to b | observed | artifact ↗ | 2012-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XXYZP5QWYE2TVN02PR8J2V", "signals": [{"quote": "Google search results you know people can pick them apart on the edges but they're excellent and they get the job done | observed | artifact ↗ | 2012-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XY2E80PXYXMBPARWXPFY0D", "signals": [{"quote": "I don't think many people think about color on a day-to-day basis anymore but when uh if and when Ben is uh bill is ab | observed | artifact ↗ | 2012-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XY8360KTT0116V1VR33TXD", "signals": [{"quote": "the strong ones made it out and they even they came out even stronger Google", "stance": "bullish", "confidence": 0.7, | observed | artifact ↗ | 2012-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XY8360KTT0116V1VR33TXD", "signals": [{"quote": "like Google search that's all they did right very easy to use and now they're overdesigning it yeah now they're gettin | observed | artifact ↗ | 2012-05-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "Google has created as you said Marshall correctly an intent machine you typed in a word you clearly care about a Volks | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "it was a great buy by Google I mean in hindsight to look back is that the best purchase ever made in the history of te | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "Long Live YouTube 150 million uniques in the United States I mean they're twice the size of Yahoo now it's a hug State | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "YouTube is the more important company am I right or am I wrong", "stance": "bullish", "confidence": 0.6, "signal_class | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "because I think that the the publish And subscribe model of Facebook uh that gets its hooks into people and sends them | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "the Market's clearly not valuing YouTube that way because if you look at Google stock price it's it's cheap if you thi | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "the one challenge I think YouTube is going to face is getting premium content and um and The Challenge from working wi | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "Google did it coming out of remember like 2001 2002 was a dark time for the internet and Google showed the capital mar | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYRJTMKJDTF82JP2E4PQPS", "signals": [{"quote": "what are some of the big things he could buy I mean obviously he's not going to be able to buy Twitter they just won't | observed | artifact ↗ | 2012-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XYY8SS0G3D8C5X2E7GWTT4", "signals": [{"quote": "google web optimizer is a really good tool that you can plug in we actually you know I've used that in the last few st | observed | artifact ↗ | 2012-05-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZJDQ34VGXHT9F4D0EYKBD", "signals": [{"quote": "I do know the backstory on this what happened was when Google Docs came out there was this sort of religious argument | observed | artifact ↗ | 2012-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZJDQ34VGXHT9F4D0EYKBD", "signals": [{"quote": "pretty obvious to me we're going to drop Dropbox here because this is a magnitude cheaper 75% cheaper and it's integra | observed | artifact ↗ | 2012-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZJDQ34VGXHT9F4D0EYKBD", "signals": [{"quote": "we heard about Google right we said well who's going to be around the longest because we want these files to exist for | observed | artifact ↗ | 2012-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZJDQ34VGXHT9F4D0EYKBD", "signals": [{"quote": "Google I think years ago had this idea we all were going to have Google OS and everything is in the cloud and guess wh | observed | artifact ↗ | 2012-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZJDQ34VGXHT9F4D0EYKBD", "signals": [{"quote": "it actually works much better because it's native file format", "stance": "bullish", "confidence": 0.9, "signal_class" | observed | artifact ↗ | 2012-04-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZY7VQCQ39D41ZJDXVSE9G", "signals": [{"quote": "Google's still going to be open the only thing that Google keeps closed is the algorithm and they say that's because t | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZY7VQCQ39D41ZJDXVSE9G", "signals": [{"quote": "Google's open and Twitter's open", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZY7VQCQ39D41ZJDXVSE9G", "signals": [{"quote": "I've met with Phil before I think he's he's super smart I think they they've got a really interesting product but it's | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZY7VQCQ39D41ZJDXVSE9G", "signals": [{"quote": "I buy at a billion dollars I think it's a good company yeah still buy because you know 20 million users it's a it's be | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZY7VQCQ39D41ZJDXVSE9G", "signals": [{"quote": "so if they have a half million or million people paying that that's some serious cheddar 25 50 million I put them betw | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XZY7VQCQ39D41ZJDXVSE9G", "signals": [{"quote": "Google is a much better deal Google you buy better share yeah you be better of buying Google there's a lot more busine | observed | artifact ↗ | 2012-04-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0DGQW8HGKBT0J0XE9P95W", "signals": [{"quote": "I think that the Visionary buys when you look at what what Google did with YouTube back in the day everybody thought i | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0DGQW8HGKBT0J0XE9P95W", "signals": [{"quote": "there's been very few products that have been so good that the world just beat a path to their door right now there's | observed | artifact ↗ | 2012-04-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "the threat was Google+ not Instagram itself and the reason I say that is because uh Facebook you think Google was goin | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "I think go+ looks better after this new release but that's just not enough", "stance": "bearish", "confidence": 0.8, " | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "you're scribbling around the edges of the core problem which is what what is the compelling need for me to stop creati | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "they they Google's in his Taurus uh for doing poor interface I mean I think they're getting much better uh just lately | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "you're not going to get people to switch uh and give up the other two networks of of choice Facebook and Twitter Howev | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "I got to believe that Google's buying Twitter by the end of the year I mean I they have to they have to", "stance": "b | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "why did Google blow it why why did Google just back up", "stance": "bearish", "confidence": 0.7, "signal_class": "crit | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0JNN1PPT4WAY88KF519J7", "signals": [{"quote": "Google is building Google Plus and search and sunglasses and driving cars I mean they're all over the map and look at | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y11SXF0826XTAYJKJQ5143", "signals": [{"quote": "it's a better Google Docs in a way", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y11SXF0826XTAYJKJQ5143", "signals": [{"quote": "now you have G Drive coming out you have other places where you can put files", "stance": "neutral", "confidence": 0.7 | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y11SXF0826XTAYJKJQ5143", "signals": [{"quote": "like Google acquired motola for 11 billion mainly for their patent collection so I know Google was on the right side o | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "I think that this is the nerd Holy Grail and we'll see if they can pull it off.", "stance": "bullish", "confidence": 1 | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "I think anything that's pushing the boundaries and Cutting Edge is going to freak some people out ... I think it's a l | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "this to me it's just the I would call it the beginning of where we're going but it's probably another 5 10 15 years ou | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "I emailed Sergey and was like dude this is incredible if this is one if this is 25% of what showed in the commercial i | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "Google is got some really amazing futur looking products out there and I think what Google wants to be is Apple", "sta | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "those guys are absolutely obsessed with Legacy and changing the world now ... they are playing for legacy", "stance": | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "I predict 20 years from now 30 years only old people know that they started in search", "stance": "neutral", "confiden | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "I agree I love the idea that're thin margin business I mean they have very help but look at Apple they're giving a div | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "if uh yeah poor money in R&D that sounds great sounds like that's a part of the the long history of innovation and and | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1C1J6BRBE5G31NKMD5MB2", "signals": [{"quote": "why are they doing this it's the same thing with the self-driving cars when are we going to have them are they just do | observed | artifact ↗ | 2012-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1Z40WFHY863KETNVJFMGB", "signals": [{"quote": "it's a better google docs in a way", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name" | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1Z40WFHY863KETNVJFMGB", "signals": [{"quote": "now you have g drive coming out", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1Z40WFHY863KETNVJFMGB", "signals": [{"quote": "google talk all these free services they never work they never work", "stance": "bearish", "confidence": 1, "signal_cl | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y273YSB72ZAGXJ34NKG6SH", "signals": [{"quote": "Google's one of our largest investors at this stage... Google Ventures yes", "stance": "bullish", "confidence": 0.9, " | observed | artifact ↗ | 2012-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y273YSB72ZAGXJ34NKG6SH", "signals": [{"quote": "we'd rather have help acquiring the customers than get the rebate that they do offer some of their Partners", "stance" | observed | artifact ↗ | 2012-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y296Z0RKEC8VC3KXMW53HJ", "signals": [{"quote": "I think this is a great move it's pretty clear that milk has something else in the works because they always said they | observed | artifact ↗ | 2012-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y296Z0RKEC8VC3KXMW53HJ", "signals": [{"quote": "Don Dodge knows what the next thing is because Don's an angel in milk right yeah and he even said he hinted like he's | observed | artifact ↗ | 2012-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y296Z0RKEC8VC3KXMW53HJ", "signals": [{"quote": "Kevin Rose all of a sudden is like the most talented social guy in the building he's had more social success than Vic | observed | artifact ↗ | 2012-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y296Z0RKEC8VC3KXMW53HJ", "signals": [{"quote": "you you wonder why somebody would bail out of a startup that fast gr you know we don't know the numbers so either the | observed | artifact ↗ | 2012-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y296Z0RKEC8VC3KXMW53HJ", "signals": [{"quote": "I think what's going to happen is you're going to see a circle back and they'll buy dig I I I I'll say within nine mon | observed | artifact ↗ | 2012-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y296Z0RKEC8VC3KXMW53HJ", "signals": [{"quote": "to take Kevin rose out of the game I'm guessing he has to have some big project to work on and to take him out of the | observed | artifact ↗ | 2012-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y296Z0RKEC8VC3KXMW53HJ", "signals": [{"quote": "the only thing I can think of is he's got an idea that's so big his team of eight maybe couldn't do it fast enough or | observed | artifact ↗ | 2012-03-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y30J3N01MASTJR85AM6F68", "signals": [{"quote": "google android Google's creating tremendous value androids open source but you really can't I mean you could take Andr | observed | artifact ↗ | 2012-03-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y330Z2C14E66G7A2X9QKNF", "signals": [{"quote": "Larry's specific comment I think for where they're going it's the right thing to do otherwise social will always be uh | observed | artifact ↗ | 2012-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y330Z2C14E66G7A2X9QKNF", "signals": [{"quote": "we got a chance to invest eight million to Google at 48 post 48 post and we were voted down", "stance": "neutral", "co | observed | artifact ↗ | 2012-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y330Z2C14E66G7A2X9QKNF", "signals": [{"quote": "that's what Sequoia and Kleiner wound up getting and that's why those firms I guess would that would be the biggest hi | observed | artifact ↗ | 2012-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y330Z2C14E66G7A2X9QKNF", "signals": [{"quote": "I'd rather have the person running it who wants to disrupt the company instead of being disrupted by competitor", "sta | observed | artifact ↗ | 2012-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3570RJR2CDWKSK62WS8CE", "signals": [{"quote": "google android google's creating tremendous value android's open source but you really can't i mean you could take and | observed | artifact ↗ | 2012-02-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3V9BDNG9YNCVCX5CZ7WY3", "signals": [{"quote": "they continued to have amazing uh uptick they the the Google features that were released just didn't keep up with what | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3V9BDNG9YNCVCX5CZ7WY3", "signals": [{"quote": "Google is getting so aggressive to keep up with Facebook's advertising offering that everybody is going over the line" | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3V9BDNG9YNCVCX5CZ7WY3", "signals": [{"quote": "Google deserves at least a modum of credit because they have been really aggressive if you got a pulse you see all sor | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3V9BDNG9YNCVCX5CZ7WY3", "signals": [{"quote": "I don't think that Google combining their their privacy policies is inherently bad at all I think a lot of users may b | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3V9BDNG9YNCVCX5CZ7WY3", "signals": [{"quote": "it's just opening up more opportunities for information to flow where it shouldn't and Google will mess up and people | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3V9BDNG9YNCVCX5CZ7WY3", "signals": [{"quote": "they've both had employees uh fired numerous times I believe and I know it's numerous times between the two of them fo | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "they're platform agnostic which Google is not", "stance": "bearish", "confidence": 0.7, "signal_class": "criticism", " | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "they didn't have to carry the baggage of having to shove Google Plus down people's throat and hide Facebook", "stance" | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "Google's policy is if you leak it we cut off the deal", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_ | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "the YouTube acquisition by Google the most a billion and a half dollars was leaked", "stance": "neutral", "confidence" | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "Google is getting so aggressive to keep up with Facebook's advertising offering that everybody is going over the line" | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "I don't think that Google combining their privacy policies is inherently bad at all I think a lot of users maybe expec | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "Google deserves at least a modicum of credit because they have been really aggressive you've got a pulse you see all s | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "they have made what I think is a pretty good faith effort to make it clear they've done a thousand times what Zuckerbe | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y3ZMSDC34VZV59CQ8485N9", "signals": [{"quote": "I think Google does have some good intentions um here", "stance": "neutral", "confidence": 0.6, "signal_class": "asses | observed | artifact ↗ | 2012-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "Google controls 80% of the traffic flow on the internet", "stance": "neutral", "confidence": 1, "signal_class": "fact_ | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "I think they're you know like here we we follow each other", "stance": "neutral", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "Vertical Search is definitely going to be a contested area over the next 10 years", "stance": "neutral", "confidence": | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "Google tried it with Google Square they try to automate it right doesn't work doesn't work", "stance": "bearish", "con | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "Panda just absolutely decimated our business", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", "s | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "Google controls 80% of the traffic flow on the internet so yeah so what it's not over", "stance": "bullish", "confiden | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "what we found was even though we could make a search result that's 20% better than Google's or 30% consumers didn't re | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "when we get back from the commercial break I want to talk about your strategy for building a business when you're esse | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "I think a lot of what Google does is really really good yeah uh as long as you know their algorithms don't you know ar | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "I think Google two years ago in my mind was in serious trouble their search results were getting were bad getting real | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "you think they did the right thing with panda yes obviously", "stance": "bullish", "confidence": 0.7, "signal_class": | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "Google wasn't it in terms of crawls there's only three crawls left yeah bco Bing and Google are really the only", "sta | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "they have thousands of people testing the results", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_clai | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y45T82TAYN3ZQZKYBQQT2E", "signals": [{"quote": "our business is too ugly for him right now too hard too ugly too much 10 years from now could they do it no", "stance" | observed | artifact ↗ | 2012-02-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4ADHZSYDZWEH5YRC8KDJK", "signals": [{"quote": "YouTube's trying to do the same thing what's behind this story is is that YouTube is now striving for legitimacy they | observed | artifact ↗ | 2012-02-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4Q3X2Q532NZKJBVDYGMGY", "signals": [{"quote": "the Google ads were actually earning us a little bit more money than even our direct ad sales were", "stance": "bullis | observed | artifact ↗ | 2012-02-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4VGMWS02DS91ENXT8XW02", "signals": [{"quote": "Because you know Google's a content company. Yeah. Exactly. Google is not a content company. We just own YouTube, Zaga | observed | artifact ↗ | 2012-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y4VGMWS02DS91ENXT8XW02", "signals": [{"quote": "And Google's not in travel either. No, they're not in travel. Of course they're not in travel. No, no, no, no. We just | observed | artifact ↗ | 2012-01-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5GTK9EF3CV5ZZAHE29KAC", "signals": [{"quote": "from what I hear they're collecting the information from the sensors from fleets and these are you know groups of truc | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y5GTK9EF3CV5ZZAHE29KAC", "signals": [{"quote": "so you see b or Google licensing your data at some point for example we're not going to disclose any but let's just ju | observed | artifact ↗ | 2012-01-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "I think I think they're basically streamlining so that they're focusing on mobile search Chrome and uh Google Plus so | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "this Google Plus integrated with search is a much more important issue I think where are they kind of defaulting into | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "it turned out worse I can guarantee you if I'm searching for let's say a cooking recipe I don't want to see what any o | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "I think it's a negative I think that normal people don't want this", "stance": "bearish", "confidence": 0.8, "signal_c | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "I think Google built a huge business because they had a sparse homepage they were the least in-your-face company and i | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "so this locality issue will blow over any day like who even cares about Kenya so that that that issue disappears tomor | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "I