Sundar Pichai

Pichai claims Gemini 4 Argon and Carbon models now lead at the AI frontier.

“Gemini 4 Argon and Carbon are now leading at the frontier.”

Pichai said Alphabet's AI investments are driving higher usage and user growth.

AI investments are driving increased usage and overall user growth.

Pichai said AI investments are driving overall search query growth, with Google's year-over-year query growth rate the highest in five years.

year-over-year query growth rate is the highest it’s been in the last five years.

Pichai likens the AI search shift to the mobile transition, saying Google will prioritize user experience first and monetization afterward.

Just like our shift to mobile over a decade ago, we are focused on building the best search user experience, followed by monetization,

Pichai is bullish on AI agents as a new frontier that opens new use cases for search.

I'm excited about agents, and I would view it as a new frontier, which brings in a new set of use cases to search,

Pichai said AI agents threatening search revenue should be seen as an expansion opportunity, just as AI chat in search increased user queries and usage.

"I would view it as an expansion opportunity," Pichai said. "Just like a few years ago, being able to incorporate AI chat use cases in search allowed people to ask more and do more in search, which is what is playing out in our usage."

Pichai highlighted Waymo's rapid U.S. city rollout and planned expansion into Canada, Germany, Singapore and Spain.

Waymo now operates in 15 major U.S. cities and just recently opened up service to the public in San Antonio, San Diego and Tampa with planned expansions into Canada, Germany, Singapore and Spain

Pichai said Waymo is on a strong trajectory, citing over 300 million fully autonomous miles driven.

Waymo is on a great trajectory. We have now driven more than 300 million fully autonomous miles.

Pichai said AI features are driving Google Search's strongest year-on-year query growth in five years.

Google CEO Sundar Pichai said AI features are driving the strongest year-on-year Google Search query growth in five years.

Pichai noted that users are asking longer questions, with AI Mode queries about three times longer than traditional searches.

Pichai said users are asking longer questions, with AI Mode queries about three times longer than traditional searches.

Pichai says demand for Google's TPU systems is strong across many customers and expected to continue as it scales.

At the same time, we are seeing strong demand for our TPU systems across a wide range of customers, and we expect that to continue as we scale.

Pichai expects model development to keep accelerating over the next 12 months as AI helps speed up its own training and launches.

We are at the point where AI is helping us increase our training and launch velocity. I would expect the next 12 months to see continued acceleration because of RSI.

Pichai says internal teams using Argon shipped 35% more code with 30% fewer errors.

And at Google, just in the last few weeks, teams across Chrome, Ads and Search have used Argon to write and optimize code much faster, shipping 35% more code with 30% fewer errors.

Pichai says agents will become a unifying layer across Google products, extending to Chrome, Android and Workspace.

Agents will operate as a unifying layer across our products, so you will see us extend these agentic experiences beyond Search in the Gemini app to Chrome, Android and our Workspace products as well.

Pichai views agents as an expansion opportunity for Search, arguing Google's deep accumulated investment is an advantage.

I think people always underestimate all the components you need to deliver these agentic -- these complex experiences for users. And Search on the surface looks simple, but there's extraordinary deep levels of investment and things we have built over time, like Knowledge Graph being an example

Pichai says agentic experiences will take off once quality crosses a threshold, as seen in coding.

when you're doing it at 70%, it looks like it doesn't work until you cross a certain threshold, and it really takes off.

Pichai argues selling TPU systems into third-party data centers scales the product and improves economics.

in the semiconductor industry, economies of scale matter. So I would look at our ability to do TPUs both for deploying in our data centers and TPU systems and others' data centers as an ability to scale up the product, which directly translates into better economics.

Pichai says Google treats TPU systems as a platform open to all, including competitors, to stay at the frontier.

we view our TPU systems as an important platform we are building. We want to be world-class in how we build it. That means you're putting it against market forces, testing it and competing for people who would have the most demanding workloads on top of it.

Pichai says users are highly concerned about safety and trust in agentic products, which he sees as a Google differentiator.

when people are approaching these agentic experiences, we clearly see people are concerned about safety and trust. I mean it is a very, very high factor in how they want to use these things

Pichai says compute allocation is a long-range planning process under a disciplined ROIC framework.

I would broadly think of all of this as a long-range planning process, not a short-term allocation exercise.

Pichai said Alphabet is excited to be leading at the AI frontier with Gemini 4 Argon and the newly announced Carbon.

With Gemini 4 Argon and now Carbon, which we announced today, we are excited to be leading at the frontier.

Pichai told analysts on the earnings call that the new Gemini 4 Carbon model puts Google back in the lead at the AI frontier.

leading at the frontier.

Pichai reportedly expects AI progress to keep accelerating over the next twelve months thanks to recursive self-improvement (RSI), per a quote relayed in a third-party X post.

I would expect the next twelve months to see continued acceleration because of RSI

Pichai says Google's AI investments are driving overall Search query growth, including commercial queries, with year-over-year query growth at a five-year high.

“Our AI investments are driving overall Search query growth, including commercial queries,” CEO Sundar Pichai says in a statement. “In fact, our year-over-year query growth rate is the highest it’s been in the last five years.”

Pichai says he uses internal AI agents to keep up with Google's many AI training chat groups, saving the roughly hour a day he would otherwise spend catching up.

I have agents running internally for me... There are all these chat groups: pre-training, mid-training, post-training data, etc. It could easily take me an hour a day to catch up on what's happened in the last 24 hours, but now I have…

Pichai said Google is still pretty far from the end state of recursive self-improvement.

We are pretty far from the end state of RSI.

Pichai described current practice as RSI loops running alongside researchers, with agents helping researchers build models in an automated way.

The right way to describe it is, you have RSI loops along with AI researchers in various aspects of model development. I would say you almost have agents helping AI researchers, in some automated way, work together to build these models.

Pichai says the share of Google code written by AI is no longer a meaningful metric because AI deeply influences all code the company touches.

That number in our world today is meaningless in the sense that every part of code we now touch is influenced by AI deeply,

Pichai cites Argon's early results at Google: a 30% rise in changelists and a one-third drop in rollbacks within four weeks of launch.

In the four weeks since we have launched Argon, we have seen a 30 percent increase in CLs, and more importantly, almost a similar increase — one third decrease in rollbacks,

Pichai argues AI makes engineers more productive and their code better, and that no one would return to coding the way they did a year ago.

So I think people are writing code more productively and better code with it. Nobody would want to code the way they were coding three years ago or even the same time last year.

Pichai said that over the next five years AI will move from labs and early adopters into the hands of professionals such as healthcare workers, farmers and developers, helping people work better.

We are building AI so that it can help all of us do our work at the next level and do it in a more fulfilling way,