Create your account

Analyse episodes, create alerts, spot trends before they go mainstream

Already have an account? Sign in

Companies

Alphabet

Mentioned in 48 analyzed podcast episodes across 10 shows

# Alphabet (company) The parent company of Google and DeepMind, Alphabet is a major player in AI infrastructure and development, competing with companies like OpenAI and Microsoft in the race for AI dominance. The company is actively investing massive capital—planning $165-175 billion in 2026 CapEx—and recently issued oversubscribed 100-year bonds to fund long-term AI and infrastructure investments. Podcasts discuss Alphabet as one of four dominant hyperscalers reshaping the tech landscape through aggressive AI spending and product integration across its ecosystem, while also developing proprietary chips like TPUs to reduce reliance on external suppliers.

Episode Mentions

Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 16, 2026

The Markets Are Bouncing Back, Hoorah, Hoorah! 4-16-26

Google stock rebounded approximately 7% year-to-date after being near zero or negative 5%

Stock Market RecoveryTechnology Stock PerformanceGeopolitical Risk and Markets
View Analysis
Nashville's Morning News with Dan Mandis

Nashville's Morning News with Dan Mandis · Apr 13, 2026

Hour 2 of NMN, Artemis II Crew Returns + Shut Up Pope

Parent company of Waymo; experienced 4% stock surge following official Nashville expansion announcement.

Waymo Autonomous Vehicle Incidents in NashvilleAutonomous Vehicle Safety and Urban NavigationArtemis II Lunar Mission and Crew Return
View Analysis
Bannon`s War Room

Bannon`s War Room · Apr 11, 2026

Episode 5292: Victory In Texas Over Muslim Indoctrination; MAGA Running For Congress In Florida

Participant in Project Glasswing defensive program using AI to identify and patch vulnerabilities before attackers exploit them

AI Cybersecurity and Zero-Day Vulnerability ExploitationAnthropic's Mythos Model and Project GlasswingTrump-Russia Collusion Hoax and Declassified Intelligence
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Apr 10, 2026

Stocks Wrap Winning Week As Investors Eye Ceasefire… And A New AI Cyber Threat 4/10/26

Positioned as well-placed tech play combining AI expertise with cloud infrastructure for cybersecurity solutions

Iran-US Ceasefire Negotiations and Geopolitical RiskOil Price Dynamics and Energy InflationCybersecurity Threats from AI Models
View Analysis
Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin · Apr 10, 2026

How Mr. Beast Built a $2.6 Billion Empire on YouTube

YouTube's parent company; clearest proxy for creator economy growth through ad revenue expansion

Creator Economy Valuation and Growth ProjectionsYouTube Algorithm Optimization and Content StrategyConsumer Goods Branding by Influencers
View Analysis
Motley Fool Money

Motley Fool Money · Apr 8, 2026

Why Alphabet is the Winner from Anthropic’s Incredible Growth

Strategic winner through 14% Anthropic stake and Google Cloud TPU supply deal, positioning as AI infrastructure provider

Anthropic Revenue Growth and Enterprise AI AdoptionAlphabet's Strategic AI Infrastructure PositioningGoogle TPU vs NVIDIA GPU Competition
View Analysis
Global News Podcast

Global News Podcast · Apr 8, 2026

The US, Israel and Iran announce two-week ceasefire

Portfolio company of Pershing Square (Google's parent company), mentioned in context of investment firm's major holdings

US-Iran Ceasefire AgreementStrait of Hormuz ReopeningMiddle East Oil Markets
View Analysis
Motley Fool Money

Motley Fool Money · Apr 3, 2026

A $2 Trillion IPO & the Space Economy

AI play with dominant search position; YouTube undervalued; Waymo autonomous vehicle division hiding value

Oil Futures Markets and BackwardationStrait of Hormuz Geopolitical RiskSpaceX IPO Valuation and Structure
View Analysis
Motley Fool Money

Motley Fool Money · Apr 2, 2026

“Alexa, Let’s Go to Outer Space”

Identified as AWS competitor lacking satellite capabilities that Amazon is developing

Space Industry Investment and IPOsSatellite Internet Deployment and CompetitionSpectrum Licensing and Regulatory Strategy
View Analysis
Becker Private Equity & Business Podcast

Becker Private Equity & Business Podcast · Apr 2, 2026

Apple: Is Its Future Bright or Dim? 4-2-26

Referenced as #3 in market cap rankings, part of Magnificent Seven comparison

Apple Stock Performance AnalysisMagnificent Seven Comparative PerformanceiPhone Ecosystem Strategy
View Analysis
Morning Brew Daily

