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Why doesn't Google have plans to put ads in Gemini? Because Google is monetizing its AI overviews at parity with search, and they already reach 2 billion people monthly, says Eric Seufert. "That's the biggest single LLM output ad surface that exists."

TBPN

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15,028 views • 5 months ago •via X (Twitter)

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A conversation with Robby Stein on Google Search becoming a frontier AI product, the path to deploy Gemini to 1.5 billion people, and what comes next with an AI first search experience. I have never been more bullish on Google!

A conversation with Robby Stein on Google Search becoming a frontier AI product, the path to deploy Gemini to 1.5 billion people, and what comes next with an AI first search experience. I have never been more bullish on Google!

Logan Kilpatrick

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Ben Thompson (Ben Thompson) says the fact that OpenAI hasn't already put ads in GPT is a poor decision that "risks the entire company." "They could have launched the world's crappiest ads in 2023. By today, in 2026, the ads would be good. They'd be making money, and people wouldn't rebel against it." "Now, they're going to have to launch ads, they're going to suck, and people are going to be like 'This sucks, I'll just go to Gemini.'"

Ben Thompson (Ben Thompson) says the fact that OpenAI hasn't already put ads in GPT is a poor decision that "risks the entire company." "They could have launched the world's crappiest ads in 2023. By today, in 2026, the ads would be good. They'd be making money, and people wouldn't rebel against it." "Now, they're going to have to launch ads, they're going to suck, and people are going to be like 'This sucks, I'll just go to Gemini.'"

TBPN

132,681 views • 6 months ago

The Biggest Opportunity in Consumer AI: Google Going Full OpenClaw David Sacks: “Google is going to compete very vigorously for the consumer because it is existential to them. It's very clear that search and AI chat are kind of merging into one space. I also think that Google is in an outstanding position to do the whole OpenClaw thing because they already have access to your calendar, your documents, your email. The agent doesn't really have to earn your trust because you already trust Google with all of your stuff.” Chamath Palihapitiya: “They're the only one that has so much free cash flow that they can almost view it as two separate companies, which it effectively is. GCP over here runs the enterprise play, and then Google Consumer over here runs the consumer chatbot play. And they can keep them segregated. That's so much harder for a startup to do because on top of just keeping everybody organized, you have the financing problem of constantly having to raise more money because you don't yet have a profit engine that spits out cash. They're probably the only one. And you can see it in the valuations. People believe the durability of Google more than they believe the durability of anything else.” @jason: “Google has announced Google Workspace Studio to do AI automation, and people are playing with it already. So they have joined the OpenClaw party.”

The Biggest Opportunity in Consumer AI: Google Going Full OpenClaw David Sacks: “Google is going to compete very vigorously for the consumer because it is existential to them. It's very clear that search and AI chat are kind of merging into one space. I also think that Google is in an outstanding position to do the whole OpenClaw thing because they already have access to your calendar, your documents, your email. The agent doesn't really have to earn your trust because you already trust Google with all of your stuff.” Chamath Palihapitiya: “They're the only one that has so much free cash flow that they can almost view it as two separate companies, which it effectively is. GCP over here runs the enterprise play, and then Google Consumer over here runs the consumer chatbot play. And they can keep them segregated. That's so much harder for a startup to do because on top of just keeping everybody organized, you have the financing problem of constantly having to raise more money because you don't yet have a profit engine that spits out cash. They're probably the only one. And you can see it in the valuations. People believe the durability of Google more than they believe the durability of anything else.” @jason: “Google has announced Google Workspace Studio to do AI automation, and people are playing with it already. So they have joined the OpenClaw party.”

