Google ($GOOG) podcast mentions
Per Ticker.id: 385 Google ($GOOG) mentions across 40 podcasts (30 days) — timestamped, verifiable quotes, updated 2026-10-05.
Meantime, an AI safety hearing in New York City is getting underway this hour with executives from OpenAI, Anthropic, Google, and Meta. Meantime, OpenAI's Sam Altman making some headlines of his own over the weekend. Let's get to Kate Rooney with details. Morning, Kate.
Carl Quintanilla · Squawk on the Street · 11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · 2026-10-05I think so. Look, at the end of the day, the flight to safety is flight to macro safety, not necessarily low beta stocks. And look, it's secular growth that continues to win out even if you push rates higher and push a lot of like input prices higher as well. And demand is really strong for AI. We saw that when Meta came out with the Muse releases. We saw that when Google talked about its next model, Anthropic, OpenAI. Look, there's demand, demand, demand at the personal and business level.
Drew Pettit · Squawk on the Street · 11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · 2026-10-05Yeah, I mean, I think with Meta, we wrote about it on September 7th and we said, look, the stock's down 7% year to date. Zuckerberg's really smart. He's very focused on monetizing all of this spend. And you got the Muse API. So that's for businesses. And then the next week you got this agent and you can kind of think back to OpenClaw. That's when people got really excited about agentic AI. And that was, you know, January 30th that got formalized. But that's kind of hard to do, right? You got to buy a Mac, you got to set it all up. This is kind of Meta Muse is the agent for the rest of us and it's pretty easy to use, etc. And so I think with Meta, you still have to like it because I think the next big thing that comes from, from Meta is, hey, Google, Microsoft, Amazon all have public clouds. Meta doesn't.
Dan Niles · Squawk on the Street · 11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · 2026-10-05Do you worry about search per se? I mean, are we back to that on the Alphabet discussion?
Carl Quintanilla · Squawk on the Street · 11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · 2026-10-05I mean, you do the other side of it. I actually like Alphabet quite a bit. Is that people have said, you know what, they're nowhere near the frontier. Well, guess what? They put out a model, you know, last week that it's not formally out. Everybody can't use it. But you look at it relative to the benchmarks, it's, it's at the frontier now. Now, what I don't like is they don't have an agent out that competes with— and by the way, you're going to get agents from all of these companies, right? OpenAI launched one called DOTS at their developer conference last week. I think it's really important for Google to get one out themselves. But you're right, Carl, like search is something I'm looking at. I don't think it's a problem because remember, we were worried about search, you know, going back a couple of years ago. And then Google came out, they had their engagement go up, monetization was good, and they sort of integrated it in with search and business has been booming for them. And let's not forget Google Cloud.
Dan Niles · Squawk on the Street · 11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · 2026-10-05They're doing over 80% year-over-year revenue growth in that business. It was the fastest acceleration between them, Microsoft, and Amazon last quarter. And I expect to see that momentum continue. So I actually like Google quite a bit. But you're 100% right. You got to watch the numbers and make sure there's not some issue with search. And right now, I don't think there is going to be. And I think there's some good product announcements potentially coming.
Dan Niles · Squawk on the Street · 11AM Hour: Dan Niles on Tech, Brazil Stocks Rally & AI Hearing Today 10/5/26 · 2026-10-05And the success of Muse, which has powered that stock now to a better performance than Alphabet, Amazon, or Microsoft on the year.
David Faber · Squawk on the Street · 9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · 2026-10-05Yeah, Adam's got a note out today reiterating his overweight $300, but he has this EV to EBIT adjusted for growth. And he argues that if you use this metric, it would even at their 300 target would be in line with Amazon, below Alphabet and below Meta.
Carl Quintanilla · Squawk on the Street · 9AM HOUR: Nvidia's Record Run, Sam Altman Makes the Rounds, Yields Keep Rising 10/5/26 · 2026-10-05Um, I think things like Whisperflow and Granola and Superhuman are another good example of this trend we've seen in general, which is incumbents being unwilling or unable to cannibalize their existing interfaces. The classic example of this is Google. Like, we haven't really seen them reinvent Docs or Gmail or Calendar. For the AI age, I think it's even happening with OpenAI and Anthropic, where they have been much less successful in anything that is not a launch within their existing ChatGPT or Codex or Claude or Claude Code interfaces. So, and I know many of them have, you know, attempted to incubate killers for these many startups, but I think it is difficult from a product perspective for them to innovate beyond that, especially when they have so many other things on their plates.
