Lex Fridman Podcast - #471 – Sundar Pichai: CEO of Google and Alphabet
Episode Date: June 5, 2025Sundar Pichai is CEO of Google and Alphabet. Thank you for listening ❤ Check out our sponsors: https://lexfridman.com/sponsors/ep471-sc See below for timestamps, transcript, and to give feedback, su...bmit questions, contact Lex, etc. Transcript: https://lexfridman.com/sundar-pichai-transcript CONTACT LEX: Feedback - give feedback to Lex: https://lexfridman.com/survey AMA - submit questions, videos or call-in: https://lexfridman.com/ama Hiring - join our team: https://lexfridman.com/hiring Other - other ways to get in touch: https://lexfridman.com/contact EPISODE LINKS: Sundar's X: https://x.com/sundarpichai Sundar's Instagram: https://instagram.com/sundarpichai Sundar's Blog: https://blog.google/authors/sundar-pichai/ Google Gemini: https://gemini.google.com/ Google's YouTube Channel: https://www.youtube.com/@Google SPONSORS: To support this podcast, check out our sponsors & get discounts: Tax Network USA: Full-service tax firm. Go to https://tnusa.com/lex BetterHelp: Online therapy and counseling. Go to https://betterhelp.com/lex LMNT: Zero-sugar electrolyte drink mix. Go to https://drinkLMNT.com/lex Shopify: Sell stuff online. Go to https://shopify.com/lex AG1: All-in-one daily nutrition drink. Go to https://drinkag1.com/lex OUTLINE: (00:00) - Introduction (00:07) - Sponsors, Comments, and Reflections (07:55) - Growing up in India (14:04) - Advice for young people (15:46) - Styles of leadership (20:07) - Impact of AI in human history (32:17) - Veo 3 and future of video (40:01) - Scaling laws (43:46) - AGI and ASI (50:11) - P(doom) (57:02) - Toughest leadership decisions (1:08:09) - AI mode vs Google Search (1:21:00) - Google Chrome (1:36:30) - Programming (1:43:14) - Android (1:48:27) - Questions for AGI (1:53:42) - Future of humanity (1:57:04) - Demo: Google Beam (2:04:46) - Demo: Google XR Glasses (2:07:31) - Biggest invention in human history PODCAST LINKS: - Podcast Website: https://lexfridman.com/podcast - Apple Podcasts: https://apple.co/2lwqZIr - Spotify: https://spoti.fi/2nEwCF8 - RSS: https://lexfridman.com/feed/podcast/ - Podcast Playlist: https://www.youtube.com/playlist?list=PLrAXtmErZgOdP_8GztsuKi9nrraNbKKp4 - Clips Channel: https://www.youtube.com/lexclips
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The following is a conversation with Sundar Pichai, the CEO of Google and Alphabet. USA for taxes, BetterHelp for mental health, Element for electrolytes, Shopify for selling
stuff online, and AG1 for your daily multivitamin drink.
Choose wisely, my friends.
And now onto the philatries.
You can skip them if you like, but if you do, please still check out our sponsors.
I enjoy their stuff.
Maybe you will too.
If you want to get in touch with me for whatever reason, go to LexRuma.com slash contact.
All right, let's go.
This episode is brought to you by Tax Network USA, a full service tax firm,
focused on solving tax problems for individuals
and for small businesses.
I remember when I was preparing for the Roman Empire episode,
I came across a lot of places
where there was a rigorous discussion
about the intricate tax collection algorithms
used by the Roman Empire.
The reason I use the word algorithms
is basically there's a systematic process
for determining how much you owe based on your location,
based on your status, based on your job,
based on all these kinds of factors
It's sad, but those rules in the early days initially
Give power to the individual because they protect the individual
But when they become too complicated then the bureaucracy the centralized power
starts to abuse its power by using the rules and then the individual loses power
because they can't figure out the complexity of the rules and that's
essentially why you need the CPAs and the firms to figure out the complexity.
Anyway these guys are good. Talk with one of their strategists for free today. Call 1-800-958-1000 or go to tnusa.com slash Lex.
This episode is brought to you by BetterHelp, spelled H-E-L-P-HELP. I got to recently meet
a lot of interesting people when I visited San Francisco. I was there in part to celebrate
Yoshabock and the newly launched California Institute for Machine Consciousness.
I, by the way, encourage you to check it out.
I think it's cimc.ai.
And there I talked to a lot of brilliant people
and one of them was a grad student studying
the so-called dark triad.
These are the three personality traits of narcissism,
Machiavellianism, and psychopathy.
A little bit for a brief moment
it made me wish I took that path of studying the human mind.
And perhaps that is the indirect way.
Through all the AI, through all the programming,
through all the building of systems,
and now with a podcast,
maybe I somehow sneaked up to that dream in the end.
Anyway, I say all that because these topics are studying the extremes of the human mind.
But of course, the extremes are just the edges of an incredibly complicated system.
That's just so fascinating to study, to reflect on, to put a mirror to all those processes
that you do through talk therapy.
They're just fascinating.
Anyway, you can check them out at betterhelp.com slash Lex
and save on your first month.
That's betterhelp.com slash Lex.
This episode is also brought to you by Element,
my daily zero sugar and delicious electrolyte mix.
I'm not gonna go down the rabbit hole,
but there's a lot of interesting studies
that measure the decreased performance of the human brain.
So cognitive processing
speed for example. By what amount does it decrease? Reaction time. By what amount
does it decrease when you decrease the brain's sodium levels for example? Sodium
and potassium really are important on a chemical level for the functioning of
the human brain. Now obviously all throughout human history people
understood the value of water but but as a medical concept,
the concept of dehydration only came about
in the 19th century.
If we just look at the history of medicine,
it's kind of hilarious how little we knew before.
And it makes me think we know very little now
relative to what we will know in a hundred and a thousand
years.
The human body, the biological system
of the human body is incredibly complicated.
So for us to have the certainty that we sometimes exude
about the human body, about what we understand
about disease, about health, it's kind of funny.
Anyway, get a sample pack for free with any purchase.
Try it at drinkelement.com.
This episode is also brought to you by Shopify, a platform designed for anyone to sell anywhere
with a great looking online store.
Once again, I do this often.
Why don't just or at all talk about Shopify, but instead talk about the CEO of Shopify,
Toby. He once again, like I mentioned with Yoshabach
and the newly launched CIMC,
California Institute of Machine Consciousness.
He's a big supporter of that too.
And a bunch of people have asked me
why I have not done a podcast with him yet.
I don't know either.
I'm sure it's gonna happen soon.
And I haven't seen him in quite a while.
A lot of people from a lot of walks of life deeply respect him for his
intellect, for the way he does business, and just for the human being he is. So
anyway, not sure why I mentioned it out here but back to what this is supposed
to be. You can sell shirts online like I did. LXCreatment.com slash shop.
It's super easy to set up a store.
I did in a few minutes.
What else can I say?
You should do it too.
Sign up for a $1 per month trial period
at Shopify.com slash Lex.
That's all lowercase.
Go to Shopify.com slash Lex to take your business
to the next level today.
This episode is also brought to you by AG1,
an all-in-one daily drink to support better health and peak performance. I was training
Jiu Jitsu the other day in that wonderful Texas heat and I was reminded, first of all,
how long my journey with Jiu Jitsu has been and how fulfilling it has been. How interesting the exploration of the puzzle
of two humans trying to break each other's arms and legs
plus the wrestling and the grappling component.
Really interesting.
Leverage, power, speed, how all that could be neutralized.
How to control a human body with leverage,
with technique as opposed to raw generally misapplied
strength I should say. Anyway because there are times where there's long
stretches of weeks where I don't train you feel it in the cardio you do a bunch
of rounds and you just the breaths are shallow you feel like the mind is hazy
from exhaustion that you're a little bit more risk
averse because you don't want to end up in a bad position. You have to battle out of that bad
position after many rounds of exhausting battles. And after that training session, when I got home,
I enjoyed a nice cold AG1. They'll give you a one-month supply of fish oil when you sign up at drinkag1.com.
This is the Lex Freeman Podcast.
To support it, please check out our sponsors in the description or at lexfreeman.com.
And now, dear friends, here's Sundar Bachai. Your life story is inspiring to a lot of people.
It's inspiring to me.
You grew up in India, whole family living in a humble two-room apartment, very little,
almost no access to technology.
And from those humble beginnings, you rose to lead a $2 trillion technology company.
So if you could travel back in time and told that, let's say, 12-year-old Sundar, that
you're now leading one of the largest companies
in human history.
What do you think that young kid would say?
I would have probably laughed it off.
Probably too far-fetched to imagine or believe at that time.
You would have to explain the internet first.
For sure.
Computers to me at that time. I was 12 in 1984.
So probably by then I had started reading about them.
I hadn't seen one.
What was that place like?
Take me to your childhood.
Now I grew up in Chennai.
It's in South of India.
It's a beautiful bustling city.
Lots of people, lots of energy.
Simple life, definitely like fond memories
of playing cricket outside the home.
We just used to play on the streets.
All the neighborhood kids would come out
and we would play till it got dark
and we couldn't play anymore barefoot.
Traffic would come, we would just stop the game.
Everything would drive through
and you would just continue playing,
just to get the visual in your head.
Pre-computers, there's a lot of free time.
Now that I think about it,
now you have to go and seek that quiet solitude or something.
Newspapers, books, is how I gained
access to the world's information at the time you will.
My grandfather was a big influence. He worked in the post office. He was so good with language.
His English, his handwriting till today is the most beautiful handwriting I've ever seen.
He would write so clearly. He was so articulate. And so he kind of got me introduced into books.
so articulate and he kind of got me introduced into books. He loved politics,
so we could talk about anything.
That was there in my family throughout,
so lots of books,
trashy books, good books,
everything from Ayn Rand to Books on Philosophy,
to stupid crime novels.
Books was a big part of my life,
but it's not surprising
I ended up at Google because Google's mission
kind of always resonated deeply with me.
This access to knowledge, I was hungry for it,
but definitely have fond memories of my childhood.
Access to knowledge was there, so that's the wealth we had.
You know, every aspect of technology I had to
wait for a while. I've obviously spoken before about how long it took for us to get a phone,
about five years, but it's not the only thing. A telephone.
There was a five-year waiting list and we got a rotary telephone, but it dramatically
changed our lives. You know, people would come to our house to make calls to their loved ones.
I would have to go all the way to the hospital
to get blood test records,
and it would take two hours to go,
and they would say, sorry, it's not ready,
come back the next day.
Two hours to come back.
And that became a five minute thing.
So as a kid, this light bulb went in my head,
this power of technology to kind of change people's lives.
We had no running water.
It was a massive drought.
So they would get water in these trucks,
maybe eight buckets per household.
So me and my brother, sometimes my mom,
we would wait in line, get that and bring it back home.
Many years later, like we had running water and we had a water heater and you would get hot
water to take a shower.
For me, everything was discrete like that.
I've always had this first-stand feeling of how technology can dramatically change your life and the opportunity it brings.
So that was kind of a subliminal takeaway for me throughout growing up. I kind of actually
observed it and felt it. So we had to convince my dad for a long time to get a VCR. Do you know what a VCR is? Yeah.
I'm trying to date you now.
But, you know, because before that,
you only had, like, kind of one TV channel, right?
That's it.
And so, you know, you can watch movies
or something like that, but this is by the time
I was in 12th grade, we got a VCR, you know.
It was like 12th grade, we got a VCR, you know,
it was a, like a Panasonic, which we had to go to some like shop, which had kind of smuggled
it in, I guess. And that's where we bought a VCR. But then being able to record like
a World Cup football game and then, or like get bootleg videotapes and watch movies, like
all that. So like, you know, I had these discrete memories growing up.
And so, you know, always left me with the feeling of like
how getting access to technology drives
that step change in your life.
I don't think you'll ever be able to equal
the first time you get hot water.
To have that convenience of going and opening a tap
and have hot water come out, yeah.
It's interesting, we take for granted the progress we've made. If you look at
human history, just those plots that look at GDP across 2,000 years, and you see
that exponential growth to where most of the progress happens since the
Industrial Revolution. And we just take for granted, we forget how far we've gone.
So our ability to understand how great we have it and also how quickly technology can
improve is quite poor.
Oh, I mean, it's extraordinary.
I go back to India now, the power of mobile.
It's mind blowing to see the progress through the arc of time.
It's mind blowing to see the progress through the arc of time. That's phenomenal. What advice would you give to young folks listening to this all over the world,
who look up to you and find your story inspiring?
