{
 "name": "Google",
 "type": "company",
 "episodes": [
  "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
  "invest-like-the-best-2026-05-13-krishna-rao-anthropic-s-cfo-on-managing-compute-scaling-to-3",
  "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
  "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
  "all-in-2026-05-22-spacex-s-2t-case-nvidia-s-shock-selloff-america-turns-on-ai-",
  "all-in-2026-06-06-the-ipo-comeback-why-tech-giants-are-finally-going-public-al",
  "all-in-2026-06-08-nikesh-arora-mythos-is-real-analytical-saas-is-dead-and-goog",
  "all-in-2026-06-09-bill-maris-how-google-could-crush-ai-competitors-why-small-f",
  "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
  "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
  "invest-like-the-best-2026-06-30-etched-building-ai-hardware-to-make-inference-faster-and-che",
  "all-in-2026-07-20-mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out",
  "dwarkesh-podcast-2026-08-11-ryan-greenblatt-what-happens-once-ai-can-automate-ai-researc",
  "dwarkesh-podcast-2026-08-25-dylan-patel-anthropic-openai-will-have-most-of-the-world-s-c"
 ],
 "claims": [
  {
   "holder": "David Friedberg",
   "claim": "The AI market will evolve toward BCG's 'Rule of Three' 4-2-1 market-share structure, splitting into a consumer market (ChatGPT/Google fighting for first, Anthropic third) and an enterprise market (Anthropic or Google leading).",
   "stance": "prediction",
   "conviction": 0.6,
   "subjects": [
    "OpenAI",
    "Google",
    "Anthropic"
   ],
   "timestamp": "13:02",
   "quote": "the consumer market looks like it's trending towards a ChatGPT slash Google fight for first place and second place, and then probably anthropic in third place",
   "episode_id": "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
   "published_at": "2026-05-01"
  },
  {
   "holder": "David Sacks",
   "claim": "If there's a single reason OpenAI missed its consumer user and revenue targets, it's that Google took meaningful share after Sergey refocused the company and put Gemini at the top of search.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "OpenAI",
    "Google"
   ],
   "timestamp": "18:37",
   "quote": "if there is a single reason why OpenAI did not hit its user targets and its revenue targets, certainly around consumer, you'd have to say it's because Google managed to take meaningful share",
   "episode_id": "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
   "published_at": "2026-05-01"
  },
  {
   "holder": "David Friedberg",
   "claim": "Google has a real chance to own the assistant interface by integrating Gemini across a user's personal data (Calendar, Drive, Photos) and G Suite.",
   "stance": "opinion",
   "conviction": 0.7,
   "subjects": [
    "Google",
    "Gemini",
    "Apple"
   ],
   "timestamp": "53:03",
   "quote": "Google has a real chance to own that assistant interface.",
   "episode_id": "all-in-2026-05-15-trump-xi-summit-benioff-not-my-first-saaspocalypse-openai-vs",
   "published_at": "2026-05-15"
  },
  {
   "holder": "Gavin Baker",
   "claim": "Google's TurboQuant memory optimization, hyped on X as a DRAM-demand killer (a 'more stupid DeepSeek'), will have no real impact on DRAM demand — no AI engineer Baker found believed it would.",
   "stance": "assertion",
   "conviction": 0.85,
   "subjects": [
    "Google"
   ],
   "timestamp": "31:17",
   "quote": "I was unable to find a single AI engineer on planet Earth who believed that TurboQuant would have any impact on DRAM demand.",
   "episode_id": "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
   "published_at": "2026-05-20"
  },
  {
   "holder": "Gavin Baker",
   "claim": "Google remains in a great position despite losing its TPU cost advantage because it has the largest installed base of compute plus uniquely valuable YouTube/search data.",
