Best Podcast Episodes About Google Home
Everything podcasters are saying about Google Home — curated from top podcasts
Updated: Apr 01, 2026 – 36 episodes
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Ridealong has curated the best and most interesting podcasts and clips about Google Home.
Top Podcast Clips About Google Home
“… up. There are certainly plenty of examples of hedge funds that had fantastic teams but could not stick to landing and wound up zeroed. Sophie says, Google shutting down a deep mind hedge fund quit right before they were about to hit it big. It really is this meme. They probably would have printed. Although, it's not like the high frequency trading firms are not using AI or not using. I mean, Jane Street invested in a custom server company or custom silicon company, something along those lines, specifically for high frequency trading. So they have a lot of AI researchers there. And you see this …”
“… We could build a hedge fund here. But they decided that it was not compatible with the don't be evil philosophy. It was not core to the mission. And that at some point there is risk associated with active trading. And so you could potentially blow up. There are certainly plenty of examples of hedge funds that had fantastic teams but could not stick to landing and wound up zeroed. Sophie says, Google shutting down a deep mind hedge fund quit right before they were about to hit it big. It really is this meme. They probably would have printed. Although, it's not like the high frequency trading firms are not using AI or not using. I mean, Jane Street invested in a custom server company or custom silicon company, something along those lines, specifically for high frequency trading. So they have a lot of AI researchers there. And you see this with a lot of labs saying, hey, does anyone from the high-focusy trading industry or quant finance want to come work over here? We can maybe start matching your salary, maybe give you a more interesting project that you can actually talk about and people will be potentially excited about. I don't know. Anyway. Bone GPT, the rapper Eater, shared, I …”
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After two years of negotiations, Google granted DeepMind a staggering $15 billion to advance AGI research. This decision came just before a potential hedge fund launch that could have made waves in the finance world, but ultimately, the focus remained on ethical AI development. The humor in the lengthy negotiations highlights the quirky dynamics of corporate decision-making in tech.
“… I think actually it's going to be a business school case study of how DeepMind made the comeback because they merged DeepMind, the London lab, with Google Brain, the Mountain View Google AI lab. Normally, mergers are super difficult. They don't work. And here was a merger you had to do in the middle of an AI race, which had been kicked off by ChatGPT. You had eight time zones between California and London. You had a record of bitter rivalry between the AI scientists from Google and the ones from DeepMind. And yet they pulled it off. They did the merger, they blended the cultures and within two …”
“… himself given all of these Manhattan Project analogies You know, he's a person with many different dimensions, and he's both capable of worrying about safety and also using military metaphors to express his determination to crush the opposition. And I think actually it's going to be a business school case study of how DeepMind made the comeback because they merged DeepMind, the London lab, with Google Brain, the Mountain View Google AI lab. Normally, mergers are super difficult. They don't work. And here was a merger you had to do in the middle of an AI race, which had been kicked off by ChatGPT. You had eight time zones between California and London. You had a record of bitter rivalry between the AI scientists from Google and the ones from DeepMind. And yet they pulled it off. They did the merger, they blended the cultures and within two and a half years they had a model that was outclassing open ai models see that's just extraordinary to me because i remember when the chat gpt moment happened and and i would say up until 2025 beginning of 2025 people were saying google is down and out google might be over i mean you knew because you were reporting along the way that probably wasn't …”
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Demis Hassabis of Google DeepMind likens the current AI race to a war, indicating a sense of urgency and competition following the launch of ChatGPT. He expresses a paradoxical feeling of unease despite DeepMind's advancements, hinting at a future where AI could pose significant risks, potentially requiring isolation to ensure safety in development. This reflects a growing concern over the unchecked deployment of powerful AI models without proper oversight.
