WEBVTT - Alphabet CEO Sundar Pichai Talks Evolution of AI, Antitrust Suits, Privacy

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<v Speaker 1>Bloomberg Audio Studios, podcasts, radio news.

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<v Speaker 2>The CEO of Alphabet and Google, Sindhar Pachai, is here

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<v Speaker 2>with us. Let's welcome Sindar to the stage.

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<v Speaker 3>Thank you so much for being here.

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<v Speaker 2>We talked last year about a year ago on the circuit,

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<v Speaker 2>so it's really good to catch up.

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<v Speaker 4>Good to ceogain.

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<v Speaker 2>Starting with the most important question, did you come in

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<v Speaker 2>a way moo?

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<v Speaker 4>I would have loved to.

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<v Speaker 1>We are still working on making sure they're safe and

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<v Speaker 1>can get through freebays. We're making great progress, but hopefully

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<v Speaker 1>same time next year, I can do it all the

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<v Speaker 1>way from Mountain Review.

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<v Speaker 3>All right, I'm gonna hold you to it.

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<v Speaker 2>So I just want to start with a vibe check

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<v Speaker 2>post io.

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<v Speaker 3>I feel like we saw a slightly.

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<v Speaker 2>More confident and cohesion of Google. How would you describe it?

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<v Speaker 1>Like?

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<v Speaker 3>Are you getting better at choosing your own dance music?

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<v Speaker 4>Look?

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<v Speaker 1>I think when you undertake a set of things, you

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<v Speaker 1>know it takes time, but you know internally we have

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<v Speaker 1>known all of this was in progress. We've been training Gemini,

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<v Speaker 1>releasing versions every few months.

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<v Speaker 4>I think two point five.

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<v Speaker 1>Was a real breakthrough in terms of capabilities, and it's

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<v Speaker 1>at the frontier of where the models are and so

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<v Speaker 1>putting that in our products across our suite of products.

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<v Speaker 1>I think that's what makes the story come alive.

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<v Speaker 2>So candidly, I'm using chatbots more and I'm using Google less.

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<v Speaker 3>Maybe you are too.

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<v Speaker 2>What is the fate of search in a world of

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<v Speaker 2>AI agents and personalized answers?

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<v Speaker 3>Is it evolution or extinction?

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<v Speaker 1>Look, people have been asking this question now for a

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<v Speaker 1>couple of years. You've had these chatboards scale up to

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<v Speaker 1>hundreds of millions of users. We've grown in querries, So

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<v Speaker 1>I think it feels very far from a zero sum

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<v Speaker 1>game to me to use other areas in parallel. Like

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<v Speaker 1>TikTok came in, everybody started using TikTok. YouTube grew and

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<v Speaker 1>did very very well in those moments too.

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<v Speaker 4>So you know, I do think.

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<v Speaker 1>Search is very very good at what it does. Empirically,

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<v Speaker 1>people value it for what it does, and they're actually

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<v Speaker 1>showing it by using it.

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<v Speaker 2>More So, investors are clamoring to know where you haven't

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<v Speaker 2>shared the specifics. How much money are you pouring into

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<v Speaker 2>AI and how much money are you actually making from AI?

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<v Speaker 1>Well, I mean, in twenty twenty five, our capex is

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<v Speaker 1>seventy five billion dollars, right, so we are definitely investing

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<v Speaker 1>for the long run. But you know it's the same

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<v Speaker 1>investment which powers businesses from search to YouTube, to cloud,

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<v Speaker 1>to workspace, to Android and play to way more right

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<v Speaker 1>and so and to our subscriptions business.

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<v Speaker 4>We just launched.

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<v Speaker 1>Google AI Pro and Ultra and you know it's definitely

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<v Speaker 1>doing well. I mean pleased to see the reception. So

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<v Speaker 1>I think it's such a profound technology. I feel the

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<v Speaker 1>opportunity ahead is bigger than the opportunity we had in.

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<v Speaker 2>The taxt So to double click there, if I may,

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<v Speaker 2>what specific new revenue streams do you see increasing and

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<v Speaker 2>what revenue streams do you see decreasing?

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<v Speaker 4>There is look, I mean.

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<v Speaker 1>Our entire between the growth in cloud like Vertex AI

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<v Speaker 1>is up forty x in usage on a token basis.

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<v Speaker 4>Just in the last twelve months.

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<v Speaker 1>So obviously you know we have billions of dollars in

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<v Speaker 1>providing AI based solutions, in AI as an infrastructure, AI subscriptions,

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<v Speaker 1>so there are many many new businesses.

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<v Speaker 2>YouTube and the web more broadly is being overrun with

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<v Speaker 2>AI generated content.

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<v Speaker 3>What effect is that having on Google products and services?

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<v Speaker 2>Are you finding you need to allocate more resources to

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<v Speaker 2>filter out the low quality content.