   "stance": "opinion",
   "conviction": 0.75,
   "subjects": [
    "Google"
   ],
   "timestamp": "1:05:52",
   "quote": "Google was incredible last year because they had that TPU advantage, which is now gone. The reason I think they're still in a great position is just they have the most compute of everyone.",
   "episode_id": "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
   "published_at": "2026-05-20"
  },
  {
   "holder": "Gavin Baker",
   "claim": "AMD, Microsoft, and Meta show essentially zero engagement with chip startups (unlike NVIDIA, Amazon, Google, Broadcom), which Baker thinks will become a meaningful disadvantage because the best teams are now at startups.",
   "stance": "opinion",
   "conviction": 0.65,
   "subjects": [
    "NVIDIA",
    "Amazon",
    "Google"
   ],
   "timestamp": "1:05:52",
   "quote": "you see essentially zero engagement with startups from AMD, Microsoft, and Meta.",
   "episode_id": "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
   "published_at": "2026-05-20"
  },
  {
   "holder": "Nikesh Arora",
   "claim": "Google is underrated and will be the first $10 trillion company in our lifetime, with all the assets needed — models, sales force, and hyperscaler distribution.",
   "stance": "prediction",
   "conviction": 0.8,
   "subjects": [
    "Google"
   ],
   "timestamp": "21:38",
   "quote": "I think Google is underrated. I think it's going to be the first $10 trillion company in our lifetime.",
   "episode_id": "all-in-2026-06-08-nikesh-arora-mythos-is-real-analytical-saas-is-dead-and-goog",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Nikesh Arora",
   "claim": "Even if you build a great model, you still need a large sales force to get enterprises to adopt it — an advantage the three hyperscalers (including Google) have over pure-play model companies.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "Google",
    "OpenAI"
   ],
   "timestamp": "21:38",
   "quote": "You can be a model company. You still need to have a sales force that convinces customers to go out there and embrace these models and buy them. And if you think about it, three hyperscalers have the biggest number of salespeople out there.",
   "episode_id": "all-in-2026-06-08-nikesh-arora-mythos-is-real-analytical-saas-is-dead-and-goog",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Bill Maris",
   "claim": "If Google arbitrarily cut token prices by 80%, the business models of OpenAI and Anthropic would go super critical.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "Google",
    "OpenAI",
    "Anthropic",
    "token pricing"
   ],
   "timestamp": "13:25",
   "quote": "if you're a company and you can go to Google on Gemini and you can pay 80% less for that basically identical product, why wouldn't you do that? Then the compression and the pressure on those other businesses goes super critical.",
   "episode_id": "all-in-2026-06-09-bill-maris-how-google-could-crush-ai-competitors-why-small-f",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Bill Maris",
   "claim": "If he were Google, cutting token prices to undercut competitors is exactly what he would do.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Google",
    "token pricing"
   ],
   "timestamp": "15:22",
   "quote": "If I were Google, that's what I'd do.",
   "episode_id": "all-in-2026-06-09-bill-maris-how-google-could-crush-ai-competitors-why-small-f",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Chamath Palihapitiya",
   "claim": "Google cutting token prices aggressively to destroy competitor margins is not just possible but 100% probable.",
   "stance": "assertion",
   "conviction": 0.95,
   "subjects": [
    "Google",
    "token pricing",
    "OpenAI",
    "Anthropic"
   ],
   "timestamp": "16:06",