Morning Brew Daily · Apr 1, 2026

We’re Going Back to the Moon & TMZ Exposes Vacationing Politicians

Planning $650B+ combined AI infrastructure spending with Microsoft, Amazon, and Meta

NASA Artemis II Moon MissionPublic Support for Space ExplorationMcCormick-Unilever Food Portfolio Acquisition
View Analysis
Pivot

Pivot · Mar 24, 2026

TSA Chaos, Iran War Whiplash, and White House AI Plan

Part of group of largest AI companies spending heavily on lobbying

TSA shutdown and airport chaosIran military conflict and oil pricesElon Musk court liability ruling
View Analysis
Pivot

Pivot · Mar 17, 2026

Billionaire Campaign Spending, Apple's Budget Gamble, and Hegseth vs. CNN

Cited alongside Meta for selective political advertising policies

Billionaire campaign spendingCitizens United impactApple pricing strategy
View Analysis
NPR News Now

NPR News Now · Mar 11, 2026

NPR News: 03-10-2026 8PM EDT

Parent company of YouTube, which became world's largest media company by revenue in 2025

Iran-U.S. Military Conflict and Diplomatic NegotiationsE-Cigarette Flavor Regulation and FDA PolicyYouTube Market Dominance and Media Industry Competition
View Analysis
Pivot

Pivot · Mar 10, 2026

Resist and Unsubscribe with Gov. Tim Walz

Refused to accept advertising for Resist and Unsubscribe campaign due to political nature

Economic strikes and consumer boycottsGovernment surveillance and data collectionImmigration enforcement and ICE operations
View Analysis
Money Rehab with Nicole Lapin

Money Rehab with Nicole Lapin · Mar 9, 2026

Are We in an AI Bubble? Here's the Honest Answer

Described as profitable cash flow machine and hyperscaler investing in AI infrastructure

AI Market Bubble AnalysisDot-Com Bubble ComparisonAI Company Valuations
View Analysis
Pablo Torre Finds Out

Pablo Torre Finds Out · Mar 5, 2026

Share & Bubble & Tell with Mina Kimes and Derek Thompson

Major AI infrastructure investor; competing with OpenAI/Anthropic; developing Gemini model

AI Bubble Economics and Market ValuationAI Adoption Rates and Workforce PenetrationGenerative AI Utility in Knowledge Work
View Analysis
Motley Fool Money

Motley Fool Money · Mar 2, 2026

NASA Doubles Down on the Moon

Identified as key competitor to OpenAI in AI development and market leadership

Berkshire Hathaway Leadership TransitionWarren Buffett CEO Succession PlanningGreg Abel Management Philosophy
View Analysis
Marketplace

Marketplace · Feb 26, 2026

A private credit market boom

Google parent company whose stock declined amid broader tech sector concerns

Private Credit Market Growth and Systemic RiskAI Disruption in Software IndustryPost-Crisis Bank Regulation and Lending
View Analysis
Motley Fool Money

Motley Fool Money · Feb 26, 2026

NVIDIA Posts Earnings. Wall Street Says “That’s It?”

Developing proprietary Tensor Processing Units (TPUs) for AI workloads, reducing reliance on NVIDIA GPUs; major AI infrastructure CapEx spender.

NVIDIA Earnings and Valuation SustainabilityGPU Market Competition and Proprietary Chip DevelopmentAI Infrastructure CapEx Spending Projections
View Analysis
Daily Tech News Show

Daily Tech News Show · Feb 26, 2026

Why NVIDIA’s Awesome Earnings Tanked the Market

Rolling Intrinsic robotics software company into Google to integrate with DeepMind and Gemini for physical AI development.

NVIDIA Earnings and Market ReactionAI Infrastructure Monetization and ROITraining vs. Inference Compute Demand
View Analysis
Morning Brew Daily

Morning Brew Daily · Feb 26, 2026

Kalshi Punishes MrBeast’s Editor for Insider Trading & Claude Used to Hack Mexico

One of four hyperscalers (with Amazon, Meta, Microsoft) spending $650B annually on capital expenditures.