The All-In Podcast

75,225 views • 3 months ago

Meta's AI investments have been incredibly successful, but investors refuse to see it. The company posted 33% advertising revenue growth last quarter on $55B in revenue. Meanwhile Google's was 19%, and Amazon, which is much smaller, was 24%. Eric Seufert: "I was at this dinner [with hedge fund people]. I was talking about why these investments that Meta's making *right now* are bearing fruit *right now*." "[Meta posted] 33% advertising revenue growth last quarter on $55B in revenue. That's incredible. Google Search was 19 percent. Amazon, which is much smaller, was 24%. They're outgrowing everyone except for AppLovin and Reddit. And people don't believe it." "And I asked somebody, 'What would it take to convince you that Meta's AI investments are actually productive in this moment in time?' And they said, '40%.'" "40% growth on $55B-$60B in revenue? Where did that number come from? This is pulled out of thin air." "This is what Meta needs to do. They need to be able to point to something and say, 'You see that ad? That was created by our AI investments.'" "Gem is Meta's foundation model that they trained for ranking. That's important. But you can't see it." "A lot of the research analysts, they're really smart people. But they operate in this paradigm of like, 'Spreadsheet says this. I get it. I can understand why ranking investments would actually be really beneficial for the company. But I put a number in the spreadsheet, and it spits out something. That's the tool I have to work with.'" "These are really smart people. I think they conceptually get why these are good investments. But they have nothing to tie it to that's quantitative." "I think when you can point to the ad that's created, and you can say, 'Look, this ad was created with data that only we have. It's the foundation image model that we built that is trained — not fine-tuned, but trained — on our own data. Only we can do that.'" "If they can point to the output and say, 'That ad that you saw in your IG feed was created only as a result of our ability to train on this data that only we have, then I think you can make the case [for the AI investments]."

Meta's AI investments have been incredibly successful, but investors refuse to see it. The company posted 33% advertising revenue growth last quarter on $55B in revenue. Meanwhile Google's was 19%, and Amazon, which is much smaller, was 24%. Eric Seufert: "I was at this dinner [with hedge fund people]. I was talking about why these investments that Meta's making right now are bearing fruit right now." "[Meta posted] 33% advertising revenue growth last quarter on $55B in revenue. That's incredible. Google Search was 19 percent. Amazon, which is much smaller, was 24%. They're outgrowing everyone except for AppLovin and Reddit. And people don't believe it." "And I asked somebody, 'What would it take to convince you that Meta's AI investments are actually productive in this moment in time?' And they said, '40%.'" "40% growth on $55B-$60B in revenue? Where did that number come from? This is pulled out of thin air." "This is what Meta needs to do. They need to be able to point to something and say, 'You see that ad? That was created by our AI investments.'" "Gem is Meta's foundation model that they trained for ranking. That's important. But you can't see it." "A lot of the research analysts, they're really smart people. But they operate in this paradigm of like, 'Spreadsheet says this. I get it. I can understand why ranking investments would actually be really beneficial for the company. But I put a number in the spreadsheet, and it spits out something. That's the tool I have to work with.'" "These are really smart people. I think they conceptually get why these are good investments. But they have nothing to tie it to that's quantitative." "I think when you can point to the ad that's created, and you can say, 'Look, this ad was created with data that only we have. It's the foundation image model that we built that is trained — not fine-tuned, but trained — on our own data. Only we can do that.'" "If they can point to the output and say, 'That ad that you saw in your IG feed was created only as a result of our ability to train on this data that only we have, then I think you can make the case [for the AI investments]."

TBPN

18,637 views • 8 days ago

Meta just became the world's largest ad business. EllioTrades thinks Meta dethroning Google is entirely because of AI slop. "Your ability to make entertaining ads that convert, while targeting people on Facebook with AI slop, is worth way more than targeting people on Google."

Meta just became the world's largest ad business. EllioTrades thinks Meta dethroning Google is entirely because of AI slop. "Your ability to make entertaining ads that convert, while targeting people on Facebook with AI slop, is worth way more than targeting people on Google."

zynn

50,707 views • 3 months ago

In a Stanford talk posted today, Eric Schmidt says the reason why Google is losing to OpenAI and other startups is because Google only has people coming in 1 day per week 👀

In a Stanford talk posted today, Eric Schmidt says the reason why Google is losing to OpenAI and other startups is because Google only has people coming in 1 day per week 👀

Alex Kehr

2,143,430 views • 1 year ago

Last week, we introduced Personal Intelligence in the Google Gemini. Today, we’re bringing that same helpful experience to AI Mode in Google Search 🔍 Now, you can securely connect Search to Google apps like Gmail and Google Photos to get responses that are uniquely relevant to you. This experimental feature is built with Gemini 3, our most intelligent model, and is strictly opt-in — meaning you choose if and when you want to connect these apps. Here’s what that looks like in Search 🧵(1/7) ↓

