$GOOG Google Tape Reports
Per Ticker.id: $GOOG Google Tape Reports — 559 podcast mentions across 42 podcasts (30 days), latest 2026-08-26 21:15 UTC.
And then a company might use Slack because they preferred it over Teams, just as we do at TIP. They might use Excel because they preferred it over Google Sheets, which is what we don't do at TIP. And then Zoom because they preferred it over Google Meet. And, you know, maybe Salesforce is the company that they have for their databases. Because they preferred over whatever competitors are out there. So that's how you can think about it in the past, and Palantir sort of changed that dynamic.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27Well, I got to say, I keep it brief on the details. I tend to get lost in that stuff just because I'm a slight interest in it. But I also got to admit that it has been a while since I actually read a lot of the theories of the Frankfurt School. Basically, a couple of years ago when I was still studying there. But I would say it's also not too important to actually get the details. The main idea that I found so interesting is that Karp is thinking that American thinking, whatever that means, cures nations of fascism and that it's a sort of moral obligation for Silicon Valley to return to its roots. And you know, that basically is the US defense system. And that goes back to your point earlier in terms of why does the CIA have a venture arm? Well, In the early days of Silicon Valley, most of the companies were founded, especially these early semiconductor companies and the computing companies, just because the Pentagon paid for them. And then somewhere in the last 30 years, that's Cobb's theory, the industry decided that working on national security is sort of distasteful and that they should redirect the best engineering talent in the world towards consumer apps and advertising. One of his examples was Google, which, you know, is the biggest company in our portfolio. So we're happy they did this sort of switch. But his example was Google walking away from a Pentagon contract in 2018 after employee protests. And he claims that this has been a mistake for both sides actually. So tech lost any sense of what he calls a larger purpose, and the government lost access to the best engineers and the best software engineers in the world. And I think he partly believes that this was part of the critical theory that came out of Germany and Europe where philosophers were more or less critical of technology and innovation because, well, one of the most advanced nations in the world still started the Second World War. And Karpf thinks, and this is the last point I will mention here, that this defeated mindset that the critical theory had in many aspects also came to the US, although they won the war.
Daniel Mahncke — The Investor's Podcast (We Study Billionaires) - The Investor’s Podcast Network · TIP841: Palantir – Palantir is Cheaper than I Thought! w/ Daniel Mahncke & Shawn O’Malley · 2026-08-27I think that's part of the— I think it's part of the problem. But they have a lot of cash to to spend. I think that there is, you know, I think that's why they're starting to message to their shareholders that they're going to start cutting costs a little bit because shareholders have started to hit their stocks. You see someone like Amazon that's spending more than their entire, entire operating cash flow on, on CapEx. That's very significant. Amazon makes a lot of money. Right. But that being said, the question is, is that, you know, will this reap rewards? So far we're seeing, you know, signs that, that it will. You know, of all the names that we, you know, we like in terms of sort of balancing the discipline with the spending, I would say, you know, we would prefer names like sort of Microsoft and also Google to a certain extent, you know, over some of the others.
Rami Sarafa — Bloomberg Intelligence · Earnings Special: Nvidia's Sales Forecast Fails to Impress Wall Street · 2026-08-26They have not. Become more disciplined. I think that's— I think that's part of the— I think it's part of the problem. But they have a lot of cash to spend. I think that there is, you know, I think that's why they're starting to message to their shareholders that they're going to start cutting costs a little bit because shareholders have started to hit their stocks. You see someone like Amazon that's spending more than their entire, entire operating cash flow on, on CapEx. That's very significant. Amazon makes a lot of money. Right. But that being said, the question is, is that, you know, will this reap rewards? So far we're seeing, you know, signs that it will. You know, of all the names that we, you know, we like in terms of sort of balancing the discipline with the spending, I would say, you know, we would prefer names like sort of Microsoft and also Google to a certain extent, you know, over some of the others.