NVIDIA Financial Performance and Stock ValuationAI Chip Demand and Hyperscaler Capital ExpenditurePrediction Market Regulation and Insider Trading
View Analysis
The a16z Show

The a16z Show · Feb 26, 2026

When Giants Don’t Go Public: Inside the $5 Trillion Private Tech Market

Public company example showing large caps can still achieve 20%+ growth rates

Private vs public market dynamicsIPO timing and decision factorsEmployee equity and liquidity solutions
View Analysis
Odd Lots

Odd Lots · Feb 20, 2026

A16Z's David George on How Private and Public Markets Fused Into One

Public company example of sustained high growth (20%+) at massive scale; contrasts with software company struggles

Private vs. Public Markets Capital DynamicsEmployee Equity and Liquidity in Private CompaniesTender Offers as IPO Alternative
View Analysis
WSJ What’s News

WSJ What’s News · Feb 14, 2026

What’s News in Markets: AI Jitters, Robinhood’s Slide and the Rotation Trade

Mentioned as hyperscaler in AI arms race with concerns about excessive spending on AI development

Artificial Intelligence Market ImpactAI-Driven Industry DisruptionMarket Rotation Strategy
View Analysis
Economist Podcasts

Economist Podcasts · Feb 13, 2026

Stock options: how to hedge an AI bubble

Planning massive AI spending as part of $660 billion combined investment by major tech companies

AI investment bubble risksStock market hedging strategiesBond market volatility
View Analysis
TBPN

TBPN · Feb 12, 2026

AI Isn’t Covid, FBI probes Tai Lopez, Mistral’s $2B Sweden bet | Diet TBPN

Identified as one of the US companies dominating AI infrastructure that Europe wants alternatives to

AI exponential growth vs COVID comparisonTai Lopez SEC fraud investigationChinese AI video generation capabilities
View Analysis
TBPN

TBPN · Feb 11, 2026

Elon’s go-to banker leads SpaceX IPO, SaaSination, Bejing’s robot Boom | Diet TBPN

Selling 100-year bonds to fund long-term investments, massively oversubscribed

SpaceX IPO preparationSaaS industry disruption by AIHumanoid robotics competition
View Analysis
MacBreak Weekly (Audio)

MacBreak Weekly (Audio) · Feb 11, 2026

MBW 1011: Oy and Whoop! - iPhones to the Moon!

Google parent company; disclosed Apple partnership details in earnings call; competing in AI and cloud services

Apple Health Platform Competitive PositioningM5 Chip Architecture and Modular DesignAI Feature Adoption in Consumer Smartphones
View Analysis
TBPN

TBPN · Feb 10, 2026

Elon Musk's Banker, Beijing Pours $26B into Robot Boom, How Apollo Dodged SaaSsassination | Ashlee Vance, Vincenzo Landino, Ethan Thornton, Kris Marszalek, Cristóbal Valenzuela, Brad Svrluga, Dayna Grayson

Issuing 100-year bonds to fund AI infrastructure investments

SpaceX IPO preparationChina humanoid robotics investmentSaaS business model disruption
View Analysis
Something You Should Know

Something You Should Know · Feb 7, 2026

Why Everything We Do Matters & The Importance of Big Tech Oversight - SYSK Choice

Google's parent company identified as one of four most valuable American tech companies in digital economy

Chaos Theory and Contingency in Personal SuccessData Privacy and Corporate Data Collection PracticesBig Tech Regulation and Oversight Models
View Analysis
Pivot

Pivot · Feb 6, 2026

AI Faceoffs at the Super Bowl, Bob Iger's Heir Apparent, and WaPo's Brutal Cuts

Beat earnings expectations with 30% income growth and massive AI capex spending of $165-175B planned

AI advertising models and user privacySuper Bowl advertising effectiveness and viral marketingGoogle's AI strategy and search dominance
View Analysis
CNBC's "Fast Money"

CNBC's "Fast Money" · Feb 4, 2026

Alphabet Reports Results… And Pharma Stocks Diverge In Weight Loss Drug Race 2/4/26

Reported record $400B+ quarterly revenue, beat earnings, and guided 2026 CapEx to $185B, nearly double prior year

Alphabet Q4 Earnings and 2026 CapEx GuidanceAI Infrastructure Spending and MonetizationSemiconductor vs Software Performance Divergence
View Analysis
Kim Komando Daily Tech Update

Kim Komando Daily Tech Update · Jan 28, 2026

Spotify: Is payola back?

Spotify Discovery Mode algorithmPayola and music industry practicesClass action lawsuits against streaming platforms
View Analysis
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg · Jan 21, 2026

Microsoft CEO Satya Nadella on AI's Business Revolution: What Happens to SaaS, OpenAI, and Microsoft? | LIVE from Davos

AI Copilots and Enterprise IntegrationKnowledge Worker Productivity TransformationMicrosoft Azure Token Factory Strategy
View Analysis
Kim Komando Daily Tech Update

Kim Komando Daily Tech Update · Jan 21, 2026

The Magnificent 7 shrinks to 4

Tech company market consolidationApple AI strategy failuresMeta Metaverse investment losses
View Analysis
The Journal.