think that they're a little too late to the game with this we're almost experiencing like a social like reversion li | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "they're converging the social graph and like the interest graph like they're assuming just because you're connected to | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "I don't think anybody doubts it doesn't seem like it's executed particularly well", "stance": "bearish", "confidence": | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "Google's not primarily like I'm going to look up a movie or a restaurant it's it's everything it's the world is Google | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "I look at a lot of the moves too it's almost to fragment the SEO business even further which this is doing and to sure | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "when it works it will be be brilliant it's not going to work except that experience is going to come one out of 10 tim | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "this could be a genius move for them like everybody now has to rush to sign up for Google+ so that their search like n | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "one thing is clear is Google under Larry Page is willing to piss people off do big bold things and let the chips for w | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "so Google will index your stuff even if you tell them not to in some cases", "stance": "neutral", "confidence": 0.7, " | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "Google in a way Google kind of hopes Facebook has a search Eng because they don't like all this antitrust issue", "sta | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "this Google Plus does look better in the search results than just seeing you know so and so's tweeted about a restaura | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "Google should just go to bitley or Ali which statistically is going to have the same data as Twitter or Facebook but b | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "Google came out and said we'd love to be partners with you take off your no index", "stance": "neutral", "confidence": | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6DQSRNA2E3G0MTY7MSD6R", "signals": [{"quote": "Google has 6 billion Tweets in their index", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2012-01-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "well in the case of Goog uh Google and and Bing at least Yahoo not so much uh they used to ... these are companies tha | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I really think that what they're doing by connecting Google+ to search it's brilliant really I think it's a really imp | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I think Google's viewing and always has been viewing it as an adjunct to search which it's a feature of search", "stan | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I don't think Google+ exists for Google+ I think Google+ exists for Google", "stance": "neutral", "confidence": 0.7, " | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "Google+ is a very successful social network to have 60 million people in a month after only six months is tremendous s | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "it's very hypocritical to sort of say like hey these other Twitter and Facebook are not open so we're only going to us | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I just saw today my goog plus page is now the number one result for calacanis instead of my own page", "stance": "neut | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I think that you know Google search company at the end of the day well at least that's their DNA", "stance": "neutral" | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "they don't want to be held ransom by Twitter or everything they anytime they license to another social network they're | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "Facebook for example is extremely well positioned now to compete with Google on social search and it's very I think it | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I think that you know Google is integrated into so many things just to even even when A9 came out it was already too l | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "let Microsoft Fight that battle if they want to sure um and they seem to be doing a job you can make a lot of money as | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I think that I mean obviously ly they play a big role in a lot of different search engines and same with dbpedia is ac | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "I couldn't give you like a statistic of how many such but how do you think they use it how does Google l i mean a lot | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "there's a lot of really good data in those pages about what resources matter for topics and so you could you could you | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "now that SEO game is over too many uh you think it's fair to think of Google as more of an advertising company and tha | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "they pretty much got a lock down on websites and the links between them and getting the people to advertise on their N | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6HVK339JQ74SPNDSQYB45", "signals": [{"quote": "advertising is really a means to monetizing the business it's just it's just what works but I think it works so well t | observed | artifact ↗ | 2012-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6SNMCAKKGBKHCNY52Y7N7", "signals": [{"quote": "But there is an argument to be made, I think, that search, Google search, even though it wasn't advancing, got the job | observed | artifact ↗ | 2011-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6SNMCAKKGBKHCNY52Y7N7", "signals": [{"quote": "And it just sort of feels like search, if it's good enough, people are not going to switch. They're not going to even | observed | artifact ↗ | 2011-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y6SNMCAKKGBKHCNY52Y7N7", "signals": [{"quote": "the reason that is, is because 90-something percent of searches are done with a time constraint. Right. And the cost t | observed | artifact ↗ | 2011-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7YJ2FXZKKVVAY4AK51E8T", "signals": [{"quote": "Google stole it stole the concept we sued them settled for about a billion dollars", "stance": "bearish", "confidence" | observed | artifact ↗ | 2011-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7YJ2FXZKKVVAY4AK51E8T", "signals": [{"quote": "Yahoo effectively got over Overture for free they valued the settlement at zero when they acquired Overture and then t | observed | artifact ↗ | 2011-12-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9BPCSTDX6FCG1D1AZHBFN", "signals": [{"quote": "I think that we can innovate faster and we can be a better social product Google and YouTube are amazing I don't think | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9BPCSTDX6FCG1D1AZHBFN", "signals": [{"quote": "I think there are some limitations to what YouTube is and how they play across other networks that will allow us to pl | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9BPCSTDX6FCG1D1AZHBFN", "signals": [{"quote": "I like what Google TV is doing by literally just having it be a keyboard because you might as well if you're going to | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9BPCSTDX6FCG1D1AZHBFN", "signals": [{"quote": "YouTube is a beast right it's just so dominant and it's great i love what it's doing but it's also a little bit scary | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9BPCSTDX6FCG1D1AZHBFN", "signals": [{"quote": "google changed out by becoming search", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9BPCSTDX6FCG1D1AZHBFN", "signals": [{"quote": "YouTube has the entire market to themselves everyone else is asleep and when you think about YouTube TV when people ta | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y9BPCSTDX6FCG1D1AZHBFN", "signals": [{"quote": "you've got devices like boxing google TV which have a browser so we're there", "stance": "neutral", "confidence": 0.8, | observed | artifact ↗ | 2011-11-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "Jason and I Jason Nar and I were at the Google LA office opening yesterday oh yeah I forgot to go to that and quite im | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "I don't feel I can trust Google anymore", "stance": "bearish", "confidence": 0.9, "signal_class": "criticism", "speake | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "the Google search ecosystem doesn't work anymore it's flooded", "stance": "bearish", "confidence": 0.8, "signal_class" | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "the SEO game is clearly over", "stance": "bearish", "confidence": 0.85, "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "they want to own the search from the query box to the end page and keep the economics", "stance": "neutral", "confiden | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "I think there's a very clear fact pattern that says Google wants to own the search from end to end they're they're rec | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "I told the highest up people in Google was I don't trust Google anymore because they're not transparent enough about t | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "I believe that all the evidence right now is that with panda they put what I call the thumb on the scale that they're | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "from our Peak this year we're off 40% on traffic and that sucks and I'm frustrated and like you I wish 60% off I I wis | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "I will say I was in a conversation with somebody you know inside of Google and that they said a product manager made t | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YAD0KPC3KNJATX96GA56JT", "signals": [{"quote": "Matt Cuts is a great guy he's friends with a lot of the people at this table but he tells you if you have a penalty or | observed | artifact ↗ | 2011-11-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YB1VDVD76RFZHSJA6C18DY", "signals": [{"quote": "you know what's interesting about his fight with them is that now with Google Plus and the black bar at the top it see | observed | artifact ↗ | 2011-10-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBBZZQ6E4N293DK1D4F5AA", "signals": [{"quote": "build um a business off of another person's ecosystem because you may get your ass kicked just like I did with Google | observed | artifact ↗ | 2011-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC0C2DDN2K8SFC4CKSEGDC", "signals": [{"quote": "the new interface for searching you're not actually going to Google anymore they're hijacking the input to search this | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC0C2DDN2K8SFC4CKSEGDC", "signals": [{"quote": "Google has a broad set of Technologies Gmail all integrated in there they'll come up with greater ways of doing it now | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC0C2DDN2K8SFC4CKSEGDC", "signals": [{"quote": "it's going to be an equal two horsse race 50/50 in the next couple of years", "stance": "bullish", "confidence": 0.9, | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC0C2DDN2K8SFC4CKSEGDC", "signals": [{"quote": "Google doesn't have a year so so what's the next killer feature", "stance": "neutral", "confidence": 0.8, "signal_clas | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC0C2DDN2K8SFC4CKSEGDC", "signals": [{"quote": "Google is losing all of its search or social features those are all going into Google+", "stance": "neutral", "confide | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC0C2DDN2K8SFC4CKSEGDC", "signals": [{"quote": "Facebook has a viable coexister in go+ 4 million people have tried it and probably 5 or 10 million are using it as the | observed | artifact ↗ | 2011-10-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC2WTNM9VXA0X6YH0Y3MMG", "signals": [{"quote": "if I play a track that I downloaded from a friend via my Google Music account that's actually zero cents going to the | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC2WTNM9VXA0X6YH0Y3MMG", "signals": [{"quote": "YouTube rev shares 5050 with somebody artist or label that ad yeah okay that's a big change to give away half of that | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC2WTNM9VXA0X6YH0Y3MMG", "signals": [{"quote": "when YouTube came on the scene the fear was oh my God nothing will ever be monetized again and the opposite is actuall | observed | artifact ↗ | 2011-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YC7RJGFT6ZYRQRQ42AKFB7", "signals": [{"quote": "if they can get office in the cloud they might be able to win my business back from Google Docs I've been using Google | observed | artifact ↗ | 2011-10-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "competing against a Google YouTube kind of play", "stance": "neutral", "confidence": 0.9, "signal_class": "assessment" | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "I'm actually surprised that they're still growing at a pretty consistent rate straight through", "stance": "bullish", | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "if you're in the search business the better you get people in and out of your service the faster you make it the lower | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "I'm not too worried about this because you know what if you show monetization this chart would flip radically", "stanc | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "I think the the new Google Google social is is pretty interesting I mean it's got some really great features to it", " | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "I think Facebook's just got so much inertia and momentum", "stance": "bearish", "confidence": 0.85, "signal_class": "a | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "we pick Dental because it's simpler General Healthcare is is really complicated and a tough entrepreneurial market so | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "I'm not a big believer in going International till you've really figured have the model really solid here cuz it's hug | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "if we get complaints about a particular dentist we will not show them in our display in our in our results you'll neut | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "we have 20 25,000 156,000 okay they call them belly button so actual dentist so one of six yeah that's pretty amazing | observed | artifact ↗ | 2011-09-28 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YCBBKG0STQFY6FSRYAG5GE", "signals": [{"quote": "30 30 yes um and any Equity you give them a little taste it just straight up here's 30 dimes", "stance": "neutral", "c | observed | artifact ↗ | 2011-09-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDFK12BGTPVBP4X2YR5GJF", "signals": [{"quote": "this was all about the patents obviously ... the only way to even begin to try to rationalize the price that Google pa | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDFK12BGTPVBP4X2YR5GJF", "signals": [{"quote": "I'm such a fan of this acquisition because I think Google's going to have a different approach I don't think Google ca | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDFK12BGTPVBP4X2YR5GJF", "signals": [{"quote": "my guess is that's what this is about right this is like okay you have nuclear bombs on New York and Los Angeles we ha | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDFK12BGTPVBP4X2YR5GJF", "signals": [{"quote": "as a Google shareholder I hate it I mean you know you're growing my headcount by 30% you're adding a bunch of expensiv | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDFK12BGTPVBP4X2YR5GJF", "signals": [{"quote": "look at what's happened to Google share prod this week I mean not surprisingly it's actually Fallen faster than its pe | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDFK12BGTPVBP4X2YR5GJF", "signals": [{"quote": "Motorola has some Stellar Engineers yeah you know and RF Engineers are really really good and hard to find so whether | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDW1KGAW8KKNGTMDY1HDH4", "signals": [{"quote": "there's two pieces the customer side and then the merchant side and the customer obviously has liked it historically b | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDW1KGAW8KKNGTMDY1HDH4", "signals": [{"quote": "their Q&A product was always terrible", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_na | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDW1KGAW8KKNGTMDY1HDH4", "signals": [{"quote": "I think Google's going to do [iterate relentlessly like Microsoft did]", "stance": "bullish", "confidence": 0.8, "sign | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YDW1KGAW8KKNGTMDY1HDH4", "signals": [{"quote": "look at Google and the engineering Talent they have they just finally were able to make it work", "stance": "neutral", | observed | artifact ↗ | 2011-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "this is why their growth is not spectacular listen I don't want take anything away from them but I do feel like they w | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "I I've been waiting for some kind of tools from them but in the meantime Cloud's come out all these other tools have c | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "that to me is just a sign that you need to sell every share of Twitter you own in the secondary Market as quick as pos | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "the fact is Google has given up on search Google does not care about organic search you heard it here first what they | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "Google just announced plans to kill off its fast flip product but the search giant is reportedly working on a flashier | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "Google+ opened up its API for the first time this week and there was no discussion of circles or public circles or tha | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "has Google+ been a kick in the ass for right Facebook clearly yes they are on tilt and I talked to somebody who's esse | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YEE6R73F6RNN9QK0J0N9SZ", "signals": [{"quote": "I think that's what go got people excited about Google+ is because it's constrained I'm sharing more I'm sharing and g | observed | artifact ↗ | 2011-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF2YNF7N6TXHF0MRBK5JQ9", "signals": [{"quote": "I think the product is great uh I think uh it it fills an important uh uh need in a sense innovates and has forced as | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF2YNF7N6TXHF0MRBK5JQ9", "signals": [{"quote": "I think they've done an awesome job", "stance": "bullish", "confidence": 0.8, "signal_class": "endorsement", "speaker_ | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YF2YNF7N6TXHF0MRBK5JQ9", "signals": [{"quote": "I think Twitter is vulnerable um I I think uh that whether it's Google+ or in some cases clearly people will see any b | observed | artifact ↗ | 2011-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFG245YKWCMPVTEABBMJNM", "signals": [{"quote": "I think this is a great buy because I was when I was in Europe uh recently uh I pulled out the zigat on my iPad and I | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFG245YKWCMPVTEABBMJNM", "signals": [{"quote": "The Wall Street Journal just reported that it was actually $125 million purchase wow a little more which I guess was t | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFG245YKWCMPVTEABBMJNM", "signals": [{"quote": "Google's really excited about figuring out local and I think actually like if you go to these I I I had a bad experien | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFG245YKWCMPVTEABBMJNM", "signals": [{"quote": "this is an awesome purchase for them and it's a big Fu to Yelp after turning down the big you know offer them", "stanc | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFG245YKWCMPVTEABBMJNM", "signals": [{"quote": "it is such good quality over at zigat I think most of us don't recognize it because Z Gat is a paid site it doesn't sh | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFG245YKWCMPVTEABBMJNM", "signals": [{"quote": "once they discover it they're never going to go back to Yelp Yelp is just it's too much work even if all the even if a | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YFG245YKWCMPVTEABBMJNM", "signals": [{"quote": "this makes Google number one for restaurants I believe that's what's going to happen a year from now they will be wher | observed | artifact ↗ | 2011-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG5CJPA70372PQNWEPA6TZ", "signals": [{"quote": "i wouldn't say it made it better i just say it's made it different", "stance": "neutral", "confidence": 0.9, "signal_c | observed | artifact ↗ | 2011-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG5CJPA70372PQNWEPA6TZ", "signals": [{"quote": "panda updates from google and different updates from google have been equivalent but not necessarily any bigger than t | observed | artifact ↗ | 2011-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG5CJPA70372PQNWEPA6TZ", "signals": [{"quote": "my dream for google my dream for every search engine including yahoo and the bing relationship would be that it surfac | observed | artifact ↗ | 2011-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YG5CJPA70372PQNWEPA6TZ", "signals": [{"quote": "I'm not aware of google doing anything except for what was the failed wiki experiment they did that no