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<v Speaker 1>I mean, look, anytime there are these technological inflection points,

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<v Speaker 1>it's always a cat and mouse game, right, So the

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<v Speaker 1>new technology creates new opportunity, more people can create content,

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<v Speaker 1>but you also have a rise in low quality content.

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<v Speaker 4>I think moments like this.

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<v Speaker 1>Is what we actually it's what Google is good at, right,

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<v Speaker 1>separating finding the needle in the haystack, making sure you

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<v Speaker 1>surface the higher quality content. We are using Gemini to

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<v Speaker 1>help improve YouTube's recommendations, so we're using AI to help

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<v Speaker 1>improve how we did at content at Scrive. You know,

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<v Speaker 1>there are good content being created using AI as well,

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<v Speaker 1>so we're just trying to elevate high quality content.

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<v Speaker 2>There is a lot of anxiety out there about the

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<v Speaker 2>health of the open web, you know AI, as you

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<v Speaker 2>just relies on the good stuff, like it relies on

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<v Speaker 2>high quality content. As you push further into AI generated content,

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<v Speaker 2>does that undermine the entire system? Like does the web

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<v Speaker 2>become just a watered down version of itself?

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<v Speaker 4>Look, it's another area.

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<v Speaker 1>You know people have had questions about the web now

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<v Speaker 1>for the past ten twenty years, Right, I said.

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<v Speaker 4>This during IO.

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<v Speaker 1>But if you look at the index we index the web,

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<v Speaker 1>the number of web pages that we are indexing is

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<v Speaker 1>up forty five percent just in the last two years alone.

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<v Speaker 3>What about the last two months.

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<v Speaker 1>Ah, there's just definitely people are creating a lot more content.

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<v Speaker 1>I do think, you know, creation is getting easier, not

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<v Speaker 1>just in web across you know, if you look at YouTube,

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<v Speaker 1>the amount of content is exploding, right, And so I

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<v Speaker 1>do think as content creator you have to think about many,

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<v Speaker 1>many modalities, platforms, etc. But the opportunity space gets bigger.

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<v Speaker 2>You've said AI overviews are good for publishers. The publishers

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<v Speaker 2>we talk to say, it's tragic. Studies show drop and

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<v Speaker 2>click through rates. I'm not always I don't always click

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<v Speaker 2>through when I see ANAI overview. You're answering the question

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<v Speaker 2>for me right there on Google publishers say they can't

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<v Speaker 2>opt out or they might be.

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<v Speaker 3>De indexed from Google entirely.

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<v Speaker 2>So what is the concrete evidence that this is actually

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<v Speaker 2>good for them and not just good for Google?

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<v Speaker 4>Look a few things.

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<v Speaker 1>I mean, I think compared to most companies in the world,

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<v Speaker 1>we take care to design experiences which is going to

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<v Speaker 1>showcase links right, and it's we took a long time

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<v Speaker 1>testing aioviews and prioritized approaches which result in high quality

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<v Speaker 1>traffic out. I'm confident that many years from now, that's

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<v Speaker 1>how Google will work, right, Like you know, we think

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<v Speaker 1>the value proposition in Google is people come. Yes, sometimes

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<v Speaker 1>they may get answers. That was true when we launched

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<v Speaker 1>featured snippets many years ago. But people come back. People

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<v Speaker 1>are curious, people are expanding their use cases, and people

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<v Speaker 1>do seek out sources on the web, and we are

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<v Speaker 1>going to prioritize approaches. Obviously with AIO aviews, the quality improves,

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<v Speaker 1>the context we are giving users improve. What we are

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<v Speaker 1>seeing is people are clicking and going to a more

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<v Speaker 1>diverse set of websites, and they are spending more time

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<v Speaker 1>on average per click.

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<v Speaker 3>You announced new spectacles at io. Maybe Google Glass was

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<v Speaker 3>ahead of.

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<v Speaker 2>Its time, but I'm curious what evidence you have that

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<v Speaker 2>we really want to put computers on my faces now,

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<v Speaker 2>on our faces now, and give tech companies even more

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<v Speaker 2>of our information.

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<v Speaker 1>Ultimately, you know, you could have asked questions like this

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<v Speaker 1>about driverless cars, right. Ultimately, it's the people who choose

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<v Speaker 1>what they want to do, right, and so you will

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<v Speaker 1>only succeed in these things if you're building something delightful.

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<v Speaker 4>I am wearing glasses right now, right.

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<v Speaker 3>So for me, they don't have a camera in them,

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<v Speaker 3>do this.

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<v Speaker 1>They don't And they don't have a display in them.

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<v Speaker 1>They don't have audio in them. But if he could

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<v Speaker 1>make something which is no additional cost for me, but

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<v Speaker 1>when I wanted to, it's going to give me important information,

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<v Speaker 1>make it more useful, my life gets better.