Last week, we introduced Personal Intelligence in the Google Gemini. Today, we’re bringing that same helpful experience to AI Mode in Google Search 🔍 Now, you can securely connect Search to Google apps like Gmail and Google Photos to get responses that are uniquely relevant to you. This experimental feature is built with Gemini 3, our most intelligent model, and is strictly opt-in — meaning you choose if and when you want to connect these apps. Here’s what that looks like in Search 🧵(1/7) ↓

Google

1,102,293 views • 5 months ago

Bloomberg's Mark Gurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: "In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI." "Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk." "You haven't even scratched the surface of how big a problem this is for Apple. They've completely screwed up AI in every way, and it comes down to hiring the wrong people and entrusting the wrong people."

Bloomberg's Mark Gurman says hiring John Giannandrea to lead Apple's AI team has been the biggest mistake of Tim Cook's career at Apple: "In 2018, they hired John Giannandrea. He was this high flyer at Google. He ran AI in search, and Apple thought they would hire this guy and really hit the ground running and be at the forefront of AI." "Just seven years earlier, they announced Siri in 2011. There was absolutely nothing like it. It was a breakthrough. But then it became utter junk." "You haven't even scratched the surface of how big a problem this is for Apple. They've completely screwed up AI in every way, and it comes down to hiring the wrong people and entrusting the wrong people."

TBPN

58,912 views • 5 months ago

No more digging through files to find what you’re looking for. AI Overviews in Drive give you the answers you need, with citations, at the top of your search results. This feature is rolling out for Gemini Alpha customers and Google AI Pro and Ultra subscribers in the US.

No more digging through files to find what you’re looking for. AI Overviews in Drive give you the answers you need, with citations, at the top of your search results. This feature is rolling out for Gemini Alpha customers and Google AI Pro and Ultra subscribers in the US.

Google Workspace

23,770 views • 4 months ago

J-Cal Explains Why Google is UNDERRATED in AI 👀 On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search. @jason broke down why he thinks Google is being slept on: "I think there's a chance that we're underestimating the power of Google's ad network right now." "They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android." "They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out." "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 targeted ads that do better and are more valuable." "We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results." "So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in." "That could be a better advertising product than even search itself." "I think YouTube search is the place to go all-in." "Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing." "You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar." "You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?" "And it should do a Gemini search inside of Google Calendar. It's very light right now." "And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."

J-Cal Explains Why Google is UNDERRATED in AI 👀 On E227, the besties discussed Google's value in a post-search world if AI replaces traditional search. @jason broke down why he thinks Google is being slept on: "I think there's a chance that we're underestimating the power of Google's ad network right now." "They have four or five products that are one or two billion users per month. You have YouTube, Google Docs, Android." "They have such a data advantage and such a deep integration into people's lives because they use three or four services, I think Google's gonna figure this out." "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 targeted ads that do better and are more valuable." "We've been seeing a number of startups that are figuring out how to use your queries and what you're doing in AI to present to you search results." "So imagine you're doing a Gemini search and on the side of it, it's giving you a rolling list of ads or offers that you might be more interested in." "That could be a better advertising product than even search itself." "I think YouTube search is the place to go all-in." "Right now, when you do a YouTube search, it just gives you 10 links, right? It just gives you that rolling thing." "You should be able to ask a question to YouTube, and you should be able to ask questions to your calendar." "You should be able to say, who have I met with over the last 10 years? Who I'm no longer in touch with and what are they up to?" "And it should do a Gemini search inside of Google Calendar. It's very light right now." "And then if you did that on YouTube, this would train people at the point of pain in a very deep way without sacrificing Google Search queries too aggressively."