no no google no | observed | artifact ↗ | 2011-09-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "this was all about the patents obviously", "stance": "bearish", "confidence": 1, "signal_class": "assessment", "speake | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "the only way to even begin to try to rationalize the price that Google paper mm I from Motorola was on a per patent ba | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "everything else is a distraction and an ex post explanation in the hardware the home video stuff the server technology | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "I'm such a fan of this acquisition because I think Google's going to have a different approach I don't think Google ha | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "my guess is that's what this is a bright this is like okay you have nuclear bombs yes on New York and Los Angeles we h | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "I doubt it goodness that would be nice I mean I'd like it but you know what the history of this stuff is is the old st | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "the history of patent pools which is really what you're talking about is the history of large organizations banding to | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "as much as you know to Larry's credit maybe that's exactly what he wants to do I just look at the history of the DVD i | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "clearly these Motorola has some stellar engineers yeah yo and RF engineers are really really good and hard to find so | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "as a Google shareholder i hate it i mean you know you're growing my head count by thirty percent you're adding a bunch | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "this is four months of cash flow for Google right who cares okay yeah it's not it's not about", "stance": "neutral", " | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "I think fundamentally Google is a hardcore engineering company they are not a consumer company", "stance": "bearish", | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "the main profit engine of the company is this you know digital advertising business that's the main focus i think as s | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "those things moat off people from infringing on it so Google car loan yeah keeps a browser company like in tap like a | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "Android clearly was meant to kneecap Apple so that Apple and people going to apps would not affect the search business | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "Google got surprised by how quickly prices went up for the nortel patent pool then icon got aggressive with Motorola t | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "they're gonna dump the hardware as fast as they can", "stance": "bearish", "confidence": 0.5, "signal_class": "predict | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "why hasn't Googlebot Yelp yet yeah well they offered them a ton of money and they wouldn't take it I mean and then eve | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "it's really remarkable to me that bill bid 60 percent or forty percent up for motorola or they'll spelunk around insid | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YGRYYFNVP3KB63ZV425CWC", "signals": [{"quote": "well what do you do about now a year from now yelps part of Google that's my prediction", "stance": "bearish", "confid | observed | artifact ↗ | 2011-08-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "I think it's too early to tell if if Google is going to replace Twitter I mean I'm getting lots of email alert saying | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "I'm getting an equal number of click through I'm getting equal amount of click through from 25,000 27,000 Google+ peop | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "of all of the Silicon Valley companies Google is the one is pretty much like you do that they have a history of paying | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "when you argue with Google they roll out some data points and you can't it's like an actual argument like oh you know | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "I'd like to see a thirty or forty percent of our network adopt Google+ because then you know we think it could be inte | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "and YouTube is 5545 yeah", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_name": "Arni | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "it's a no-brainer for google to buy the company", "stance": "bullish", "confidence": 1, "signal_class": "prediction", | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "Adsense is like the ultimate hedge fund in advertising", "stance": "bullish", "confidence": 1, "signal_class": "assess | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHQWVVAV23XAWHE3RJYY3Y", "signals": [{"quote": "YouTube is reportedly paying for content too", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", " | observed | artifact ↗ | 2011-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "the problem that Google had with Twitter is that they were just scraping the syntactic text off of Twitter what they r | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "they just scraped Twitter and it was worthless", "stance": "bearish", "confidence": 0.85, "signal_class": "criticism", | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "is this a bigger Trend where if you don't sell your company to Google they are going to vindictively disintermediate y | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "it's no different than what any other business would do if if a large company sees a value prop in what a smaller comp | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "Larry Page driven gole was paying Twitter for that access price $25 million a year", "stance": "neutral", "confidence" | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "I don't think they're getting more vindictive but they're not the darling startup they were eight years ago that was d | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "Google should be allowed to do whatever they want with their search results right", "stance": "neutral", "confidence": | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "what Google wants to be is the trusted source to help you find the best information everywhere else right and the more | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "there's now a hint of Google's no longer my friend and amongst business amongst entrepreneurs right I mean this is jus | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "except the one exception is Google Plus all the entrepreneurs are the First adopters on Google Plus and everybody love | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "Google is 15 times next year's earnings", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YHZKY85W3RF5DS03ZFXWS6", "signals": [{"quote": "Google Plus is a serious overhang on a stock like LinkedIn", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2011-08-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJHNWXQCBZSBK6P3C9K7CF", "signals": [{"quote": "I would expect that the – I'm guessing that the Facebook sort of ad ecosystem will evolve – I'm just, you know, using | observed | artifact ↗ | 2011-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJHNWXQCBZSBK6P3C9K7CF", "signals": [{"quote": "Usually these big companies, they like to have a sort of unique system around these things because they want people to | observed | artifact ↗ | 2011-08-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJS475K5A4YP4YCB7BXHGP", "signals": [{"quote": "In fairness uh Google and apple are crushing it", "stance": "bullish", "confidence": 1, "signal_class": "assessment", | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YJS475K5A4YP4YCB7BXHGP", "signals": [{"quote": "I think they spend 20 million a day in the cafeteria at these Place seriously they spent 2 million I think they spend | observed | artifact ↗ | 2011-07-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKE7XV22MW80EVVZN56Q8Q", "signals": [{"quote": "if you were to type in a search for uh Paris on Google today you could have actually shown this you do a Google Search | observed | artifact ↗ | 2011-07-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKM3EGF88NNG0W4XR9V3NK", "signals": [{"quote": "I do think that are people who are enamored with the business and you did say the top cost is the acquis customer acqu | observed | artifact ↗ | 2011-07-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "it's already one of our are leading sources of traffic", "stance": "bullish", "confidence": 1, "signal_class": "fact_c | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "it's great for traffic but it's even better for discussions of posts before we publish them I mean I've been putting l | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "if I wanted a survey and you know broader perspectives then I'd go plus", "stance": "neutral", "confidence": 1, "signa | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "google has held firm that Google+ is only for individual users it's not for companies I France they've even started to | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "there was some debate early in the week about certain sites being allowed to have pages on google+ and others not so s | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "Mashable obviously got to abuse the system and get a hundred thousand followers for their editor-in-chief", "stance": | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "we've served sure disgusted a lot and we decided not to create an official accountant to respect the wishes of the Goo | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "we've been hearing about the Twitter business suite for years now yeah and where is that I mean that's in the handful | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "there's a lot of bitterness because it's very valuable and you start TechCrunch created a fake one you got to shut dow | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "it's starting to become like the suggested user list controversy you know myself and Robert Scoble were two of the top | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "Mashable they should have just shut their account down instead they let him change it to you know the editor's name ye | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "we really sell to a small group of people on the software side so it's not so important to us on the public cloud side | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YKTW9NVJ5S25ZRE3CDXGKN", "signals": [{"quote": "github would be you know one of the social networks where you know you need to have you know high high visibility but | observed | artifact ↗ | 2011-07-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "let's talk about the Google TV okay um there was a lot of expectation of the Google TV and has it been successful Ash | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "I want to ask you why Google TV has failed andless face it it's been a failure in terms of a market adoption", "stance | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "why has Google TV been a failure I know Ash you got to be a little bit of a gentleman because you work with these comp | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "Google is taking a long-term view on this right so they didn't compromise on software they didn't compromise on Hardwa | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "the criticism is that the price was high what was the price um it was what 300 bucks for the Logitech at at their debu | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "the other you know sort of criticism was the main menu was this keyboard issue and do we want another keyboard in the | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "the one key feature is that it has Google Chrome built in um and you can go to you know any website you want and and i | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "people don't really want to surf the web Ash on their TVs if they want to surf the web they got better devices for tha | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM6R93J93WQFJM28X1BGR5", "signals": [{"quote": "this is what people are going to do in the future isn't Ashan they're going to go to their TV and type in how to do so | observed | artifact ↗ | 2011-07-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "they had 300,000 members sign up in the first 48 Hours as we know from yesterday's uh earnings call there's over 10 mi | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "yeah it's a tremendous launch Heen Only Knows what'll where it'll be two three months from now", "stance": "bullish", | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "this is a classic follow-on product that if I was Facebook I would have been wishing I went public last month", "stanc | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "I think Google did do a tremendous job putting this thing together but ultimately to me it's aund million Facebook clo | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "there were more than 200 200 Engineers that worked on the project for over a year", "stance": "neutral", "confidence": | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "you figure the engineers probably cost an average of 400,000 to Google that that makes 80 million plus in their other | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "one of the reasons why I think Google Plus is going to win is it actually satisfies some needs that just aren't Satisf | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "the interesting thing that I think they're doing is this moat strategy we've talked about before on the program which | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "the pent up demand for an alternative to Facebook has been growing for I think five years the last time they had a via | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "how could Apple and Google not buy this company two years ago part is mind to me like this is a most loved product", " | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "if somebody really cared to knock off after a pre-ipo bidding war between maybe Google and apple and acquiring them yo | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YM9E089KWBSV11FW1SKFKR", "signals": [{"quote": "as we've seen Google it may have taken them three swing at the bat three bites of the Apple you know three times at th | observed | artifact ↗ | 2011-07-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "I think they're way way late and if all they're doing is mimicking what Facebook already does there's nothing interest | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "I think that they should just focus on their core strengths and um leave it to Facebook and Twitter to to continue on | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "I would put it at a 8.5. I see. I'm with you, Tyler. I'm going to take the contrarian position here. I think that this | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "Larry Page is sharing kite photos. He gets it.", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "it may be great product, even a better product if it was built six years ago, but today it's the game over.", "stance" | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "This is the most elegant Skype killer I've ever seen.", "stance": "bullish", "confidence": 0.8, "signal_class": "asses | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "the kind of unspoken aces that Google has in that regard is they own the browser and the hardware on your phone.", "st | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "I think it's fun to play around in. It's sticky.", "stance": "bullish", "confidence": 0.7, "signal_class": "assessment | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YN2GNH35AM68DWXHTXY4ZM", "signals": [{"quote": "I think as a product it's a seven or an eight or out of the gate.", "stance": "neutral", "confidence": 0.6, "signal_cl | observed | artifact ↗ | 2011-07-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNW34S1Z9FEQB2B4FGHJAY", "signals": [{"quote": "Google themselves says that less than 25% of all clicks take place on the paid ads and more than 75% take place on the | observed | artifact ↗ | 2011-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNW34S1Z9FEQB2B4FGHJAY", "signals": [{"quote": "does having Google AdSense on the page help you on average like rank higher ... in fact the opposite is true ... the m | observed | artifact ↗ | 2011-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNW34S1Z9FEQB2B4FGHJAY", "signals": [{"quote": "I don't think they would ever sacrifice their integrity of their results for such a small portion of their revenue.", | observed | artifact ↗ | 2011-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNW34S1Z9FEQB2B4FGHJAY", "signals": [{"quote": "earning outsize returns from investments in paid searches is rare rare indeed", "stance": "bearish", "confidence": 0.9 | observed | artifact ↗ | 2011-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNW34S1Z9FEQB2B4FGHJAY", "signals": [{"quote": "the weird part about panda is that it's not like oh now anchor text matters Less in external links it's now having a b | observed | artifact ↗ | 2011-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNW34S1Z9FEQB2B4FGHJAY", "signals": [{"quote": "it's not a page-based algorithmic change it's a domain wide algorithmic change so essentially saying not this page is | observed | artifact ↗ | 2011-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YNW34S1Z9FEQB2B4FGHJAY", "signals": [{"quote": "the really exciting thing about video and search right now is a protocol that Google calls video XML sitemaps ... Goog | observed | artifact ↗ | 2011-06-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "Google held it back yeah Google decided not to release it he's straight up said Google doesn't know who people are any | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "this is precisely why Google didn't let it out right Google is thinking about these things", "stance": "bullish", "con | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "I think this is wonderful every time I hear an American cry about how the manufacturing base is going away how we're n | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "I'm okay with it going to other countries and I'm okay with us uh building the next iPod and letting other countries m | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "I think Steve Jobs should build uh I think that um the bottom 10% of American society 15% um are going to be are going | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "the solution is to say how do we get more more companies to innovate and to hire the way that Apple has and to and to | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "it's both bad and good we're transitioning and it's a long transition into a global economy", "stance": "neutral", "co | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "my last two companies that I've started I outsourced to India I will never ever Outsource to India again now it's too | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "we're going to get back to 6% unemployment so with current stimulus as far as the foxcon jobs all those guys are commi | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "this campus is going to take at least one point of unemployment out of the uh economy in the United States because I t | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "they've got $65 billion in cash at Apple they've not given one in charity nor has Steve Jobs ever given to charity and | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "I think that this is the cherry on the top of the cake this will be his final achievement is this building EX for all | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YP503WBA1Z6GNE774G0AC7", "signals": [{"quote": "I think he's also going to try to make a new Society I mean I Society is basically what this is I mean don't be surpri | observed | artifact ↗ | 2011-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "I look back to the last big IPO I did was Google and you know that priced at 85 and traded at up to 100 the first day | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "Google um did the auction seemed to be right pricing right it didn't do an amazing pop the first day it went up a litt | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "anybody could have bought Google at 85 they open the IPO up for everyone and I didn't buy it", "stance": "neutral", "c | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "I think on Google Google was priced perfectly and there was a a small first a discount wasn't huge traded up and then | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "that person made the comment that the biggest mistake they had ever made was their IPO by going in point being of goin | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "they have not stumbled on a revenue model like Google that it turned out to be the best advertising mechanism in the h | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "why is Google not doing the same thing I that's hard to say at this point they have not been incredibly aggressive abo | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPKNTX0Q6H0Z9SV2VY9PGQ", "signals": [{"quote": "that's why Google has gotten so aggressive about keeping people", "stance": "bearish", "confidence": 1, "signal_class" | observed | artifact ↗ | 