Who want to be maybe the next Sundar Pichai?
Who want to start, create companies,
build something that has a lot of impact in the world?
Look, you have a lot of luck along the way,
but you obviously have to make smart choices.
You're thinking about what you want to do.
Your brain is telling you something.
But when you do things,
I think it's important to kind of get that,
listen to your heart
and see whether you actually enjoy doing it, right?
That feeling of, if you love what you do,
it's so much easier
and you're going to see the best version of yourself.
It's easier said than done. I think it's tough to find things you love doing. But I think kind of
listening to your heart a bit more than your mind in terms of figuring out what you want to do,
I think is one of the best things I would tell people. The second thing is, I mean, trying to work with people
who you feel at various points in my life,
I've worked with people who I felt were better than me.
Like kind of like, you know, you almost are sitting in a room
talking to someone and they're like, wow, like, you know,
and you want that feeling a few times.
Trying to get yourself in a position
where you're
working with people who you feel are kind of like stretching your abilities is what
helps you grow, I think.
So putting yourself in uncomfortable situations.
And I think often you'll surprise yourself.
So I think being open-minded enough to kind of put yourself in those positions is maybe
another thing I would say. I think being open-minded enough to kind of put yourself in those positions is maybe another
thing I would say.
Well, lessons can we learn maybe from an outsider perspective, for me, looking at your story
and gotten to know you a bit, you're humble, you're kind.
Usually when I think of somebody who has had a journey like yours and climbs to the very
top of leadership, they're in a cutthroat world, they're usually gonna be a bit of an asshole.
So what wisdom are we supposed to draw from the fact
that your general approach is of balance,
of humility, of kindness, listening to everybody?
What's your secret?
I do get angry, I do get frustrated.
I have the same emotions all of us do, right,
in the context of work and everything.
But a few things, right, I think, you know, I...
Over time, I figured out the best way
to get the most out of people.
You know, you kind of find mission-oriented people
who are on the Shad journey,
who have this inner drive to excellence, to do the best.
And, you know, you kind of motivate people
and you can achieve a lot that way, right?
And so it often tends to work out that way.
But have there been times like, you know, I lose it?
Yeah, but, you know, not maybe less often than others.
And maybe over the years, less and less so,
because, you know, I find it's not needed
to achieve what you need to do.
So losing your shit has not been productive.
Yeah, less often than not.
I think people respond to that.
Yeah.
They may do stuff to react to that,
like what you actually want them to do the right thing.
And so, you know, maybe there's a bit of like sports, you know, I'm a sports fan
in football, coaches in soccer, that football, you know, people, people often
talk about like man management, right?
Great coaches too, right?
I think there is an element of that in our lives.
How do you get the best out of the people you work with?
You know, at times you're working with people who are so committed to achieving. If they've done something wrong,
they feel it more than you do.
You treat them differently than,
occasionally there are people who you need to
clearly let them know like that wasn't okay or whatever it is.
But I've often found that not to be the case.
And sometimes the right words at the right time spoken firmly can reverberate through time.
Also sometimes the unspoken words. You know, people can sometimes see that
like, you know, you're unhappy without you saying it. And so sometimes the silence can
deliver that message even more. Sometimes less is more.
Who's the greatest soccer player of all time?
Messi or Ronaldo or Pelle or Maradona?
I'm going to make, you know, in this question.
Is this going to be a political answer?
I will tell the truthful answer.
The truth.
So it's Messi.
It is.
You know, it's been interesting because my son is a big Cristiano Ronaldo fan.
And so we've had to watch El Clasico together with that dynamic in there.
I so admire CR7s.
I mean, I've never seen an athlete more committed to that kind of excellence.
And so he's one of the all time greats,
but for me, Messi is it.
Yeah, when I see Leon Messi,
you just are in awe that humans are able to achieve
that level of greatness and genius and artistry.
When we talk, we'll talk about AI,
maybe robotics and this kind of stuff.
That level of genius,
I'm not sure you can possibly match by AI in a long time.
It's just an example of greatness.
And you have that kind of greatness in other disciplines,
but in sport, you get to visually see it.
Unlike anything else.
And just the timing, the movement,
this is genius.
I had the chance to see him a couple of weeks ago.
He played in San Jose, so against the Quakes.
So I went to see it, see the game.
I was a fan on the, had good seats,
knew where he would play in the second half, hopefully.
And even at his age, just watching him
when he gets the ball, that movement, you know,
you're right, that special quality.
It's tough to describe, but you feel it when you see it.
Yeah. He's still got it. You're right, that special quality, it's tough to describe, but you feel it when you see it, yeah.
He's still got it.
If we rank all the technological innovations throughout human history, let's go back, maybe
the history of human civilizations 12,000 years ago, and you rank them by how much of
a productivity multiplier they've been. So we can go to electricity or the labor mechanization of the Industrial Revolution,
or we can go back to the first agricultural revolution 12,000 years ago.
In that long list of inventions, do you think AI,
when history is written 1,000 years from now,
do you think it has a chance to be the number one productivity multiplier? It's a great question. Look, many years ago, I think it might have been 2017 or 2018.
I said at the time, AI is the most profound technology humanity will ever work on. It'll
be more profound than fire or electricity. So I have to back myself. I still think that's the case.
When you asked this question, I was thinking, well,
do we have a recency bias, right?
Like in sports, it's very tempting to call the current person
you're seeing the greatest player, right?
And so is there a recency bias?
And I do think from first principles,
I would argue AI will be bigger than all of those.
I didn't live through those moments.
Two years ago, I had to go through a surgery,
and then I processed that there was a point in time
people didn't have anesthesia
when they went through these procedures.
At that moment, I was like,
that has got to be the greatest invention
humanity has ever done, right?
So look, we don't know what it is
to have lived through those times.
But many of what you're talking about
were kind of this general things
which pretty much affected everything,
electricity or internet, et cetera.
But I don't think we've ever dealt with the technology,
both which is progressing so fast, becoming so capable.
It's not clear what the ceiling is.
And the main unique, it's recursively self-improving, right?
It's capable of that.
And so the fact it is going,
it's the first technology will kind of dramatically
accelerate creation itself, like creating things,
building new things, can improve and achieve things
on its own, right?
I think like puts it in a different league, right?
And so, a different league.
And so I think the impact it will end up having
will far surpass everything we've seen before.
Obviously with that comes a lot of important things to think and wrestle with, but I definitely think that'll end up being the case.
Especially if it gets to the point of where we can achieve superhuman performance on the AI
research itself. So it's a technology that may, that's an open question, but it may be able to achieve a level to where the technology itself can create itself
better than it could yesterday.
It's like the move 37 of alpha research
or whatever it is, right?
And when, yeah, you're right,
when it can do novel, self-directed research,
obviously for a long time,
we'll have,
hopefully always humans in the loop and all that stuff.
And these are complex questions to talk about,
but yes, I think the underlying technology,
you know, I've said this, like, if you watched
seeing AlphaGo start from scratch,
be clueless and like become better
through the course of a day.
It really hits you when you see that happen.
Even the VO3 models,
if you sample the models when they were 30 percent done
and 60 percent done and looked at what they were generating,
and you see how it all comes together,
it's like I would say,
kind of inspiring, a little bit unsettling, right,
as a human, so all of that is true, I think.
Well, the interesting thing of the Industrial Revolution,
electricity, like you mentioned,
you can go back to, again, the agriculture,
the first agricultural revolution.
There's what's called the Neolithic Package or the first agricultural revolution, there's what's called the Neolithic package
or the first agricultural revolution.
It wasn't just that the nomads settled down
and started planting food,
but all this other kind of technology was born from that
and it's included in this package.
So it wasn't one piece of technology,
it's there's these ripple effects,
second and third order effects that happen.
Everything from something silly, like silly, profound,
like pottery that can store liquids and food
to something we kind of take for granted,
but social hierarchies and political hierarchy.
So like early government was formed
because it turns out if humans stop moving
and have some surplus food, they start coming up with they get bored and they start coming up with
interesting systems and then trade emerges, which turns out to be a really profound thing.
And like I said, government, I mean, there's just a second and third order effects from that,
including that package is incredible and probably
extremely difficult.
If you ask one of the people in the nomadic tribes to predict that, that would be impossible.
It's difficult to predict.
But all that said, what do you think are some of the early things we might see in the quote
unquote AI package?
I mean, most of it probably we don't know today,
but like, you know, the one thing
which we can tangibly start seeing now is,
you know, obviously with the coding progress,
you got a sense of it.
It's gonna be so easy to imagine,
like thoughts in your head translating that
into things that exist,
that'll be part of the package, right?
Like it's gonna empower almost all of humanity to kind of express themselves.
Maybe in the past, you could have expressed with words, but like, you could kind of build things into existence, right?
You know, maybe not fully today. We are at the early stages of pipe coding.
You know, I've been amazed at what people have put out
online with VO3, but it takes a bit of work, right?
You have to stitch together a set of prompts,
but all this is going to get better.
The thing I always think about,
this is the worst it'll ever be.
Right, at any given moment in time.
Yeah, it's interesting you went there
as kind of a first thought.
So the exponential increase of access to creativity.
Software creation, are you creating a program,
a piece of content to be shared with others,
games down the line, all of that,
like just becomes infinitely more possible.
Well, I think the big thing is that it makes it accessible.
It unlocks the cognitive capabilities of the entire 8 billion.
No, I agree. Look, think about 40 years ago,
maybe in the US, there were five people who could do what you were doing.
Like, go do an interview, you know, and, you know,
but today think about with YouTube and other products, et cetera,
like how many more people are doing it.
So I think this is what technology does, right?
Like when the Internet created blogs,
you heard from so many more people.
So I think, but with AI,
I think that number won't be in the few hundreds of thousands.
It'll be tens of millions of people, maybe even a billion people,
like putting out things into the world in a deeper way.
And I think it'll change the landscape of creativity.
And it makes a lot of people nervous. Like, for example, whatever,
Fox, MSNBC, CNN are really nervous about this part. Like you mean this dude in a suit could just do this and you and YouTube and,
and, and thousands of others, tens of thousands, millions of other creators
can do the same kind of thing that makes them nervous.
And now you get a podcast from notebook LM.
That's about five to 10 times better than any podcast I've ever done.
I'm not joking at this time, but maybe not.
And that changes.
You have to evolve because I on the podcasting front, I'm a fan of podcasts
much more than I am a fan of being a host or whatever.
If there's great podcasts, there are both AIs.
I'll just stop doing this podcast.
I'll listen to that podcast.
But you have to evolve and you have to change.
And that makes people really nervous, I think.
But it's also a really exciting future.
The one thing I may say is, I do think, like,
in a world in which there are two AI,
I think people value and choose just like in chess.
You and I would never watch Stockfish 10 or whatever
and AlphaGo play against each other.
Like, it would be boring for us to watch.
But Magnus Carlsen and Gukesh,
that game would be much more fascinating to watch.
So it's tough to say, like one way to say is,
you'll have a lot more content,
and so you will be listening to AI-generated content
because sometimes it's efficient, et cetera.
But the premium experiences you value
might be a version of like the human essence
wherever it comes through.
Going back to what we talked earlier
about watching messy dribble the ball.
I don't know, one day I'm sure a machine will dribble
much better than messy.
But I don't know whether it would evoke
that same emotion in us.
So I think that'll be fascinating to see.
I think the element of podcasting or audio books that is about information gathering,
that part might be removed or that might be more efficiently and in a compelling way done
by AI. But then it'll be just nice to hear humans struggle with the information, contend
with the information, try to internalize it,
combine it with the complexity of our own emotions
and consciousness and all that kind of stuff.
But if you actually wanna find out
about a piece of history, you go to Gemini.
If you wanna see Lex struggle with that history,
then you look, or other humans, you look at that.
But the point is it's going to change the nature,
continue to change the nature of how we discover
information, how we consume the information,
how we create the information.
The same way that YouTube changed everything completely,
changed news, and that's something
our society is struggling with.
Yeah.
YouTube, look, YouTube enabled, I mean,
you know this better than anyone else,
it's enabled so many creators. There is no doubt in me that like we will enable more filmmakers
than there have ever been, right? You're going to empower a lot more people. So I think there is an
expansionary aspect of this, which is underestimated, I think. I think it'll unleash human creativity in a way
that hasn't been seen before.
It's tough to internalize.
The only way is if you brought someone from the 50s or 40s
and just put them in front of YouTube.
You know, I think it would blow their mind away.
