Alphabet
Mentioned in 131 analyzed podcast episodes across 10 shows
# Alphabet The parent company of Google and DeepMind, Alphabet is a major technology conglomerate competing in AI, cloud services, and digital infrastructure. Podcasts frequently discuss the company's massive capital expenditures ($165-185B annually) as part of the broader AI arms race among hyperscalers, its development of proprietary AI chips (TPUs) to reduce GPU reliance, and its Gemini AI model competing against OpenAI. The company has demonstrated strong financial performance with record quarterly revenues and sustained high growth rates, while also integrating robotics and AI capabilities across its product ecosystem.
Mentioned On
Episode Mentions
This Week in Startups · Aug 7, 2026
How AI splits startups into winners and losers | E2322
“Listed as the largest public company by total annual stock-based compensation at $25 billion.”
The AI Daily Brief: Artificial Intelligence News and Analysis · Aug 6, 2026
Google’s AI Leadership Shakeup: Disaster or Exactly What It Needs?
“Parent company of Google; Google stock fell 4% following the Hassabis and Dean departure announcements.”
TBPN · Aug 5, 2026
Demis Is Out as DeepMind CEO, Apple Escalates OpenAI Suit, Spider-Man Sets Record | Diet TBPN
“Parent company navigating DeepMind restructuring; Hassabis becomes Alphabet chief scientist.”
TBPN · Aug 5, 2026
Google DeepMind Reorgs, Rainforest Discoveries, Monkey Prices Surge | Harley Finkelstein, John J. Giamatteo, Jeremy Allaire, Mackenzie Burnett
“Parent company navigating DeepMind restructuring while Demis Hassabis takes new role as Chief Scientist.”
TBPN · Jul 31, 2026
Leopold Stays in the Game, Big Tech Earnings, OpenAI Slashes GPT-5.6 Prices | Diet TBPN
“Reported $119.8B revenue with Google Cloud surging 82% YoY to $24.8B, beating EPS expectations comfortably.”
TBPN · Jul 31, 2026
Leopold is Back! Big Tech Earnings, Defense Tech Deep Dive | Richard Craib, Trae Stephens, Blake Resnick
“Reported $119.8B revenue with Google Cloud surging 82% YoY to $24.8B, beating EPS expectations.”
TBPN · Jul 29, 2026
Robot Bans, Zuck Op-Ed, eBay Settles | Joe Weisenthal, Jameson Detweiler, Stanley Tang, Amjad Masad, Adam Cohen
“Discussed as late signatory to open-source AI letter and facing CapEx free cash flow pressure from AI investment.”
TBPN · Jul 28, 2026
Big Companies Start Hiring Again, Anthropic's Open-Weight Position, Zuck Backs AI for All | Diet TBPN
“Listed among major companies resuming hiring plans as AI augmentation drives demand for more employees.”
World Business Report · Jul 28, 2026
Is the World Cup up for sale?
“Tech giant spending trillions on AI infrastructure build-out, facing investor scrutiny on returns and capital efficiency”
Tech Brew Ride Home · Jul 28, 2026
Anthropic Doesn't Hate Open Weights, Says Anthropic.
“Credit default swap spreads rising to record highs amid AI infrastructure spending concerns”
The Last Invention is AI · Jul 28, 2026
NVIDIA and Super Safe's Revolutionary Partnership
“Investor in Super Safe Intelligence's $7 billion funding round”
Claude AI · Jul 28, 2026
Analyzing NVIDIA's Partnership with Super Safe
“Investor in Super Safe Intelligence's funding round”
No Priors AI · Jul 28, 2026
NVIDIA and Super Safe: No Prior Comparisons
“Major backer of Safe Super Intelligence alongside Sequoia, Lightspeed, and Andresen Horowitz”
Personal AI · Jul 28, 2026
Personalizing AI: NVIDIA and Super Safe Collaboration
“Major backer of Safe Super Intelligence with $7B+ funding round”
The Daily AI · Jul 28, 2026
Daily Insights: NVIDIA and Super Safe Collaboration
“Investor in Super Safe Intelligence; owns Google which partners with SSI on compute infrastructure”
TBPN · Jul 28, 2026
Tae Kim Sounds Off, Big Companies Are Hiring Again, NVIDIA $50B Tenant | Tae Kim, Ben Zweig, Aakash Thumaty
“Mentioned as signaling hiring expansion and eventually signing Nvidia's open-source AI letter.”