2011-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "You know those little ads you see on Google? There's a reason why Google's such a big company. There's a reason why pe | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "I mean they're not doing group sales to be clear. It's not a daily deal site. It's a persistent coupon site. I saw the | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "I don't understand how that's going to work on Google or Amazon um necessarily. I mean, people go to Amazon to look fo | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "I think the sign is right that Facebook is a real threat over here because when your friends start recommending deals | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "Google is going to have to make it super super super simple for, no offense, these bonehead retailers to do realtime d | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "I don't think it's going to be you searching on Google and getting the deal on your laptop. What really matters is who | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "I think Google is becoming the new Microsoft frankly that uh we feared Microsoft for the longest time. Now Microsoft i | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "Google to me is missing the boat on its core competency, which is search. I still think that Google hasn't even solved | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "What's going to happen over the next five years is someone's going to come along with new technologies, you know, like | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "It'll get hungrier and hungrier because it has to keep growing at the same rates. Therefore, it has to enter new marke | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "No, not at all. I think uh anything involving a password is not secure and um you know that's that's the nature of doi | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "It's a little uh inconvenient.", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_name": "C | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "I have. Yeah. I love it.", "stance": "bullish", "confidence": 0.7, "signal_class": "endorsement", "speaker_name": "Tyl | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YPVYQK0S8NSASD6BF02S2Z", "signals": [{"quote": "Right now, we're putting everything we keep talking about the cloud. We're putting our our our lives worth of informat | observed | artifact ↗ | 2011-06-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQ8X70J2T74QHHPP6K57E4", "signals": [{"quote": "all the Google Places things that they're footing in people's windows uh and we had um leor on the program from hot po | observed | artifact ↗ | 2011-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQ8X70J2T74QHHPP6K57E4", "signals": [{"quote": "if you have a NFC tag that uh is put up by um you name it if it's Visa or if it's Google they're only going to allow y | observed | artifact ↗ | 2011-05-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQF6EXDZ50WNT7JTAM7H12", "signals": [{"quote": "I don't think that Google and Bing can be beat in the next ten years ... you can't really beat Google", "stance": "bul | observed | artifact ↗ | 2011-05-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQRWAVPQ4RA68MC43SMAVY", "signals": [{"quote": "more than Google more than Facebook in the u.s. in terms of unique visitors", "stance": "neutral", "confidence": 1, "s | observed | artifact ↗ | 2011-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQRWAVPQ4RA68MC43SMAVY", "signals": [{"quote": "Google Facebook great science great technology not content sites", "stance": "neutral", "confidence": 0.9, "signal_cla | observed | artifact ↗ | 2011-05-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "I get the sense that this is a game-changing huge huge thing", "stance": "bullish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "every company that I have invested in 25 Angel companies I've got four companies I've started in the last couple years | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "I think it's pretty amazing um and game changing for support teams to be able to use something like this that's sandbo | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "the offline stuff is a bigger deal for I mean if you can't you if something stops functioning when you go offline then | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "it seems like this that would be the inevitable addition to this offering which is and it touches on Liz's Point like | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "oh that they're uh they're cracking down on uh fake pharmacies listing things or illicit pharmacies that's the 500 mil | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "there's a rumor going around town that the FTC is deep up inside Google regarding search results and search Monopoly", | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YR9NYHMPEBQ6BNAQB58S0G", "signals": [{"quote": "Google music it's not it's not gonna work they're too far behind music is iTunes", "stance": "bearish", "confidence": | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRESWY88239MBTYSYY1K32", "signals": [{"quote": "hey why can't i upload my music to amazon and upload it to google and upload it to apple and you know the price points | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRESWY88239MBTYSYY1K32", "signals": [{"quote": "and the big guys are definitely taking over it's going to be apple it's going to be google it's going to be amazon and | observed | artifact ↗ | 2011-05-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRPX3CV0EDQGPSFKZRNK9Z", "signals": [{"quote": "the entire Google model we sold that for about a billion for to Yahoo would worth 200 billion as Google or let's say i | observed | artifact ↗ | 2011-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRPX3CV0EDQGPSFKZRNK9Z", "signals": [{"quote": "if Microsoft could bring and Google could bring all that money home and buy American companies it would be an m&a fiel | observed | artifact ↗ | 2011-05-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YSJXNV2V79QKRTS9Y3VKQY", "signals": [{"quote": "I think Google got away from that from for a long time and my thinking is that under Larry Page they're probably going | observed | artifact ↗ | 2011-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "Google video not so good not so great", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "speaker_na | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "she was at the Google Plex that's right Google Apps product lead that's pretty impressive", "stance": "bullish", "conf | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "there's a certain amount of Click fraud going on in Google and Google you know over the ages has built the same thing | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "so we have no follow and so we're you know we don't allow for that so you cannot use our service in any way shape or f | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "Google's a large company I mean that's really the answer 20,000 people yes and it is hard to like move things fast rig | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "I definitely buy that he's going to create a more aggressive Google because his General personality has been to be mor | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "I do think there are really really smart people there but then I also do think that if you know if you put a bunch of | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT6VNXJ3ADQ2HZNWENCBVF", "signals": [{"quote": "Google is great in terms of advertising again oh it is the greatest advertising platform ever built right clearly", "s | observed | artifact ↗ | 2011-04-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTK1BJE86WCFF5CAHFCNDZ", "signals": [{"quote": "if you look at the revenue coming out of companies like Google and Microsoft it's majority outside the US the United S | observed | artifact ↗ | 2011-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTK1BJE86WCFF5CAHFCNDZ", "signals": [{"quote": "the part that people forget about trada is Google invested in them yeah you know what I mean if Google owns the market | observed | artifact ↗ | 2011-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "I am a huge fan of red. This is what's so weird for me was one of the people who selected it to be in he knows to be i | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "Red Beacon is a way to find local services online. And the way it works is you request any kind of everyday local serv | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "we had multiple term sheets. We're really fortunate in that regard. Um, amazingly the market had really started to pic | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "we have a team of about 15 14 15 people right now. Um, six phenomenal engineers, a great UI designer, and the rest mor | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "our burn rate is really low right now.", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_ | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "we raised seven and a half million", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker_name | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "people are saving an average of 40% by using Red Beacon already which is almost the same as Groupon is offering from t | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "After four quotes, our schedule rate doesn't go up anymore. The percent of jobs that get scheduled do not increase whe | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "our average is five. I think it's because you know this job came in late last night and it's in a city that we haven't | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "It's like Google is like the rulemaker and then everybody else tries to play within their rules.", "stance": "neutral" | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "by the way we don't have something with Google right now.", "stance": "neutral", "confidence": 1, "signal_class": "fac | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "Red Beacon just works. It's it's that simple. And you know, I my wife's used it. We've used it here at the office. Eve | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "It's going to be one of those businesses that just glides its way up to 50 or 100 million in revenue and gets bought f | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTQF767XMS4545X8EJ6SH1", "signals": [{"quote": "really great entrepreneur. We knew from the moment we met them that these guys were going to be successful.", "stance" | observed | artifact ↗ | 2011-04-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "if you look historically at these kind of experiments Google have tried they never become a predominant way that peopl | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "Google is so far behind on social is this any kind of a game changer I don't I don't think so", "stance": "bearish", " | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "I think it's lose lose for Google", "stance": "bearish", "confidence": 0.9, "signal_class": "assessment", "speaker_nam | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "the only way they get social Serv is they buy Twitter or they buy something I mean do through acquisition", "stance": | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "they could do stuff far more Innovative far more like impressive but they're [ __ ] footing with this me too like afte | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "they just keep paying to see a flop but they never want to push the chips all in", "stance": "bearish", "confidence": | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "with Google I'm almost I can't imagine anything that's going to change my behavior much from clicking on one of the fi | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "no one publisher affects the way Google makes decisions the fact of the matter is everybody on the planet use Google f | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "this isn't the first time that Google has responded to the percolation in the SEO Community chitchatting about whateve | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTV0DE8P325Y7PSHB64VN7", "signals": [{"quote": "Google I'll give you credit for that one you even went after Opera because they were showing ads in their product", "s | observed | artifact ↗ | 2011-04-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "the other part of the solution was actually was created at Google it's a very different culture it's a culture design | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "we built it because we thought it was going to make people's lives better we obviously launched it in a way that wasn' | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "we take a very long-term perspective about this you know it it does by the way you know getting one star reviews from | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "we have not literally slept and we were doing 20 hour days we haven't left this bunker", "stance": "neutral", "confide | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "I think you know great Technologies are things that you open up and they just work I think the iPad is that way Apple | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "I think you launched it brilliantly it's it is a very Advanced product even my myself I consider myself somewhat of a | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "the biggest space you could go after as an entrepreneur is social networking right now a hundred billion doll for Face | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "we're still at 30 something perent penetration on on smartphones and Androids and iPhones so we still have a long long | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "it's actually a very very amazing experience for people to to see this stuff happening it's it's it's happening in rea | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "when you launch the application we don't ask for a password and we don't ask for your phone number and we don't ask fo | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "we're only sending signals back to our application or our servers so we can actually identify where you're located so | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "all color knows is your phone that's all we know we know the identity of the phone but we have no IDE idea who you are | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "if you lose your phone do I lose my implied social network the answer right now is yes", "stance": "neutral", "confide | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "Google took a very different problem they they data mined they looked at all the information on the web and tried to a | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "the money part you're not going to be able to beat Google they can out offer anything", "stance": "neutral", "confiden | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVBNPANMTWHCAMYKH0536H", "signals": [{"quote": "I don't want to give you an ad about a place that you're actually not there for it just seems weird it doesn't seem li | observed | artifact ↗ | 2011-03-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YVZ6QFXWG57SD1AGT914V4", "signals": [{"quote": "if you look at Groupon Google wasn't buying their Tech I don't think anybody here can't you know any developer in this | observed | artifact ↗ | 2011-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YW216TJBNG9NQVAHAG2XVP", "signals": [{"quote": "Google they have good employee incentives and that moves us right along into the job of the week job of the week is at | observed | artifact ↗ | 2011-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXJET4Y8X4C93SZYH4VY7K", "signals": [{"quote": "it's a foregone conclusion that google's going to provide uh music out of the cloud and you know basically in itunes i | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXJET4Y8X4C93SZYH4VY7K", "signals": [{"quote": "i think you know if if i was to um you know be talking to to folks like google about what would a music service look l | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXJET4Y8X4C93SZYH4VY7K", "signals": [{"quote": "i think google is moving in that direction ultimately they are going to move into providing content but it's going to | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXJET4Y8X4C93SZYH4VY7K", "signals": [{"quote": "it's very hard for a very traditional conventional business like a bank to attract that kind of talent when that talen | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "nobody's been able to attract audience in you know the past decade nobody's launched a search product that actually go | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "we think that the bar for the minimum viable product was actually higher in Search", "stance": "neutral", "confidence" | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "search makes so much money online the cpms are $50 to $100", "stance": "neutral", "confidence": 0.7, "signal_class": " | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "you can try this on Google too uh you know even post farmer update um they uh they've got a lot of you know what we ca | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "a lot of times you'll be on you know Google and you'll be using Google images and you know You' be hunting for like so | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "why didn't Google add this sort of Slash stuff I mean they do have operators but they've never actually gotten into Ve | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "it might be appropriate for Google to take that position they're making the mass Market product ... they've got this o | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "patrank worked great when the web was a billion pages and all the links have been created by humans but the web is you | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "well it was I mean it was certainly good PR for them they they've been getting beaten up in the Press ... and Google y | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "they said 12% of their queries had changed but in some cases it was just you know one and two traded places ... they s | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "Google will not make an editorial call they'll say we've tweaked the algorithm and this device the algorithm will magi | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "algorithm they're running today isn't the same algorithm they were running last Monday and it's not the same algorithm | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "we said you know that's a very indirect and sort of obfuscated process", "stance": "bearish", "confidence": 1, "signal | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "in a way we've had this massive gaming of the system over the last couple of years from the content Farms now they're | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "when Google optimizes their system they you know they'll pick a a random query and show it to one of their Raiders and | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "the algorithm is not some magic 20 line you know X Caliber they pulled out of the stone it's it's basically a collecti | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "I think you're actually going to get a couple points of market share which would be tremendous and I think make your i | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "right now when they do something like the content Farm thing you know people start to think wow you know Google can ju | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "there's already like a contingent of people who are bubbling up like oh my God antitrust and monopolis very similar to | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "anybody who has a Content site who looks at their log files sees that of their search traffic it's more like 85 or 90% | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YXQ0D29EM2E0XRATZ9RMPS", "signals": [{"quote": "I think Google should just give them a $100 million now and own 10% and let them just do their thing", "stance": "neut | observed | artifact ↗ | 2011-03-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "even post farmer update um they uh they've got a lot of you know what we call content Farms or you know or spammers yo | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "a lot of times you'll be on you know Google and you'll be using Google images and you know you'll be hunting for like | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "so why didn't Google add this sort of Slash stuff I mean they do have operators but they've never actually gotten into | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "well that's exactly right I mean of course it's editorial right the algorithm they're running today isn't the same alg | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "the problem with that is that that person first of all they're not a subject expert and second of all they didn't do t | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "we've had this massive gaming of the system over the last couple of years from the content Farms now they're reaping w | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "I've heard from sources um you know obviously Facebook is going to launch a search engine and Google the search engine | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "yeah absolutely not no offense to Google or whatever I think I think even Google roots for them it's like well I think | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "the truth is anybody who has