Similarly, I think we would get blown away
by what's possible in a 10 to 20-year timeframe.
Do you think there's a future, how many years out is it
that let's say, let's put a marker on it,
50% of content, good content,
50% of good content is generated by VO 456?
You know, I think it depends on what it is for.
Like, you know, maybe if you look at movies today with CGI,
there are great filmmakers.
You still look at who the directors are and who use it.
There are filmmakers who don't use it at all.
You value that. There are people who use it incredibly.
Think about somebody like a James Cameron,
what he would do with these tools in his hands.
But I think there'll be a lot more content created.
Just like writers today use Google Docs and not think about the fact that they're using a tool like that.
Like people will be using the future versions of these things.
Like it won't be a big deal at all to them.
I've gotten a chance to get to know Darren Aronofsky. Well, he's been really leaning in and trying to figure out. It's fun to watch a genius who came up before any of this was even remotely possible.
He created Pie, one of my favorite movies, and from there just continued to create a
really interesting variety of movies. And now he's trying to see how can the AI be used to create
compelling films. You have people like that.
You have people, I've gotten to just know edgier folks
that are AI first, like Dorr Brothers.
Both Aronofsky and Dorr Brothers create
at the edge of the overton window of society.
They push, whether it's sexuality or violence,
it's edgy,
like artists are, but it's still classy.
It doesn't cross that line, whatever that line is.
You know, Hunter S. Thompson has this line
that the only way to find out where the edge,
where the line is, is by crossing it.
And I think for artists, that's true,
that's kind of their purpose sometimes,
comedians and artists just cross that line.
I wonder if you can comment on the weird place
that puts Google.
Because Google's line is probably different
than some of these artists.
What's your, how do you think about, specifically Vio
and Flow about like how to allow artists to do crazy shit.
But also like the responsibility of like,
not for it to not to be too crazy.
I mean, it's a great question.
Look, part of you mentioned Darren, you know,
he's a clear visionary, right?
Part of the reason we started working with him early
on Vio is he's one of those people who's able to kind of see that future, get
inspired by it and kind of showing the way for how creative people can express themselves
with it.
Look, I think when it comes to allowing artistic free expression, it has one of the most important
values in a society, right?
I think, you know, artists have always been the ones to push boundaries,
expand the frontiers of thought.
Look, I think that's going to be an important value we have.
I think we will provide tools and put it in the hands of
artists for them to use and put out their work.
Those APIs, I almost think of that as infrastructure.
Just like when you provide electricity to people or something,
you want them to use it and you're not thinking about the use cases on top of it.
It's a paintbrush.
Yeah. I think that's how,
obviously, there have to be some things and society needs to decide at a fundamental level
what's okay, what's not.
We'll be responsible with it.
But I do think, when it comes to artistic free expression,
I think that's one of those values
we should work hard to defend.
I wonder if you can comment on maybe earlier versions of
Gemini where a little bit careful on the kind of things you would be willing to
answer. I just want to comment on I was really surprised and pleasantly
surprised and enjoyed the fact that Gemini 2.5 Pro is a lot less careful in
a good sense. Don't ask me why, but I've been doing a lot of research
on Genghis Khan and the the Esthax. So there's a lot of violence there in that history. It's a very
violent history. I've also been doing a lot of research on World War I and World War II.
And earlier versions of Gemini were very basically this kind of sense, are you sure you want to learn about this? And now it's actually very factual, objective, talks about very difficult parts of human
history and does so with nuance and depth.
It's been really nice.
But there's a line there that I guess Google has to kind of walk.
I wonder if it's, it's also an engineering challenge, how to, how to do that at scale
across all the weird queries that people ask.
Can you just speak to that challenge?
How do you allow Gemini to say, again, forgive, pardon my French, crazy shit, but not too crazy?
I think one of the good insights here has been as the models are getting more capable,
the models are really good at this stuff.
I think in some ways, maybe a year ago,
the models weren't fully there,
so they would also do stupid things more often.
So you're trying to handle those edge cases,
but then you make a mistake in how you
handle those edge cases and it compounds.
But I think with 2.5, what we particularly found is
once the models cross a certain level of intelligence
and sophistication, you know, they are able to reason
through these nuanced issues pretty well.
And I think users really want that, right?
Like, you know, you want as much access
to the raw model as possible, right?
But I think it's a great area to think about,
like, you know, over time, you know,
we should allow more and more closer access to it.
Maybe, obviously, let people custom prompts
if they wanted to and like, you know,
and, you know, experiment with it, et cetera.
I think that's an important direction.
But look, the first principles we wanna think about it is,
you know, from a scientific standpoint, like making sure the models, and I'm saying scientific
in the sense of like how you would approach math or physics or something like that, from first
principles, having the models reason about the world, be nuanced, etc., you know, from the ground
up is the right way to build these things, right?
Not like some subset of humans kind of hard coding things on top of it.
So I think it's the direction we've been taking, and I think you'll see us continue to push
in that direction.
Yeah, I actually asked, I gave these notes, I took extensive notes, and I gave them to
Gemini and said, can you ask a novel question that's not in these notes?
And it wrote, Gemini continues to really surprise me.
Really surprised me.
It's been really beautiful.
It's an incredible model.
The question it generated was, you, meaning Sundar,
told the world Gemini is churning out
480 trillion tokens a month.
What's the most life-changing five-word sentence hiding in that haystack?
That's a Gemini question.
But it gave me a sense, I don't think you can answer that,
but it woke me up to like all of these tokens are providing little aha moments for people across the globe.
So that's like learning that those tokens are,
people are curious, they ask a question
and they find something out
and it truly could be life-changing.
Oh, it is.
I look, I know I had the same feeling
about search many, many years ago.
You definitely, you know, this tokens per month
has like grown 50 times in the last 12 months.
Is that accurate by the way?
Yeah, it is.
It is accurate.
I'm glad it got it right.
But you know, that number was 9.7 trillion
tokens per month 12 months ago, right?
It's gone up to 480, you know, it's a 50X increase.
So there's no limit to human curiosity.
And I think it's one of those moments.
Maybe, I don't think it is there today,
but maybe one day there's a five word phrase
which says what the actual universe is
or something like that and something very meaningful,
but I don't think we are quite there yet.
Do you think the scaling laws are holding strong on,
there's a lot of ways to describe the scaling laws for AI,
but on the pre-training, on the post-training fronts,
so the flip side of that,
do you anticipate AI progress will hit a wall?
Is there a wall?
You know, it's a cherished micro kitchen conversation
once in a while I have it, you know,
like when Demis is visiting or, you know,
if Demis, Korai, Jeff, Noam, Sergei, a bunch of our people,
like, you know, we sit and, you know, talk about this, right?
And look, I, we see a lot of headroom ahead, right?
I think we've been able to optimize
and improve on all fronts, right?
Pre-training, post-training, test time compute, tool use, right?
Over time, making these more agentic.
So getting these models to be more general world models in that direction,
like VO3, you know, the physics understanding is dramatically better
than what VO1 or something like that was.
So you kind of see on all those dimensions, I feel progress is very obvious to see.
And I feel like there is significant headroom. More importantly, I'm fortunate to work with some of the best researchers on the planet.
They think there is more headroom to be had here.
So I think we have an exciting trajectory ahead.
It's tougher to say, each year I sit and say, okay, we're going to throw 10x more compute
over the course of next year at it, and will we see progress? Sitting here today, I feel like the year ahead will have a lot of progress.
And do you feel any limitations like that, or the bottlenecks, compute limited,
data limited, idea limited, do you feel any of those limitations?
Or is it full steam ahead on all fronts?
I think it's compute limited in this sense, right?
Like, you know, we can all, part of the reason
you've seen us do flash, nano flash and pro models,
but not an ultra model.
It's like for each generation,
we feel like we've been able to get the pro model at like,
I don't know, 80, 90% of ultra capability,
but ultra would be a lot more,
like, slow and a lot more expensive to serve. But what we've been able to do is to go to the next generation and make the next generation's
Pro as good as the previous generation's Ultra, but be able to serve it in a way that it's fast
and you can use it and so on. So I do think scaling laws are working, but it's tough to get at any given time,
the models we all use the most,
this may be like a few months behind
the maximum capability we can deliver, right?
Because that won't be the fastest, easiest to use, et cetera.
Also, that's in terms of intelligence.
It becomes harder and harder to measure performance,
in quotes, because you could argue
Gemini Flash is much more impactful than Pro,
just because of the latency.
It's super intelligent already.
I mean, sometimes latency is maybe more important than intelligence, especially when the intelligence
is just a little bit less.
And flash not, it's still an incredibly smart model.
And so you have to now start measuring impact.
And then it feels like benchmarks are less and less capable of capturing the intelligence
of models, the effectiveness of models, the usefulness, the real world usefulness of models.
Another kitchen question.
So, lots of folks are talking about timelines for AGI or ASI, artificial super intelligence.
So AGI, loosely defined, is basically human expert level at a lot of the main fields of
pursuit for humans. And ASI is what AGI becomes presumably quickly
by being able to self-improve.
So becoming far superior in intelligence
across all these disciplines in humans.
When do you think we'll have AGI?
Is 2030 a possibility?
There's one other term we should throw in there.
I don't know who used it first.
Maybe Karpati did, AJI.
Have you heard
AJI? The artificial jagged intelligence. Sometimes feels that way, right? Both there are progress
and you see what they can do. And then like you can trivially find they make numeric letters or
like, you know, counting R's in strawberry or something which seems to trip up most models or
whatever it is, right? So maybe we should throw that term in there.
I feel like we are in the AGI phase where
dramatic progress, some things don't work well,
but overall you're seeing lots of progress.
But if your question is, will it happen by 2030?
Look, we constantly move the line of what it means to be AGI.
There are moments today, you know, like sitting in a Waymo in a San Francisco street with all the crowds and the people and kind of work its way through.
I see glimpses of it there. The car is sometimes kind of impatient trying to work its way using Astra, like in Gemini Live or asking questions about the world.
What's this skinny building doing in my neighborhood?
It's a streetlight, not a building.
You see glimpses.
That's why I use the word AGI because then you see stuff which obviously,
we are far from AGI too.
So you have both experiences simultaneously happening to you.
I'll answer your question, but I experiences simultaneously happening to you. I'll answer
your question, but I'll also throw out this. I almost feel the term doesn't matter. What I
knows by 2030, there'll be such dramatic progress. We'll be dealing with the consequences of that
progress, both the positives, both the positive externalities and the negative externalities that come with it in a big way
by 2030. So that I strongly feel. Right? Whatever we may be arguing about the term, or maybe
Jim and I can answer what that moment is in time in 2030, but I think the progress will
be dramatic. Right? So that I believe in. Will the AI think it has reached AGI by 2030?
I would say we will just fall short of that timeline, right?
So I think it will take a bit longer.
It's amazing in the early days of Google DeepMind in 2010,
they talked about a 20-year time frame to achieve AGI,
so which is kind of fascinating to see.
But for me, the whole thing, seeing what Google Brain did
in 2012 and when we acquired Google Brain did in 2012,
and when we acquired DeepMind in 2014,
right close to where we're sitting in 2012,
Jeff Dean showed the image of when the neural networks
could recognize a picture of a cat and identify it.
This is the early versions of Brain.
So we all talked about a couple of decades.
I don't think we'll quite get there by 2030.
So my sense is it's slightly after that,
but I would stress it doesn't matter
like what that definition is
because you will have mind blowing progress
on many dimensions.
Maybe AI can create videos.
We have to figure out as a society,
how do we, we need some system by which we all agree
that this is AI generated and we have to disclose it
in a certain way, because how do you
distinguish reality otherwise?
Yeah, there's so many interesting things you said.
So first of all, just looking back at this recent,
now feels like distant history with Google Brain.
I mean, that was before TensorFlow.
Before TensorFlow was made public and open-sourced.
So the tooling matters too,
combined with GitHub ability to share code.
Then you have the ideas of attention transformers
and the diffusion now.
And then there might be a new idea
that seems simple in retrospect,
but it will change everything.
And that could be the post-training,
the inference time innovations.
And I think Shad Sien tweeted that,
Google is just one great UI
from completely winning the AI race.
Meaning like, UI is a huge part of it.
Like how that intelligence,
I think Logan Cooper,
I think likes to talk about this right now,
it's an LLM, but when is it going to become a system?
Where you're talking about shipping systems versus shipping the particular model.
Yeah, that matters too, how the system manifests itself and how it presents itself to the world.
That really, really matters.
Oh, hugely so.