The AI Podcast · Jul 28, 2026
NVIDIA's New Alliance with Super Safe Intelligence
“Investor in Super Safe Intelligence; backing foundational AI safety research”
AI Breakdown · Jul 28, 2026
NVIDIA Deal Boosts Super Safe Intelligence
“Investor in Super Safe Intelligence; operates Google AI Overviews disrupting search and publisher revenue”
Anthropic · Jul 28, 2026
NVIDIA and Super Safe: Redefining AI Collaboration
“Investor in Safe Super Intelligence; Google Cloud partners with SSI for compute infrastructure alongside NVIDIA”
Becker Private Equity & Business Podcast · Jul 28, 2026
Oracle, Intel, Tesla, & Google 7-28-26
“Google parent company down 7-8% last week but up 2% year-to-date; part of mega-cap tech selloff”
WSJ's Take On the Week · Jul 26, 2026
The Buried $150B Bet Inside the Top 20 U.S. Stocks
“Major investor in Anthropic; owns Flipkart through subsidiary; operates Google Ventures with hundreds of portfolio companies”
TBPN · Jul 24, 2026
AMD Advancing AI, Google Q2 Earnings, OpenAI Plans $750B Cloud Spend | Diet TBPN
“Parent of Google; reported $119.8B Q2 revenue and negative cash flow due to heavy AI infrastructure investment.”
Stock Movers · Jul 20, 2026
Alphabet Gains, Hut 8 Rises, AMC Jumps After 2Q Adj. Ebitda Beats Estimates
“Stock up 3% after report of new Frozen V2 AI chip designed to optimize Gemini model efficiency and address AI computing shortfall”
WSJ Tech News Briefing · Jul 20, 2026
TNB Tech Minute: Alibaba Claims New AI Model Is Second Only to Anthropic’s Fable 5
“Tech giant with earnings report due in coming days as second quarter earnings season continues”
La Estrategia del Día México · Jul 20, 2026
El parásito en EE.UU. y México, big tech, Goldman le atina y las millas de Infantino
“Google parent company reporting earnings July 22; investors scrutinizing AI infrastructure spending ROI”
Carlos Inspire Show · Jul 20, 2026
THE GREAT LAYOFF LIE: WHAT COMPANIES WON'T TELL YOU ABOUT AI
“Record revenues, profits, and AI spending while conducting significant workforce reductions”
Bloomberg Daybreak: US Edition · Jul 20, 2026
US Bombs Iran After Troops Killed, UK Gets Another New Leader
“Kicking off AI hyperscaler earnings reporting on Wednesday for Q2 results”
Bloomberg Surveillance · Jul 16, 2026
Bloomberg Surveillance TV: July 16th, 2026
“Mentioned as example of recent monster equity capital raise contributing to strong investment banking pipeline”
WSJ's Take On the Week · Jul 12, 2026
Are Corporate Earnings in a Bubble? This Quarter Is a Test
“Hyperscaler company experiencing significant cash outflows for AI chip purchases as part of generational wealth transfer to semiconductor makers”
Mad Money w/ Jim Cramer · Jul 10, 2026
Mad Money w/ Jim Cramer 7/10/26
“Part of FANG (as Google) and Magnificent Seven; example of obvious, observable growth winner”
Wall Street Week · Jul 10, 2026
The World’s First Trillionaire, Governance Meets Growth, Menopause Market Boom
“Google parent company; uses dual-class share structure; Veo AI video creation tool used by studios”
Bloomberg This Weekend · Jul 10, 2026
Special Edition: SK Hynix Debuts in US, Opens 14% Above Offer Price
“Hyperscaler with $350B aggregate debt obligations for data center capex over five years”
Bloomberg Tech · Jul 10, 2026
SK Hynix Starts Trading on Nasdaq, Opens 14% Above Offer Price
“Hyperscaler included in $350B aggregate data center debt issuance by top five tech spenders”
Better Offline · Jul 8, 2026
Trashfuture x Better Offline: Goosed In The Shell
“Named as a hyperscaler facing stock pressure due to AI CapEx commitments outpacing free cash flow.”