   "quote": "That's 100 percent possible. It's 100 percent probable.",
   "episode_id": "all-in-2026-06-09-bill-maris-how-google-could-crush-ai-competitors-why-small-f",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "The foundational model layer has resolved into a three-horse race and somewhat of an oligopoly (Anthropic, OpenAI, Google), much as three clouds came to underpin the SaaS world.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "Anthropic",
    "OpenAI",
    "Google"
   ],
   "timestamp": "3:27",
   "quote": "So it really started to look like a three-horse race and somewhat of an oligopoly.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "Contrary to the commodity thesis, AI models have tremendous differentiation — different training methods and skills constitute critical IP and a great competitive advantage.",
   "stance": "assertion",
   "conviction": 0.8,
   "subjects": [
    "Anthropic",
    "Google",
    "open-source AI models"
   ],
   "timestamp": "8:37",
   "quote": "But in the AI models, everyone thought it would be pure commodity, but there's tremendous differentiation within.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Alex Sacerdote",
   "claim": "There is tremendous alpha in the largest-cap tech stocks because endowments and allocators are structurally underweight them and it takes 100 diversified PMs to move a mega cap.",
   "stance": "opinion",
   "conviction": 0.8,
   "subjects": [
    "WhaleRock MegaCap Tech Fund",
    "Google",
    "NVIDIA"
   ],
   "timestamp": "1:04:04",
   "quote": "I think there's tremendous Alpha in the largest cap, because if you think about it, a small cap, it just takes one person to figure out it's good and move it up.",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "holder": "Mikkel",
   "claim": "'TANGOS' (Tesla, Anthropic, Nvidia, Google, OpenAI, SpaceX) could become the new must-own group of AI stocks, succeeding the Magnificent Seven.",
   "stance": "opinion",
   "conviction": 0.4,
   "subjects": [
    "TANGOS",
    "Tesla",
    "Anthropic",
    "Nvidia",
    "Google",
    "OpenAI",
    "SpaceX"
   ],
   "timestamp": "04:25",
   "quote": "altså tangos, kan jo være, det bliver det nye. Og det det, skal have aktie af.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Siri AI is redundant for him because Google already does most of what it offers, so he isn't excited about it.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "Siri",
    "Google"
   ],
   "timestamp": "10:10",
   "quote": "igen bliver det bare sådan for mig, sådan på en måde meget overflodigt. fordi, Google kan jo også rigtig meget af det her.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Thomas Harthimmer",
   "claim": "Apple may be too late on AI for Siri to even become relevant, since people can just use Google instead.",
   "stance": "opinion",
   "conviction": 0.6,
   "subjects": [
    "Apple",
    "Siri",
    "Google",
    "artificial intelligence"
   ],
   "timestamp": "12:19",
   "quote": "Spørgsmålet om Apple bare er alt for sent ude, om det her overhovedet bliver relevant.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "a fired Google employee",
   "reported_by": "Thomas Harthimmer",
   "claim": "A Google employee was reportedly fired for claiming the company's chatbot had developed its own thoughts and feelings, seeming more human than intended.",
   "stance": "assertion",
   "conviction": 0.5,
   "subjects": [
    "Google",
    "artificial intelligence"
   ],
   "timestamp": "42:39",
   "quote": "der var en medarbejder, der var blevet fyret, fordi han sagde, her chatbot pludselig havde lidt sine egne tanker og sine egne følelser.",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "holder": "Rob Wachen",
   "claim": "In-house hyperscaler and lab chips (TPU, MTIA, Maia, Jalapeño) are not existential to their companies, which is why the best chip in the world is built by a company that only builds that chip.",