There are simple UI innovations which have changed the world, right?
And I absolutely think so. We will see a lot more progress in the next couple of
years, I think. AI itself on a self-improving track for UI itself.
Today we are constraining the models. The models can't quite express themselves
in terms of the UI to people.
But that is, if you think about it,
we've kind of boxed them in that way.
But given these models can code,
they should be able to write the best interfaces
to express their ideas over time, right?
That is an incredible idea.
So the API is already open.
So you create a really nice agentic system
that continually improves the way you can be talking to an AI.
But a lot of that is in the interface.
And then of course, the incredible multimodal aspect
of the interface that Google has been pushing. These models are native incredible multimodal aspect of the interface that Google's been pushing.
These models are natively multimodal.
They can easily take content from any format,
put it in any format.
They can write a good user interface.
They probably understand your preference
is better over time.
And so all of this is like the evolution ahead, right?
And so that goes back to where we started the conversation.
I think there'll be dramatic evolutions in the years ahead.
Maybe one more kitchen question.
This even further ridiculous concept of P-Doom.
So the philosophically minded folks in the AI community think about the probability that
AGI and then ASI
might destroy all of human civilization. I would say my P Doom is about 10%.
Do you ever think about this kind of
long-term threat of ASI and what would your P Doom be?
Look, I mean for sure. Look, I've both been very excited about AI,
but I've always felt this is a technology, you know,
we have to actively think about the risks
and work very, very hard to harness it in a way
that it all works out well.
On the P-Doom question, look, it's a, you know,
won't surprise you to say that's probably another micro kitchen conversation that pops up once in a while.
Given how powerful the technology is,
maybe stepping back, when you're running a large organization,
if you can align the incentives of the organization,
you can achieve pretty much anything.
If you can get people all marching towards a goal in a very focused way, in a mission-driven way,
you can pretty much achieve anything.
But it's very tough to organize all of humanity that way.
But I think if freedom is actually high,
at some point all of humanity is like aligned
in making sure that's not the case, right?
And so we'll actually make more progress against it,
I think.
So the irony is, so there is a self-modulating aspect there.
Like I think if humanity collectively puts their mind
to solving a problem, whatever it is,
I think we can get there.
So because of that, I think I'm optimistic
on the P-Doom scenarios, but that doesn't mean, I think the underlying
risk is actually pretty high.
But I have a lot of faith in humanity kind of rising up to meet that moment.
That's really, really well put.
As the threat becomes more concrete and real, humans do really come together and get their
shit together.
The other thing I think people don't often talk about is probability of doom without
AI.
So there's all these other ways that humans can destroy themselves and it's very possible,
at least I believe so, that AI will help us become smarter, kinder to each other, more
efficient.
It'll help more parts of the world flourish
where it would be less resource constrained,
which is often the source of military conflict
and tensions and so on.
So we also have to load into that,
what's the P-Doom without AI?
With AI, P-Doom with AI, P-Doom without AI.
Because it's very possible that AI will be the thing that saves us, saves human civilizations
from all the other threats.
I agree with you.
I think it's insightful.
Look, I felt like to make progress on some of the toughest problems would be good to
have AI, like pair, helping you.
Right?
And like, you know, so that resonates with me for sure.
Yeah. Quick pause. Bath and break?
If notebook LM was the same compel- like what I saw today with Beam,
if it was compelling in the same kind of way,
blew my mind. It was incredible. I didn't think it's possible.
My hope is like, can you imagine imagine the US president and the Chinese president being able to do something like Beam
with the live meet translation working well?
So they're both sitting and talking, make progress a bit more?
Yeah, just for people listening, we took a quick bathroom break.
And now we're talking about the demo I did.
We'll probably post it somewhere, somehow, maybe
here. I got a chance to experience Beam and it was, it's hard to describe it in words
how real it felt with just, what is it, six cameras. It's incredible. It's incredible.
It's one of the toughest products. You can't quite describe it to people.
It's one of the toughest products of, you can't quite describe it to people,
even when we show it in slides, et cetera,
like you don't know what it is.
You have to kind of experience it.
On the world leaders front on politics, geopolitics,
there's something really special,
again, with studying World War II,
and how much could have been saved
if Chamberlain met Stalin in person.
And I sometimes also struggle explaining to people, articulating why I believe
meeting in person for world leaders is powerful.
It just seems naive to say that, but there is something there in person.
And with Beam, I felt that same thing.
And then I'm unable to explain.
All I kept doing is what a child does.
You look real.
I don't know if that makes meetings more productive or so on,
but it certainly makes them more.
The same reason you want to show up to work versus remote sometimes,
that human connection.
I don't know what that is. It's hard to put into words.
There's something beautiful about great teams
collaborating on a thing that's not captured
by the productivity of that team or by whatever on paper.
There's some of the most beautiful moments
you experience in life is at work.
Pursuing a difficult thing together for many months,
there's nothing like it.
You're in the trenches and yeah,
you do form bonds that way, for sure.
And to be able to do that somewhat remotely
in that same personal touch, I don't know,
that's a deeply fulfilling thing.
I know a lot of people, I personally hate meetings
because a significant percent of meetings
when done poorly don't serve a clear purpose. But that's a meeting problem. That's not a
communication problem. If you can improve the communication for the meetings that are useful,
it's just incredible. So yeah, I was blown away by the great engineering behind it.
And then we get to see what impact that has.
That's really interesting,
but just incredible engineering, really impressive.
Oh, it is.
And obviously we'll work hard over the years
to make it more and more accessible.
But yeah, even on a personal front,
outside of work meetings, you know,
a grandmother who's far away from our grandchild
and being able to, you know,
have that kind of an interaction, right? All of that, I think, will end up being
very, nothing substitutes being in person. It's not always possible. You could be a soldier deployed
trying to talk to your loved ones. So I think that's what inspires us.
When you and I hung out last year and took a walk,
I remember, I don't think we talked about this,
but I remember outside of that,
seeing dozens of articles written by analysts
and experts and so on that Sundar Pichai should step down
because the perception was that Google
was definitively losing the AI race, has lost
its magic touch in the rapidly evolving technological landscape.
And now a year later, it's crazy, you showed this plot of all the things that were shipped
over the past year.
It's incredible.
And Gemini Pro is winning across many benchmarks and products
as we sit here today.
So take me through that experience
when there's all these articles saying,
you're the wrong guy to leak Google through this.
Google has lost.
It's done.
It's over to today where Google is winning again.
What were some low points during that time? Look, I mean, lots to unpack. Obviously,
like, I mean, the main bet I made as a CEO was to really make sure the company was
approaching everything in an AI-first way, really setting ourselves up to develop AGI responsibly,
right, and make sure we're putting out products
which embodies that, things that are very,
very useful for people.
So look, I knew even through moments like that last year,
you know, I had a good sense of what we were building internally.
So I had already made many important decisions, bringing together teams of the caliber of
brain and deep mind and setting up Google DeepMind.
There were things like we made the decision to invest in TPUs 10 years ago. So we knew
we were scaling up and building big models. Anytime you're in a situation like that, a
few aspects. I'm good at tuning out noise, right? Separating signal from noise. Do you
scuba dive? Like have you, no, it's amazing.
Like I'm not good at it, but I've done it a few times.
But sometimes you jump in the ocean, it's so choppy,
but you go down one feet under,
it's the calmest thing in the entire universe, right?
So there's a version of that, right?
Like, running Google,
you may as well be coaching Barcelona or Real Madrid.
You have a bad season.
So there are aspects to that.
But, you know, like, look, I'm good at tuning out the noise.
I do watch out for signals.
You know, it's important to separate the signal from the noise.
So there are good people
sometimes making good points outside. So you want to listen to it. You want to take that feedback in.
But internally, you're making a set of consequential decisions.
As leaders, you're making a lot of decisions. Many of them are inconsequential.
It feels like, but over time you learn that.
Most of the decisions you're making on a day-to-day basis, doesn't matter.
You have to make them and you're making them just to keep things moving.
But you have to make a few consequential decisions.
We had set up the right teams, right leaders.
We had world-class researchers.
We were training Gemini.
Internally, there are factors which were,
for example, outside people may not have appreciated.
I mean, TPUs are amazing,
but we had to ramp up TPUs too.
That took time, right? And to scale actually having enough TPUs
to get the compute needed.
But I could see internally the trajectory we were on
and be, you know, I was so excited internally
about the possibility.
To me, this moment felt like
one of the biggest opportunities ahead for us as a company.
That the opportunity space ahead over the next decade, next 20 years is bigger than
what has happened in the past.
And I thought we were set up better than most companies in the world to go realize that
vision.
I mean, you had to make some consequential bold decisions.
Like you mentioned the merger of deep mind and brain.
Maybe it's my perspective, just knowing humans.
I'm sure there's a lot of egos involved.
It's very difficult to merge teams
and I'm sure there was some hard decisions to be made.
Can you take me through your process
of how you think through that?
Do you go to pull the trigger and make that decision?
Maybe what were some painful points?
How do you navigate those turbulent waters?
Look, we were fortunate to have two world-class teams,
but you're right.
It's like somebody coming and telling you,
take Stanford and MIT,
and then put them together and create a great department,
and easier said
than done. But we were fortunate, you know, phenomenal teams, both had their strengths,
you know, they were run very differently, right? Like Brain was kind of a lot of diverse projects,
bottoms up, and out of it came a lot of important research breakthroughs.
DeepMind at the time had a strong vision of how you want to build AGI and so they were
pursuing their direction.
But I think through those moments, luckily tapping into, you know, Jeff had expressed
a desire to be more, to go back to more of a scientific individual contributor roots.
He felt like management was taking up too much of his time.
And Demis naturally, I think, was running DeepMind and was a natural choice there.
But I think it was, you're right, it took us a while to bring the teams together,
credit to Demis, Jeff, Korai, all the great people there.
They worked super hard to combine the best of both worlds
when you set up that team.
A few sleepless nights here and there
as we put that thing together,
we were patient in how we did it
so that it works well for the long term, right?
And some of that in that moment,
I think yes, with things moving fast,
I think you definitely felt the pressure.
But I think we pulled off that transition well.
I think they were obviously doing incredible work,
and there's a lot more incredible things ahead coming from them.
We talked about you have a very calm, even-tempered, respectful demeanor.
During that time, whether it's the merger or just dealing with the noise,
were there times where frustration boiled over?
Did you have to go a bit more intense on everybody than you usually would?
Probably, you know, probably, right?
I think, I think in the sense that, you know, there was a moment where we were all driving
hard, but when you're in the trenches, working with passion, you're going to have days, right?
You disagree, you argue, but like all that, I mean, just part of the course of working intensely, right?
And, you know, at the end of the day, all of us are doing what we are doing because
the impact it can have, we are motivated by it.
It's like, you know, for many of us, this has been a long term journey.
And so it's been super exciting.
The positive moments far outweigh
the kind of stressful moments.
Just early this year, I had a chance to celebrate
back-to-back over two days,
like, you know, Nobel Prize for Jeff Fintan,
and the next day, a Nobel Prize for Demis and John Jumper.
You know, you worked with people like that.
All that is super inspiring.
Is there something like with you where you had to like put your foot down, maybe with
less versus more or like, I'm the CEO and we're doing this?
To my earlier point about consequential decisions you make, there are decisions you make people
can disagree pretty vehemently.
But at some point, you make a clear decision and you just ask people to commit.
You can disagree, but it's time to disagree and commit so that we can get moving.
Whether it's putting the foot down or it's a natural part of what all of us have to do.
And, you know, I think you can do that calmly
and be very firm in the direction you're making the decision.
And I think if you're clear, actually, people over time respect that, right?
Like, you know, if you can make decisions with clarity,
I find it very effective in meetings where you're making such decisions to hear everyone out.
I think it's important when you can to hear everyone out.
Sometimes what you're hearing actually influences how you think about and you're wrestling with it and making a decision.
Sometimes you have a clear conviction and you state, so, look, this is how I feel and this is my conviction and you
kind of place the bet and you move on.
Are there big decisions like that?
I'm kind of intuitively assume the merger was the big one.
I think that was a very important decision for the company to meet the moment.
I think we had to make sure we were doing that
and doing that well.
I think that was a consequential decision.
There were many other things.
We set up a AI infrastructure team,
like to really go meet the moment,
to scale up the compute we needed to,
and really brought teams from disparate parts of the company
kind of created it to move forward.
of the company kind of created it to move forward.