“… OpenClaw for the last two months. Today, it is a team of six agents running on my Mac Mini. They pretty much automate everything that I do outside Google. So quick context for the viewers and for you, Jason and Lon. Outside Google, I started an awesome LLM apps repo, which was an open source LLM apps plus agent templates for users to build on top of. So they can just use those templates, build on top of. That repo crossed 100,000 stars. and it was such a pain to manage a single person site shop. Apart from that, I have newsletters and whatever I learned with these two goes on my social media. So …”
“Please welcome Shubham Sabu to the show. Shubham, thanks for being here. Thank you, Jason. Thank you, Lon, for having me. Yeah, welcome. Yes, super excited to talk about OpenClaw. I've been running OpenClaw for the last two months. Today, it is a team of six agents running on my Mac Mini. They pretty much automate everything that I do outside Google. So quick context for the viewers and for you, Jason and Lon. Outside Google, I started an awesome LLM apps repo, which was an open source LLM apps plus agent templates for users to build on top of. So they can just use those templates, build on top of. That repo crossed 100,000 stars. and it was such a pain to manage a single person site shop. Apart from that, I have newsletters and whatever I learned with these two goes on my social media. So that would take hours and hours of my time outside Google So it pretty much working like 20 hours or 18 to 20 hours before Google Then I came across this thing called OpenClaw I did not use it for 15-20 days since its launch and then I see it popping up on Twitter, X and LinkedIn and Reddit”
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OpenClaw has revolutionized my daily tasks, automating everything I do outside of Google. After struggling to manage a popular open-source LLM apps repository, I discovered OpenClaw and assembled a team of six agents on my Mac Mini. This tool has saved me countless hours, allowing me to focus on what truly matters.
“… category. Let's get into baseball season here. Bombs over decades. You have five seconds to name an MLB player who is top 30 all in most career home runs Top 30 home run leaders All right and I sure we get the obvious answers out of the way first here Covino, you are up first starting right now. Go. Hammer and Hank. Duh. Yep, he's in there. 755. Rich. Barry Bonds. Barry Bonds, number one, 762. Byer. Babe Ruth. Babe Ruth is on there. Number three, 714. Evan. A-Rod. Alex Rodriguez. Yeah, he's on here. Number five, 696. Back to Covino. All time. Let's do Albert Pujols. Number four, number …”
“… It's going to blow your mind. In for spot, by the way, Shea is our fact checker during the game. What up? What up, Shea? What's up, guys? Be patient with him as he checks answers. All right, when I say your name, the clock is going to start. First category. Let's get into baseball season here. Bombs over decades. You have five seconds to name an MLB player who is top 30 all in most career home runs Top 30 home run leaders All right and I sure we get the obvious answers out of the way first here Covino, you are up first starting right now. Go. Hammer and Hank. Duh. Yep, he's in there. 755. Rich. Barry Bonds. Barry Bonds, number one, 762. Byer. Babe Ruth. Babe Ruth is on there. Number three, 714. Evan. A-Rod. Alex Rodriguez. Yeah, he's on here. Number five, 696. Back to Covino. All time. Let's do Albert Pujols. Number four, number 70-03. Rich. Ken Griffey Jr. Yep. How many? How many homers? I'm going to it. I'm going to it. 630 is number seven.”
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The excitement of MLB's upcoming season is highlighted by a trivia challenge on the top home run leaders in history. Covino and Rich, alongside their guests, dive into the names that dominate the home run charts, revealing legends like Hank Aaron and Barry Bonds. This segment not only tests their knowledge but also sparks anticipation for a thrilling baseball season ahead.
“but so many businesses figured out, hey, an extra Google business profile could really help me. And what did they do? They sent postcards to maybe a technician house maybe someone in leadership And then you had all these home service listings that are at an apartment at a residential neighborhood And eventually what happens is you might get traction you might get leads and those get suspended And now you can get it back because it wasn't compliant with Google's terms of service. And now you have …”
“but so many businesses figured out, hey, an extra Google business profile could really help me. And what did they do? They sent postcards to maybe a technician house maybe someone in leadership And then you had all these home service listings that are at an apartment at a residential neighborhood And eventually what happens is you might get traction you might get leads and those get suspended And now you can get it back because it wasn't compliant with Google's terms of service. And now you have issues where all of a sudden you've lost a huge percentage of your lead flow. To your point, if you were driving organic leads, your total cost of marketing is going down across your paid channels. now that organic channel is gone and your cost of marketing goes straight up your leads go down it was a horrible situation for a lot of companies that got …”
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Businesses often fall into the trap of creating multiple Google business profiles, thinking it will boost their visibility. However, this can lead to suspension of listings due to non-compliance, resulting in a significant loss of leads and increased marketing costs. Understanding the 'Possum Filter' is crucial, as it penalizes businesses located too close to competitors in the same category, leading to algorithmic chaos and lost opportunities.