   "stance": "opinion",
   "conviction": 0.85,
   "subjects": [
    "Nvidia",
    "Google",
    "OpenAI",
    "Etched",
    "AI chips"
   ],
   "timestamp": "55:43",
   "quote": "It is completely unsurprising that the best chip in the world is built by a company that only builds that chip. It's Nvidia, right?",
   "episode_id": "invest-like-the-best-2026-06-30-etched-building-ai-hardware-to-make-inference-faster-and-che",
   "published_at": "2026-06-30"
  }
 ],
 "predictions": [
  {
   "holder": "David Friedberg",
   "prediction": "The AI market will settle into a 4-2-1 'Rule of Three' market-share structure across separate consumer and enterprise markets.",
   "timeframe": "unspecified",
   "subjects": [
    "OpenAI",
    "Google",
    "Anthropic"
   ],
   "timestamp": "13:02",
   "quote": "any stable, mature, competitive market evolves to a 4 to 2 to 1 ratio of market share for basically 90% of the market",
   "episode_id": "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
   "published_at": "2026-05-01"
  },
  {
   "holder": "Krishna Rao",
   "prediction": "An additional $50 billion of capital will come in the future from the Amazon and Google deals signed last month.",
   "timeframe": "unspecified",
   "subjects": [
    "Anthropic",
    "Amazon",
    "Google"
   ],
   "timestamp": "45:00",
   "quote": "We have another $50 billion that will come in the future from the Amazon and Google deals that we inked last month.",
   "episode_id": "invest-like-the-best-2026-05-13-krishna-rao-anthropic-s-cfo-on-managing-compute-scaling-to-3",
   "published_at": "2026-05-13"
  },
  {
   "holder": "Krishna Rao",
   "prediction": "The five-gigawatt TPU deal with Google and Broadcom will begin in 2027, with much of the over-$100B of compute landing this year and next.",
   "timeframe": "starting 2027",
   "subjects": [
    "Anthropic",
    "Google",
    "Broadcom",
    "TPU"
   ],
   "timestamp": "23:32",
   "quote": "Starting in 2027, we also signed a deal with Amazon for Trainium for up to five gigawatts as well. It was an over $100 billion commitment and a lot of that computer is actually already landing and will land in the rest of this year and the next year.",
   "due": "2027-01-01",
   "episode_id": "invest-like-the-best-2026-05-13-krishna-rao-anthropic-s-cfo-on-managing-compute-scaling-to-3",
   "published_at": "2026-05-13"
  },
  {
   "holder": "Nikesh Arora",
   "prediction": "Google will be the first $10 trillion company in our lifetime.",
   "timeframe": "unspecified (within our lifetime)",
   "subjects": [
    "Google"
   ],
   "timestamp": "21:38",
   "quote": "I think it's going to be the first $10 trillion company in our lifetime.",
   "episode_id": "all-in-2026-06-08-nikesh-arora-mythos-is-real-analytical-saas-is-dead-and-goog",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Nikesh Arora",
   "prediction": "Models will become a commodity utility layer priced by intelligence level — enterprises will not pay a premium for any one model provider.",
   "timeframe": "unspecified",
   "subjects": [
    "OpenAI",
    "Anthropic",
    "Google"
   ],
   "timestamp": "14:05",
   "quote": "I still believe models are going to become a utility layer. You will be able to buy intelligence on the fly",
   "episode_id": "all-in-2026-06-08-nikesh-arora-mythos-is-real-analytical-saas-is-dead-and-goog",
   "published_at": "2026-06-08"
  },
  {
   "holder": "Bill Maris",
   "prediction": "If Google chooses to cut token prices by 80%, it will put OpenAI and Anthropic under severe competitive pressure, potentially making their business models unviable.",
   "timeframe": "unspecified",
   "subjects": [
    "Google",
    "OpenAI",
    "Anthropic",
    "token pricing"
   ],
   "timestamp": "13:25",