You know, bringing people, like getting people to kind of work together physically, both in London
with DeepMind and what we call Gradient Canopy, which is where the Mountain View,
Google DeepMind teams are. But one of my favorite moments is I routinely walk multiple times per week to the Grading canopy building where our top researchers are working on the models.
Sergey is often there amongst them, right?
Just looking at getting an update on the models, seeing the loss curves, so all that.
I think the cultural part of getting the teams together back
with that energy, I think ended up playing a big role too.
What about the decision to recently add AI mode?
So Google search is the, as they say,
the front page of the internet.
It's like a legendary minimalist thing with 10 blue links.
Like that's when people think internet thing with 10 blue links.
When people think internet, they think that page. And now you're starting to mess with that.
So the AI mode, which is a separate tab,
and then integrating AI and the results.
I'm sure there were some battles in meetings on that one.
Look, in some ways, when mobile came,
people wanted answers to more questions.
So we're kind of constantly evolving it,
but you're right, this moment,
that evolution, because the underlying technology
is becoming much more capable.
You can have AI give a lot of context,
but one of our important design goal stores,
when you come to Google search, you're going to get a lot of context, you know, but one of our important design goal stores when you come to Google search, you're going to get a lot of
context, but you're going to go and find a lot of things out on
the web. So that will be true in AI mode in AI overviews and so
on. But I think to our earlier conversation, we are still
giving you access to links. But think of the AI as a layer,
which is giving you context, summary, maybe in AI mode,
you can have a dialogue with it back and forth on your journey. But through it all, you're kind of
learning what's out there in the world. So those core principles don't change, but I think AI mode
allows us to push the... We have our best models there, right?
Models which are using search as a deep tool,
really for every query you're asking,
kind of fanning out, doing multiple searches,
like kind of assembling that knowledge in a way
so you can go and consume what you want to, right?
And that's how we think about it.
I gotta just listen to a bunch of Elizabeth, Liz Reed,
describe this.
Two things stood out to me that you mentioned.
One thing is what you were talking about
is the query fan out,
which I didn't even think about before,
is the powerful aspect of integrating a bunch of stuff
on the web for you in one place.
So yes, it provides that context
so that you can decide which page to then go on to.
The other really, really big thing speaks to the earlier,
in terms of productivity multiplier that we're talking about
that she mentioned was language.
So one of the things you don't quite understand
is through AI mode, you make make for non-English speakers,
you make sort of let's say English language websites
accessible by in the reasoning process
as you try to figure out what you're looking for.
Of course, once you show up to a page,
you can use a basic translate.
But that process of figuring it out,
if you empathize with a large part of the world
that doesn't speak English, their web is much smaller
in that original language.
And so it unlocks again,
unlocks that huge cognitive capacity there.
That we don't, you take for granted here
with all the bloggers and the journalists
writing about AI mode, you forget that this now unlocks because Gemini is really good at translation.
No, it is.
I mean, the multimodality, the translation, its ability to reason, we are dramatically
improving tool use.
Like as a putting that power in the flow of search, I think, look, I'm super excited with AI overviews.
We've seen the product has gotten much better.
We measured using all kinds of user metrics.
So obviously driven strong growth of the product.
And we've been testing AI mode.
It's now in the hands of millions of people.
And the early metrics are very encouraging.
So look, I'm excited about this next chapter of search.
For people who are not thinking through or aware of this.
So there's the 10 blue links with AI overview on top
that provides a nice summarization.
You can expand it.
And you have sources and links now embedded.
I believe, at least Liz said so,
I actually didn't notice it,
but there's ads in the AI overview also.
I don't think there's ads in AI mode.
When ads in AI mode, when do you think?
I mean, it's okay.
We should say that in the 90s. I remember the animated gifts
Banner gifts that take you to some shady websites that have nothing to do with anything ad sense revolutionized
Advertisement is one of the greatest inventions
In recent history because it allows us for free
to have access to all these kinds of services.
So ads fuel a lot of really powerful services.
And at its best, it's showing you relevant ads,
but also very importantly, in a way that's not super annoying,
in a classy way.
So when do you think it's possible to add ads
into AI mode?
And what does that look like from a classy, non-annoying perspective?
Two things. Early part of AI mode will obviously focus more on
the organic experience to make sure we're getting it right.
I think the fundamental value of ads are,
it enables access to deploy the services to billions of people.
The second is ads are,
the reason we've always taken ads seriously
is we view ads as commercial information,
but it's still information.
And so we bring the same quality metrics to it.
I think with AI mode to our earlier conversation about,
I think AI itself will help us over time figure out
the best way to do it.
I think given we are giving context around everything,
I think it'll give us more opportunities to also explain,
okay, here's some commercial information.
Like today as a podcaster, you do it at certain spots
and you probably figure out what's best in your podcast.
I think so there are aspects of that,
but I think the underlying need
of people value commercial information,
businesses are trying to connect to users,
all that doesn't change in an AI moment.
But look, we will rethink it.
You've seen us in YouTube now do a mixture
of subscription and ads.
Like obviously, we are now introducing subscription offerings across everything.
And so as part of that, the optimization point will end up being at different places as well.
Do you see it projected in the possible future where AI mode completely replaces the 10 blue links
plus AI overview?
Our current plan is AI mode is going to be there
as a separate tab for people who really want
to experience that, but it's not yet at the level
where our main search pages, but as features work,
we'll keep migrating it to the main page. And so
you can view it as a continuum. AI mode will offer you the bleeding edge experience, but
things that work will keep overflowing to AI overviews and the main experience.
And the idea that AI mode will still take you to the web, to the human created web.
Yes, that's going to be a core design principle for us.
So really if users decide, right, they drive this.
Yeah.
It's just exciting, a little bit scary
that it might change the internet.
Because Google has been dominating
with a very specific look and idea
of what it means to have the internet.
And as you move to AI mode,
I mean, it's just a different experience.
I think Liz was talking about,
I think you've mentioned that you ask more questions,
you ask longer questions.
Dramatically different types of questions.
Yeah, like it actually fuels curiosity.
Like I think for me, I've been asking just a much larger number
of questions of this black box machine, let's say,
whatever it is.
And with AI overview, it's interesting,
because I still value the human,
I still ultimately want to end up on the human created web.
But like you said, the context really
helps.
It helps us deliver higher quality referrals, right? You know, where people are like, they
have much higher likelihood of finding what they're looking for. They're exploring, they're
curious, their intent is getting satisfied more. So that's what all our metrics show.
It makes the humans that create the web nervous.
The journalists are getting nervous.
They've already been nervous.
Like we mentioned, CNN is nervous because of podcasts.
It makes people nervous.
Look, I think news and journalism
will play an important role in the future.
We're pretty committed to it, right?
And so I think making sure that ecosystem, in fact,
I think we'll be able to differentiate ourselves as
a company over time because of our commitment there.
So it's something I think I definitely value a lot,
and as we are designing,
we'll continue prioritizing approaches.
I'm sure for the people who want,
they can have a fine-tuned AI model
that's clickbait hit pieces
that will replace current journalism.
That's a shot of journalism, forgive me.
But I find that if you're looking
for really strong criticism of things,
that Gemini is very good at providing that.
Oh, absolutely.
It's better than anything.
For now, I mean, people are concerned that there would be bias that's introduced that as the AI
systems become more and more powerful there's incentive from sponsors to roll
in and try to control the output of the AI models but for now the objective
criticism that's provided is way better than journalism. Of course the argument
is the journalists are still valuable but then I don't know the
crowd-sourced journalism that we get on the open internet is also very, very
powerful. I feel like they're all super important things. I think it's good that
you get a lot of crowd-sourced information coming in, but I feel like there is real value for high quality journalism, right?
And I think these are all complimentary.
I think like I viewed as I find myself constantly seeking out also, like try to find objective
reporting on things too.
And sometimes you get more context from the crowdfunded sources you read online. But
I think both end up playing a super important role.
So there's a you spoken a little bit about about this, Dennis talked about this is sort
of the the slice of the web that will increasingly become about providing information for agents.
So we can think about is like two layers of the web. One is for humans, one is for agents. So we can think about as like two layers of the web. One is for humans,
one is for agents. Do you see the AI agents? Do you see the one that's for AI agents growing
over time? Do you see there still being long term, five, 10 years value for the human created
for the purpose of human consumption web? Or will it all be agents in the end in today?
Like not everyone does but you know you go to you go to a big retail store. You love walking the aisle you love shopping
or grocery store
Picking out food etc. We're also online shopping and they're delivering right right? So both are complementary and that's true for restaurants, et cetera.
So I do feel like over time, websites will also get better for humans.
They will be better designed.
AI might actually design them better for humans.
So I expect the web to get a lot richer and more interesting and better to use.
At the same time, I think there'll be an agentic web,
which is also making a lot of progress.
And you have to solve the business value
and the incentives to make that work well, right,
like for people to participate in it.
But I think both will coexist.
And obviously the agents may not need the same, I mean, not may not,
they won't need the same design and UI paradigms which humans need to interact with.
But I think both will be there.
I have to ask you about Chrome.
I have to say, for me personally, Google Chrome is probably,
I don't know, I'd like to see where I would rank it.
But in this temptation, and this is not a recency bias,
although it might be a little bit,
but I think it's up there, top three,
maybe the number one piece of software for me of all time.
So it's incredible, it's really incredible.
The browsers are a window to the web
and Chrome really continued for many years,
but even initially to push the innovation on that front
when it was stale and it continues to challenge,
it continues to make it more performant, so efficient,
just innovate constantly and the Chr chromium aspect of it.
Anyway, you were one of the pioneers of Chrome pushing
for it when it was an insane idea, probably one of the ideas
that was criticized and doubted and so on.
So can you tell me the story of what it took
to push for Chrome?
What was your vision?
story of what it took to push for Chrome? What was your vision? Look, it was a such a dynamic time in around 2004-2005 with Ajax, the web
suddenly becoming dynamic. In a matter of few months, Flickr, Gmail, Google Maps, all
kind of came into existence, right?
Like the fact that you have an interactive dynamic web.
The web was evolving from simple text pages, simple HTML,
to rich dynamic applications.
But at the same time, you could see the browser was never meant for that world, right?
Like JavaScript execution was super slow.
You know, the browser was far away from being an operating system
for that rich modern web, which was coming into place.
So that's the opportunity we saw.
Like, you know, it's an amazing early team.
I still remember the day we got a shell on WebKit running
and how fast it was.
We had a clear vision for building a browser.
We wanted to bring core OS principles into the browser.
So we built a secure browser sandbox.
Each tab was its own.
These things are common now, but at the time,
it was pretty unique.
We found an amazing team in Arhus, Denmark with a leader
who built a V8, the JavaScript VM,
which at the time was 25 times faster
than any other JavaScript VM out there.
And by the way, you're right, we open-sourced it all and put it in Chromium too.
But we really thought the web could work much better, much faster, and you could be much safer
browsing the web. And the name Chrome came was because we literally felt people were like the
Chrome of the browser was getting clunkier. We wanted to minimize it. And so that was the origins
of the project. Definitely, obviously, a highly biased person here talking about Chrome. But,
you know, it's the most fun I've had building a product from the ground up.
And it was an extraordinary team.
I had my co-founders on the project.
They were terrific, so definitely fond memories.
So for people who don't know, Sundar, it's probably fair to say you're the reason we have Chrome.
Yes, I know there's a lot of incredible engineers, but pushing for it inside a company that probably was opposing it because it's a crazy idea.
Because as everybody probably knows, it's incredibly difficult to build a browser.
Yeah, look, Eric, who was the CEO at the time, I think it was less that he was opposed to
it.
He kind of first time knew what a crazy thing it is to go build a browser.
And so he definitely was like, this is, you know, there was a crazy aspect to actually wanting
to go build a browser.
But he was very supportive.
You know, everyone, the founders were.
I think once we started, you know, building something
and we could use it and see how much better,
from then on, like, you know, you're really tinkering
with the product and making it better.
It came to life pretty fast.
What wisdom do you draw from that,
from pushing through on a crazy idea in the early days
that ends up being revolutionary?
What, for future crazy ideas like it?
I mean, this is something Larry and Sergey
have articulated clearly.
I really internalized this early on, which
is their whole feeling around working on moonshots, like as a way, when you work on something
very ambitious, first of all, it attracts the best people, right?
So that's an advantage you get.
Number two, because it's so ambitious, you don't have others working on something crazy.
So you pretty much have the path to yourselves.
It's like Waymo and self-driving.
Number three, it is even if you end up quite not accomplishing what
you set out to do and you end up doing 60,
80 percent of it, you'll end up being a terrific success.
