In short
Earn Your Leisure Podcast Summary
Episode Title
Investing Daily: How Google is Quietly Outpacing Apple and Leading the Tech World
Hosts
- Rashad Bilal
- Troy Millings
Episode Description
In this episode, Rashad and Troy discuss Google’s advancements in artificial intelligence (AI) and its competitive position in the tech industry compared to Apple. They explore Google's innovative strategies, AI products like Gemini, and the implications of these developments for the future of technology and business.
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Key Discussions
Google's Position in AI
- Sleeper AI Company?
- Rashad questions if Google is a sleeper in the AI space.
- Troy argues that Google is not a sleeper but a quietly executing tech giant.
- Flawless Execution and Adaptability
- Troy highlights Google's ability to invest in AI while Apple has faltered.
- Google’s strategic focus on AI has led to a resurgence in innovation.
Strategic Moves
- Anticipated Pipeline Reduction
- Discussion on how Google plans to shorten search results pages, which may limit other companies' access to data.
- Deal with Apple
- Speculation on a potential agreement for Google to remain as the primary search engine for Apple products.
Investment Insights
- Rashad shares insights on how he benefited from smart investments related to Google's AI products, hinting at insider knowledge about upcoming innovations.
Google AI Innovations
- Gemini and VO3
- Gemini is highlighted as a flagship AI product showing continuous improvement.
- VO3 is recognized for its potential impact on the search engine landscape.
Competitive Landscape
- Data as the New Oil
- Data is compared to oil, emphasizing that Google controls this valuable resource through its search engine and innovations.
- Comparisons with Netflix
- Insights on Netflix's strategy to cut password sharing are used to draw parallels with Google's evolving search strategies.
Future Implications
- Integration with YouTube
- The hosts discuss how integrating AI technologies with YouTube could revolutionize content creation and enhance user experience.
- Innovation Culture
- Acknowledgment of Google's continuous innovation in contrast to Apple's approach, with a wish that Apple would adopt a similar proactive strategy.
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Key Takeaways
- Google is positioning itself as a leader in AI through innovation, despite being overlooked compared to competitors like Apple.
- Strategic partnerships and product innovations are crucial for Google's dominance in the tech space.
- Understanding the evolving landscape of AI and data management can offer significant investment opportunities.
- Continuous improvements in Google’s products reflect a robust culture of innovation that keeps the company at the forefront of the tech industry.
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This episode serves as a critical examination of Google's strategic initiatives and competitive advantages in the rapidly changing landscape of technology and AI, providing valuable insights for investors and tech enthusiasts alike.
Written by AI. May contain mistakes. Listen to the episode to check what was said.
Transcript
Automatic transcript. May contain errors.0:00This is an iHeart Podcast. Guaranteed Human.
0:32I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. Mind Games, a new podcast exploring NLP, a.k.a. neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel. and Matt from HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress.
1:15That's right. Yeah, each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference. Kick off the year with confidence. Listen to HowToMoney on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. This season on Dear Chelsea with me, Chelsea Handler, we've got some incredible guests like Kumail Nanjiani. Let's start with your cat. How is she? She is not with us anymore. Great, great, great way to start. Maybe you will cry. Ross Matthews. You know what kids always say to me? Are you a boy or a girl?
1:48Oh my God. All the time. That's so funny. I know. So I try to butch it up for kids so they're not confused. Yeah, but you're butching it up. It's basically like Doris Day. No, I turn into Bea Arthur. Listen to these episodes of Dear Chelsea on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.
2:29I just, damn, that f***er got swag. Listen to the Questlove Show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast. This episode is brought to you by PNC Bank. A lot of people think podcasts about work are boring. And sure, they definitely can be. But understanding a professional's routine shows us how they achieve their success little by little, day after day. It's like banking with PNC Bank It might seem boring to save, plan And make calculated decisions with your bank But keeping your money boring Is what helps you live a more happily Fulfilled life PNC Bank, brilliantly boring since 1865 Brilliantly boring since 1865 Is a service mark of the PNC Financial Service Group, Inc PNC Bank, National Association Member, FDIC is google a sleeper ai company uh if i wanted to wait to december one of my favorite comeback stories of just flawless execution is google google has done everything i wish apple would have done i can't wait for this update to come out um but just at the highest level when people were even starting to say, well, AI erode their search business completely, they found a way to invest and create AI at a faster scale.