   "quote": "if you're a company and you can go to Google on Gemini and you can pay 80% less for that basically identical product, why wouldn't you do that? Then the compression and the pressure on those other businesses goes super critical.",
   "episode_id": "all-in-2026-06-09-bill-maris-how-google-could-crush-ai-competitors-why-small-f",
   "published_at": "2026-06-09"
  }
 ],
 "facts": [
  {
   "statement": "OpenAI still has about 900 million weekly users, well ahead of Claude (estimated sub-100 million), with Gemini in the 700M-1B range.",
   "subjects": [
    "OpenAI",
    "Claude",
    "Google"
   ],
   "value": "~900M weekly users",
   "timestamp": "13:02",
   "quote": "they're still at 900 million weekly users, which is well ahead of whatever Claude is at. I think Claude is probably sub 100 million",
   "source": "David Friedberg",
   "episode_id": "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
   "published_at": "2026-05-01"
  },
  {
   "statement": "Google claims 75% of GCP customers are active users of Vertex.",
   "subjects": [
    "Google"
   ],
   "value": "75% of GCP customers",
   "timestamp": "13:02",
   "quote": "Google claims that 75% of GCP customers are active users of Vertex",
   "source": "David Friedberg",
   "episode_id": "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
   "published_at": "2026-05-01"
  },
  {
   "statement": "Google, Microsoft, Amazon and Meta guided to ~$725 billion of 2026 CapEx — Amazon ~$200B, Microsoft and Google ~$190B each, Meta ~$145B.",
   "subjects": [
    "Hyperscalers",
    "Google",
    "Amazon"
   ],
   "value": "$725B 2026 CapEx",
   "timestamp": "41:00",
   "quote": "Amazon leading the pack with $200 billion, $190 billion each for Microsoft and Google, $145 billion for Meta.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
   "published_at": "2026-05-01"
  },
  {
   "statement": "Cloud growth was strong: Google Cloud +63% on $20B, Microsoft Cloud +30% on $34.7B, AWS +28% on $37.6B (quarterly).",
   "subjects": [
    "Google",
    "Hyperscalers",
    "Amazon"
   ],
   "value": "GCP +63%, MS +30%, AWS +28%",
   "timestamp": "41:00",
   "quote": "Google Cloud, which includes the Google Suite, that grew 63% year on year. Let that number sink in. 63% on $20 billion in revenue.",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-05-01-openai-misses-targets-codex-vs-claude-elon-vs-sam-trial-big-",
   "published_at": "2026-05-01"
  },
  {
   "statement": "Anthropic is a customer of three chip platforms—Amazon's Trainium, Google's TPUs, and NVIDIA's GPUs—used fungibly.",
   "subjects": [
    "Anthropic",
    "Amazon",
    "Google",
    "NVIDIA"
   ],
   "value": "3 chip platforms (Trainium, TPU, GPU)",
   "timestamp": "5:14",
   "quote": "we are customers of Amazon's Trainium chip, Google's CPUs and NVIDIA's GPUs",
   "source": "Krishna Rao",
   "episode_id": "invest-like-the-best-2026-05-13-krishna-rao-anthropic-s-cfo-on-managing-compute-scaling-to-3",
   "published_at": "2026-05-13"
  },
  {
   "statement": "Anthropic signed a five-gigawatt TPU deal with Google and Broadcom, plus up to five gigawatts of Trainium with Amazon, an over-$100B commitment.",
   "subjects": [
    "Anthropic",
    "Google",
    "Broadcom",
    "Amazon"
   ],
   "value": "5GW + up to 5GW; >$100B",
   "timestamp": "23:32",
   "quote": "Last month, we signed a five gigawatt deal with Google and with Broadcom for TPUs.",
   "source": "Krishna Rao",
   "episode_id": "invest-like-the-best-2026-05-13-krishna-rao-anthropic-s-cfo-on-managing-compute-scaling-to-3",
   "published_at": "2026-05-13"
  },
  {
   "statement": "The current Pareto frontier (intelligence vs. cost) is dominated by Anthropic and OpenAI, with Grok 4.3 on it and Gemini 3.1 hanging on — a reversal from nine months earlier when Google dominated it.",
   "subjects": [
    "Anthropic",