So that's the advice I would give people.
I think it's just aiming for big ideas,
has all these advantages and it's risky,
but it also has all these advantages,
which people I don't think fully internalize.
I mean, you mentioned one of the craziest,
biggest moonshots, which is Waymo.
It's one of when I first saw over a decade ago,
a Waymo vehicle,
a Google self-driving car vehicle,
for me it was an aha moment for robotics.
It made me fall in love with robotics even more
than before, gave me a glimpse into the future,
so it's incredible.
Truly grateful for that project, for what it symbolizes.
But it's also a crazy moonshot.
It's for a long time, Waymo has been just,
like you mentioned with scuba diving,
just not listening to anybody,
just calmly improving the system,
better and better and more testing,
just expanding the operational domain more and more.
First of all, congrats on 10 million paid robotaxi rides. What lessons
do you take from Waymo about the perseverance, the persistence on that project?
I look really proud of the progress we have had with Waymo. One of the things I think we were
very committed to, the final 20% can look like, we always say, right, the first 80% is easy,
the final 20% takes 80% of the time. I think we definitely were working through that phase
with Waymo, but I was aware of that. But we knew we were at that stage. We knew we were
the technology gap between, while there were many people, many other self-driving companies,
we knew the technology gap was there.
In fact, right at the moment when others were doubting Waymo
is when, I don't know,
made the decision to invest more in Waymo, right?
Because so, in some ways it's counterintuitive,
but I think, look,
we've always been a deep technology company and
Vamo is a version of building an AI robot that works well. And so we get attracted to problems
like that, the caliber of the teams there, phenomenal teams. And so I know you follow
the space super closely. I'm talking to someone who knows the space well,
but it was very obvious it's going to get there.
And, you know, there's still more work to do,
but it's a good example where we always prioritized
being ambitious and safety at the same time, right?
And equally committed to both and pushed hard and you know
couldn't be more thrilled with how it's working, how much people love
the experience. And this year is definitely we've scaled up a lot and
will continue scaling up in 26. That said, the competition is heating up. You've
been friendly with Elon even though Technic is heating up. You've been friendly with Elon,
even though Technic is a competitor,
but you've been friendly with a lot of tech CEOs
in that way, just showing respect towards them and so on.
What do you think about the RoboTaxi efforts
that Tesla is doing?
Do you see it as competition?
What do you think?
Do you like the competition?
We are one of the earliest and biggest backers of SpaceX
as Google.
So thrilled with what SpaceX is doing and fortunate to be investors as a company there.
And look, we don't compete with Tesla directly.
We are not making cars, et cetera.
We are building L4, L5 autonomy.
We're building a Waymo driver,
which is general purpose and can be used in many settings.
They're obviously working on making Tesla self-driving too.
I've just assumed it's a de facto
that Elon would succeed in whatever he does.
So, you know, that is not something I question.
So, but I think we are so far from,
these spaces are such vast spaces,
like I think think about transportation,
the opportunity space,
the Waymo driver is a general purpose technology
we can apply in many situations.
So you have a vast green space.
In all future scenarios, I see Tesla doing well and you know Waymo doing well. Like we mentioned with the Neolithic package I
think it's very possible that in that quote-unquote AI package when the
history is written, autonomous vehicles, self-driving cars is like the big thing
that changes everything. Imagine over a period of a decade or two,
just the complete transition from manual
to autonomous in ways we might not predict,
it might change the way we move about the world completely.
So that, you know, the possibility of that,
and then the second and third order effects,
as you're seeing now with Tesla, very possibly you would see some internally with Alphabet,
maybe Waymo, maybe some of the Gemini robotics stuff,
it might lead you into the other domains of robotics.
Because we should remember that Waymo is a robot.
Mm-hmm.
It just happens to be on four wheels.
So you said that the next big thing, we can also throw that into AI. Remember that Waymo is a robot. It just happens to be on four wheels.
So you said that the next big thing,
we can also throw that into AI package,
the big aha moment might be in the space of robotics.
What do you think that would look like?
DEMIS and the Google DeepMind team
is very focused on Gemini robotics.
So we are definitely building the underlying models well.
So we have a lot of investments there
and I think we are also pretty cutting edge
in our research there.
So we are definitely driving that direction.
We obviously are thinking about applications in robotics
will kind of work seriously.
We are partnering with a few companies today
but it's an area I would say stay tuned.
We are yet to fully articulate our plans outside, but it's an area we are definitely committed to
driving a lot of progress. But I think AI ends up driving that massive progress in robotics. The
field has been held back for a while. I mean, the hardware has made extraordinary progress.
for a while, I mean, hardware has made extraordinary progress.
The software had been the challenge, but with AI now and the generalized models we are building,
we are building these models,
getting them to work in the real world in a safe way,
in a generalized way,
is the frontier we're pushing pretty hard on.
Well, it's really nice to see that the models
and the different teams integrated to where
all of them are pushing towards one world model that's being built.
So from all these different angles, multimodal, you're ultimately trying to get gemini.
The same thing that would make AI mode really effective in answering your questions,
which requires a kind of world model, is the same kind of thing that would help a robot be useful in the physical world.
So everything is aligned.
That is what makes this moment so unique because running a company, for the first time you
can do one investment in a very deep horizontal way.
On top of it, can like drive multiple businesses
forward right and you know and that's that's effectively what we are doing in
Google and Alphabet. It's all coming together like it was planned ahead of
time but it's not of course it's all distributed I mean if Gmail and Sheets
and all these other incredible services I can sing Gmail praises for years I
mean just just revolutionized email.
But the moment you start to integrate
AI Gemini into Gmail, I mean, that's the other thing.
Speaking of productivity multiplier,
people complain about email, but that changed everything.
Email, like the invention of email changed everything.
And it's been ripe.
There's been a few folks trying to revolutionize email,
some of them on top of Gmail,
but that's like ripe for innovation.
Not just spam filtering, but you demoed a really nice demo
of personalized responses.
And at first I was like,
at first I felt really bad about that,
but then I realized that there's nothing wrong
to feel bad about because
the example you gave is when a friend asks you know you went to
whatever hiking location, do you have any advice? And they just search us
through all your information to give them good advice and then you put the
cherry on top. Maybe some love or whatever, camaraderie. But the
informational aspect, the knowledge transfer does for you.
I think there'll be important moments.
Like it should be, like today,
if you write a card in your own handwriting
and send it to someone, that's a special thing.
Similarly, there'll be a time, I mean, to your friends,
maybe a friend wrote and said,
he's not doing well or something.
You know, those are moments you wanna save your times
for writing something, reaching out,
but like saying, give me all the details of the trip you took, to me makes a lot of sense for
an AI assistant to help you. So I think both are important, but I think I'm excited about that.
Yeah, I think ultimately it gives more time for us humans to do the things we humans find meaningful.
And I think it scares a lot of people
because we're gonna have to ask ourselves
the hard question of like, what do we find meaningful?
And I'm sure there's answers.
I mean, it's the old question of the meaning of existence
is you have to try to figure that out.
That might be ultimately parenting
or being creative in some domains of
art or writing. It's a good question to ask yourself, like, in my life, what is the thing
that brings me most joy and fulfillment? And if I'm able to actually focus more time on that,
that's really powerful. I think that's the holy grail.
If you get this right, I think it allows more people
to find that.
I have to ask you on the programming front,
AI is getting really good at programming.
Gemini, both the Agentech and just the LLM
has been incredible.
So a lot of programmers are really worried
that their jobs, they will lose their jobs.
How worried should they be?
And how should they adjust so they
can be thriving in this new world
where more and more code is written by AI?
I think a few things.
Looking at Google, we've given various stats around like 30%
of code now uses AI-generated suggestions
or whatever it is.
But the most important metric, and we carefully measured it, is how much has our engineering
velocity increased as a company due to AI?
It's tough to measure, and we kind of rigorously try to measure it.
And our estimates are at the number is now at 10%, right?
Like now across the company,
we've accomplished a 10% engineering velocity increase
using AI.
But we plan to hire engineers, more engineers next year, right?
So because the opportunity space of what we can do but we plan to hire more engineers next year.
Because the opportunity space of what we can do
is expanding too.
And so I think hopefully,
at least in the near to midterm,
for many engineers,
it frees up more and more of the,
even in engineering and coding,
there are aspects which are so much fun,
you're designing, you're architecting,
you're solving a problem.
There's a lot of grand work,
which all goes hand in hand,
but it hopefully takes a lot of that away,
makes it even more fun to code,
frees you up more time to create, problem solve,
brainstorm with your fellow colleagues and so on, right? So that's the opportunity there.
And second, I think like, you know, it'll attract, it'll put the creative power in
more people's hands, which means people create more. That means there'll be more engineers doing more things.
So it's tough to fully predict,
but I think in general in this moment,
it feels like people adopt these tools
and be better programmers.
Like there are more people playing chess now
than ever before, right?
So it feels positive that way to me,
at least speaking from within a Google context,
is how I would talk to them about it.
I still, I just know anecdotally,
a lot of great programmers are generating a lot of code.
So their productivity,
they're not always using all the code just, you know,
there's still a lot of editing,
but like, even for me, I'm still programming as a side thing,
I think I'm like 5X more productive.
I don't, I think that's,
even for a large code base that's touching a lot of users,
like Google's does, I'm imagining like,
very soon that productivity should be going up even more.
The big unlock will be as we make the agentic capabilities much more robust.
Right. I think that's what unlocks that next big wave. I think the 10% is like a
massive number. Like you know tomorrow like I showed up and said like yeah you
can improve like a large organization's productivity by 10% when you have tens of thousands of engineers.
That's a phenomenal number.
And that's different than what other site
or statistic saying, this percentage of code
is now written by AI.
I'm talking more about overall actual productivity,
engineering productivity, which is two different things,
and which is the more important metric.
But I think it'll get better.
I think there's no engineer who tomorrow, if you magically
became 2x more productive, you're
just going to create more things.
You're going to create more value-added things.
And so I think you'll find more satisfaction in your job.
Right, so.
And there's a lot of aspects.
I mean, the actual Google code base might just improve
because it'll become more standardized,
more easier for people to move about the code base
because AI will help with that.
And therefore, that will also allow the AI
to understand the entire code base better,
which makes the engineering aspect,
and so I've been using Cursor a lot
as a way to program with Gemini and other models,
is like, one of its powerful things is it's aware
of the entire code base, and that allows you
to ask questions of it, it allows the agents
to move about that code base in a really powerful way.
I mean, that's a huge unlock.
Think about like, you know, migrations, refactoring old
cold bases.
Refactoring, yeah.
Yeah, I mean, think about like, you know, once we can do all
this in a much better, more robust way than where we are
today.
I think in the end, everything will be written in JavaScript
and run in Chrome.
I think it's all going to that direction.
I mean, just for fun. Google has legendary coding interviews, like rigorous
interviews for the engineers. Can you comment on how that has changed in the era of AI?
It's just such a weird, you know, the whiteboard interview, I assume is not allowed to have
some prompts. Such a good question. Look, I do think we're making sure,
we'll introduce at least one round of in-person interviews
for people just to make sure the fundamentals are there.
I think that'll end up being important.
But it's an equally important skill.
Look, if you can use these tools to generate better code,
like I think that's an asset. important skill. Look, if you can use these tools to generate better code, like, you know,
I think that's an asset. And so, you know, I think, so overall, I think it's a massive positive.
Vibe coding engineer. Do you recommend people, students interested in programming still get an
education in computer science, in college education? What do you think?
I do. If you have a passion for computer science, I would.
Computer science is obviously a lot more
than programming alone.
So I would.
I still don't think I would change what you pursue.
I think AI will horizontally allow impact every field.
It's pretty tough to predict in what ways. So any education in which you're
learning good first principles thinking, I think is good education.
You've revolutionized web browsing, you've revolutionized a lot of things over the years.
Android changed the game. It's an incredible operating system. We could talk for hours about Android
What is the future of Android look like is it is it possible it becomes?
more and more AI
centric
especially now the throw into the mix Android XR with a
Being able to do augmented reality mixed, and virtual reality in the physical world?
You know, the best innovations in computing have come
when you're through a paradigm, I over change, right?
Like, you know, when, with GUI,
and then with a graphical user interface,
and then with multi-touch in the context of mobile,
voice later on.
Similarly, I feel like, you feel like AR is that next paradigm. I think it
was held back both the system integration challenges of making good AR is very, very
hard. The second thing is you need AI to actually kind of, otherwise the IOS is too complicated. For you to have a natural seamless IOTO,
that paradigm, AI ends up being super important.