4:01And it's a great thing of being focused because Apple lost their focus. They were able to come in and be a partner. So as a sleeper AI company, we've been talking about it all year. And I've clearly said, like, once they made the switch in focus, I was the first one to say, hey, They've they've righted the ship. So I don't think they're a sleeper company, but I do think they are the quietest of the big tech companies in AI. But that's because they're actually executing at a high level. I think. Yeah, I don't even know if I want to use the term sleeper. I remember about a year ago we were talking about this topic.
4:38And I think the one knock I had against them was that they didn't have the product. They didn't have anything. There wasn't a thing. and then I spoke to some people in the tech world and they were like, no, Troy, trust me, the thing is on the way. So obviously using that information and doing the research, started to get some calls on them and did pretty well on those calls. And then at the All-Star game this year in San Francisco, we were enlightened by some of the folks at Google. They had been watching the show and talking to us about some of the product things that were coming and we should just, you know, Give it some time and then send some products over to us.
5:18And what we've seen is, when we talked about the clips earlier. What if mind control is real? If you could control the behavior of anybody around you, what kind of life would you have? Can you hypnotically persuade someone to buy a car? When you look at your car, you're going to become overwhelmed with such good feelings. Can you hypnotize someone into sleeping with you? I gave her some suggestions to be sexually aroused. Can you get someone to join your cult? NLP was used on me to access my subconscious. NLP, aka Neuro Linguistic Programming, is a blend of hypnosis, linguistics, and psychology.
5:56Fans say it's like finally getting a user manual for your brain. It's about engineering consciousness. Mind Games is the story of NLP, its crazy cast of disciples, and the fake doctor who invented it at a New Age commune and sold it to guys in suits. He stood trial for murder and got acquitted. The biggest mind game of all? NLP might actually work. This is wild. Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Run a business and not thinking about podcasting? Think again. More Americans listen to podcasts than ad-supported streaming music from Spotify and Pandora.
6:36And as the number one podcaster, iHeart's twice as large as the next two combined. So whatever your customers listen to, they'll hear your message. Plus, only iHeart can extend your message to audiences across broadcast radio. Think podcasting can help your business? Think iHeart. Streaming, radio, and podcasting. Call 844-844-IHEART to get started. That's 844-844-IHEART. New year, new goals, and in this economy, a better money plan is more necessary than ever. I am Matt. And I'm Joel. We are from the How to Money podcast. and every week we help you to spend smarter, save more, and make sense of what's going on out there.
7:12If you want 2026 to be the year you finally feel in control of your money, we're here to give you the tools and advice to help you make it happen. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, what's up, y 'all? This is Questlove. Recently, I had the opportunity to sit down with A$AP Rocky ahead of his album release, Don't Be Dumb. He reflects on his journey from his Harlem roots to global icon status, discovering the hip-hop origin of his name. The ledge was on the TV. Rakim had the bucket hat Kangol during the past. I was like, that's Rakim.
7:47That's who you named after. I just was like, damn, that was a f***ing guy swag. Rocky offers a window into not only a boundary-breaking artist, but as a man committed to fusing creative ideas, community, and remaining unapologetically himself. Have you ever gotten roasted for any of your outfits? For sure. Some people don't be getting the vision. Look, they can roast me, they can cook me, they can deep fry me, they can saute, whatever they want. It's nobody who can f*** with my fashion sense and my taste is impeccable. I'm just like, I impress myself a lot. It's an amazing conversation, one you definitely don't want to miss.
8:25So listen to the Questlove show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.
8:35Hey there, this is Dr. Jesse Mills, director of the Men's Clinic at UCLA Health and host of the Mailroom Podcast. Each January, guys everywhere make the same resolutions. Get stronger, work harder, fix what's broken. But what if the real work isn't physical at all? To kick off the new year, I sat down with Dr. Steve Poulter, a psychologist with over 30 years experience helping men unpack shame, anxiety, and emotional pain they were never taught to name. In a powerful two-part conversation, we discuss why men aren't emotionally bulletproof, why shame hides in plain sight, and how real strength comes from listening to yourself and to others.