“… in my house my kids are going to be like hey uh give me ice cream every every every 10 minutes and you can't have the robot doing that right i get home from work and the kids are just like you know through pints of ice cream and the robots are just getting whatever they need, it'd just be chaos. What is it, voice recognition? Yeah, you have to do voice for something. Something's voice isn't enough. If you think about it, like an extreme example, you wanted to go order food or spend money or send a wire, voice recognition won't be enough. You have to do a higher level of authentication. How …”
“… like go do something new like won't do it um i've not even thought of that either yeah like we want to be able to command you so yeah what are the permissioning systems and authentications of the robots i mean like you like you know like like robots in my house my kids are going to be like hey uh give me ice cream every every every 10 minutes and you can't have the robot doing that right i get home from work and the kids are just like you know through pints of ice cream and the robots are just getting whatever they need, it'd just be chaos. What is it, voice recognition? Yeah, you have to do voice for something. Something's voice isn't enough. If you think about it, like an extreme example, you wanted to go order food or spend money or send a wire, voice recognition won't be enough. You have to do a higher level of authentication. How would you do that? Facial recognition. Okay. And then if you have perhaps even fingerprint scanning is possible too, but facial is what you really want to do. Gotcha. So all those systems are not robust enough right now. We're working through them. And the goal is to get it super robust. but like you know we want to have conversations with the robot …”
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Brett Adcock discusses the future of home robotics, emphasizing the importance of deep memory in conversational AIs. He envisions a world where robots not only understand commands but also recognize individual family members and perform household tasks, transforming daily life into something reminiscent of 'The Jetsons.'
“… of seeing you get that frustrated. And then Daddy started shouting, does anybody work here? Do you really want your kid to be that comfortable at Home Depot? You know, because you ask him to do his chores, and then he quotes you way over the odds. It takes twice as long as he said he's going to do. Because you know what? We need to rip out the entire wall. Yeah. I need a new tool for that. I got it. All right. Here is your last limerick. We sell penthouses and IPO stocks. And we love dermatology bro-docs. We don't go out for smokes. but for quick forehead pokes. On our work breaks, we go get …”
“Just remember, you can only bring your kids there for fun. If you're not, if you're actually going there for something you need, because your child will just never get over the trauma of seeing you get that frustrated. And then Daddy started shouting, does anybody work here? Do you really want your kid to be that comfortable at Home Depot? You know, because you ask him to do his chores, and then he quotes you way over the odds. It takes twice as long as he said he's going to do. Because you know what? We need to rip out the entire wall. Yeah. I need a new tool for that. I got it. All right. Here is your last limerick. We sell penthouses and IPO stocks. And we love dermatology bro-docs. We don't go out for smokes. but for quick forehead pokes. On our work breaks, we go get some... Botox. Yes, Botox. More and more co-workers are getting Botox together between meetings. They're like a little outing. The meeting that they go to after the Botox appointment must be so interesting. I can't tell if the boss liked my proposal. His face is stuck. Sometimes it's a special office retreat, a bonding exercise. There's even a …”
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Imagine taking your kids to Home Depot and the chaos that ensues! The funniest moment comes when the dad's frustration peaks, leading to a hilarious realization that his child might end up quoting him on chores with Home Depot-level pricing. Plus, the absurdity of coworkers bonding over Botox between meetings adds a quirky twist to the segment!
“… the hell are carrying microphones on them, what's this little thing that everyone owns? It is your mobile phone. It is your Amazon Alexa. It is your Google Home. They all have mics that are actively listening to you. And that information gets fed back to these companies, which can be used for targeted ads. It's the reason why when you talk about something, you suddenly get a specific ad on Instagram, surprise, surprise, that is advertising that exact thing for you. So what this device does is it is pro-privacy. It fights back against the machine and blocks out all those signals so you can finally have …”
“… see. So basically what this gadget or device does is it can sit in your pocket or it can sit on your desk and it creates AI generated sound signals or audio signals that block any nearby microphones that are listening. Now, if you're wondering who the hell are carrying microphones on them, what's this little thing that everyone owns? It is your mobile phone. It is your Amazon Alexa. It is your Google Home. They all have mics that are actively listening to you. And that information gets fed back to these companies, which can be used for targeted ads. It's the reason why when you talk about something, you suddenly get a specific ad on Instagram, surprise, surprise, that is advertising that exact thing for you. So what this device does is it is pro-privacy. It fights back against the machine and blocks out all those signals so you can finally have a conversation in peace and privacy. Do you think Instagram's listening? Yeah, absolutely. Wow, that's a crazy You don't get served ads. I get served ads, but I'm not sure they're listening. I think they just have a really complex profile on who we are. Besides the point, we should talk about why this is interesting, right? And it's like, okay, you …”
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Introducing the Spectre One, a groundbreaking device designed to protect your privacy by blocking nearby microphones, including those in smartphones and smart home devices. As our conversations become increasingly monitored, this anti-AI gadget offers a refreshing way to reclaim your personal space and privacy. Imagine being able to have a conversation without the fear of being listened to—this is the first consumer hardware that fights back against pervasive surveillance.
