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Companies

Alphabet (Google)

Mentioned in 5 analyzed podcast episodes across 5 shows

Mentioned On

Bloomberg TechHow I Invest with David WeisburdThe Tim Dillon ShowThe Compound and FriendsSmart Talks with IBM

Episode Mentions

Bloomberg Tech

Bloomberg Tech · Apr 29, 2026

80 Seconds of Big Tech Earnings To Set Market’s Fate

“Reporting earnings after market close; $185B AI capex commitment; Gemini token consumption 2-3x higher than competitors; GCP growth and cloud margins key metrics”

AI Infrastructure Capital Expenditure and ROI VerificationCloud Growth and Margin Compression in HyperscalersSupply Chain Constraints and Geopolitical Cost Inflation
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How I Invest with David Weisburd

How I Invest with David Weisburd · Apr 24, 2026

E355: From Deal-by-Deal to a $6.5B Platform: Building a Real Estate Investment Empire

“Completed development project in Boulder, Colorado; eventually purchased the property from Forum”

Real estate fund platform architecture and institutional infrastructureCapital formation and investor relations during market cyclesMultifamily acquisition strategy in secondary/tertiary markets
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The Tim Dillon Show

The Tim Dillon Show · Apr 11, 2026

491 - Bombing Beirut, Back To Butler & Melania’s Mission

“Trillion-dollar tech company; major component of California's economic output; part of AI arms race with China”

Israel-Hezbollah Conflict and Civilian CasualtiesAI Safety and Existential RiskUS-China AI Competition and Arms Race
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The Compound and Friends

The Compound and Friends · Dec 30, 2025

New Year’s Resolutions, the $15 Trillion Liquidity Flood With Garrett Baldwin, Reacting vs Predicting

“Mentioned as Buffett investment within value arbitrage flows and mega-cap concentration trends”

Federal Reserve monetary policy and repo market operationsGlobal liquidity cycles and asset price mechanicsGold and silver rally drivers and central bank purchasing
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Smart Talks with IBM

Smart Talks with IBM · Oct 28, 2025

IBM CEO Arvind Krishna: Creating Smarter Business with AI and Quantum

“Referenced as one of two companies (with Amazon) that paid for all internet bubble capital investment through massive returns”

Quantum Computing Applications and TimelineEnterprise AI Deployment StrategyHybrid Cloud Architecture
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