So this is why Project Astra ends up being
super critical for that Android XR world.
But it is. I think when you use glasses,
and always been amazed at how useful these things are going to be.
So I look, I think it's a real opportunity for Android.
I think XR is one way it'll kind of really come to life.
But I think there's an opportunity
to rethink the mobile OS too, right?
I think we've been kind of living in this paradigm
of like apps and shortcuts, all that won't go away. But again, if you're trying to get
stuff done at an operating system level, it needs to be more agent-ic so that you can describe what
you want to do or it proactively understands what you're trying to do, learns from how you're doing
things over and over again, and kind of adapting to you.
All that is kind of like the unlock we need to go and do.
With the basic, efficient, minimalist UI, I've gotten a chance to try the glasses and
they're incredible.
It's the little stuff.
It's hard to put into words, but no latency.
It just works.
Even that little map demo where you look down and you look up and there's a very smooth transition between the two
and useful, very small amount of useful information
is shown to you, enough not to distract
from the world outside, but enough to provide
a bit of context when you need it.
And some of that, in order to bring that into reality,
you have to solve a lot of the OS problems
to make sure it works when you're integrating the AI
into the whole thing.
So everything you do launches an agent
that answers some basic question.
It's a good moonshot, you know.
I love that. Yeah, it's crazy.
But I think we are, but it's much closer to reality
than other moonshots.
We expect to have glasses in the hands of developers later this year and in consumer science next year.
So it's an exciting time.
Yeah, well, extremely well executed.
Beam, all this stuff, you know,
cause sometimes you don't know,
like somebody commented on a top comment
on one of the demos of Beam.
They said, this will either be killed off in five weeks
or revolutionize all meetings in five years.
And there's very much, Google tries so many things
and sometimes sadly kills off very promising projects,
but because there's so many other things to focus on.
I use so many Google things to focus on.
I use so many Google products.
Google Voice I still use.
I'm so glad that's not being killed off.
That's still alive.
Thank you, whoever is defending that, because it's awesome.
It's great that you keep innovating.
I just want to list off just as a big thank you.
Search obviously Google revolutionized.
Chrome.
All of these can be multi-hour conversations
Gmail
Have been singing Gmail praises forever Maps
Incredible technological innovation and revolutionizing mapping Android like we talked about YouTube like we talked about AdSense
Google Translate for the academic mind to Google Scholar
Is incredible when with the book and also the scanning of the books so making all the world's knowledge With the academic mind, a Google Scholar is incredible.
And also the scanning of the books, so making all the world's knowledge accessible, even
with that knowledge is a kind of niche thing, which Google Scholar is.
And then obviously with DeepMind, with AlphaZero, AlphaFold, AlphaEvolve, I could talk forever
about AlphaEvolve.
That's mind-blowing.
All of that released.
And as part of that set of things you've released in this year when those brilliant articles
were written about Google is done.
And like we talked about pioneering self-driving cars and quantum computing, which could be
another thing that is low key, is scuba diving, its way to changing the world forever.
So another potheads slash micro kitchen question,
if you build AGI, what kind of question would you ask it?
What would you want to talk about?
Definitively, Google has created AGI that can basically answer any question.
What topic are you going to?
Where are you going?
It's a great question.
Maybe it's proactive by then and should tell me a few things I should know.
But I think if I were to ask it, I think it'll help us
understand ourselves much better in a way that will surprise us, I think. And so maybe
that's, you already see people do it with the products. And so, but you know, in an
AGI context, I think that'll be pretty powerful.
At a personal level or a general human nature? At a personal level, like you talking to AGI, I think there is some chance it'll
kind of understand you in a very deep way. I think in a
profound way that's a possibility. I think there is also the obvious thing of
maybe it helps us understand the universe
better in a way that expands the frontiers of our understanding of the world.
That is something super exciting.
But look, I really don't know.
I think, you know, I haven't had access to something that powerful yet,
but I think those are all possibilities.
I think on the personal level,
asking questions about yourself,
could a sequence of questions like that
about what makes me happy,
I think we would be very surprised to learn
through those kind of the sequence of questions and answers
we might explore some profound truths
in the way that sometimes art reveals to us,
great books reveal to us,
great conversations with loved ones reveal,
things that are obvious in retrospect,
but are nice when they're said.
But for me, number one question is about
how many alien civilizations are there?
100%.
Are they, how many-
That's gonna be your first question.
Number one, how many living and dead alien civilizations? 100%? That's going to be your first question. Number one, how many living and dead
alien civilizations? Maybe a bunch of follow-ups, like how close are they? Are they dangerous?
If there's no alien civilizations, why? Or if there's no advanced alien civilizations,
but bacteria like life everywhere, why? What is the barrier preventing it from getting to that?
Is it because that there's,
when you get sufficiently intelligent,
you end up destroying ourselves
because you need competition
in order to develop an advanced civilization.
And when you have competition,
it's going to lead to military conflict
and conflict eventually kills everybody.
I don't know, I'm gonna have that kind of discussion. You're gonna get an answer to the Fermi paradox, yeah.
Exactly, and like have a real discussion about it.
I'm not sure it's a,
I'm realizing now with your answer
is a more productive answer
because I'm not sure what I'm gonna do with that information
but maybe speaks to the general human curiosity
that Liz talked about,
that we're all just really curious
and making the world's information accessible
allows our curiosity to be satiated some with AI even more.
We can be more and more curious
and learn more about the world, about ourselves.
And in so doing, I always wonder,
I don't know if you can comment on,
is it possible to measure,
not the GDP productivity increase like we talked about,
but maybe whatever that increases,
the breadth and depth of human knowledge
that Google has unlocked with Google search
and now with AI mode with Gemini,
is a difficult thing to measure.
Many years ago, it was a MIT study.
They just estimated the impact of Google search
and they basically said it's the equivalent to
on a per person basis,
it's few thousands of dollars per year per person, right?
Like it's the value that got created per year, right?
And, but it's, yeah, it's tough to capture these things, right?
You kind of take it for granted as these things come.
And the frontier keeps moving, but, you know, how do you measure the value of something
like alpha fold over time?
Right?
And so on.
So it's-
And also the increase in quality of life when you learn more I have to say like
with
Some of the programming I do done by AI for some reason. I'm more excited to program
Yeah, and so the same with knowledge with discovering things about the world
It makes you more excited to be alive. It makes you more curious to and it keeps the more curious you are
more excited to be alive, it makes you more curious. And it keeps, the more curious you are,
the more exciting it is to live and experience the world.
And it's very hard to, I don't know if that makes you
more productive, probably not nearly as much
as it makes you happy to be alive.
And that's a hard thing to measure.
The quality of life increases, some of these things do.
As AI continues to get better and better
at everything that humans do, what do you think
is the biggest thing that makes us humans special?
Look, I think it's tough to articulate.
In the essence of humanity, there's something about the consciousness we have, what makes
us uniquely human.
Maybe the lines will blur over time
and it's tough to articulate,
but I hope, hopefully, we live in a world
where if you make resources more plentiful
and make the world lesser of a zero sum game over time, right?
And which it's not, but you know,
in a resource constrained environment,
people perceive it to be right.
And so I hope the values of what makes us uniquely human,
empathy, kindness, all that surfaces more as the aspirational hope I have.
Yeah, it multiplies the compassion, but also the curiosity.
Just the banter, the debates we'll have
about the meaning of it all.
And I also think in the scientific domains,
all the incredible work that DeepMind is doing,
I think we'll still continue to play, to explore
scientific questions, mathematical questions, physics questions, even as AI gets better and
better at helping us solve some of the questions. Sometimes the question itself is a really difficult
thing. Both the right new questions to ask and the answers to them and the self-discovery process which it will drive, I think.
You know, our early work with both coscientists
and Alpha Evolve, just super exciting to see.
What gives you hope
about the future of human civilization?
Look, I've always, I'm an optimist and, you know,
I look at...
Now, if you were to say you take the journey of human civilization,
it's been...
We've relentlessly made the world better in many ways.
At any given moment in time, there are big issues to work through.
It may look, but I always ask myself the question,
would you have been born now or any other time in the past?
I most often, not most often, almost always
would rather be born now.
And so that's the extraordinary thing
the human civilization has accomplished.
And we've kind of constantly
made the world a better place.
And so something tells me as humanity,
we always rise collectively to drive that frontier forward.
So I expect it to be no different in the future.
I agree with you totally.
I'm truly grateful to be alive in this moment.
And I'm also really excited for the future.
And the work you and the incredible teams here are doing I'm really grateful to be alive in this moment, and I'm also really excited for the future.
The work you and the incredible teams here are doing
is one of the big reasons I'm excited for the future.
So thank you.
Thank you for all the cool products you've built,
and please don't kill Google Voice.
Thank you, Sundar.
We won't, yeah.
Thank you for talking today.
This was incredible.
Real pleasure.
Appreciate it.
Thanks for listening to this conversation with Sundar Pichai.
To support this podcast, please check out our sponsors in the description or at lexfreedman.com.
Shortly before this conversation, I got a chance to get a couple of demos that frankly blew my mind.
The engineering was really impressive. The first demo was Google Beam,
and the second demo was the XR glasses.
And some of it was caught on video,
so I thought I would include here some of those video clips.
Hey Lex, my name's Andrew.
I lead the Google Beam team,
and we're gonna be excited to show you a demo.
We're gonna show you, I think, a glimpse of something new.
So that's the idea, a way to connect,
a way to feel present from anywhere
with anybody you care about.
Here's Google Beam.
This is a development platform that we've built.
So there's a prototype here of Google Beam.
There's one right down the hallway.
I'm gonna go down and turn that on in a second.
We're gonna experience it together.
We'll be back in the same room.
Wonderful.
Whoa, okay.
Hey, Les, here we are.
All right.
This is real already.
Wow. This is real.
Wow. Good to see you.
This is Google Beam.
We're trying to make it feel like you and I
could be anywhere in the world,
but when these magic windows open, we're back together.
I see you exactly the same way you see me. It's almost like
we're sitting at the table sharing a table together. I could learn from you,
talk to you, share a meal with you, get to know you. So you can feel the depth of this.
Wow. So for people who probably can't even imagine what this looks like,
there's a 3D version. It looks real. You look real. Yeah, it looks real to me. It looks real to you.
It looks like you're coming out of the screen.
We quickly believe, once we're in Beam,
that we're just together.
You settle into it, you're naturally attuned
to seeing the world like this,
and you just get used to seeing people this way.
But literally, from anywhere in the world
with these magic screens.
This is incredible.
It's a neat technology.
Wow. So I saw demos of this, but they don't come close to the experience of this
I think one of the top YouTube comments and one of the demos I saw was like why would I want to high definition?
I'm trying to turn off the camera
But this actually is this feels like the camera has been turned off and we're just in the same room together
This is really compelling
That's right. I know it's kind of late in the day, too
So I brought you a snack just in case you're a little bit hungry but um. So what can
you push it farther and it just becomes. Let's try to float it between rooms you
know it kind of fades it from my room and then and then you see my hand the
depth of my hand. Of course yeah. Wow. Of course yeah it feels like you try this try give me a high five and there's
almost a sensation of being in touch. Yeah. Almost feel. Yes. Because you're so
attuned to you know
That should be a high five it feeling like you could connect with some yeah that way so it's kind of a magical experience
Oh, this is really nice. How much does it cost?
Got a lot of companies testing it we just announced that we're gonna be bringing it to
Offices soon as a set of products. We've got some companies helping us build these screens
But eventually I think this will be in almost every screen. There's nothing, I'm not wearing anything.
Well, I'm wearing a suit and tie to clarify.
I am wearing clothes, this is not CGI.
But outside of that, cool.
And the audio is really good
and you can see me in the same three dimensional way.
Yeah, the audio is spatialized.
So if I'm talking from here,
of course it sounds like I'm talking from here.
You know, if I move to the other side of the room.
Wow.
So these little subtle cues, these really matter to bring people together.
All the non-verbals, all the emotion, the things that are lost today, here it is.
We put it back into the system.
You pulled this off.
Holy shit, they pulled it off.
And integrated into this I saw the translation also.
This is the-
Yeah, we've got a bunch of things.
Let me show you a couple kind of cool things. Let me show you a couple of cool things.
Let's do a little bit of work together.
Maybe we could critique one of your latest.
So you and I work together.
So of course, we're in the same room,
but with the superpower,
I can bring other things in here with me.