“… for you. And I think that's where it can really be interesting from a standpoint. It will be a learned behavior to a certain point, but we saw what Google Gemini has done and we saw what the Samsung S26 Ultra launch, which is leveraging Google Gemini, and they're testing out, at least rolling out things like, you know, asking without opening a single app, just saying, get me an Uber here to go to, let's say I'll, to go to Staples Center, like being able to do little, having the apps work in the background and just basically do a request by audio and work on a few of them first that people are …”
“… me like give me more time to doom scroll you know that's funny i mean what's what what you touch upon and what we've talked about before and i've talked about is like this whole idea of agentic computing or your phone basically being a true assistant for you. And I think that's where it can really be interesting from a standpoint. It will be a learned behavior to a certain point, but we saw what Google Gemini has done and we saw what the Samsung S26 Ultra launch, which is leveraging Google Gemini, and they're testing out, at least rolling out things like, you know, asking without opening a single app, just saying, get me an Uber here to go to, let's say I'll, to go to Staples Center, like being able to do little, having the apps work in the background and just basically do a request by audio and work on a few of them first that people are really comfortable with something like getting groceries. Like I want fresh organic strawberries and raspberries and blueberries and get me a stick of butter. And because you have different, whether it's Instacart or other apps, and it goes to it and just does it for you, that's where I think I would actually genuinely use it once in a while and would …”
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Apple's late entry into the smart home market raises questions about their ability to innovate. With competitors like Google and Samsung already leveraging advanced AI, Apple's upcoming smart home products may struggle to impress. The challenge lies in transforming how we interact with technology, but will Apple succeed in making it genuinely useful for everyday consumers?
“… career in telecommunications, where she focused on bringing new products to market. And her knack for product strategy led to an unexpected call. Google recruited her to join the small, scrappy team developing the original Pixel phone. The Pixel team was very much a startup trying to define and decide what is it that they're going to do, which direction are they going to go, not really knowing, like, is this going to work or not? So kind of that startup mentality. I think being able to to try things, being able to be very nimble and agile with my team at the time helped me learn so much about …”
“… created by my own hands and by my own forces, rather than necessarily the whole idea of like, well, I want to build a company, sell it and make a lot of money or anything else like that. After finishing school, Oana moved to the U.K. and started her career in telecommunications, where she focused on bringing new products to market. And her knack for product strategy led to an unexpected call. Google recruited her to join the small, scrappy team developing the original Pixel phone. The Pixel team was very much a startup trying to define and decide what is it that they're going to do, which direction are they going to go, not really knowing, like, is this going to work or not? So kind of that startup mentality. I think being able to to try things, being able to be very nimble and agile with my team at the time helped me learn so much about how you can bring something to market that's quite unique and new with all the unknowns, but still have the, I would say, opportunity to work with some of the best minds in the sector and in the field and learn from them while you go through that journey. That experience at Pixel and then Google Home Devices came in handy on a new project, one she …”
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When Oana Jenga's robotics company, Bots and Us, secured crucial funding, the world plunged into lockdown, threatening their retail-focused business. Instead of panicking, Oana and her team pivoted to address a booming e-commerce market, transforming their approach and seizing new opportunities. This pivotal moment not only saved their company but also redefined their mission in human-robot interaction.