    "OpenAI",
    "Grok 4.3",
    "Google"
   ],
   "timestamp": "31:17",
   "quote": "Now, the Pareto frontier is dominated by Anthropic, OpenAI, and then Grok 4.3 is on the Pareto frontier.",
   "source": "Gavin Baker",
   "episode_id": "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
   "published_at": "2026-05-20"
  },
  {
   "statement": "Google lost its per-token cost leadership as a result of making conservative design decisions with TPUv8.",
   "subjects": [
    "Google"
   ],
   "timestamp": "31:17",
   "quote": "Google losing their per cost token leadership as a result of making very conservative design decisions with TPUV8",
   "source": "Gavin Baker",
   "episode_id": "invest-like-the-best-2026-05-20-gavin-baker-watts-and-wafers",
   "published_at": "2026-05-20"
  },
  {
   "statement": "Google quietly included the Gemini Nano model (about four gigabytes) in the Chrome browser, handling proofreading, spelling, and autocomplete.",
   "subjects": [
    "Gemini Nano",
    "Google"
   ],
   "value": "4 gigabytes",
   "timestamp": "9:06",
   "quote": "the Gemini nano model without telling anybody, four gigabytes on your computer",
   "source": "Jason Calacanis",
   "episode_id": "all-in-2026-05-22-spacex-s-2t-case-nvidia-s-shock-selloff-america-turns-on-ai-",
   "published_at": "2026-05-22"
  },
  {
   "statement": "The frontier models, each with one dot on the Pareto frontier, are XAI's Grok 4.3 (a 500-billion-parameter model), Google 3.1 Pro, OpenAI, and Anthropic.",
   "subjects": [
    "Grok",
    "XAI",
    "Google",
    "OpenAI",
    "Anthropic"
   ],
   "value": "Grok 4.3 = 500B parameters",
   "timestamp": "52:57",
   "quote": "XAI, with one build of Grok 4.3, which is a 500 billion parameter model, Google 3.1 Pro, and then OpenAI and Anthropic",
   "source": "Gavin Baker",
   "episode_id": "all-in-2026-05-22-spacex-s-2t-case-nvidia-s-shock-selloff-america-turns-on-ai-",
   "published_at": "2026-05-22"
  },
  {
   "statement": "Planet is partnering with Google to launch Google's TPUs into space and has already launched NVIDIA GPUs into space.",
   "subjects": [
    "Planet Labs",
    "Google",
    "NVIDIA"
   ],
   "timestamp": "13:16",
   "quote": "we're partnering with Google to launch some of their TPUs into space",
   "source": "Will Marshall",
   "episode_id": "all-in-2026-06-06-the-ipo-comeback-why-tech-giants-are-finally-going-public-al",
   "published_at": "2026-06-06"
  },
  {
   "statement": "Nikesh Arora was Chief Business Officer at Google and President of SoftBank before becoming CEO of Palo Alto Networks.",
   "subjects": [
    "Nikesh Arora",
    "Google"
   ],
   "timestamp": "20:24",
   "quote": "You were, for a very long time, the Chief Business Officer at Google. You were the President of Softbank. Now you're the CEO of Palo Alto Networks.",
   "source": "David Sacks",
   "episode_id": "all-in-2026-06-08-nikesh-arora-mythos-is-real-analytical-saas-is-dead-and-goog",
   "published_at": "2026-06-08"
  },
  {
   "statement": "Sundar Pichai said true AI usage is at 10 basis points of the world's knowledge workers.",
   "subjects": [
    "AI",
    "Google"
   ],
   "value": "10 bips of knowledge workers",
   "timestamp": "8:37",
   "quote": "I mean, Sunder said it's 10 bips of the knowledge workers of the world.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "Celestica was the sole supplier of the Google TPU server, and three years ago its stock traded at eight times earnings.",
   "subjects": [
    "Celestica",
    "Google"
   ],
   "value": "8x earnings; sole TPU server supplier",
   "timestamp": "44:41",
   "quote": "And then we noticed they were the sole supplier of the Google TPU server. Three years ago, the stock was trading at eight times earnings.",
   "source": "Alex Sacerdote",
