Investing Daily: How Google is Quietly Outpacing Apple and Leading the Tech World
Earn Your Leisure
iHeartPodcasts
4.8 • 7.8K Ratings
🗓️ 17 November 2025
⏱️ 8 minutes
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Summary
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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Transcript
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| 0:00.0 | This is an IHeart podcast. |
| 0:02.5 | Guaranteed Human. |
| 0:05.2 | This episode is brought to you by PNC Bank. |
| 0:08.2 | A lot of people think podcasts about work are boring. |
| 0:11.2 | And sure, they definitely can be. |
| 0:13.5 | But understanding a professional's routine shows us how they achieve their success |
| 0:17.4 | little by little day after day. |
| 0:20.4 | It's like banking with PNC Bank. |
| 0:22.8 | It might seem boring to save plan and make calculated decisions with your bank, |
| 0:27.2 | but keeping your money boring is what helps you live on more happily fulfilled life. |
| 0:32.1 | PNC Bank, brilliantly boring since 1865. |
| 0:36.6 | Brilliantly boring since 1865 is a service mark of the PNC Financial Service Group, Inc. |
| 0:42.3 | PNC Bank, National Association member FDIC. |
| 0:48.2 | Is Google a sleeper AI company? |
| 0:52.6 | If I wanted to wait to December, one of my favorite comeback stories of just |
| 0:58.7 | flawless execution is Google. Google has done everything I wish Apple would have done. I can't wait |
| 1:06.5 | for this update to come out. But just at the highest level, when people were even starting to say, |
| 1:15.3 | well, AI erode their search business completely, they found a way to invest and create AI |
| 1:22.3 | at a faster scale. And it's a great thing to be in focus because Apple lost their focus. They were able to come in and be a partner. So it's a great thing of being focused because Apple lost their focus. |
| 1:28.2 | They were able to come in and be a partner. |
| 1:31.2 | So as a sleeper AI company, we've been talking about it all year. |
| 1:34.7 | And I've clearly said, like once they made the switch and focus, I was the first one to say, |
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