Acquired / episode intelligence
Speakers in the public record
Claim mix
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
20 published records
01 / belief
“I think for a long time, they thought productivity could be a second huge business for them.”
02 / belief
“I think at the end of the day, Google was looking for a second huge business, much like for Microsoft add Windows and then they had Office.”
03 / belief
“More recently, about six months ago, Office 365 had jumped ahead of Google Apps, 25% versus 23%. It's I think where Microsoft got their act together in office 365 and building the cloud productivity tools.”
04 / belief
“A lot of interesting news in the last couple of weeks with Google and Google Cloud Platform. I think there were some news that Apple was moving there.”
05 / belief
“Even if the user experience, which in my opinion of their cloud applications is still below Google's.”
06 / belief
“I think the difference of where we're sitting today from a few years ago is I don't think it fulfilled its low-end disruption promise of unseating the incumbent.”
07 / uncertainty
“Jeff Bezos is probably zero. Larry Page, I don't know. 10%? Ballmer and then Nadella, 90%.”
08 / belief
“I think I'm convinced by your argument because for technology companies where you operate in this battlefield everyday where there this huge fog of war and it's very ...”
09 / evaluation
“What's really interesting here is that I don't think anyone would argue that the cloud versions of Word and Excel and PowerPoint are greater beating, a resurgent or beating Google Docs, but it doesn't matter.”
10 / belief
“I'd written down that I wanted to draw the analogy to classic low-end disruption. I think we've beat that one pretty good.”
11 / evaluation
“I think perhaps longer than a lot of people would have expected, that has continued to be an incredible cash cow for them.”
12 / evaluation
“I think that dropping, let's say, $50 million shortcutted their time to market dramatically and put all that brain power in-house right away.”
13 / prediction
“I think Google Labs created the first Google Spreadsheets before Google Docs even launched.”
14 / prediction
“Actually, I think a relevant other acquisition clashing forward to today, Google recently acquired a company called Bebop which was founded by Diane Greene, who is the founder of VMware.”
15 / recommendation
“The one thing I would say from it, there is so many good stories from Steve Jobs stories, to all the Pixar history, and just general management lessons and startup lessons.”
16 / evaluation
“I think just rarely do you ever get a startup talking about their ridiculous naming meeting.”
17 / prediction
“When Google is getting in to dabble in this game, which is really inventing the market for cloud productivity, super cheap, because people weren't flocking there yet.”
18 / evaluation
“I think that if we're looking at this three to five years ago rather than looking at it today, I'd be sitting here preaching or, I guess, singing the praises of Google as this is one of the most classic examples ever of low-end disruption.”
19 / evaluation
“When you were looking at the cloud services in inning number one, or the top half, the choices, it wasn't apples to apples at all, because you're like, "Well, I'm going to either build for Google App Engine or I'm not.”
20 / evaluation
“My opinion, the atrophy of Google Docs in fighting that war or in fighting whatever war they should be fighting where it's going is largely because they have problems to think about in the future of their advertising business.”