The All-In Podcast

58,275 views • 1 year ago

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

TBPN

164,015 views • 6 months ago

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

TBPN

98,466 views • 5 months ago

We’re rolling out the biggest upgrade to Chrome in its history with all-new AI features, including: ✨ Gemini in Chrome 🔎 Search with AI Mode right from the address bar 🔐 One-click updates for compromised passwords, plus more safety features And more →

We’re rolling out the biggest upgrade to Chrome in its history with all-new AI features, including: ✨ Gemini in Chrome 🔎 Search with AI Mode right from the address bar 🔐 One-click updates for compromised passwords, plus more safety features And more →

Google

219,711 views • 10 months ago

Google has a Gemini Problem, and Chamath has a plan to fix it 📈 On E225, the besties discussed how Google can cut ChatGPT's lead over Gemini without killing its $200B/year search ads business. David Sacks: "I think the problem that Google has with respect to ChatGPT, is Gemini is not getting the usage, and ChatGPT is just growing like crazy." "If you look at how these models perform according to the benchmarks, Gemini is actually really good, but they have not caught up on the usage side." david friedberg: "Chamath, you're the CEO of Google, you've got a $200B run rate search ad business." "What's the right integration of Gemini such that you don't massively disrupt the search ad business overnight?" "Or do you not care and you're just gonna do it? I think that's the conundrum (Google) is dealing with." Chamath Palihapitiya: " The more difficult question is, what does the integration look like?" "They're already inserting Gemini in all kinds of uncomfortable ways." "So for example, if you use Gmail, or if you use Google Workspace, what happens today is all these random Gemini pop-ups come up all over the place." "That is an implementation that happened at way too junior a level by people that have no product taste." "And if you use the products every day, it would be hard for you to disagree with me." David Sacks: " The Google homepage, would you replace that with an AI chatbot?" Chamath Palihapitiya: " No. Here's what I would do: I would first go to the critical other points that are around, that today do not cannibalize the blue links." "If you look at the traffic patterns, almost as a Sankey diagram, the real thing you should be looking at here is where are the entry points into Google that then result in a clickable link." "And what it would show you is that there are certain places that are highly de-optimized today for revenue generating events." "They happen as a byproduct, but they don't happen as the use case." "So in that example, you would put Gmail as a critical place, the Google one subscription, and there's like five or six other places." "That's where I would put Gemini as the front door and start to habituate 300 to 500 million people a week in using that." "I think then you can figure out over time how much money you can make from all of that, or how it directs derivative revenue, and figure out what to do with Google dot com last." "But my point is, the experience in Gmail should be done today." "The experience in YouTube should be done today." "The experience in Google one should be done today."

Google has a Gemini Problem, and Chamath has a plan to fix it 📈 On E225, the besties discussed how Google can cut ChatGPT's lead over Gemini without killing its $200B/year search ads business. David Sacks: "I think the problem that Google has with respect to ChatGPT, is Gemini is not getting the usage, and ChatGPT is just growing like crazy." "If you look at how these models perform according to the benchmarks, Gemini is actually really good, but they have not caught up on the usage side." david friedberg: "Chamath, you're the CEO of Google, you've got a $200B run rate search ad business." "What's the right integration of Gemini such that you don't massively disrupt the search ad business overnight?" "Or do you not care and you're just gonna do it? I think that's the conundrum (Google) is dealing with." Chamath Palihapitiya: " The more difficult question is, what does the integration look like?" "They're already inserting Gemini in all kinds of uncomfortable ways." "So for example, if you use Gmail, or if you use Google Workspace, what happens today is all these random Gemini pop-ups come up all over the place." "That is an implementation that happened at way too junior a level by people that have no product taste." "And if you use the products every day, it would be hard for you to disagree with me." David Sacks: " The Google homepage, would you replace that with an AI chatbot?" Chamath Palihapitiya: " No. Here's what I would do: I would first go to the critical other points that are around, that today do not cannibalize the blue links." "If you look at the traffic patterns, almost as a Sankey diagram, the real thing you should be looking at here is where are the entry points into Google that then result in a clickable link." "And what it would show you is that there are certain places that are highly de-optimized today for revenue generating events." "They happen as a byproduct, but they don't happen as the use case." "So in that example, you would put Gmail as a critical place, the Google one subscription, and there's like five or six other places." "That's where I would put Gemini as the front door and start to habituate 300 to 500 million people a week in using that." "I think then you can figure out over time how much money you can make from all of that, or how it directs derivative revenue, and figure out what to do with Google dot com last." "But my point is, the experience in Gmail should be done today." "The experience in YouTube should be done today." "The experience in Google one should be done today."

