Jake Howe
speaker
144 appearances
1 recordings
1 series
first heard Aug 2024
last heard Aug 2024
Jake Howe’s voice in public audio — every appearance, attributed to the second.
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Appearances
All right, everybody, welcome to the number one podcast in the world. I am your boy, Jake Howe, the world's greatest moderator, executive producer for life with me again on the All In podcast is the Rain Man, David Sachs. Yeah, looking healthy, looking good, looking trim. The hair's great. How you feeling, brother?
Haircut looks good. Now, do you go to the barber, the stylist? They come to you. Everybody wants to know.
Of course I do. And then with us, of course, your sultan of science. He loves those vegetables. His name is David Friedberg from Berkeley to the Bay. Our boy. How are you doing there, brother? Are you living the lake lifestyle? You have a nice restful August? Loving the outdoors. Good for you. You look so healthy.
What'd you do? A little portobello mushrooms? What'd you do? You put a little zucchini on the grill?
Absolutely, you do. All right. And everybody's favorite, the chairman dictator, Chamath Palihapitiya. You love him, you hate him, but you can't ignore him. How are you doing? Look at the number of buttons here. You got the mouth collar on, and I don't think any of those buttons are buttons.
You became a meme once again. Once again, the All In Podcast, creating memes. You were swirling. You were swirling a little white wand last week. You were in the arena. And I'm putting up all the numbers, going macro, and you're swirling wine. The audience loved it. What's going on today?
Can you tell us the flavor profile, the notes? What did you get as you were swirling?
Well, you know, boys, I had a big week. I had a big week this week. You know, I'm at the lake still, but I made a little trip to Silicon Valley. I was hanging out with Ruloff at Sequoia. And as I'm prone to do, I love to go to Bucks. You guys been to Bucks before in Woodside? Mm-hmm.
Well, it's my favorite place to get breakfast or get my little tuna melt. I've been going there for ages. It's a little bit of a legendary place where Steve Jurvetson made the Hotmail investment, the Tesla investment, all kinds of famous stuff happens at Bucks.
Yeah, for those people who don't know, Palm Pilot was the most innovative and poorly designed product in the last century.
So good. But you know, I'm wearing my Bucks hat and I got my Bucks menu here. Boys, it was like a pinnacle of my career. I've been waiting for this. If you go to Bucks and you look at the sides, you can get your crispy Brussels sprouts there, Freeburg. Get your sweet potato fries. But there it is. J. Cal's onion rings are now on the menu at Bucks. I have hit the big leagues, folks.
Wait, is that real? Did you really get that? I did. I'm the first person.
I love a good tuna melt. It's a weird sandwich, but they do it so great there. And I keep asking for onion rings for like a decade. And then we don't do onion rings. Tuna melts are good. Yeah. And so suddenly, you know, the team there comes out. They say, J. Cal, we have two different types of onion rings. Please pick which one you like best. I went with the panko crusted Freiburg.
These are for you. Delicious panko crusted. And they put them on the menu. So I was so touched.
Every time they sell one of those onion rings, I get $1 on my account there. So I get a free two and a half. The grift never ends. I don't get anything.
Okay.
Onion rings and Loro Piano. We go high, we go low. They go high, we go low. They go low, we go high. All right, listen, Tremont's big outcome is on the table. But DOJ is looking at breaking up Google. This is huge news in our industry. Last week, we talked about the ruling that Google had an illegal monopoly in search and advertising. The case was brought by Trump's DOJ back in 2020.
Schmott said, two outcomes are possible. Little O, big O. Little O, consent decree, you know, like Microsoft did back in 2000 with the Internet Explorer decision. The big O We didn't think that was a major possibility, but here we are. Google getting broken up. DOJ is going big O. On Wednesday, Bloomberg reported the DOJ is considering a breakup.
According to the article, most likely breakup targets are Android OS, Google Chrome, and Android. AdWords. Okay. Last time the government tried to break up a monopoly was 20 years ago when they tried and failed to dismantle Microsoft. We know how that's gone. The company's doing great. So let's talk about it. Aside from search and advertising, there's kind of five pillars at Google.
And then you're a former Googler, so we'll go to you first, Freeberg, I think. Cloud, $40 billion in revenue, growing 30%. YouTube, $34 billion, growing 15%. A little volatile because it's advertising. That doesn't include premium YouTube TV and that stuff. But, oh my lord, YouTube is up to 2.7 billion monthly active users. World population is 8.2, so quite significant.
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