Olivia Moore · The a16z Show · The Top 100 Consumer AI Apps: Who’s Actually Paying? · 2026-10-05What do you see as the threats to people who make content online now, like the human creators behind, you know, journalism? But I guess also AI is affecting YouTube creators, it's affecting Instagram creators. I guess maybe I'll lay out a theory of the case and then you sort of let me know how you think about it. Long ago, like 10 years ago, it was possible to have an online media outlet that was funded by advertising, cover the news. Uh, you would have display ads, you would hope that your content would get spread on Facebook, on Twitter, and then you would do some SEO to hope that Google ranks things very well. Uh, and then people click on your articles. That is fully eroded at this point, you know, for mostly for worse, I would say, but in some cases it's like You know, don't love SEO and all the kind of tricks that people did there, but basically it's like the ad market has collapsed.
Jason Kebler · The 404 Media Podcast · AI Companies Scraped the Web and Are Destroying the Human Internet · 2026-10-05AI companies have started training on all of this data without compensation in many cases and have replicated that. On Google, the AI overviews have really destroyed traffic to these websites. And then you also have sort of like the consolidation of power where you don't have so many social media companies competing anymore. You just have like these couple giants. What's the 20,000-foot view of, of what's happened over the last decade or so?
Jason Kebler · The 404 Media Podcast · AI Companies Scraped the Web and Are Destroying the Human Internet · 2026-10-05No, I mean, I think you, you hit on it and nothing was ever smooth. And so there always was this pressure for individual websites and publishers to give up value more than what really they earned to, let's call them gatekeepers. And, you know, either be a really, be a search engine like Google or any sort of intermediary, and in particular to give up the data from their website so that way the, you know, the various intermediaries could collect data across the web to target ads to users around the web. And I think that's, that's always been a fundamental value, um, exchange that publishers wouldn't have signed up for, but they didn't really have any control over. So, you know, get you into kind of ad tech the, the mess of ad tech and the mess of, of kind of Google's tentacles to collect data across the web, and Facebook, to be fair, too. So that's always been a problem.
Jason Kint · The 404 Media Podcast · AI Companies Scraped the Web and Are Destroying the Human Internet · 2026-10-05And then you sort of had the rise of Google and Meta, where they know so much about their users, they are able to build profiles of who they are, uh, and then they're able to target them extremely well. And in doing so, this has made their advertisements very effective. And then this is all sort of superpowered by their AI targeting tools and, and that sort of things. Like, it used to be that Facebook would target people based on your likes, or you could like target them based on, you know, the types of content that they engage with, that sort of thing. And now a lot of it is just like AI-powered targeting based on behavior. And it's, it's kind of like automatic. And still on the publisher side, a lot of it is like we're going out to advertisers saying, hey, you want to buy ads? We have 1,000 people listening to our podcast. We don't know very much about them.
Jason Kebler · The 404 Media Podcast · AI Companies Scraped the Web and Are Destroying the Human Internet · 2026-10-05And therefore brands are like less likely to buy those ads because we don't know that much about our users. We're not following them around the internet. We're not targeting them in the same way that Meta and Google are able to. I'm wondering if you can talk a little bit about that, like, power imbalance, because again, for like decades, hundreds of years, journalism has been funded by advertising and that market has fully collapsed because Facebook and Google are able to offer more effective advertising because they're doing all of those types of surveillance.
Jason Kebler · The 404 Media Podcast · AI Companies Scraped the Web and Are Destroying the Human Internet · 2026-10-05They can find that creepy and go elsewhere, and as long as they have a choice. But that's very different than a company like Meta or Google that's collecting data what I would call passively, where you're not choosing to interact with them. You're on a website or an app, you probably— the average user don't even know what's happening. And Google collects data across like 80% plus of the web, and the user would never expect that. Um, they're using Firefox, maybe they don't want it to be happening, so they're intentionally choosing not to use Chrome, for instance, but Google's still collecting their data. And then because of the mobile device, they're reflecting their location basically everywhere they go to. And so the surveillance has gotten much more significant without the user having knowledge or choice, and there is economic value in all of that.
Jason Kint · The 404 Media Podcast · AI Companies Scraped the Web and Are Destroying the Human Internet · 2026-10-05