“Like I didn't do a code audit of their server plugin for Home Assistant. So like security is a concern, but yeah. Hello. Fine. Yes. Yeah. I mean, I guess when you're integrating it into the Home Assistant, it potentially could compromise something that's part of Home Assistant. But if it's not exposed to the open internet, at least that's not a concern. Yeah. um the other part of this is don't be afraid to submit bug reports and feature requests right especially on open source projects i know like i don't …”
“Like I didn't do a code audit of their server plugin for Home Assistant. So like security is a concern, but yeah. Hello. Fine. Yes. Yeah. I mean, I guess when you're integrating it into the Home Assistant, it potentially could compromise something that's part of Home Assistant. But if it's not exposed to the open internet, at least that's not a concern. Yeah. um the other part of this is don't be afraid to submit bug reports and feature requests right especially on open source projects i know like i don't often submit bug reports on windows because it feels like screaming into the void and never getting a response i have done it a couple of times when things have been especially egregious with um with some of the later windows 11 related things. But like I submitted a feature request for an Apple TV idea years ago, and it ended up in the next …”
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Submitting bug reports and feature requests can lead to significant improvements in software. For example, one user suggested a feature for Apple TV that was implemented in the next iOS update, enhancing their experience. Engaging with open-source projects can also create rewarding interactions, improving the software for everyone involved.
“… so you can get them over with. Visit taxact.com to learn more. Conditions apply. See taxact.com for details. This episode is brought to you by The Home Depot. Spring is starting, so it's time to wake up your yard. And at The Home Depot, they've got everything you need to do it with low prices guaranteed. Mowing your lawn is a dream with top brand outdoor power tools like the Ryobi 40-volt mower with up to 50 minutes of runtime. You can add a pop of color with spring blooms and fresh plants and refresh your garden beds with earth grow mulch, five bags for just $10. Start your spring with low …”
“… guidance and guaranteed accuracy when filing taxes get tips along the way add expert assist to talk to tax experts and let our experts do your taxes for you with expert full service Tax Act helps you find the deductions and credits you deserve so you can get them over with. Visit taxact.com to learn more. Conditions apply. See taxact.com for details. This episode is brought to you by The Home Depot. Spring is starting, so it's time to wake up your yard. And at The Home Depot, they've got everything you need to do it with low prices guaranteed. Mowing your lawn is a dream with top brand outdoor power tools like the Ryobi 40-volt mower with up to 50 minutes of runtime. You can add a pop of color with spring blooms and fresh plants and refresh your garden beds with earth grow mulch, five bags for just $10. Start your spring with low prices now through April 1st. Available at the Home Depot. Exclusions apply. See homedepot.com slash price match for details. All right. This is from Josh from Vegas via Albany. and he said in parentheses yes that a real thing Building a rewatchable as extended movie universe Hall of Fame pyramid Like I did with the book of basketball Who are the …”
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The Rewatchables podcast discusses the concept of a Hall of Fame for actors featured in the most rewatchable movies. Notably, Tom Cruise, Al Pacino, and Robert De Niro lead the pack with the highest counts of appearances in these beloved films, making them first-ballot inductees. This engaging discussion highlights how these actors have shaped cinematic history and the criteria for their iconic status.
“… been at Blogger for almost four years. And so I'd been able to do kind of a lot of different things there. But I'd hit the bulwarks of the larger Google organization pretty hard. And Blogger was just never a good cultural fit with the rest of Google proper. And then two, in 2004 to 2006, at least the founders and the executive team there, at least the founders and like sort of the executive team of the product management side and the engineering side really did not get what blogging was. Like all of the things you're saying about it being like the heyday of blogging being cool. They did not …”
“There's two things. One was I'd been at Blogger for almost four years. And so I'd been able to do kind of a lot of different things there. But I'd hit the bulwarks of the larger Google organization pretty hard. And Blogger was just never a good cultural fit with the rest of Google proper. And then two, in 2004 to 2006, at least the founders and the executive team there, at least the founders and like sort of the executive team of the product management side and the engineering side really did not get what blogging was. Like all of the things you're saying about it being like the heyday of blogging being cool. They did not care about those things at all. And like fundamentally, like we would have conversations with like, you know, Larry and Sergey and, you know, the rest of sort of the executive team there and about like, hey, like, you know, we've got more page views than The New York Times. Like we're a huge site on the Internet. And they're like, yeah, but like The …”
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Twitter emerged as a revolutionary platform for social interaction, allowing users to stay connected without the pressure of immediate responses. This shift was sparked during a trip where the ability to see friends' activities in real-time created a new form of social awareness. The platform's design catered to those who prefer social distance, fundamentally changing how we engage with each other online and offline.
“… in one, which is always great. I feel like I have so many subscriptions. And like lately, I've been using Claude, and I have probably 1000 different Google Sheets that I've created that I never look because I'm like, Claude, just make me another sheet, make me another sheet. And I'm so excited. But then I never use the sheet. I don't even know where the sheet is. I can't find it.”