It's nice. It's like we could sit together,
we could watch something, we could work.
We've shared meals as a team together in this system,
but once you do the presence aspect,
you want to bring some other superpowers to it.
So you could do review code together.
Yeah, exactly. I've got some slides I'm working on.
Maybe you could help me with this.
Keep your eyes on me for a second.
I'll slide back into the center.
I didn't really move, but the kind of puts us in the right spot and knows where we need
Oh, so you just turn to your laptop the system moves you and it does the overlay automatically
It kind of warps the room to put in the spot that they need to be in
Everything has a place in the room. Everything has a sense of presence or spatial
Consistency and that kind of makes it feel like we're together with us and other things
I should also say you're not just three-dimensional it feels like
you're leaning like out of the screen you're like coming out of the screen
you're not just in that world three-dimensional yeah exactly holy crap
move back to center okay okay okay let me find how this works you probably
already have the premise of it, but there's
two things. Two really hard things that we put together. One is an AI video model. So
there's a set of cameras. You asked kind of about those earlier. There's six color cameras,
just like webcams that we have today, taking video streams and feeding them into our AI
model and turning that into a 3D video of you and I. It's effectively a light field.
So it's kind of an interactive 3D video
that you can see from any perspective.
That's transmitted over to the second thing,
and that's a light field display.
And it's happening bidirectionally.
I see you and you see me both in our light field displays.
These are effectively flat televisions or flat displays,
but they have the sense of dimensionality, depth,
size is correct. You can see shadows and lighting are correct,
and everything's correct from your vantage point.
So if you move around ever so slightly and I hold still,
you see a different perspective.
You see kind of things that were included become reveal.
You see shadows that, you know, move in the way they should move.
All of that's computed and generated using our AI video model for you.
It's based on your eye position.
Where does the right scene need to be placed in this light field display for you just to feel present?
It's real-time, no latency.
I'm not seeing like you weren't freezing up at all.
No, no, I hope not.
I think it's you and I together,
real-time, that's what you need for real communication.
At a quality level,
This is awesome.
It's realistic.
Is it possible to do three people?
Is that going to move that way also?
Yeah, let me kind of show you.
So if she enters the room with us, you can see her, you can see me.
And if we had more people, you eventually lose a sense of presence.
You kind of shrink people down, you lose a sense of scale.
So think of it as the window fits a certain number of people.
If you want to fit a big group of people,
you want the boardroom or the big room,
you need like a much wider window.
If you want to see just grandma and the kids,
you can do smaller windows.
So everybody has a seat at the table
or everybody has a sense of where they belong
and there's kind of the sense of presence that's obeyed.
If you have too many people,
you kind of go back to like 2D metaphors that we're used to.
People in tiles placed anywhere.
For the image I'm seeing, did you have to get scanned?
I mean, I see you without being scanned.
So it's just so much easier if you don't have
to wear anything, you don't have to pre-scan.
You just do it the way it's supposed to happen
without anybody having to learn anything
or put anything on.
I thought you had to solve the scanning problem,
but here you don't.
It's just cameras.
It's just vision.
It's video, yeah. We're not trying to kind of make an
approximation of you because everything you do every day matters, you know. I cut
myself shaving, I put on a pin. All the little kind of, you know, aspects of you,
those just happen. We don't have the time to scan or kind of capture those or
dress avatars. We kind of appear as we appear. And so all that's transmitted truthfully at Toppity.
Hi Chris.
Hi Still, how you doing?
Good to meet you.
Nice to meet you.
So as Max mentioned, we've got the eyeglasses here.
We start with the foundation of great glasses,
something stylish, lightweight, wearable.
I'm gonna say how can we build great technology
and experiences on top of that.
One of the core tenets of the Android XR platform,
this idea of a multimodal conversational device,
see what you see, what you hear.
So you've got a camera, you've got speakers,
multiple microphones for speaker isolation.
I'll give you a chance to try these yourself.
Yeah, sorry, I woke it up there.
Whoa.
Yeah.
So the first thing you see,
it's a super simple, straightforward home screen.
So you probably see the time, the weather,
calendar appointments there.
This is designed to be sort of your one-stop shop
for quick glanceable information throughout the day.
We want to do something that's easy to get what you need
and then go back to what you're doing.
So you can imagine, you know, turning on the display,
getting that quick glance, and then continuing on your way.
You can be fully conversational at this point.
You can ask questions, for example, about the paintings.
You can interrupt, you can ask follow-up questions.
And as I mentioned before, if you want to at any time pause, you just tap there on the right.
Gemini, how much does this painting cost?
The painting is called The Bridge of L'Ifalib 1875 by Armand Guilmet.
It appears to be a print, and it would be impossible to know its cost without finding the seller.
Okay, so this is fake. I understand.
Why do humans pay so much money for paintings? it would be impossible to know its cost without finding the seller. Okay, so this is fake. I understand.
Why do humans pay so much money for paintings?
People pay a lot for paintings because of their artistic merit.
The artist's fangs, the thesis of rarity, and for the appreciation they learn.
So a few more things I want to show you just for the sake of time.
Could you go ahead and long press on the side again to just loop your M&I there?
There you go.
Did you catch Google I.O IO last week by any chance?
So you might have seen on stage
the Google Maps experience very briefly.
Wanted to give you a chance to get a sense
of what that feels like today.
You can imagine you're walking down the street.
If you look up like you're walking straight ahead,
you get quick turn by turn directions.
So you have a sense of what the next turn is like.
Nice.
Keeping your phone in your pocket.
Oh, that's so intuitive.
Sometimes you need that quick sense of which way is the right way.
Sometimes.
So let's say you're coming out of a subway, getting out of a cab,
you can just glance down at your feet.
We have it set up to translate from Russian to English.
I think I get to wear the glasses and you speak to me if you don't mind.
I can speak Russian.
Hi, Drew, how are you?
I'm doing well. how are you doing?
Tempted to swear, tempted to say inappropriate things.
Can you hear my voice right away or do you have to wait?
I see it transcribed in real time, and so obviously, you know, based on the different languages and sequence of subjects and verbs
There's a slight delay sometimes but it's really just like subtitles for the real world. Thank you for this
All right back to me
Hopefully watching videos of me having my mind blown like the apes in 2001 space
Honestly playing with the monolith was somewhat interesting
Like I said, I was very impressed.
And now I thought if it's okay,
I could make a few additional comments
about the episode and just in general.
In this conversation with Sundar Pichai,
I discussed the concept of the Neolithic package,
which is the set of innovations that came along
with the first agricultural revolution
about 12,000 years ago,
which included the formation of social hierarchies, the early
primitive forms of government, labor specialization, domestication of plants and animals, early forms
of trade, large-scale cooperations of humans like that required to build, yes, the pyramids
and temples like Quebec-Litapé. I think this may be the right way to actually talk about
the inventions that changed human history,
not just as a single invention,
but as a kind of network of innovations and transformations
that came along with it.
And the productivity multiplier framework
that I mentioned in the episode,
I think is a nice way to try to concretize the impact of each of these inventions under consideration.
And we have to remember that each node in the network of the sort of fast follow on
inventions is in itself a productivity multiplier.
Some are additive, some are multiplicative. So in some sense, the size of the network in the package
is the thing that matters when you're trying to
rank the impact of inventions on human history.
The easy picks for the period of biggest transformation,
at least in sort of modern day discourse, is the Industrial
Revolution or even in the 20th century, the computer or the internet. I think
it's because it's easiest to intuit for modern day humans the impact, the
exponential impact of those technologies. But recently, I suppose this changes
week to week,
but I have been doing a lot of reading
on ancient human history.
So recently my pick for the number one invention
would have to be the first agricultural revolution,
the Neolithic package that led to the formation
of human civilizations.
That's what enabled the scaling
of the collective intelligence machine of humanity. And for us to become the early bootloader
for the next 10,000 years of technological progress, which
Yes includes AI and the tech that builds on top of AI
And of course, it could be argued that the word invention doesn't properly apply to the agricultural revolution
I think actually you've all O'Haraari argues that
it wasn't the humans who were the inventors,
but a handful of plant species,
namely wheat, rice, and potatoes.
This is strictly a fair perspective,
but I'm having fun, like I said, with this discussion.
Here, I just think of the entire Earth
as a system that continuously transforms,
and I'm using the term invention in that context,
asking the question of when was the biggest leap
on the log scale plot of human progress.
Will AI, AGI, ASI eventually take the number one spot
on this ranking?
I think it has a very good chance to do so,
due again to the size of the network of inventions that will come along with it.
I think we discussed in this podcast the kind of things that would be included in
the so-called AI package, but I think there's a lot more possibilities,
including discussed in previous podcasts
and many previous podcasts,
including with Dari Elmadey talking
on the biological innovation side,
the science progress side.
In this podcast, I think we talk about something
that I'm particularly excited about in the near term,
which is unlocking the cognitive capacity
of the entire landscape of brains
that is the human species,
making it more accessible through education
and through machine translation,
making information, knowledge, and the rapid learning
and innovation process accessible to more humans,
to the entire eight billion, if you will.
So I do think language or machine translation
applied to all the different methods
that we use on the internet to discover knowledge
is a big unlock.
But there are a lot of other stuff
in the so-called AI package,
like discussed with Dario, curing all major human diseases.
He really focuses on that
in the Machines of Love and Grace essay.
I think there will be huge leaps in productivity
for human programmers and semi-autonomous human programmers.
So humans in the loop,
but most of the programming is done by AI agents.
And then moving that towards a superhuman AI researcher
that's doing the research that develops and programs the AI system in itself.
I think there'll be huge transformative effects from autonomous vehicles.
These are the things that we maybe don't immediately understand or we understand
from an economics perspective but there will be a point when AI systems are able
to interpret, understand, interact with the human world
to a sufficient degree to where many of the manually
controlled human in the loop systems we rely on
become fully autonomous.
And I think mobility is such a big part
of human civilization that there will be effects
on that, that they're not just economic, but are social, cultural, and so on.
And there's a lot more things I could talk about for a long time.
So obviously the integration utilization of AI in the creation of art, film, music. I think the digitalization and automating basic functions
of government and then integrating AI into that process,
thereby decreasing corruption and costs
and increasing transparency and efficiency.
I think we as humans, individual humans,
will continue to transition further and further into cyborgs.
So there's already a AI in the loop of the human condition and that will become increasingly so as the AI becomes more powerful.
The thing I'm obviously really excited about is major breakthroughs in science and not just on the medical front, but on physics, fundamental physics, which would then lead
to energy breakthroughs, increasing the chance that we actually become a Kardashev type I
civilization and then enabling us in so doing to do interstellar exploration of space and
colonization of space.
I think they're also in the near term,
much like with the industrial revolution
that led to rapid specialization of skills of expertise,
there might be a great sort of despecialization.
So as the AI system become superhuman experts of particular fields,
there might be greater and greater value
to being the integrator of AIs,
for humans to be sort of generalists.
And so the great value of the human mind
will come from the generalists, not the specialists.
That's a real possibility that that changes the way we are about the world. We want to mind will come from the generalists, not the specialists.
That's a real possibility that that changes the way we are about the world.
We want to know a little bit of a lot of things and move about the world in that way. That could have, when passing a certain threshold, a complete shift in who we are
as a collective intelligence, as a human species. Also, as an aside, when thinking about the invention
that was the greatest in human history,
again, for a bit of fun,
we have to remember that all of them build
on top of each other.
And so we need to look at the delta, the step change
on the, I would say, impossibly to perfectly measure plot
of exponential human progress.
Really, we can go back to the entire history of life on Earth and
our previous podcast guest, Nick Lane, does a great job of this in his book, Life Ascending,
listing these 10 major inventions throughout the evolution of life on Earth like DNA, photosynthesis,
complex cells, sex, movement, sight, all those kinds of things.
I forget the full list that's on there,
but I think that's so far from the human experience
that my intuition about, let's say,
productivity multipliers of those particular invention
completely breaks down and a different framework
is needed to understand the impact
of these inventions of evolution.
The origin of life on Earth, or even the Big Bang itself, of course, is the OG invention
that set the stage for all the rest of it.
And there are probably many more turtles under that which are yet to be discovered.
So anyway, we live in interesting times, fellow humans.
I do believe the set of positive trajectories for
humanity outnumber the set of negative trajectories, but not by much.
So let's not mess this up.
And now, let me leave you with some words from French philosopher,
Jean de la Bruyère.
Out of difficulties grow miracles.
Thank you for listening and hope to see you next time.