a Content site who looks at their log files sees that of their search traffic it's more l | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY05C975EZ178S33ACCH9F", "signals": [{"quote": "I think Google should just give them $100 million now and own 10% and let them just do their thing", "stance": "neutra | observed | artifact ↗ | 2011-03-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY5VQ3BD0CT88MN978TA6M", "signals": [{"quote": "1% of Google hello hello 1% of Facebook billion dollars pretty much guaranteed two billion in the Google Cas", "stance | observed | artifact ↗ | 2011-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "I saw Google coming right and remember I'd been disrupted by Google's a private company at this point they were small | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "the thing that really worked the best is man when you marry ads to search queries oh yes nothing more effective in the | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "Google monetizes at $40 per unique user and right now if they have two billion in Revenue in 600 million years which t | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "the thing it's genius about Google is Google I mean a lot of times I mean people are typing in you know complex multi- | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "they don't have to be as good as Google when you have such massive scale you can be you can be a little better than a | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "Google's look look at the Google ads I mean I don't I think they enhance the experience", "stance": "bullish", "confid | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "we were competing head-to-head with Google every single day that we existed", "stance": "neutral", "confidence": 1, "s | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "that was a juggernaut for Google", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_name": | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "everyone told me that would be my Vietnam because Google would just write checks and destroy you", "stance": "bullish" | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "you basically made a customized Google that out googled Google in a segment of the marketplace", "stance": "bearish", | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "Google was doing 50 Grand a month we told them we could do 80 or 100 Grand a month when we were you right we were very | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "20 times better than Google", "stance": "bearish", "confidence": 1, "signal_class": "assessment", "speaker_name": "Mic | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "the employees were depressed why because it was just too hard to compete with them because every time we talked to a p | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYAK4BQH3W75JAN6CDB19X", "signals": [{"quote": "I felt like we had them trapped like could like we yeah we could actually create auctions for the top 1,000 sites and | observed | artifact ↗ | 2011-02-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z070234HZHWY1WA0Z4DTZ4", "signals": [{"quote": "if google can provide a cloud-based print setup where i can basically print to any physical printer all around the wor | observed | artifact ↗ | 2011-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z070234HZHWY1WA0Z4DTZ4", "signals": [{"quote": "for google to do something like this so people that do use their smartphones all the time because obviously everything | observed | artifact ↗ | 2011-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z070234HZHWY1WA0Z4DTZ4", "signals": [{"quote": "if it integrates well with all the other things google does as far as documents and such i definitely think it's a goo | observed | artifact ↗ | 2011-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z070234HZHWY1WA0Z4DTZ4", "signals": [{"quote": "it's kind of like I think about google when they start with analytics and how just over the years they've made it more | observed | artifact ↗ | 2011-01-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "you still have Google with overwhelming majority share", "stance": "neutral", "confidence": 0.9, "signal_class": "fact | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "Google had about 60 to 70% share depending on the metric service that you look at", "stance": "neutral", "confidence": | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "when they put a Google logo on the same results from Bing the people come away thinking it's better almost because jus | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "Google was doing some of this stuff before Bing came along... universal search when that rolled out in 2007 was a huge | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "there's no doubt that I think Google's jumped at some of the things that Bing has done", "stance": "neutral", "confide | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "they really realized that they could not just sit back and assume that everybody understood they were the best search | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "suddenly we're down to in the US two voices in search Google powered or being powered", "stance": "neutral", "confiden | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "the search traffic doesn't mean that they won't be a profitable business in other ways doesn't mean that maybe it was | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0CFMAJA3MYR5MEN080XTA", "signals": [{"quote": "if I done the searchy Google it wasn't like when I went to Google and I would do these searches I wasn't finding what | observed | artifact ↗ | 2011-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0ZSR4F5FWZETTS4H1PQDN", "signals": [{"quote": "I think this is going to be a big threat to uh folks who are in the platforms and service space including Salesforce a | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0ZSR4F5FWZETTS4H1PQDN", "signals": [{"quote": "I've been looking at this all afternoon and they've done everything right. I mean they have the uh integration between | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0ZSR4F5FWZETTS4H1PQDN", "signals": [{"quote": "Google App Engine has some weaknesses that I think developers are uh kind of tired of and and that's what I've been re | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0ZSR4F5FWZETTS4H1PQDN", "signals": [{"quote": "I don't think Chrome is going to have an impact in the space.", "stance": "bearish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z0ZSR4F5FWZETTS4H1PQDN", "signals": [{"quote": "Yeah. Well, Google traditionally has been the the kind of the consumer and small business play. Um and they've they've | observed | artifact ↗ | 2011-01-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1HQRQP4M0NSD9PR0MMQFH", "signals": [{"quote": "arguably the most important acquisition they've ever made YouTube would be the only one that anybody could say even co | observed | artifact ↗ | 2011-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1HQRQP4M0NSD9PR0MMQFH", "signals": [{"quote": "AdSense is responsible for billions of Revenue but it's not it's far from 99% a majority of the revenue is still at wo | observed | artifact ↗ | 2011-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1HQRQP4M0NSD9PR0MMQFH", "signals": [{"quote": "what AdSense did was bring search based advertising out to the rest of the web to that was The Innovation", "stance": | observed | artifact ↗ | 2011-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1HQRQP4M0NSD9PR0MMQFH", "signals": [{"quote": "I think it's a 50/50 or I think the majority still I believe the majority still comes from on Google yeah", "stance": | observed | artifact ↗ | 2011-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1HQRQP4M0NSD9PR0MMQFH", "signals": [{"quote": "I have to they definitely the top five in terms of impact it's got to be the top five", "stance": "bullish", "confiden | observed | artifact ↗ | 2011-01-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z24QBPTYW1WW44G3WHBGKJ", "signals": [{"quote": "then Google spends another $1.6 billion buying them 5 years ago and only now they're sort of figuring out how to make | observed | artifact ↗ | 2010-12-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2CH1QHNMX2BQ3EN05VGMX", "signals": [{"quote": "a google really did something aggressive by scanning all those books in and saying we're not going to wait we'll screw | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2CH1QHNMX2BQ3EN05VGMX", "signals": [{"quote": "you've got all kinds of new entrants now in google and apple and those aren't to be to be uh scoffed at right", "stanc | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z30WEXH2XNC4CQXD52RX9V", "signals": [{"quote": "Bing is pushing that issue more than Google is right but it doesn't matter as much when B has 10% or something", "stan | observed | artifact ↗ | 2010-12-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z30WEXH2XNC4CQXD52RX9V", "signals": [{"quote": "even if Google starts siphoning some of the traffic there's enough growth that can't complain", "stance": "bullish", " | observed | artifact ↗ | 2010-12-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "beautiful and has a little bit of fun to it and it looks like it's got character and most Google products let's be hon | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "Google realized over the years that no not everything is search and some UI especially UI like this just justify doing | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "the original aspiration we started basically with 2 20% projects y one was for the recommendation engine itself a bunc | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we just did the road show in Google for a few weeks everybody saw both demos loved it and we just combined those and h | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "Google in many ways is similar to the outside world and being on both sides of the of the fence um it's very similar y | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "L and Sergey still have to the date a product review every Friday where they meet people that want to do stuff and giv | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "they love it they love the I mean in the end of the day what we're doing here is really a layer on top of search right | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "the one advantage of being in Google is that you stand on the shoulders of giants so um this is done as part of the lo | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we want to get to the market fast we want to innovate we want to give it a try so what we'll usually do is sort of go | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "it's very complimentary um I don't think it's really competitive to that degree as you can see on the search result pa | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we add the very thin layer on top quick rating T yeah it's not replacing", "stance": "neutral", "confidence": 0.8, "si | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "I sort of feel like Google is a much better citizen you know infinitely better citizen compared to to Facebook", "stan | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "Google got where it got because the partner and building on the ecosystem and playing nicely and with everyone", "stan | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "Google has always let people represent the product and talk about it there is a move to I think let people be more aut | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we launched the product um almost 3 weeks ago soft launch we didn't do a big deal of it we didn't have a lot of PR um | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "for a local product to succeed you need you need to engage the local community you need to engage local users on the g | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "Google now has an outbound Salesforce calling on local businesses for this $25 a month subscription", "stance": "neutr | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "that's a challenge the mess is always somewhere like threatening to come to main stage but we're investing a lot of en | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we have a lot of enthusiastic users who are sort of cleaning up neighborhoods making sure that the businesses around t | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we have also a component of that that helps us fight against spam and um it has a lot to do with reputation management | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we responded very quickly the team worked very hard on it and that sort of gaming is not longer valid", "stance": "bul | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "we look at many many many signals and I gave some example of signals we looking for the recommendation engine dozens o | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "it's not that easy to spam right because I control who my friends so Tyler is a friend Tyler wouldn't start to spam me | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3FKM1KTXKS008T448RKCK", "signals": [{"quote": "it's definitely a sign of things to come I think we said that we want to add social air on top of a lot of Google prod | observed | artifact ↗ | 2010-12-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3KA8NF6QR5FV1485BQVZ4", "signals": [{"quote": "it was only until people like google uh that we actually saw a really significant you know tens of billions of dollars | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z3KA8NF6QR5FV1485BQVZ4", "signals": [{"quote": "most of google's revenue comes from outside the united states", "stance": "bullish", "confidence": 0.6, "signal_class" | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z41P6QQJV1RC2Y9H7N2ZBE", "signals": [{"quote": "a bigger company like a Google could get into and leverage you know all that Mojo they have where Google could go to l | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z41P6QQJV1RC2Y9H7N2ZBE", "signals": [{"quote": "the reason why Google has become the huge company that it is is because they have those clickable ads right up top whe | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z41P6QQJV1RC2Y9H7N2ZBE", "signals": [{"quote": "no no actually they look at the ads as content so when you're on a mission and you type in you know um Toyota Prius Sa | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4EYH9AB4MTFKR42E7PTKT", "signals": [{"quote": "Google doesn't have that yeah it doesn't have that", "stance": "bearish", "confidence": 1, "signal_class": "criticism" | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4EYH9AB4MTFKR42E7PTKT", "signals": [{"quote": "if you take their search results i'll be honest here their top 10 and google's top 10 and yahoo is even you take the t | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4EYH9AB4MTFKR42E7PTKT", "signals": [{"quote": "google has something called twenty percent time so to come in on the weekends you can spend yeah that's sort of a job | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4EYH9AB4MTFKR42E7PTKT", "signals": [{"quote": "things like Google Buzz and then rolling it out on gmail and ruining their whole business", "stance": "bearish", "conf | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z4EYH9AB4MTFKR42E7PTKT", "signals": [{"quote": "I'm just thinking Google reinventing email yeah I'm loving it but I'm an edge case obviously but holy cow is well they | observed | artifact ↗ | 2010-12-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5FX2SSDHQ2EMVENCQFTBP", "signals": [{"quote": "Google willing to pay 6 billion for Groupon. We'll get to that story in a in a second because that deal looks like it' | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5FX2SSDHQ2EMVENCQFTBP", "signals": [{"quote": "Most of Google's revenue comes from outside the United States.", "stance": "neutral", "confidence": 0.9, "signal_class | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5FX2SSDHQ2EMVENCQFTBP", "signals": [{"quote": "It was only until people like Google uh that we actually saw really significant, you know, tens of billions of dollars | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "Google has you know they have multiple copies of the entire internet in Ram right and they figured out how to make thi | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "if you are a Google user I believe you will eventually be an Android User", "stance": "bullish", "confidence": 1, "sig | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "if you are into Google's applications Maps um and whatnot reader it just works beautifully", "stance": "bullish", "con | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "I just got the Droid phone I've been playing with it how do you like it it is outstanding if you are a Google user bec | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "if we can imagine something like Android or open source platform not now but maybe 5 10 years from now open source eve | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "I mean Google did wonderfully saying servers are unreliable we're going to get the cheapest ones possible and just exp | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "the guy who sells books is going to make cloud storage system work it's it's really embarrassing for Yahoo for Jerry Y | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z5SE5QQ8C69XYNGE1PYX2G", "signals": [{"quote": "if I'm building on go go Google app engine and Google buys me I imagine they just like flip a switch internally and al | observed | artifact ↗ | 2010-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z68X9NZCAB2N54CCHM4WVD", "signals": [{"quote": "you'd hate to see the life sucked out of that blue yeah 7% more clicks if you make it blue and if we take these images | observed | artifact ↗ | 2010-12-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z6MZ4EPAJEDK08WQND4RHB", "signals": [{"quote": "We just announced a massive partnership with with with Google and have access to their to their global places database | observed | artifact ↗ | 2010-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z71E24WFBSX1AY6E42G1GD", "signals": [{"quote": "Google announced they're going to be providing some support to the Khan Academy with two million dollars", "stance": " | observed | artifact ↗ | 2010-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z71E24WFBSX1AY6E42G1GD", "signals": [{"quote": "we've gotten funding half of the funding from Google is to build that out so it covers all Concepts K through calculus | observed | artifact ↗ | 2010-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z71E24WFBSX1AY6E42G1GD", "signals": [{"quote": "Gmail is not Outlook... Gmail is good for lightweight outlooks good for business", "stance": "mixed", "confidence": 0. | observed | artifact ↗ | 2010-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z71E24WFBSX1AY6E42G1GD", "signals": [{"quote": "Foursquare guala Yelp they've all raised the awareness of local businesses and then of course Google's Hot Pot we're g | observed | artifact ↗ | 2010-11-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z925JCCG7638BE1X8SMXRN", "signals": [{"quote": "until google officially supports tablets with their own first party apps", "stance": "neutral", "confidence": 0.6, "si | observed | artifact ↗ | 2010-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z93AJ2XZYHHZVBJ13RF4QR", "signals": [{"quote": "At present, there's nothing that special about the site other than it merely streamlines searching, good for Bollywood | observed | artifact ↗ | 2010-10-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9X817WBKTJJAW7AV0GTY2", "signals": [{"quote": "Android is growing very quickly and Android is awesome", "stance": "bullish", "confidence": 1, "signal_class": "assess | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9X817WBKTJJAW7AV0GTY2", "signals": [{"quote": "it is a real challenge to the iPhone", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "speaker_na | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9X817WBKTJJAW7AV0GTY2", "signals": [{"quote": "he basically was saying that Android is not open because fragmented right because there's different flavors of it it's | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9X817WBKTJJAW7AV0GTY2", "signals": [{"quote": "the Android store doesn't work as good as the iTunes Store just not as robust", "stance": "bearish", "confidence": 1, | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9X817WBKTJJAW7AV0GTY2", "signals": [{"quote": "I think they'll get there", "stance": "bullish", "confidence": 0.8, "signal_class": "prediction", "speaker_name": "Jas | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z9X817WBKTJJAW7AV0GTY2", "signals": [{"quote": "it's looking like the lines might cross again", "stance": "bullish", "confidence": 0.7, "signal_class": "prediction", | observed | artifact ↗ | 2010-10-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBA0P3GBH9CTFA7MRVSEKR", "signals": [{"quote": "who buys a you know 500 plus device and then i'm just gonna put chrome on it and make it almost useless", "stance": "b | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBA0P3GBH9CTFA7MRVSEKR", "signals": [{"quote": "chrome os is useful useless but getting it on the ipad and all the limitations that have to come with that just seems | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBA0P3GBH9CTFA7MRVSEKR", "signals": [{"quote": "all of the windows 7 ones are going to be after 2011. so i think that the samsung galaxy is the only one that uh we're | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBA0P3GBH9CTFA7MRVSEKR", "signals": [{"quote": "i don't plan to support them at all and