Rami Sarafa — Bloomberg Surveillance · Earnings Special: Nvidia's Sales Forecast Fails to Impress Wall Street · 2026-08-26Yeah, I mean, to really understand how Meta ended up here, we kind of have to look at what this was about. So you had a coalition of state attorneys general that sued Meta, and they accused the company of deliberately designing Facebook and Instagram to be addictive to children. And it pointed to— the lawsuits point to a wide range of features: infinite scrolling, algorithmic recommendations, constant push notifications. Um, we saw recently that New Mexico had won a separate trial against Meta, and a federal judge in California was actually about to drag Zuckerberg himself to the witness stand. In fact, we saw, I believe it was just yesterday, the head of Instagram, Adam Mosseri, had testified. So now Meta has agreed to a $17 billion settlement to resolve the claims of 47 states. Now, Meta is not going to be just cutting one check. They're actually paying a $12 billion baseline amount, and that's going to be distributed to the states to fund youth mental health, addiction recovery programs. But the remaining billions, about $5 billion, actually only kicks in if Meta's top competitors—think, you know, TikTok, YouTube, of course owned by Alphabet, Snap—also settle with the states and agree to face similar financial penalties. So that's a very interesting element of the settlement. Now, aside from the financial element of it, the settlement binds Meta to an independent auditor with data access to ensure that they are, you know, adhering, uh, to the terms of this agreement. It also— the settlement enforces sweeping permanent product changes across the US that specifically protect different age brackets. For example, uh, new age verification tools for children under 13, uh, daily, uh, 2-hour time limits for teenagers under 18, uh, silencing of push notifications. So a, a lot of changes there for young users. Um, the way a lot of the states' attorneys general are framing it is the largest state consumer protection settlement in history outside of the big tobacco deals of the 1990s. It does very much change the internet for minors moving forward.
Rachel Warren — Motley Fool Hidden Gems Investing · Meta Platforms Settles Major Lawsuit, Pays $18 Billion · 2026-08-26And then there's the elongated skulls, the weird fucking skulls, and a long history of people discovering those. Like, how many people got the good ones? How many of them were removed a long time ago and sit somewhere? Mm-hmm. It's almost like you have to go raid all the rich guys of the world, see what you got hiding in your basement. Find some guy like, what's your Google search like? Let's Let's find out who's got the stuff, because I mean, if you're a person with a private museum, if you, if you got that kind of money, and like, well, there's people in the world that have private zoos, right? So they have so much money in other countries that they've, you know, they have basically the wild kingdom in their backyard, you know, and that guy's like, well, I got that now. I want, I want something even more weird. Yeah, I want you to build, like, I went to the Cairo Museum once and I like the way it looks. I want that in my house, you know. There's got to be people like that in the world.
Joe Rogan — The Joe Rogan Experience · #2546 - Michael Button · 2026-08-26Christina, the most important company of the AI era has a stock that's really gone nowhere this year. Nvidia is up, what, 13% in 2026? The broader chip index you can see on your screen up 70%. That's the one of the widest gaps between Nvidia and its own sector on record. And the stock unfortunately just keeps getting punished on good news. It's fallen the day after earnings 4 quarters running, every time after a beat. The question today isn't really whether Nvidia delivers, it's why the stock stopped working. Cantor Fitzgerald points to 4 reasons. One is valuation. Nvidia got so expensive that even a strong beat now reads, in their words, as sell the news. Of course, we know the valuation has improved. Another is rotation. Investors moving into rival chip names instead of crowding into Nvidia because they're looking for more upside. There's the fear it's also losing the inference market to Amazon and Google's homegrown chips. And then hedge funds have actually piled in on the short side of this just over the last little while. And now the newest worry that comes up constantly in sell-side research Nvidia is bankrolling the very customers who buy its chips, backstopping billions of dollars in leases. An example of $105 billion for OpenAI and taking stakes across the industry can be seen as a positive, also a negative. The credit market, though, has noticed. Morgan Stanley, starting coverage of Nvidia's debt just this month, said that after recent widening, Nvidia bonds are trading more like BBB credit than AA— it's better than the AA its balance sheet actually implies, roughly 25 basis points wider than similarly rated peers. So watch what Nvidia does to actually push back on that narrative about the circular financing, financial engineering, etc. One tell, it just split its sales into two buckets, the four big hyperscalers on one side, everyone else on the other. So AI clouds, enterprise, governments, etc. And it's telling Wall Street it's growing beyond the four biggest names, the same ones now building chips to compete with it. They're focusing on the other bucket. The numbers, though, almost aren't the point since a beat is assumed. What moves the stock now is the story Nvidia tells around earnings, especially the qualitative stuff in the call.
Christina Partsinopoulos — Squawk on the Street · 11AM Hour: Nvidia Earnings on Deck, Barclays Global Head of Tech Investment Banking & Citi Opens Positive Catalyst Watch on Oracle 8/26/26 · 2026-08-26I will say that Google has been a long-term pioneer in this field. I don't consider them a competitor. They are a leader, a visionary, and they have, for their own data centers, made them flexible.
Varun Sivaram — Squawk Pod · Angles of AI: Flexible Power, AI in Op-Eds, & Top Talent Moves 8/26/26 · 2026-08-26