The Journal. · Jan 19, 2026

Are Waymos Driving More Like Humans?

Parent company of Google and owner of Waymo; mentioned as corporate entity overseeing autonomous vehicle operations

Autonomous Vehicle Behavior OptimizationSelf-Driving Car Urban Deployment StrategyAutonomous Vehicle Safety vs. Traffic Flow Trade-offs
View Analysis
Elon Musk Podcast

Elon Musk Podcast · Jan 17, 2026

Tesla Drowning in Regulatory Probes

NHTSA Full Self Driving InvestigationTesla FSD Traffic ViolationsAutonomous Vehicle Regulation
View Analysis
Pivot

Pivot · Jan 16, 2026

Trump Threatens Insurrection Act, Paramount Sues Warner Bros, and Apple Teams Up with Google for AI

Fourth public company to reach $4 trillion valuation; gaining leverage in AI market through Apple partnership

Trump's Insurrection Act Threats and Martial Law SpeculationICE Enforcement and Police Brutality in MinneapolisParamount-Warner Bros Acquisition Battle and Proxy Fights
View Analysis
Something You Should Know

Something You Should Know · Jan 10, 2026

Why Everything We Do Matters & The Importance of Big Tech Oversight - SYSK Choice

Listed as one of four most valuable American tech companies dominating digital economy

Human Touch and Nervous System RegulationChaos Theory and Life ContingencyExperimentation as Risk Management Strategy
View Analysis
Pivot

Pivot · Dec 30, 2025

Pivot Predictions: Scott’s Big Tech Stock Pick, The Next Bailout, and President JD Vance?

Scott's 2025 stock pick up 68%; continues as part of Magnificent Seven concentration risk

AI Stock Valuations and Chinese CompetitionGeopolitical Trade Policy and TariffsAmazon Robotics and Operational Efficiency
View Analysis
Elon Musk Podcast

Elon Musk Podcast · Dec 23, 2025

How Musk Gained $150 Billion in One Week

Tesla compensation packageSpaceX valuationDelaware Supreme Court ruling
View Analysis
Google DeepMind: The Podcast

Google DeepMind: The Podcast · Dec 16, 2025

The Future of Intelligence with Demis Hassabis (Co-founder and CEO of DeepMind)

Parent holding company of Google and DeepMind; positioned to benefit from AI integration across product ecosystem

Agentic AI Systems and Autonomous AgentsWorld Models and Simulation TechnologyMultimodal AI Capabilities (Text, Image, Video)
View Analysis
Google DeepMind: The Podcast

Google DeepMind: The Podcast · Dec 11, 2025

The Arrival of AGI with Shane Legg (co-founder of DeepMind)

Parent company of Google DeepMind, mentioned implicitly through DeepMind's organizational structure

AGI Definition and Classification FrameworksAI Capability Assessment MethodologiesContinual Learning and Episodic Memory in AI Systems
View Analysis
The Diary Of A CEO with Steven Bartlett

The Diary Of A CEO with Steven Bartlett · Dec 4, 2025

The Man Who Wrote The Book On AI: 2030 Might Be The Point Of No Return! We've Been Lied To About AI!

Parent company of Google and Waymo; major AI investor and developer; subject to regulatory scrutiny

AGI Timeline Predictions and FeasibilityAI Safety Regulation and Government PolicyExistential Risk Assessment and Extinction Probability
View Analysis
Acquired

Acquired · Oct 6, 2025

Google: The AI Company

Google's parent holding company; market cap hit $3 trillion in 2025; owns YouTube, Android, Chrome, and other major platforms

Transformer Architecture and Its Impact on AIGoogle Brain vs. DeepMind Consolidation StrategySearch Monetization vs. AI Monetization Models
View Analysis
TED Radio Hour

TED Radio Hour · Sep 12, 2025

The lab behind Waymo and Google Glass that wants to reshape your life

Parent company of X (Moonshot Factory) and Google; major financial supporter of NPR

Autonomous Vehicle Regulation and Public AcceptanceWearable Augmented Reality TechnologyElectric Grid Modernization and Software
View Analysis
Acquired

Acquired · Aug 26, 2025

Alphabet Inc.

Holding company created in 2015 to restructure Google; separated search/ads business from experimental bets

Search Engine Monetization and Ad AuctionsWeb Application Development (Ajax, JavaScript, V8)Mobile Operating System Strategy and Distribution
View Analysis