you're like ipad or die right it's a similar question as supporting android", | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBA0P3GBH9CTFA7MRVSEKR", "signals": [{"quote": "you don't hear regular people saying oh i can't wait for the galaxy to come out", "stance": "mixed", "confidence": 0.8 | observed | artifact ↗ | 2010-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBDYKJTDQNWJH855NNXSAW", "signals": [{"quote": "they've got a battle Google on the low end of the market coming after them with free email Enterprise collaboration", | observed | artifact ↗ | 2010-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBDYKJTDQNWJH855NNXSAW", "signals": [{"quote": "we're currently using Google apps right now and there some things I miss about exchange there's some things I miss fro | observed | artifact ↗ | 2010-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZBDYKJTDQNWJH855NNXSAW", "signals": [{"quote": "I'm in the midst of trying to test out Lotus live Google Apps and Microsoft BS because I really need a really good col | observed | artifact ↗ | 2010-10-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEGC1CQ8CQYF8GKZGZBJM9", "signals": [{"quote": "i think one of the challenge on android is not so much the user base i think they are they're starting to catch up in | observed | artifact ↗ | 2010-09-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZESMS0GEVABRR09X6JVQSH", "signals": [{"quote": "if you're using Google analytics because it's three or four hours behind and by that time the hor is bolted it's too l | observed | artifact ↗ | 2010-09-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEWHNF8GHB7KG581XY2AN5", "signals": [{"quote": "google has come out they came out to think today or yesterday and said that there was really nothing in 2.2 that's des | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZEWHNF8GHB7KG581XY2AN5", "signals": [{"quote": "I don't see a future for Google following that that means really they're gonna want to get gingerbread they can integr | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFA9P0MJ47R45QQEKD8QGF", "signals": [{"quote": "I can't use gmail also seems to go down a lot", "stance": "bearish", "confidence": 1, "signal_class": "criticism", "sp | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFA9P0MJ47R45QQEKD8QGF", "signals": [{"quote": "to give props to Google they just settled it an 8.5 million dollar lawsuit with a woman who was saying that buzz someh | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFA9P0MJ47R45QQEKD8QGF", "signals": [{"quote": "I'm sure you cut did you see Facebook I'm sorry Google doing their terms of service in more natural language", "stance | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFA9P0MJ47R45QQEKD8QGF", "signals": [{"quote": "I know that Google tracks like Google algorithms track words within your emails but I know that they're not looking at | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFA9P0MJ47R45QQEKD8QGF", "signals": [{"quote": "that's the big difference between Facebook and Google at the moment that Google believes in openness whereas facebook | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFA9P0MJ47R45QQEKD8QGF", "signals": [{"quote": "I think it interesting for all of us is to see what happens with Google and whether Google knee becomes a reality and | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG33TA28JX0YQ7T9J3SFP1", "signals": [{"quote": "Google's announced that they're coming this direction right so I said one of the first things I said was the the news | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG33TA28JX0YQ7T9J3SFP1", "signals": [{"quote": "I think that Google's created an awareness and and it's been talked about for quite a long time you know Google's the | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG33TA28JX0YQ7T9J3SFP1", "signals": [{"quote": "having that AdSense that actually reads that and understands that and then serves up something that's appropriate to m | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZG33TA28JX0YQ7T9J3SFP1", "signals": [{"quote": "I'd rather leave it to the guys who are really good at it", "stance": "bullish", "confidence": 1, "signal_class": "end | observed | artifact ↗ | 2010-09-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHGYHKYT4QV8X02C9CHNSA", "signals": [{"quote": "I think that's great I think there's plenty of room for innovation in this space um I hope they innovate and that's no | observed | artifact ↗ | 2010-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHGYHKYT4QV8X02C9CHNSA", "signals": [{"quote": "we do get sales calls you know well maybe I'll just put Facebook on there um and then we can show them the data actual | observed | artifact ↗ | 2010-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHQT992AWMW0G0P898RD8P", "signals": [{"quote": "the tools as an eclipse are and the OS is ugly visually on technical merits android is great", "stance": "mixed", "con | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHW6P7BVJTCWDPRDA040PZ", "signals": [{"quote": "I was listening to a podcast the other day talking about the upcoming Google me sure um and many believe that that's k | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "I was seeing more and more SEO spam in Google and I felt that the results were getting a little less relevant", "stanc | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "I felt that people using Google ... didn't necessarily understand what they were getting on the results page", "stance | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "Google's position it's all algorithmic yeah which is not true no there is definitely human stuff going on", "stance": | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "they seem to have a disposition against heuristic type of you know algorithms", "stance": "neutral", "confidence": 1, | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "I think they wouldn't do to the extent I'm doing just because they get called for censorship basically the position th | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "what Google does is and the other search engines they quote anonymize them right but they don't really anonymize them | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "when you go to Google and you click on a a link your search is actually getting sent to that site I'm sure you know th | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "I don't understand why Google feels the need to save everybody searches they should just stop doing that I think it's | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "I think a lot of the the people who are switching to us from Google they don't necessarily want to interact with Googl | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "I at this point I'm not going to use any Google API so I'm not going to use their ad feed ... I think it's better just | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "a Google could never do because if they did that they would make no money", "stance": "bearish", "confidence": 1, "sig | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHX9EDWP7G9FAFRRK3CVK0", "signals": [{"quote": "there's all these Vertical Search Engines out there um in any given search there's probably a vertical search engine t | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZJRNA3FD8K89898K14Y4QX", "signals": [{"quote": "today we have google translate which does 40 or 50 languages multilingual search is right around the corner where you | observed | artifact ↗ | 2010-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZJRNA3FD8K89898K14Y4QX", "signals": [{"quote": "can I use that in a search play to be able to give people a finer-grained granularity then what you get from you know | observed | artifact ↗ | 2010-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZJRNA3FD8K89898K14Y4QX", "signals": [{"quote": "I'm sure they're gonna nail it", "stance": "bullish", "confidence": 1, "signal_class": "prediction", "speaker_name": " | observed | artifact ↗ | 2010-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZJRNA3FD8K89898K14Y4QX", "signals": [{"quote": "they're using the user as training", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_na | observed | artifact ↗ | 2010-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZJRNA3FD8K89898K14Y4QX", "signals": [{"quote": "Google hadn't even gotten to the one box results or anything like that", "stance": "neutral", "confidence": 1, "signal | observed | artifact ↗ | 2010-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZJRNA3FD8K89898K14Y4QX", "signals": [{"quote": "I mean Google hadn't even gotten to the one box results or anything like that so in fairness the Power said they did s | observed | artifact ↗ | 2010-08-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK2ETY1QDEJX2NF582RTQ6", "signals": [{"quote": "I'm sure money will exchange hands at some point they'll have to pay them a licensing fee respective java this in fact | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK2ETY1QDEJX2NF582RTQ6", "signals": [{"quote": "they announced voice actions and they are awesome", "stance": "bullish", "confidence": 0.9, "signal_class": "endorseme | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK2ETY1QDEJX2NF582RTQ6", "signals": [{"quote": "I really think that ultimately I mean especially some of the stuff that google has happening um coming up with Gingerb | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZK2ETY1QDEJX2NF582RTQ6", "signals": [{"quote": "the actual set alarm function does not work because the Android clock has not been updated that's one of my word with | observed | artifact ↗ | 2010-08-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM5TGKE993DZG2YX9VTH6B", "signals": [{"quote": "the thing that they announced was kind of interesting because they said that um it was a bit it was a bit amorphous. E | observed | artifact ↗ | 2010-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZM5TGKE993DZG2YX9VTH6B", "signals": [{"quote": "this whole thing going on with Google today um a lot of people were very fearful of it and a lot of I think the the re | observed | artifact ↗ | 2010-08-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMA9VGSHXW1H92MX9CGC9E", "signals": [{"quote": "that's your Android tip of the week 24 hours to try out any app any pay app on the market pretty cool that's terrific" | observed | artifact ↗ | 2010-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMA9VGSHXW1H92MX9CGC9E", "signals": [{"quote": "so like Google if you're listening screenshots very simple concept like I would like your throat in it don't even ment | observed | artifact ↗ | 2010-08-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMFKWG65KHC8CTP16BD7XC", "signals": [{"quote": "I think google and or somebody else is going to innovate around them and come eat their lunch", "stance": "bullish", " | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMFKWG65KHC8CTP16BD7XC", "signals": [{"quote": "google's going to be launching its own music service", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_c | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZMFKWG65KHC8CTP16BD7XC", "signals": [{"quote": "you do see the large vendors like microsoft apple google doubling down on their cloud bets i think that's feeding a lo | observed | artifact ↗ | 2010-08-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN0WXK45MSENJ78JJ8PPP2", "signals": [{"quote": "Google just announced or TechCrunch is announcing that Google has just purchased slide", "stance": "neutral", "confide | observed | artifact ↗ | 2010-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN0WXK45MSENJ78JJ8PPP2", "signals": [{"quote": "I think this is clearly part of Google's attempt to get more serious about social gaming and sort of eat some of Faceb | observed | artifact ↗ | 2010-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN0WXK45MSENJ78JJ8PPP2", "signals": [{"quote": "it makes sense in that sort of logical progression of them trying to zero in more on on Facebook's business", "stance" | observed | artifact ↗ | 2010-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN0WXK45MSENJ78JJ8PPP2", "signals": [{"quote": "they just have this uh Zynga deal Brewing that Tech wrench has been reporting on constantly", "stance": "neutral", "co | observed | artifact ↗ | 2010-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN6V13XP8D8DJD9GGZ6AEQ", "signals": [{"quote": "they have this new thing where you can do dedicated places which is pretty cool", "stance": "bullish", "confidence": 1 | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN6V13XP8D8DJD9GGZ6AEQ", "signals": [{"quote": "I really love Google navigation I use it all the time I just I really love it it's free I can't believe it yeah and it | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN6V13XP8D8DJD9GGZ6AEQ", "signals": [{"quote": "it does not seem like a good idea to not have a cap on that like just saying like just putting it out there", "stance" | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZN6V13XP8D8DJD9GGZ6AEQ", "signals": [{"quote": "I have faith that Google is going to give us a video editing", "stance": "bullish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2010-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "the day before the iPhone 4 is launched Google announced it was activating 160,000 Android devices a day", "stance": " | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "1.7 million of those iPhone 4 devices were activated on the first weekend so the first three days of that phone 1.7 mi | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "we'll just agree that the data is skewed and it's still very impressive", "stance": "bullish", "confidence": 0.8, "sig | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "it's just multiple devices over multiple carriers versus one device on one carrier", "stance": "neutral", "confidence" | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "Google has officially discontinued the Nexus one", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "I can't imagine a world in which Google is like now we're not working on a phone I don't believe that I'm sorry Google | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "we're gonna see some kind of phone from Google I I hope we see some phone from Google that is across all carriers um a | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "the carriers don't like that I mean they want to put their bloatware on those things so badly I mean it's hard for the | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZNX021XG5N013JG5J76H5A", "signals": [{"quote": "do another Google phone in the Horizon especially with Gingerbread coming I just I like I think it'll be there should | observed | artifact ↗ | 2010-07-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZP3ZQ5C97AX87CHY3KQMMS", "signals": [{"quote": "Eric Schmidt the CEO of Google has nixed the idea of a Nexus 2 coming out", "stance": "neutral", "confidence": 1, "sig | observed | artifact ↗ | 2010-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZP3ZQ5C97AX87CHY3KQMMS", "signals": [{"quote": "Google tried really hard with the Nexus One to change the way people bought smartphones they wanted to set up an onlin | observed | artifact ↗ | 2010-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZP3ZQ5C97AX87CHY3KQMMS", "signals": [{"quote": "they didn't have a lot of carrier support and I think that was the biggest problem", "stance": "neutral", "confidence" | observed | artifact ↗ | 2010-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZP3ZQ5C97AX87CHY3KQMMS", "signals": [{"quote": "it's a real bummer for developers because if you're looking to have stock Android um on a phone that gets updated righ | observed | artifact ↗ | 2010-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZP3ZQ5C97AX87CHY3KQMMS", "signals": [{"quote": "they must have something in mind for this I think something else in mind I would imagine so there's got to be some fea | observed | artifact ↗ | 2010-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZP3ZQ5C97AX87CHY3KQMMS", "signals": [{"quote": "I just couldn't believe that they just said well there's not really a need for it", "stance": "neutral", "confidence": | observed | artifact ↗ | 2010-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPDC43NEV0E9950D736D9C", "signals": [{"quote": "everybody has a gmail account they have to use google calendar for get for calendar sharing they use all kinds of", "s | observed | artifact ↗ | 2010-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPDC43NEV0E9950D736D9C", "signals": [{"quote": "quite frankly google calendars is awesome and it's unstoppable", "stance": "bullish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2010-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPDC43NEV0E9950D736D9C", "signals": [{"quote": "it's me very difficult for them to take away that share especially the fact it's free", "stance": "bullish", "confiden | observed | artifact ↗ | 2010-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPDC43NEV0E9950D736D9C", "signals": [{"quote": "the calendar is pretty hard to be from google", "stance": "bullish", "confidence": 1, "signal_class": "assessment", "s | observed | artifact ↗ | 2010-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPDC43NEV0E9950D736D9C", "signals": [{"quote": "I don't think anyone owns calendaring totally and I mean yes Google's got the best product I would agree with that but | observed | artifact ↗ | 2010-07-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPMCRS11E7WE456D7NYA4B", "signals": [{"quote": "I have to say I'm really impressed with the level of customer service they provided because if it was Apple or if it w | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPMCRS11E7WE456D7NYA4B", "signals": [{"quote": "Google has got to slow down it's large releases it's major build releases", "stance": "bearish", "confidence": 0.8, "s | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPMCRS11E7WE456D7NYA4B", "signals": [{"quote": "you can't have a three-year-old phone running the best version of Android it's just not going to happen", "stance": "b | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPMCRS11E7WE456D7NYA4B", "signals": [{"quote": "Android is going to have to industrialized and and somehow get everybody organized yeah because you can't go on like t | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPMCRS11E7WE456D7NYA4B", "signals": [{"quote": "splits will happen and they will will as long as there's not one phone one manufacturer one carrier like that's just t | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZPMCRS11E7WE456D7NYA4B", "signals": [{"quote": "I don't get how Google is happy with that arrangement with that setup", "stance": "bearish", "confidence": 0.6, "signa | observed | artifact ↗ | 2010-07-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZQYN8CRJJSR5J4G7D6DT22", "signals": [{"quote": "Yahoo, Google, IBM, Microsoft, every big company. It takes forever to make decisions. They have tons of business devel | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRC96X3ZFXR6EVMWH719CJ", "signals": [{"quote": "Google had come up with our Google News product and so we clearly couldn't compete Square on with Google um in in the | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRC96X3ZFXR6EVMWH719CJ", "signals": [{"quote": "Google they launched the local zip code level local news now I wouldn't write those guys off but you know they did tha | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRC96X3ZFXR6EVMWH719CJ", "signals": [{"quote": "they have no desire to go into the whole user generated content space that worked for us", "stance": "bearish", "confi | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRC96X3ZFXR6EVMWH719CJ", "signals": [{"quote": "search is obviously a big Market it's a big problem and Google doesn't want to get into content and Google doesn't wan | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRC96X3ZFXR6EVMWH719CJ", "signals": [{"quote": "if you look at the biggest guys on the web space um all of them didn't worry about revenue for a long time well Google | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRC96X3ZFXR6EVMWH719CJ", "signals": [{"quote": "if you look at Google there were several times where Google came close to getting acquired that you find out in the bu | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRRBXVB322FW5N74YWKPF0", "signals": [{"quote": "the local search business is really dominated by Google and Yahoo because we have to know in search engines right so w | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZRRBXVB322FW5N74YWKPF0", "signals": [{"quote": "having a search engine as part of an asset and the company is huge and I think that's that's a thing and an asset real | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "the sweetest thing is the speed increase i think because you're going to go like a double or even greater than that sp | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "google is fixing that they are supposedly looking to set up a music store later this year according to unnamed sources | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "gingerbread which 2.3 coming out later this year like late late this year and their demo was they have the the wireles | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "i think that google seems to be looking at the holes that they have when they compare themselves to somebody like appl | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "google's plan it seems is to launch a download service first one that is tied to the company's search engine and then | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "i really love the idea of easily cheaply making that subscription service available", "stance": "bullish", "confidence | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "i think google has the ad power to do it if there's one company i think that has the ad power to pay proper royalties | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "best part of google services free and that's the big thing it's gonna it will likely be either extremely cheap or free | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "they might beat apple to that", "stance": "bullish", "confidence": 0.6, "signal_class": "prediction", "speaker_name": | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZS71KTR96GCNH5J4EM0A7J", "signals": [{"quote": "you know we think that for better or worse itunes and android market have pretty poor discovery mechanisms", "stance": | observed | artifact ↗ | 2010-06-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSJJ1V2Q67CXXAC58F0XXY", "signals": [{"quote": "we want to be poised and ready because we know that that's going to have a larger user base at some point", "stance": | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSJJ1V2Q67CXXAC58F0XXY", "signals": [{"quote": "it's still a little quirky to buy it gaps in there and I had a hard time buy them ... it's a little kludgy I guess", " | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSJJ1V2Q67CXXAC58F0XXY", "signals": [{"quote": "it's great for us in the sense that we can submit an app and it's there the same day we all have to wait too long yeah | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSJJ1V2Q67CXXAC58F0XXY", "signals": [{"quote": "I don't think that's necessary I think once there's just more revenue coming in and more people are paying attention t | observed | artifact ↗ | 2010-06-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSVJRKYNW2AHHMH0WH30Z3", "signals": [{"quote": "we have admob you know in there and I have to be very honest with you that is a horrendous advertising experience from | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSVJRKYNW2AHHMH0WH30Z3", "signals": [{"quote": "admob just to be sure everybody knows was acquired for more than $700 Million by Google right", "stance": "neutral", " | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSVJRKYNW2AHHMH0WH30Z3", "signals": [{"quote": "imagine if Google just said well you know we decided we're not going to feature Apple in our search results anymore", | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSVJRKYNW2AHHMH0WH30Z3", "signals": [{"quote": "what Google knows is Google knows your intent you can type in baby carriage or stroller or whatever we want to call it | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSVJRKYNW2AHHMH0WH30Z3", "signals": [{"quote": "Facebook has just launched I'm told I haven't played with it yet a competitor for Google analytics", "stance": "neutra | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZSVJRKYNW2AHHMH0WH30Z3", "signals": [{"quote": "Google analytics is it shows who's visiting your website it shows the referal refering sites and and who's ending up o | observed | artifact ↗ | 2010-06-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT6BEQPZVRSMJZFGP3TGCG", "signals": [{"quote": "i think it makes a lot of sense i think google is uh you know they're an advertising driven company still and they bas | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT6BEQPZVRSMJZFGP3TGCG", "signals": [{"quote": "i really think uh what youtube is thinking of doing with this is giving the everyday youtube user who's just using the | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT6BEQPZVRSMJZFGP3TGCG", "signals": [{"quote": "it seems to me what what google's trying to do here and get at this sort of second wave of people that want to do vide | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT6BEQPZVRSMJZFGP3TGCG", "signals": [{"quote": "you you see it like classic disruptive technology moving up market right bigger and bigger companies are moving into g | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT6BEQPZVRSMJZFGP3TGCG", "signals": [{"quote": "i actually think one of the things that's holding some companies back one of the things that we hear from some people | observed | artifact ↗ | 2010-06-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZT8YD4GYYBW20T0S3GRJ8G", "signals": [{"quote": "I guess you have the Google effect yeah well Google Facebook Twitter you know companies just sucking up the talent", " | observed | artifact ↗ | 2010-06-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "I had heard that there was a possibility of Google being interested in buying palm because of their patent library the | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "Apple suing HTC google directly", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_name" | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "it's another interesting example of Google using the portfolio approach to sort of push their agenda ... the goal of b | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "when we reach out for help from google there they're pretty good about what they can do but you have to understand tha | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "i would stick to whatever like are the google sanctioned devices like nexus one things like that because you know that | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "they kind of you know that these OEMs are going to go do whatever they want with the operating system to an extent rig | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "unfortunately you know we're victim to the fragmentation already", "stance": "bearish", "confidence": 0.8, "signal_cla | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "since we launched on Android back in October it's been you know let's say ninety percent based on the states", "stance | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTDPDRYF0R433EDYWR5J4R", "signals": [{"quote": "Bill girly made a you know basically famous venture capital guy he wrote a blog post that was really was probably blog | observed | artifact ↗ | 2010-06-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTRRVEEDRA7BSG93F7NH2V", "signals": [{"quote": "Verizon and Google collaborating on an iPad competitor big news yes so uh Verizon Wireless CEO l McAdam confirmed in a | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTRRVEEDRA7BSG93F7NH2V", "signals": [{"quote": "I bet they're moving pretty fast and I'll bet it supports Flash yeah yeah I'm sure if it releases anytime after July 1 | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTRRVEEDRA7BSG93F7NH2V", "signals": [{"quote": "prepare to be blown away by foyo Android 2.2 yes um so it's coming next week uh many reasons to get excited but basica | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "google saying they're shipping 60 000 handsets a day that's amazing", "stance": "bullish", "confidence": 0.8, "signal_ | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "android as a platform is almost fragmenting itself too much by releasing too many handsets or do you think that that a | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "the value of having interoperable software is very high um and you know we have a bunch of different android like andr | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "the interesting thing is that android has sort of put an underpinning there that means that we can run all these diffe | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "the fact that there's an operating system there that means we can write um an app for it and with a you know a little | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "that underpinning um is sort of a double renaissance one is that suddenly we've actually got web browsers that work an | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "the iphone the ignition just pop up in your face and you only ever get one and that's actually much more annoying and | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "i've seen similar things with the dialer um where people get grumpy because the dialer shows recent calls rather than | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZTWWKEHV34GSC2QNDPRVAE", "signals": [{"quote": "if you look at the amount of web traffic driven by android and the amount of web track driven by you're seeing you kno | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "it was the second contest that google was holding to kind of promote the android um operating system", "stance": "neut | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "i think it's still in a very early stage and i'm kind of excited about the future of android", "stance": "bullish", "c | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "i think android's kind of like in this in my opinion this sweet spot where it's not so big that developers can't get n | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "winning the android developer competition was a huge boost", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "google voice is awesome and i actually just uh noticed or discovered a new feature the other day when i had to do an i | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "not very well i mean you can do it they're you know you have to kind of spelunk a little bit harder and find some sett | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "i'm sure we're going to see more of a push in terms of android and the enterprise too which is exactly when they're go | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "with android being the only one that has a true google voice app", "stance": "bullish", "confidence": 1, "signal_class | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "they've definitely got a vested interest in in having the outcome of this suit go in htc's favor so i mean i'm sure th | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "a lot of companies would just hide and they'd be like well let's see how this plays out yeah and then we'll make a sta | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "that's how google rules you know they're they're not going to be hiding they don't ask those crazy job application que | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "it's interesting in sort of this pantheon that google has really been taking with android in terms of alternate ways o | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV2CRT310JGB4C7ASZQQA7", "signals": [{"quote": "i think it makes a lot of sense in terms of what we've seen from them before in the strategy surrounding the launch of | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "Google is alone and their ability to basically put all these little puzzle pieces together", "stance": "bullish", "con | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "they kind of built it on top of the maps platform none of the other social networks have kind of taken that tact I mea | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "the most extensive features only work on the 2.0 Android operating system", "stance": "neutral", "confidence": 0.8, "s | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "I definitely think Google Buzz is on the right track", "stance": "bullish", "confidence": 0.7, "signal_class": "predic | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "I think for those kinds of things you'll definitely see I think there'll be a lot more mobile usage and and probably o | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "I think it it kind of signifies the you know where social networking is going as she had said you know it's it's movin | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "I think they did something smart too where they used kind of a trojan horse horse method and put it in Gmail yes so th | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "the Android platform I think from the beginning has been about putting Google in your pocket you know it's been on the | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "really is amazing how Google's just finding ways to sort of to sort of snipe at everybody just a little bit like they' | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "they're definitely fighting they're fighting micros well Microsoft I mean and but they're so huge that it's it's it's | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "I love what I see in terms of the openness I love what I see in terms of the creativity and the power the raw the shee | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "the cake is way better but the frosting is terrible", "stance": "mixed", "confidence": 0.9, "signal_class": "assessmen | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "I really like the the openness of the just the availability of apps across the board", "stance": "bullish", "confidenc | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "Google Voice is awesome like it's like heaven on in a phone I love Google Voice", "stance": "bullish", "confidence": 0 | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "Android will always have over Apple I mean I I don't see apple loosening the loosening the choke collar anytime soon o | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZV4VN11HGTJ3RBVMJCZ5FY", "signals": [{"quote": "it's not not going to drive Innovation with the iPhone that's totally where Google's or the Android's uh strong point | observed | artifact ↗ | 2010-06-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVAGWZTBY8S7M1NP9Z6M1T", "signals": [{"quote": "I think they have very distinct opportunities in certain application spaces, namely email being one of them, right? .. | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVAGWZTBY8S7M1NP9Z6M1T", "signals": [{"quote": "as much as I enjoy and love their service there are certain things that just really bug the heck out of me as part of | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVAGWZTBY8S7M1NP9Z6M1T", "signals": [{"quote": "I don't I can't replace my office suite unfortunately with with them given what I want to do without losing more of my | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVAGWZTBY8S7M1NP9Z6M1T", "signals": [{"quote": "I don't see um government employees as a whole uh moving from their Microsoft office desktop app and experience to, yo | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "i understand that google has a vested interest in the outcome here because right the way that you discover information | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "what google's app store is also trying to do is take advantage of the fact that or try to get people to use google ser | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "google does not know how to serve the enterprise they don't full stop there's no customer support there's no uh you kn | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "google is not geared up to serve enterprise they don't get it they don't understand how to service big companies", "st | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "even the nexus they launch it with almost no thought about how they're going to support the damn product", "stance": " | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "google's as peanut butter as yahoo they just kicked yahoo's ass in search right so they're making so much money that n | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "google hasn't been able to do that because they don't do it exactly google apps they don't get it right", "stance": "b | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "if anybody's a gmail user and i suspect all of us are in our personal lives of which i'm one this last week will tell | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "i think google reputationally has not stepped up to a point where people can trust them to provide enterprise level cu | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVDXYREYQ6BA4275D0YEED", "signals": [{"quote": "my view is it's a it's a it's more than a marketing issue i think it's a reliability a customer support and a commitme | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "it's going to be quite a while before we're going to have a way to do something for the user that a user should feel c | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "we've got a lot of machines at Google we we want we want a lot of machines to be out there", "stance": "bullish", "con | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "my controversial answer here is AdSense AdSense is the technology we're using to make it better because what we're try | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "we've got things like uh we've got Google app engine which is a tremendous tool", "stance": "bullish", "confidence": 0 | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "we've got Google web toolkit for Java developers who want to do these kind of Rich client things", "stance": "bullish" | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "we've got things like even bits the fiddly bits we even got things like the Google um the closure Library ... which is | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "the good guys like Google uh and you know Firefox and uh no I mean the other people have the the business model doesn' | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVQXANVZ1T6N8FSA9J0ER1", "signals": [{"quote": "it's really nice to think that there's an there's a platform I can Target and no one who would ever really compete wit | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "I've actually tried to use some of Google's Cloud products for example their word processor and spreadsheets ... it wa | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "Google has just had its very first cloud computing conference targeting the Enterprise ... CEO Eric Schmidt admitted t | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "Charles King who is the principal an a principal analyst at pundit told internetnews.com it's sort of a Martha Stewart | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "for real serious work uh Google Docs is still not at par with what you can do with Office Word or Excel or PowerPoint | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "I think one of the killer features of the cloud is actually collaboration that people discard for example we use Googl | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "goog could do it but it's just not natural to them", "stance": "bearish", "confidence": 0.9, "signal_class": "criticis | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "Google's been doing this for a long time", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZVV3ZMS9B7EXF165VHZ8V8", "signals": [{"quote": "Google basically grew by acquiring two La based companies I actually forgot about this but goto.com which invented the | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW19968H46TS74BRB7X6SC", "signals": [{"quote": "google is doing all this cool stuff with google docs with google mail and we don't really need exchange and outlook an | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW19968H46TS74BRB7X6SC", "signals": [{"quote": "if you look at the newer vendors like google compared to microsoft is that microsoft is still very focused on the logi | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW19968H46TS74BRB7X6SC", "signals": [{"quote": "some of the lessons learned is i think early on i decided the company decided that it's very hard to change user behav | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW19968H46TS74BRB7X6SC", "signals": [{"quote": "right and it's very much a real time uh collaboration over chat whereas we do more of a uh you know a offline collabor | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZW7ZWEHKA2ZH4E2Z7YHWMH", "signals": [{"quote": "the major companies will deliver and you'll we'll be able to deliver media on Google or Microsoft or maybe a variety o | observed | artifact ↗ | 2010-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M31XGA64HV2J889QPKRCC4KY", "signals": [{"quote": "today you can go to a large language model and close the loop on that same thing. So that ads model is almost going to | observed | artifact ↗ | 2026-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M3ETEHA0B9F4K04PA7WYZCKB", "signals": [{"quote": "they're also they've got they're they're putting their own data centers in space, but they also have a deal with Starl | observed | artifact ↗ | 2026-09-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FVFQSKMBW2HQY4N0AS5CRK", "signals": [{"quote": "They just signed Google at 50.", "stance": "neutral", "confidence": 0.7, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2026-06-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FX9QCT28ZCKK01Q5Y23Y2K", "signals": [{"quote": "And then Gemini can never be counted out below Google as well. It's one of our largest positions.", "stance": "bullish | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4FX9QCT28ZCKK01Q5Y23Y2K", "signals": [{"quote": "Celestica's heritage was IBM supercomputing. And they kept all that talent and skill. And then we noticed they were th | observed | artifact ↗ | 2026-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G0SP6C9XC24X97FJN6YEPH", "signals": [{"quote": "When I saw the kind of early breakthroughs on AlphaGo in 2014, 2015, 2016, and so forth, it was just profound to see h | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G0SP6C9XC24X97FJN6YEPH", "signals": [{"quote": "So if you plot out how much compute it took to build various iterations of strong GoBots over the years, you can see t | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G0SP6C9XC24X97FJN6YEPH", "signals": [{"quote": "And thanks to LLM coding, what took a whole team of research scientists at DeepMind and millions of dollars of researc | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G0SP6C9XC24X97FJN6YEPH", "signals": [{"quote": "So that is a design choice that most Go agents, AlphaGo chose to