9:11Guys who are toxic, they're immature, or they've got something they just haven't resolved. Once that gets resolved, then there comes empathy as in compassion. If you want this to be the year you stop powering through pain and start understanding what's underneath, Listen to the mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows. This is the technology right now. Just executing quietly. They're executing at the highest level. The product is phenomenal. When we're talking about AI, Gemini is still one of the top three, right? For sure. And still improving. And still improving.
9:52and VO3 is incredible. Last week, they talked about their potential new deal with Apple to be the search engine. Google has had a phenomenal year. They reported earnings two weeks ago, had an amazing order. Innovation looks incredible for the future. They're there, man. They're there. In fact, I was reading an interesting piece about how they're looking at search going forward, right? When we had to scour the internet, when AI, like Chad, GBT, and Claude had to scour with the internet data source was was google because that's the place you go um and now they're saying like in the future they're going to shorten that search so that other models can't which was what we'll see right yeah i feel like they were a little late to that though right had they saw that train coming they would have it reminded me of netflix stopping the password share.
10:47If data is the new oil, they have all the oil and the refineries. Sam, while you're being arrogant, which you can talk about in a little bit, okay, well, let's cut the pipeline off and I can feel, I can feel every update that Google does. It felt like at one time every week, they were launching a new improvement. Just a fantastic... And once again, everything they're doing, I wish Apple would have did. Yeah. Yeah. It's interesting, right? Because I didn't, now that you said, I didn't even think about that. Like you cut that, that pipeline off. And for those, that was what I'm trying to explain here is that when you search, right?
11:25Like when Google has like 30 O's inside the word, that's how many search engines that they've done to come up with results in the future. They're saying that they'll cut that down to maybe two pages. Right. So remember when people used to go SEOs and be like, oh wait, we're trying to land on the first 10 searches. now that it'll be confined so that the other companies won't be able to use that database to use inside their platforms, which is interesting. Could Apple have done this? I think Apple could have done something in artificial intelligence. I think the role is defined now. They're going to sit back and watch and say, how do we improve?
11:59How do we innovate inside of what's already happening? Google is just innovating. They're just innovating at a very high level. And every time they innovate, there's a response. and so when VO3 came out, we saw Sora. They updated it. Here comes Sora 2. They're leading the way now, right? They're leading the way. Search Engine is there. We know that that is a huge business and obviously they still have that Goliath call YouTube. And now they're just going to say, and once they figure out how to integrate Veo into YouTube for creators. If you're on the cable come sell. What's reality at that point?
12:41It's tough. Uh-huh. Uh-huh. Job well done to everybody at Google. Once again, I wish Apple would have done the same. Ernest, what's up? You ever walk into a small business and everything just works? Like the checkout is fast, the receipts are digital, tipping is a breeze, and you're out the door before the line even builds. Odds are they're using Square. We love supporting businesses that run on Square because it just feels seamless, whether it's a local coffee shop, a vendor at a pop-up market, or even one of our merch partners. Square makes it easy for them to take payments, manage inventory, and run their business with confidence, all from one simple system.
13:22One of the things we love most is seeing neighborhood businesses level up. There's this West Indian spot right in our community that started with a small takeout counter. Now with Square, they've been able to expand into a full sit-down restaurant and even started catering events across the city. That's the kind of growth that inspires us, and it's powered by Square. Square is built for all types of businesses, from the corner bagel shop that turned into a local chain, to the specialty market with thousands of unique items, to the stylist who's been holding you down for years. If you're a business owner or even just thinking about launching something soon, Square is hands down one of the best tools out there to help you start, run and grow.
14:04It's not just about payments. It's about giving you time back so you can focus on what matters most. Ready to see how Square can transform your business? Visit square.com backslash go backslash E-Y-L to learn more. That's square.com backslash go backslash E-Y-L. Don't wait. Don't hesitate. Let Square handle the back end so you can keep pushing your vision forward.