The All-In Podcast

100,683 views • 1 year ago

David Friedberg: Why Google Is Still a Money-Making Machine "There's a lot of resiliency in Google that I don't think people have given the company credit for. What earnings show is that there's significant growth. $9 billion in YouTube, $7.5 billion in non-Google ads, $10 billion in subscriptions with 270 million subscribers across subscription businesses, $12 billion in cloud revenue, which is growing 30% year over year. There's a lot of resiliency even if you take out search." david friedberg on The All-In Podcast with Andrew Ross Sorkin, Chamath Palihapitiya, and David Sacks

David Friedberg: Why Google Is Still a Money-Making Machine "There's a lot of resiliency in Google that I don't think people have given the company credit for. What earnings show is that there's significant growth. $9 billion in YouTube, $7.5 billion in non-Google ads, $10 billion in subscriptions with 270 million subscribers across subscription businesses, $12 billion in cloud revenue, which is growing 30% year over year. There's a lot of resiliency even if you take out search." david friedberg on The All-In Podcast with Andrew Ross Sorkin, Chamath Palihapitiya, and David Sacks

Overlap: Business & Tech

56,755 views • 1 year ago

Ridge CEO Sean Frank says he'd be willing to give OpenAI a 40% cut of his revenue for ad placement in GPT, because he's already giving 50% to Meta to sell his products. "The beauty of the Facebook ad product is that they figured out a way to take half of everybody's revenue." "They figured out exactly how much money they could take from everybody at the optimal level, and that's why they do $100 billion a year in revenue." "So if the offer from ChatGPT is 'Give us 40% of your revenue, and we'll give you new customers you wouldn't get otherwise,' I would take that deal because I'm already giving Mark Zuckerberg 50%."

Ridge CEO Sean Frank says he'd be willing to give OpenAI a 40% cut of his revenue for ad placement in GPT, because he's already giving 50% to Meta to sell his products. "The beauty of the Facebook ad product is that they figured out a way to take half of everybody's revenue." "They figured out exactly how much money they could take from everybody at the optimal level, and that's why they do $100 billion a year in revenue." "So if the offer from ChatGPT is 'Give us 40% of your revenue, and we'll give you new customers you wouldn't get otherwise,' I would take that deal because I'm already giving Mark Zuckerberg 50%."

TBPN

43,375 views • 6 months ago

Sundar Pichai says Google was already “AI native” before ChatGPT shifted global focus. He chose to invest deeply from infrastructure and chips to world-class model development. Rather than pause, Google accelerated launching Gemini and unifying its AI teams. Execution became the priority, not just vision. With Gemini 2.5 out and 3.0 coming, Pichai sees this as the biggest tech opportunity of our time.

Sundar Pichai says Google was already “AI native” before ChatGPT shifted global focus. He chose to invest deeply from infrastructure and chips to world-class model development. Rather than pause, Google accelerated launching Gemini and unifying its AI teams. Execution became the priority, not just vision. With Gemini 2.5 out and 3.0 coming, Pichai sees this as the biggest tech opportunity of our time.

Wes Roth

113,665 views • 8 months ago

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

Bloomberg's Mark Gurman says that even though Apple partnered with Google Gemini for Siri, they actually run their business on Anthropic. "Apple runs on Anthropic at this point. Anthropic is powering a lot of the stuff Apple's doing internally in terms of product development and a lot of their internal tools." "They have custom versions of Claude running on their own servers internally, too. This Google deal just came together a few months ago. They were not going to use Google. Apple actually was going to rebuild Siri around Claude. But Anthropic was holding them over a barrel. They wanted a ton of money from them, several billion dollars a year, and at a price that doubled on an annual basis for the next three years."

TBPN

944,705 views • 5 months ago

.tae kim says that every 6-12 months, there's a Meta bear cycle, but their "pure competitive position" hasn't changed at all. "Nothing has changed. No one's going to replace Meta's digital ads position. Even in AI, they're better positioned, because Google might lose digital ad share to AI chatbots." "No one's going to replace Instagram, no one's going to replace Facebook, billions of people are still going to use their apps."

.tae kim says that every 6-12 months, there's a Meta bear cycle, but their "pure competitive position" hasn't changed at all. "Nothing has changed. No one's going to replace Meta's digital ads position. Even in AI, they're better positioned, because Google might lose digital ad share to AI chatbots." "No one's going to replace Instagram, no one's going to replace Facebook, billions of people are still going to use their apps."

TBPN

23,466 views • 3 months ago