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Investing Daily: How Google is Quietly Outpacing Apple and Leading the Tech World · Earn Your Leisure

• 0:01
  Speaker 1: This episode is brought to you by P and C Bank.
• 0:03
  Speaker 1: A lot of people think podcasts about work are boring,
• 0:06
  Speaker 1: and sure they definitely can be, but understanding of professionals
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  Speaker 1: It might seem boring to save, plan and make calculated
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  Speaker 1: decisions with your bank, but keeping your money boring is
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• 0:44
  Speaker 2: Is Google a sleeper AI company if I wanted to
• 0:50
  Speaker 2: wait to December. One of my favorite comeback stories of
• 0:54
  Speaker 2: just flawless execution is Google's has done everything I would
• 1:00
  Speaker 2: Apple would have done.
• 1:01
  Speaker 3: I can't wait for this update to come out.
• 1:05
  Speaker 2: But just at the highest level, when people were even
• 1:10
  Speaker 2: starting to say what AI erode their search business completely,
• 1:15
  Speaker 2: they found a way to invest and create AI at
• 1:18
  Speaker 2: a faster scale. And it's a great thing of being
• 1:21
  Speaker 2: focused because it's Apple lost their focus they were able
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  Speaker 2: to come in and be a partner.
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  Speaker 3: So it is a sleeper AI company. We've been talking
• 1:29
  Speaker 3: about it.
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  Speaker 2: All year, and I've clearly said like, once they made
• 1:31
  Speaker 2: the switch and focused, I was the first one to say, Hey,
• 1:37
  Speaker 2: they've righted the ship. So I don't think they're a
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  Speaker 2: sleeper company. But I do think they are the quietest
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  Speaker 2: of the big tech companies in AI.
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  Speaker 3: But that's because they're actually executing at a high level.
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  Speaker 1: I think, Yeah, I don't even know if I want
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  Speaker 1: to use the term sleeper. I remember about a year
• 1:55
  Speaker 1: ago we were talking about this topic, and I think
• 1:58
  Speaker 1: the one knock I had against them was that they.
• 2:00
  Speaker 3: Didn't have the product. They didn't have anything. There wasn't
• 2:03
  Speaker 3: a thing.
• 2:05
  Speaker 1: And then I spoke to some people in the tech
• 2:06
  Speaker 1: world and they were like, naturely, trust me.
• 2:09
  Speaker 3: The thing is on the way.
• 2:11
  Speaker 1: So obviously, using that information doing the research, started to
• 2:14
  Speaker 1: get some calls on them and did pretty well on
• 2:16
  Speaker 1: those calls. And then at the All Star Game this
• 2:19
  Speaker 1: year in UH San Francisco, we uh we were enlightened
• 2:25
  Speaker 1: by some of the folks at Google. They had been
• 2:28
  Speaker 1: watching the show and talking to us about some of
• 2:30
  Speaker 1: the product things that were coming, and uh, we should
• 2:32
  Speaker 1: just you know, give it, give us some time and
• 2:34
  Speaker 1: then set some products over to us. And what we've
• 2:39
  Speaker 1: seen is when we talked about the clips earlier, this
• 2:44
  Speaker 1: is this is the.
• 2:45
  Speaker 3: Technology quiet just executing. They're executing at the highest level.
• 2:51
  Speaker 1: The product is phenomenal. When we're talking about AI, Gemini
• 2:56
  Speaker 1: is still one of the top three, right and still improving.
• 3:01
  Speaker 3: VO three is incredible.
• 3:04
  Speaker 1: Last week they talked about their potential new deal with
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  Speaker 1: Apple to be the search engine.
• 3:10
  Speaker 3: Google has had had a phenomenal year.
• 3:13
  Speaker 1: Uh, they reported earnings last two weeks ago, had an
• 3:16
  Speaker 1: amazing order innovation looks incredible.
• 3:19
  Speaker 3: For the future, they're there, man, they're there.
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  Speaker 1: And in fact, I was reading an interesting piece about
• 3:24
  Speaker 1: how they're looking at search going forward. Right when we
• 3:27
  Speaker 1: had to scour the internet, when AI, like Chat, GBT
• 3:30
  Speaker 1: and Claudes had to scour the internet, data source was
• 3:34
  Speaker 1: was Google because that's the place, you know. And now
• 3:37
  Speaker 1: they're saying like in the future they're going to shorten
• 3:40
  Speaker 1: that search so that models can't take which was what
• 3:45
  Speaker 1: we'll see, right, I was brilliant. Yeah, I feel like
• 3:48
  Speaker 1: they were a little late to that though, right had
• 3:50
  Speaker 1: they saw that train coming they would have.
• 3:53
  Speaker 2: It reminded me of Netflix stopping path for sure, Like
• 3:56
  Speaker 2: if data is the new oil, they have all the
• 3:59
  Speaker 2: oil and refire Sam while you're being arrogant, Well, what
• 4:02
  Speaker 2: you can talk about in a little bit, Okay, Well
• 4:04
  Speaker 2: let's cut the pipeline off and appo and a banana.
• 4:09
  Speaker 2: Every update that Google does it felt like at one
• 4:12
  Speaker 2: time every week they were launching a new improvement, just
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  Speaker 2: a fantastic and once again, everything they're doing, I wish
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  Speaker 2: Apple would have did.
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  Speaker 1: Yeah, yeah, it's interesting, right because I didn't not that
• 4:26
  Speaker 1: you said, I didn't even think about that, like you
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  Speaker 1: cut that that pipeline off, and for those that was
• 4:31
  Speaker 1: what I'm trying to explain here is that when you search, right,
• 4:33
  Speaker 1: like when Google has like thirty o's inside the word,
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  Speaker 1: that's how many search engines that they've done to come
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  Speaker 1: up with results in the future this and that they've
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  Speaker 1: cut that down to maybe two pages. Right, So remember
• 4:46
  Speaker 1: when people used to go seos and they're like, oh wait,
• 4:49
  Speaker 1: we're trying to land on the first ten searches. Now
• 4:51
  Speaker 1: that I'll be confined so that the other companies won't
• 4:54
  Speaker 1: be able to use that database to use inside their platform.
• 4:57
  Speaker 1: Which is interesting the Apple have done this. I think
• 5:01
  Speaker 1: Apple could have done something in artificial intelligence. I think
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  Speaker 1: they're the roller is defline. Now they're gonna sit back
• 5:06
  Speaker 1: and watch and say, how do we improve how we
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  Speaker 1: innovate inside of what's already happening.
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  Speaker 3: Google is just innovating. They're just innovating at a very
• 5:14
  Speaker 3: high level.
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  Speaker 1: And every time they innovate, there's a response. And so
• 5:19
  Speaker 1: when vo three came out, we saw soa they updated it.
• 5:23
  Speaker 1: It comes soa too. They're leading the way now right,
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  Speaker 1: they're leading away. Search engine is there. We know that
• 5:31
  Speaker 1: that it's a huge business. And obviously they still have
• 5:33
  Speaker 1: that Golia called YouTube, which.
• 5:36
  Speaker 2: Now they're gonna say and once they figure out how
• 5:39
  Speaker 2: to integrate Veil into YouTube for creators, if you go
• 5:45
  Speaker 2: on a cable home sell.
• 5:47
  Speaker 3: What would be like what's reality?
• 5:48
  Speaker 2: At that point it's tough mm hm m h. Job
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  Speaker 2: or done to everybody at Google. Once again, I wish
• 5:58
  Speaker 2: the Apple would have done the same.
• 6:00
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