14:54exploring NLP, aka neurolinguistic programming. Is it a self-help miracle, a shady hypnosis scam, or both? Listen to Mind Games on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hey, it's Joel and Matt from HowToMoney. If your New Year's resolution is to finally get your finances in shape, we've got your back. Prices, they're still high, and the economy is all over the place. But 2026 is the year for you to get intentional and make real progress. That's right. Yeah. Each week we break down what's happening with your money, the most important issues to focus on, and the small moves that make a big difference.
15:32Kick off the year with confidence. Listen to How to Money on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts. Hello, hello, all my people. What's up? It's Questlove. Recently, I had the opportunity to sit down with the one and only ASAP Rocky. He reflects on his journey from Harlem roots to global icon status and discovering the hip-hop origin of his name. The ledge was on the TV. Rakim had the Buckethead Kangol join on. Pops was like, that's Rakim. That's who you named after. I just, damn the f***, I swear. Listen to The Questlove Show on the iHeartRadio app, Apple Podcasts, or wherever you get your podcast.
16:14This season on Dear Chelsea with me, Chelsea Handler, we've got some incredible guests like Kumail Nanjiani. Let's start with your cat. How is she? She is not with us anymore. Okay, great, great, great way to start. Maybe you will cry. Ross Matthews. You know what kids always say to me? Are you a boy or a girl? Oh my God. All the time. That's so funny. I know. So I try to butch it up for kids so they're not confused. Yeah, but you're butching it up. It's basically like Doris Day. Right? No, I turn into Bea Arthur. Listen to these episodes of Dear Chelsea on the iHeartRadio app, Apple Podcasts, or wherever you get your podcasts.
16:50This is Dr. Jesse Mills, host of the Mailroom Podcast. Each January, men promise to get stronger, work harder, and fix what's broken. But what if the real work isn't physical at all? I sat down with psychologist Dr. Steve Poulter to unpack shame, anxiety, and the emotional pain men were never taught how to name. Part of the way through the valley of despair is realizing this has happened, and you have to make a choice whether you're going to stay in it or move forward. Our two-part conversation is available now. Listen to The Mailroom on the iHeartRadio app, Apple Podcasts, or wherever you get your favorite shows.
17:22This is an iHeart Podcast. Guaranteed human.
From the publisher
In this insightful Market Mondays clip, Rashad and Troy dive into Google’s evolution as an AI powerhouse, its strategy in the competitive tech landscape, and why it might just be one of the quiet leaders in artificial intelligence. The discussion starts with Rashad asking if Google is a sleeper AI company. Troy responds by praising Google’s flawless execution and adaptability, especially when Apple lost its focus. The duo highlight how Google invested in AI, redefining its approach to innovation and solidifying its presence as a tech titan. The clip explores Google’s strategic moves, such as the anticipated pipeline reduction in search pages and the company’s potential new deal with Apple to serve as the primary search engine. Rashad shares how industry insiders foresaw the arrival of major AI products from Google and how he benefited by making smart investment choices based on these trends. The hosts also discuss Gemini, Google’s standout AI product, and its continuous improvements, alongside other innovations like VO3. Troy draws comparisons to Netflix’s move to stop password sharing, emphasizing how data is the new oil and Google owns the pipeline and refineries. They reflect on Google’s powerful earnings, impressive product rollouts, and dominance in both AI and traditional search, underscoring how every innovation from Google prompts competitive responses in the tech sector. In a forward-looking segment, Rashad and Troy touch on the potential integration of Google’s AI technologies with YouTube, which could transform content creation for millions. They salute Google’s team for their ongoing innovation, while wishing Apple had taken a similar path. If you’re interested in the latest AI breakthroughs, competitive strategies in big tech, and how innovation is reshaping the digital landscape, this clip is not to be missed! *Hashtags:* #MarketMondays #GoogleAI #ArtificialIntelligence #TechInnovation #AILeadership #GeminiAI #YouTubeAI #SearchEngine #AppleVsGoogle #TechTalk #Innovation #BigTech #Finance #Investing #RashadBilal #TroyMillings
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