   "episode_id": "invest-like-the-best-2026-06-09-alex-sacerdote-how-to-invest-through-technology-cycles",
   "published_at": "2026-06-09"
  },
  {
   "statement": "Siri AI is now essentially a chatbot powered by Google's Gemini engine.",
   "subjects": [
    "Apple",
    "Siri",
    "Gemini",
    "Google"
   ],
   "timestamp": "08:46",
   "quote": "Og så ligger den jo med Googles motor nu. Så det er jo ligesom Gemini, er motor bag det her.",
   "source": "Thomas Harthimmer",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "The hosts coin 'TANGOS' as a new AI-focused stock acronym standing for Tesla, Anthropic, Nvidia, Google, OpenAI and SpaceX, succeeding the Magnificent Seven.",
   "subjects": [
    "TANGOS",
    "Tesla",
    "Anthropic",
    "Nvidia",
    "Google",
    "OpenAI",
    "SpaceX"
   ],
   "timestamp": "02:15",
   "quote": "Og det nye hedder Tango's.",
   "source": "Mikkel",
   "episode_id": "toplinjen-2026-06-11-apple-s-ai-letdown-tesla-fsd-arrives-in-denmark-anthropic-s-",
   "published_at": "2026-06-11"
  },
  {
   "statement": "Market leaders such as Google and Meta are now borrowing hundreds of millions of dollars to fund AI infrastructure buildout, while early-stage deal sizes for the same angel investors jumped from $5-10 million to $40-60 million pre-launch as the market heated up.",
   "subjects": [
    "Google",
    "Meta",
    "private credit"
   ],
   "value": "borrowing hundreds of millions; deal entry jumped $5-10M to $40-60M",
   "timestamp": "2:12",
   "quote": "the market leaders, Google, et cetera, Metta, they're borrowing hundreds of millions of dollars.",
   "source": "Mark Cuban",
   "episode_id": "all-in-2026-07-20-mark-cuban-on-the-ai-bubble-who-actually-gets-wiped-out",
   "published_at": "2026-07-20"
  },
  {
   "statement": "Google is reported to be paying close to $2 billion for Mechanize.",
   "subjects": [
    "Google",
    "Mechanize"
   ],
   "value": "~$2B",
   "timestamp": "22:14",
   "quote": "this is reported in Business Insider yesterday that Google is paying close to $2 billion for Mechanize.",
   "source": "Dwarkesh Patel",
   "episode_id": "dwarkesh-podcast-2026-08-11-ryan-greenblatt-what-happens-once-ai-can-automate-ai-researc",
   "published_at": "2026-08-11"
  },
  {
   "statement": "OpenAI is building its own chips while Anthropic buys TPUs from Google and deploys them with FluidStack.",
   "subjects": [
    "OpenAI",
    "Anthropic",
    "Google",
    "FluidStack"
   ],
   "timestamp": "3:50",
   "quote": "OpenAI with their own chips, Anthropic with TPUs that they're purchasing from Google and deploying with FluidStack.",
   "source": "Dylan Patel",
   "episode_id": "dwarkesh-podcast-2026-08-25-dylan-patel-anthropic-openai-will-have-most-of-the-world-s-c",
   "published_at": "2026-08-25"
  },
  {
   "statement": "Current-generation accelerators deliver 3-5x more performance per watt than the prior generation.",
   "subjects": [
    "NVIDIA",
    "Google",
    "AI compute"
   ],
   "value": "3-5x perf/watt",
   "timestamp": "5:52",
   "quote": "which are way, way, way more efficient, 3X, 5X more performance per watt than the prior generation chips",
   "source": "Dylan Patel",
   "episode_id": "dwarkesh-podcast-2026-08-25-dylan-patel-anthropic-openai-will-have-most-of-the-world-s-c",
   "published_at": "2026-08-25"
  },
  {
   "statement": "SpaceX sold a gigawatt of compute to Google for about $40 billion, far above the prevailing rate.",
   "subjects": [
    "SpaceX",
    "Google",
    "AI compute"
   ],
   "value": "$40B per GW",
   "timestamp": "22:18",
   "quote": "the SpaceX sold for $40 billion a gigawatt to Google",
   "source": "Dwarkesh Patel",
   "episode_id": "dwarkesh-podcast-2026-08-25-dylan-patel-anthropic-openai-will-have-most-of-the-world-s-c",
   "published_at": "2026-08-25"
  }
 ],
 "first_seen": "2026-05-01",
 "last_seen": "2026-08-25"
}