“… to solve is make a few of these consultants and SaaS platforms obsolete. And that's our ISO 1 program. So when you're looking into these companies, and like you said, you are taking a lot of these digital applications or options and combining them in one, which is always great. I feel like I have so many subscriptions. And like lately, I've been using Claude, and I have probably 1000 different Google Sheets that I've created that I never look because I'm like, Claude, just make me another sheet, make me another sheet. And I'm so excited. But then I never use the sheet. I don't even know where the sheet is. I can't find it.”
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Small businesses often face hidden costs that can block them from winning larger contracts, with up to 10% of revenue going towards compliance and licensing. Kandace Swaisland, founder of KAKSCORP, reveals how traditional SaaS solutions leave these businesses overwhelmed with expenses. By creating a holistic program that integrates various needs, she aims to reduce these barriers and streamline the process for small businesses to grow sustainably.
“… it's the most widely used herbicide in the history of the world. It's used everywhere, everywhere, not just on ag applications. Consumers buy it at Home Depot.”
“… products that could have glyphosate in them, residues of glyphosate, that eat organic diets and all these things, they'll still show up that they have glyphosate in their urine. And the reason glyphosate is so talked about and so dangerous is because it's the most widely used herbicide in the history of the world. It's used everywhere, everywhere, not just on ag applications. Consumers buy it at Home Depot.”
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Glyphosate, the most widely used herbicide globally, poses serious health risks, including links to Parkinson's disease. In a discussion led by political candidate Zach Lahn, he highlights how both glyphosate and the even more toxic paraquat are still legal and widely used, despite their dangers. Lahn emphasizes that many consumers unknowingly have glyphosate in their systems, even when trying to avoid it through organic diets.
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Investing in a squat rack and bumper plates transforms your home gym experience, making it a game-changer for strength training. While it may cost a couple of grand, a quality squat rack lasts for decades, providing endless workout possibilities. Add an adjustable bench and dumbbells, and you're set for life in fitness.
“… crazy stat. People think that the AirPods or the iPad is the best selling device after the iPhone and laptop. It's actually the smart speaker. Siri, Google Home, HomePod, Alexa have sold 500 million. They spend $20 billion a year on these things. It's growing like crazy. They're not very good. These are closed ecosystems. We beat them because we opened the ecosystem up. It's built on a Raspberry Pi. It can run on any hardware. There's thousands of hackers building already in our Discord. That's why we're giving them away for free right now. We want people to build in the real world. And open source, …”
“… Alexa in their house. How did you beat them to this? Like, why aren't Alexas already able to do these things? Lon, I got it. That's a great point. Do you know that iPhone's the number one selling consumer device, laptop's the second? This is a crazy stat. People think that the AirPods or the iPad is the best selling device after the iPhone and laptop. It's actually the smart speaker. Siri, Google Home, HomePod, Alexa have sold 500 million. They spend $20 billion a year on these things. It's growing like crazy. They're not very good. These are closed ecosystems. We beat them because we opened the ecosystem up. It's built on a Raspberry Pi. It can run on any hardware. There's thousands of hackers building already in our Discord. That's why we're giving them away for free right now. We want people to build in the real world. And open source, connecting to OpenClaw, controlling your computer. This is not coming anytime soon from the big closed tech speakers and systems. Yeah, I do. Jason, I got one more question for the panel. I'm curious everybody's thoughts. All of these projects are really like, it's about autonomy. It's about kind of setting your agents up, giving them a North Star, …”
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Open-source agents are revolutionizing tech by outperforming closed systems like Siri and Alexa. With a focus on autonomy and real-time research capabilities, these agents are designed to work collaboratively, much like a helpful roommate. This innovative approach is enabling rapid advancements in partnerships and product development that traditional smart speakers can't match.