do, which in hindsight turned out to work very well b | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G0SP6C9XC24X97FJN6YEPH", "signals": [{"quote": "the OG AlphaGo paper, or called AlphaGo Lee, initialized this network with a supervised learning data set of expert hu | observed | artifact ↗ | 2026-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G3MSPEPQA6ZVH6KFP0J8W3", "signals": [{"quote": "Google's new Gemma 4 is the first open model that allows me to have this kind of fully disconnected focus machine. It' | observed | artifact ↗ | 2026-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G3MSPEPQA6ZVH6KFP0J8W3", "signals": [{"quote": "The Google deployment has actually had very large scale-up domains for a long time.", "stance": "bullish", "confidence | observed | artifact ↗ | 2026-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G3MSPEPQA6ZVH6KFP0J8W3", "signals": [{"quote": "And that also explains why Gemini seemed to be ahead. Like was Gemini 2.5 was a successful, or it just seems like Gemi | observed | artifact ↗ | 2026-04-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G4SK41TJRJ1VVDDMJQR1V7", "signals": [{"quote": "I would love to hear them demonstrate the cost advantage of TPUs. It makes no sense in my mind. It makes absolutely ze | observed | artifact ↗ | 2026-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G6TTEKSQ8ZGWC1P3994MJ9", "signals": [{"quote": "Look at search. Google has near 90% plus market share, three and a half, four trillion in market cap.", "stance": "bul | observed | artifact ↗ | 2026-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G6TTEKSQ8ZGWC1P3994MJ9", "signals": [{"quote": "I was like, well, AI, Meta has all the distribution. Google's got all the distribution.", "stance": "neutral", "confid | observed | artifact ↗ | 2026-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G6TTEKSQ8ZGWC1P3994MJ9", "signals": [{"quote": "They've got three, four billion users. Well, it would be a flick of a switch for them to roll out their AI.", "stance" | observed | artifact ↗ | 2026-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G6TTEKSQ8ZGWC1P3994MJ9", "signals": [{"quote": "But I was wrong. That's not what happened. Chat GPT turns out, you know, you guys are at 900 million weekly active use | observed | artifact ↗ | 2026-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G6TTEKSQ8ZGWC1P3994MJ9", "signals": [{"quote": "Gemini, mega distribution, Uber distribution, and us, probably the leading product today, at least in user numbers.", | observed | artifact ↗ | 2026-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G6TTEKSQ8ZGWC1P3994MJ9", "signals": [{"quote": "Google had a great model. Uh, there was a lot of, you know, talk about it, Mark Benioff switching very vocally to, to, | observed | artifact ↗ | 2026-03-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G8VBD76X9MGTECJ6ANTY1C", "signals": [{"quote": "But this morning, Google also launched Synth ID. And Synth ID is a system for watermarking proteins that are produced | observed | artifact ↗ | 2026-10-02 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G8ZM4QDAEXBRKR14Z1G5SM", "signals": [{"quote": "is that Instinct will be the winner rather than OpenAI, Google Meta, maybe Apple.", "stance": "bearish", "confidence": | observed | artifact ↗ | 2026-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4G8ZM4QDAEXBRKR14Z1G5SM", "signals": [{"quote": "We're already seeing it in searches, right? Like how Google search was designed for humans and you would go down like | observed | artifact ↗ | 2026-10-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GC843DSJYJM0DFM2TEPSPF", "signals": [{"quote": "we heard from both microsoft and google yesterday both said their cloud businesses would have been growing faster if t | observed | artifact ↗ | 2025-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GE9X18RD8J77SPGS9C75ZM", "signals": [{"quote": "that practice has now, I think, happened at Amazon and happened at Google.", "stance": "neutral", "confidence": 1, "si | observed | artifact ↗ | 2025-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GE9X18RD8J77SPGS9C75ZM", "signals": [{"quote": "And at the very least, it drives usage of their product versus someone else. And in the worst case, you know, it creat | observed | artifact ↗ | 2025-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GG2PVX9A4VQ007AH1M92B0", "signals": [{"quote": "the advantage that Google had is foresight. Remember, they started TPU1 before everything started.", "stance": "neutra | observed | artifact ↗ | 2025-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GG2PVX9A4VQ007AH1M92B0", "signals": [{"quote": "Google is a big GPU customer.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "speaker_name": | observed | artifact ↗ | 2025-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GG2PVX9A4VQ007AH1M92B0", "signals": [{"quote": "Google is a very special case. I mean, we just have to, you know, show respect where respect is really deserved. I mea | observed | artifact ↗ | 2025-09-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGEWS3KQWBRENXC16WZRAX", "signals": [{"quote": "AltaVista was first, and Google is the one who writes the history book.", "stance": "bullish", "confidence": 0.9, "sig | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGEWS3KQWBRENXC16WZRAX", "signals": [{"quote": "that left out the opportunity to create AdWords, which turned out to be the greatest business model of all time.", "st | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGEWS3KQWBRENXC16WZRAX", "signals": [{"quote": "versus mobile, I think we could probably both agree that the biggest beneficiaries of mobile were probably Google with | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGEWS3KQWBRENXC16WZRAX", "signals": [{"quote": "Do you think the same about the internet, that most of the value accrued to Amazon and Google?", "stance": "neutral", | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGEWS3KQWBRENXC16WZRAX", "signals": [{"quote": "Because it's two of the most valuable companies of all time and the top five of the S&P 500 and all that.", "stance": | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GGEWS3KQWBRENXC16WZRAX", "signals": [{"quote": "if you took at the top 100 software companies in the stock market, the top five are, you know, the Meta, Google, Amazo | observed | artifact ↗ | 2025-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "Google went from 5 trillion tokens a month to 480 trillion tokens a month. And they had just put some press out that t | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "Every single search query on the planet today is now an inference transaction.", "stance": "bullish", "confidence": 0. | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "I still think it's particularly interesting that Google has to compete with open AI because open AI is going to lose 7 | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "look at Google and the TPU and Google is clearly, you know, by these numbers that we're seeing, right. Putting out mor | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "most of their proprietary TPU transactions are their own applications.", "stance": "neutral", "confidence": 0.9, "sign | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "they'll have an advantage for Google cloud. And in order for that to be true, they need to, to have this crossover mom | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "ultimately what I've said all along about Google is there that many ways, the best position company in the world, but | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GN7H2YS79HK8KCZ22X5D7A", "signals": [{"quote": "Google's dominance, it's been the greatest business business in the history of capitalism for 20 years because they ow | observed | artifact ↗ | 2025-07-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "Google, and I should say Alphabet today, generates more net income or profit than any other U.S. company, more than Ap | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "according to the U.S. government, as of today, they are a monopoly in that market with 90% market share.", "stance": " | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "Google's market position has been seemingly unassailable, at least until really this year, until the AI war has really | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "while Google was nowhere near the first search engine, it was the last.", "stance": "bullish", "confidence": 0.8, "sig | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "how hugely ambitious the two of them were, not just for the products they were building, but for Google, for the busin | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "Charles Schwab accounts would go on to hold billions and billions of billions of dollars worth of Google stock because | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "it was a instant electric friendship partnership between the two of them. And that would carry on forever. I mean, the | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "one is companies are the vehicles by which you bring ideas to the masses. And two is in a capitalist society, a compan | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "Yes. To your point, Google did not happen by accident. Or another reasonable comparison, the generation before, Bill G | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "probably when I was 12, I knew I was going to start a company eventually... you need to do more than just invent thing | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "Google could not have been built at any other time in history.", "stance": "bullish", "confidence": 1, "signal_class": | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "This is basically why Google beat Yahoo. I mean, there's a lot more to it, but the portals all had this mentality of, | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "This deal was never going to happen with Excite or anybody else because it broke the business model.", "stance": "neut | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "the CEO is like, why on earth would we move to your algorithm? I want people to stay on my site. I make money when peo | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "These companies weren't going to focus on search. They were becoming portals, i.e. they wanted eyeballs, page views. T | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "This is just a better way to do search.", "stance": "bullish", "confidence": 0.9, "signal_class": "endorsement", "spea | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "people are using the crap out of this thing.", "stance": "bullish", "confidence": 0.8, "signal_class": "assessment", " | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "It's clear. This is going to be a company.", "stance": "bullish", "confidence": 0.9, "signal_class": "prediction", "sp | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "And thus begins the story of Google's legendary seed financing round and the crazy cast of characters involved in it." | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GP3TC8GERY6CA2DTANJXGC", "signals": [{"quote": "Stanford did very, very well for their largesse here.", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_ | observed | artifact ↗ | 2025-06-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GR0YC8KPCFQ4JHCD22MKGM", "signals": [{"quote": "Anecdotally, it certainly seems to be the case, right? The more people I talk to, the more I ask them, do you feel lik | observed | artifact ↗ | 2025-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GR0YC8KPCFQ4JHCD22MKGM", "signals": [{"quote": "Google could still be an amazing company by just saying, listen, maybe search is under threat. But YouTube is, with al | observed | artifact ↗ | 2025-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GR0YC8KPCFQ4JHCD22MKGM", "signals": [{"quote": "I even have a hard time believing that those are the numbers is I thought Google was more skewed to TPUs than NVIDIA. | observed | artifact ↗ | 2025-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GR0YC8KPCFQ4JHCD22MKGM", "signals": [{"quote": "So what's really driving inference and this token explosion, like consumers first and foremost, and Google's got Gemin | observed | artifact ↗ | 2025-06-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GRFCJJBMPRRN3WZ6BB8KSN", "signals": [{"quote": "you can't build a brand in the underbelly of Google because over time they will have to take that territory back, righ | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GRFCJJBMPRRN3WZ6BB8KSN", "signals": [{"quote": "OpenAI reached, you know, $400 billion annual searches, eight years faster than Google, right? So they're doing over a | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GRFCJJBMPRRN3WZ6BB8KSN", "signals": [{"quote": "we definitely see some early warning signs here of people closing down the ecosystem, you know, in order to try to pro | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GRFCJJBMPRRN3WZ6BB8KSN", "signals": [{"quote": "Chinese LIDAR is solid state and designed very differently than the LIDAR that Waymo is using. And it's actually in Ch | observed | artifact ↗ | 2025-06-05 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4GZGB38VJDMGT4YSAYGARKJ", "signals": [{"quote": "there was a science summit, right. And where they announced $6 billion in initiatives for using AI and science, I gues | observed | artifact ↗ | 2026-10-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "we don't have a monopolist in that cloud business right now, perhaps because of that deft move made by Google.", "stan | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "one of the reasons that Google is so susceptible to disruption is how they've maximized the revenue per visitor.", "st | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "I personally don't think there's any way when that world you're talking about, that agent world evolves, that that, th | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "Google's traded down from 200 to 150 and change and, and, you know, they see that disruption coming their way.", "stan | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "finally in 2025, the first time we've actually had competition for Google, like very clear that competition is coming | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "But it's replacing 50 for Google. That's my only point.", "stance": "bearish", "confidence": 0.85, "signal_class": "pr | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "I got to believe the anxiety's high at Google.", "stance": "bearish", "confidence": 0.8, "signal_class": "assessment", | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H1WA5AS16VFH7EXG84TG7V", "signals": [{"quote": "there's no doubt there's competition coming to that.", "stance": "bearish", "confidence": 0.85, "signal_class": "asses | observed | artifact ↗ | 2025-04-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H2W5VDG80DKY44F295AVEH", "signals": [{"quote": "we ran these tests on Gemma, uh, from, uh, from two weeks ago and, um, the new open source model from Google and not t | observed | artifact ↗ | 2025-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H2W5VDG80DKY44F295AVEH", "signals": [{"quote": "the areas of critical, you know, issue are, you know, what does Google do about core search? Like that's a super inter | observed | artifact ↗ | 2025-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H2W5VDG80DKY44F295AVEH", "signals": [{"quote": "obviously probably not at this point, like we've reached, we've reached a convergence on model quality for most consum | observed | artifact ↗ | 2025-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H2W5VDG80DKY44F295AVEH", "signals": [{"quote": "we're still waiting on some reasoning model breakthroughs from, you know, open AI or cloud or, or something to, like, | observed | artifact ↗ | 2025-03-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "when you look at this, this is about a billion on 45 or about you're buying basically 2% growth. It's certainly is not | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "there's massive pressure from the EU, as you noted, it's very unlikely they would allow to be, to acquire anything tha | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "Google, how can they differentiate security, especially in a distributed world seems like a very reasonable answer to | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "I can, I can also have a lot of conviction that that's a good idea for an area of differentiation.", "stance": "bullis | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "they put up a 3.2 billion dollar breakup fee that they lose if this doesn't get approved.", "stance": "neutral", "conf | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "And let's, let's hope it gets, it gets approved.", "stance": "bullish", "confidence": 0.7, "signal_class": "prediction | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "the, uh, it, it passes that test. Like it's none of those three things. So hopefully it will move through quickly.", " | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H3D1B9H6D59WEXKH8KYHDK", "signals": [{"quote": "this deal just got done at over 30 times revenue", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim | observed | artifact ↗ | 2025-03-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "So Google, I think. You just can't discount their installed base. The number of people going there who will, inertia w | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "Well, I mean, listen, I've said publicly that Google's moat was not a technological moat with search. Their moat was a | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "Their velocity on product has not been impressive. Wait, let me finish. Their velocity on consumer has not been impres | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "I still think they have a bit of the innovator's dilemma in that they can't, they still have to try and maintain those | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "And this chart here, the black line, is Google's paid click growth plotted against the user, the weekly average user g | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "I mean, you've got the YouTube data set and all the search queries over all the years, their understanding of structur | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "Well, and I think it benefits from the fact that informational searches are what ChatGPT cannibalized first, not the c | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "nobody called Google a research lab, right? It was a company. It had product teams, it had marketing teams, it had fin | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "If Google's no longer allowed to be the default search app because of this consent decree, you know, do they really tu | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4H4X06G64W9ADWF5AP77T78", "signals": [{"quote": "In the case of Google and Meta, they literally have a printing press in the back room spitting out billion-dollar bill | observed | artifact ↗ | 2025-03-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4JE28YNH704HRZWQNGG0V9G", "signals": [{"quote": "I'll give you a good example. Like in the media, six months ago, we're getting, you know, 30% to 40% of our traffic is | observed | artifact ↗ | 2026-09-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S4E5NJ5DTM934YWH1GX12D", "signals": [{"quote": "when you talk to Google or IBM or Microsoft and ask them, why are you spending hundreds of millions of dollars a year | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4S4E5NJ5DTM934YWH1GX12D", "signals": [{"quote": "Very few. So Google has a few prototypes. IBM has a little cloud.", "stance": "neutral", "confidence": 0.8, "signal_cl | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X4WHY8BM5R9B7A7ZKXHDFF", "signals": [{"quote": "when you talk to Google or IBM or Microsoft and ask them why are you spending hundreds of millions a year on this, the | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X4WHY8BM5R9B7A7ZKXHDFF", "signals": [{"quote": "Google has a few prototypes. IBM has a little cloud.", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_c | observed | artifact ↗ | 2026-10-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5G9HNMM4STMGB0Q1V5A86", "signals": [{"quote": "And I think the closed frontier labs of OpenAI's, Anthropics, Google's have clearly had the most of these.", "stance": | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5G9HNMM4STMGB0Q1V5A86", "signals": [{"quote": "I think Meta, Google, SpaceX AI, like I think you still might be there, but it's harder to see from the outside.", "st | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5G9HNMM4STMGB0Q1V5A86", "signals": [{"quote": "But also, you know, even in, say, robotics, you know, with Astra, and I, for maybe, however degrees of, like, truthy t | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4X5G9HNMM4STMGB0Q1V5A86", "signals": [{"quote": "Oh, I think they did. I think this is a cycle of, like, six to eight months ago, they started hiring people and buying | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M4YEGTN3Y4RSDFBNCAXGYWDA", "signals": [{"quote": "And the system called AlphaGo, this was a breakthrough before language models, was considered the biggest breakthrough | observed | artifact ↗ | 2026-10-14 | promoted | 0.50 |
source.document.reference | {"kind": "video", "title": "All-In E278 — NYC mayor, DSA, AI — google", "source_id": "01KXRPBDXNC42GR3NE8818ZM9G-m-bbdefa2950f49882", "extract_ref": "artifact:sha256:ff95af9d10c78a70606010b2b4685410cb | observed | artifact ↗ | 2026-07-18 | normalized | 0.95 |
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