Evidence receipt / belief
Published · transcript-backedBen Gilbert: belief
6 Oct 2025 Acquired Google Part III: The AI Company
“People (I think) are starting to realize Google’s slow. They’re slow to react to things.”
Source trail
Everything needed to verify it.
- Speaker
- Ben Gilbert
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 6 Oct 2025
- Publisher
- Acquired
- Episode
- Google Part III: The AI Company
Transcript context
…Wow, so towards the end of 2022, leading up to the launch of ChatGPT. People (I think) are starting to realize Google’s slow. They’re slow to react to things. It feels like they’re an old crusty company. Are they like the Microsoft of the 2000s where they haven’t had a breakthrough product in a while. People are not bright on the future of Google. And then ChatGPT comes out. Which means if you were bullish on Google back then and contrarian, you could have invested at a trillion dollar market cap.…
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