“… portfolio. And that birthed all kind of innovation. I think that had Microsoft not been under threat in the late 90s you may not have seen Amazon or Google or a lot of companies you may not have seen if they had been allowed to push through the browser the way they had moved up the app stack And they were certainly capable of it but there was kind of a ring fence put around the browser So if we believe network effects or something are making these companies too big and you want to do something, and I'm not arguing you have to, but you want to do something. I think the dismantling, doing something …”
“… better alternative to trying to regulate them. Because when they regulate them, you know, the incumbents help write the regulations. I think it just further ensconces them. There was a period where they broke up AT&T and disqualified their patent portfolio. And that birthed all kind of innovation. I think that had Microsoft not been under threat in the late 90s you may not have seen Amazon or Google or a lot of companies you may not have seen if they had been allowed to push through the browser the way they had moved up the app stack And they were certainly capable of it but there was kind of a ring fence put around the browser So if we believe network effects or something are making these companies too big and you want to do something, and I'm not arguing you have to, but you want to do something. I think the dismantling, doing something abrupt in one time that changes the field is better than trying to, you know, say, prove to us you're not like the people try this with Google all the time. Prove to us you're not favoring your own products over the competitors in Google search. Like there's the ability to enforce that over the long run is very difficult. What happens when you make …”
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Dismantling tech giants could unleash a wave of innovation, similar to the breakup of AT&T that birthed new companies. Bill Gurley argues that instead of regulating incumbents, we should consider breaking them up to foster competition and creativity. This radical approach challenges the current Silicon Valley power structure, which often stifles new entrants.
“… about how bad they were calling them you know pervert glasses all of the like Ray And there was a picture of me from the version history episode of Google Glass wearing Google Glass and sort of looking up like this. and they sent it to me and they were like are you a pervert and i was like i don't think so but here we are but anyway i think the i was struck by the same thing that it sounds like you were which is that it just doesn't seem like they actually thought this all the way through like no one asked the full questions and it reminded me of something uh jim lanzone the ceo of yahoo said to …”
“… i probably need to get over there are pictures of me wearing AirPods that have been used to sell fake AirPods on Alibaba for 15 years I had a friend who sent me a picture of me in a slide on some like you know one of those like pop crave knockoffs about how bad they were calling them you know pervert glasses all of the like Ray And there was a picture of me from the version history episode of Google Glass wearing Google Glass and sort of looking up like this. and they sent it to me and they were like are you a pervert and i was like i don't think so but here we are but anyway i think the i was struck by the same thing that it sounds like you were which is that it just doesn't seem like they actually thought this all the way through like no one asked the full questions and it reminded me of something uh jim lanzone the ceo of yahoo said to you which is basically that like he he thought it was a bummer that google was forced to react to chat GPT so fast and decided to react so fast that it didn't actually sit down and think about what it wanted to do. And I think that there is there's so much of that happening in AI right now. The money is so big. The stakes are so high. There is a …”
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Ridealong summary
The AI industry is racing to deliver products without considering their actual quality, leading to significant mistakes. Companies like Google are confusing user downloads with true success, often prioritizing speed over thoughtful integration. This frantic pace risks their reputations and the overall effectiveness of AI tools, echoing a lesson from Apple's past: innovation should be about greatness, not just speed.
“… like that, he would just wind it down, right? Reels went from zero to 50 billion of run rate in like a handful of years, right? That's what a home run looks like. And so I think it makes sense for X, but it certainly is not a home run from a consumer application standpoint and they still need the overall business. Yeah, Olivia Moore had some extra context there around monetization of via ads versus subscriptions. so Neil Patel who is the founder of NP Digital a New York Times best-selling offer shared this is how ChatGPT ads he's like the SEO guy I think he said the data is only from five …”
“Oh, on X? Yeah. So you're talking about somewhere in the range of 100 to 200 million of like ARR. Yeah. And if Zuck had launched a product like that, he would just wind it down, right? Reels went from zero to 50 billion of run rate in like a handful of years, right? That's what a home run looks like. And so I think it makes sense for X, but it certainly is not a home run from a consumer application standpoint and they still need the overall business. Yeah, Olivia Moore had some extra context there around monetization of via ads versus subscriptions. so Neil Patel who is the founder of NP Digital a New York Times best-selling offer shared this is how ChatGPT ads he's like the SEO guy I think he said the data is only from five businesses but these businesses also run Google and Meta ads compared to Meta ChatGPT's lead quality is 256% higher on the flip side lead quality is 49% lower than Google. I mean, that seems like a miracle to be in between two hyperscalers on day one, basically. But on the bright side, due to ad costs, it's substantially cheaper from a CPA …”
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Ridealong summary
In the race for ad revenue, ChatGPT ads show a staggering 256% higher lead quality compared to Meta, while being significantly cheaper per acquisition. This trend highlights a potential shift in advertising effectiveness, especially as consumer AI platforms evolve and monetize more users through ads rather than subscriptions. With Google earning $460 per user annually from ads, the implications for ChatGPT's ad strategy could redefine the landscape.
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