The Journal. · Jun 15, 2026
The Great IPO Frenzy of 2026
“Identified as top 10 S&P 500 company with significant AI involvement in current market”
TBPN · Jun 2, 2026
Google Raises $80B, Confidential IPO 101, OpenAI Expands Codex | Diet TBPN
“Raised $80 billion in equity to fund AI infrastructure and compete in artificial intelligence arms race”
Pivot · May 19, 2026
Elon's Big Loss, Trump's Stock Trades, and OpenAI vs. Apple
“Receives $20 billion annually from Apple for search default; maintains dominant distribution position despite antitrust concerns”
Bloomberg Tech · May 14, 2026
Cerebras Goes Public in Year's Biggest IPO
“Google parent raising $17B in US bonds plus first-time yen market issuance to finance massive AI infrastructure capex”
Global News Podcast · May 6, 2026
OpenAI's GPT 5.5: Global Implications
“Google's parent company; Gemini model featured in Chrome and Apple Siri integration discussions”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · May 6, 2026
Breaking Down GPT 5.5 and Ad Solutions
“Google's parent company; referenced for search intent advertising model comparison with OpenAI”
One Part Lion - One Part Lamb with Stephen Scoggins · May 6, 2026
How He Built Wealth Starting With $250 (And Why Rich People Aren't Who You Think) | Chris Sain
“Google parent company; chairman discussed wise giving frameworks and philanthropic due diligence with Stephen”
Mad Money w/ Jim Cramer · May 5, 2026
Mad Money w/ Jim Cramer 5/5/26
“Google Cloud major data center player; reported $200B chip/storage deal with Anthropic”
The Compound and Friends · May 5, 2026
AI Takes Over the Economy, Earnings Season Scorecard, a Bid for eBay, Berkshire Post-Buffett, Uber Preview
“Google parent; communication services stock benefiting from AI monetization; part of Mag 7 dominance”
CNBC's "Fast Money" · May 5, 2026
Intel & Memory Stocks Surge… And Protagonist CEO On Drug Approval 5/5/26
“Briefly became world's most valuable company after Anthropic committed to $200B Google Cloud spend; TPU chip strategy competing with NVIDIA”
Brew Markets · May 5, 2026
Investing Like A Legend & Is Beer Back?
“Technology company held in Stanley Druckenmiller's portfolio, included in VistaShares' DRKY ETF”
Halftime Report · May 5, 2026
Strong Earnings Lift Stocks: How You Should Trade it 5/5/26
“Hit record high; phenomenal quarter with strong chip and business segment growth; trillion-dollar cloud backlog component”
Bloomberg Tech · May 5, 2026
Apple Weighs Using Intel, Samsung Processors
“Issuing record 9 billion euros in debt for AI capital expenditure; agreed to government AI model pre-release reviews”
Morning Brew Daily · May 5, 2026
Met Gala Under Fire for Embracing Bezos & Do Phone Bans in Schools Work?
“Generated $3B+ in other income from private company stakes (Anthropic, OpenAI) in Q1 2026, accounting for 60% of earnings”
Bloomberg Daybreak: Asia Edition · Apr 30, 2026
Mixed Big Tech Earnings, Powell Says He'll Stay at Fed as Governor
“Outperformed earnings expectations with strong AI revenue and cloud growth, positioned as clear winner in AI monetization”
Mad Money w/ Jim Cramer · Apr 29, 2026
Mad Money w/ Jim Cramer 4/29/26
“Crushed earnings with strong Google Cloud growth and YouTube recovery; search funding semiconductor buildout”