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<v Speaker 4>Look, I've been playing around with ar glasses.

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<v Speaker 1>In fact, I was talking with a friend who had

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<v Speaker 1>it on and shot basketball and he had an air ball,

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<v Speaker 1>and it told him like that was a bad air ball.

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<v Speaker 2>Right, So look, and he still wants to wear them.

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<v Speaker 1>He found the experience delightful. You know, this natural instinct

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<v Speaker 1>was like, what should I be doing better?

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<v Speaker 4>Right?

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<v Speaker 1>And so you're going to have these things. Be a companion,

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<v Speaker 1>be a coach, all of it. So I think I think,

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<v Speaker 1>I think we have to do it tastefully, but if

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<v Speaker 1>done correctly, I think people will respond positively.

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<v Speaker 3>But Johnny, I've sam Altman Alliance.

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<v Speaker 2>It seemed perfectly time to crash your io party. Did

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<v Speaker 2>that rain on your parade a little? And are you

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<v Speaker 2>at all worried?

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<v Speaker 1>Look, I mean I expect in this moment to be

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<v Speaker 1>that there'll be a lot of innovation, right, you know,

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<v Speaker 1>enormous respect for what Johnny has done, and I'm looking

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<v Speaker 1>forward to seeing what new computing devices are on the horizon.

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<v Speaker 2>Mark Zuckerberg has said that almost all of Lama's code

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<v Speaker 2>will be AI generated very soon. Sacha Nadella has said

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<v Speaker 2>it's as much as thirty five percent for Microsoft right now.

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<v Speaker 2>You've said twenty five percent last year. I believe you

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<v Speaker 2>said that that of Google's code.

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<v Speaker 3>Is AI generated.

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<v Speaker 2>You have over one hundred and eighty thousand employees right now.

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<v Speaker 3>Is it half that in the future.

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<v Speaker 1>Look, I expect we will grow from our current engineering

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<v Speaker 1>pace even into next year, right because it allows us

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<v Speaker 1>to do more, right, I think the opportunity space is

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<v Speaker 1>also increasing. I just view this as making engineers dramatically

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<v Speaker 1>more productive, getting a lot of the mundane aspects out

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<v Speaker 1>of what they do, allowing them to spend on higher

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<v Speaker 1>value added tasks. But that means it's an accelerator. People

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<v Speaker 1>will be able to do more, which means maybe we'll

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<v Speaker 1>create new products and hence we will need more people,

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<v Speaker 1>at least in the near term. To me, it looks like,

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<v Speaker 1>you know, we will expand engineering velocity, and that doesn't

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<v Speaker 1>mean we're constrained in what we will do. We'll end

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<v Speaker 1>up doing more as a company as well.

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<v Speaker 3>What about the long term?

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<v Speaker 1>Look, I mean, I mean long horizontally. As a technology,

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<v Speaker 1>it's tough to predict all all efforts of it long term.

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<v Speaker 1>Just the fact that today sixty percent of the jobs

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<v Speaker 1>today didn't exist in nineteen forty right at least why

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<v Speaker 1>I'm mighty study by an economist called David Order. Right,

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<v Speaker 1>So it is so tough to sit at any given time.

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<v Speaker 1>I was just looking at YouTube in India. There are

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<v Speaker 1>one hundred million channels in India alone, there are fifteen

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<v Speaker 1>thousand channels with one million subscribers. Just imagine describing this

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<v Speaker 1>world to someone in India fifteen years ago.

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<v Speaker 4>It would make no sense. So, you know, I don't

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<v Speaker 4>want to.

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<v Speaker 1>You know, I think it's a bit pointless to think

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<v Speaker 1>that far ahead. But I think we underestimate how expansionary

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<v Speaker 1>this moment is.

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<v Speaker 3>So this isn't too far ahead. So I hope you'll

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<v Speaker 3>humor me.

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<v Speaker 2>But anthropic CEO says AI could eliminate fifty percent of

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<v Speaker 2>white collar jobs in the next five years, unemployment rising

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<v Speaker 2>to ten to twenty percent do you agree?

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<v Speaker 1>Look, I think we should take those concerns super seriously.

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<v Speaker 1>Right with this technology to my earlier point about new

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<v Speaker 1>jobs getting created, you're going to create new opportunities. I

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<v Speaker 1>look at something like VO three with video, it's clear

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<v Speaker 1>to me you're going to allow pretty much everyone in

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<v Speaker 1>the world to be a sophisticated creator. I can't sit

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<v Speaker 1>in linearly like you know, imagine all the impact of

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<v Speaker 1>that will be right, So you're creating all these new opportunities.

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<v Speaker 1>You have tremendous positive externalities. You know, we will tackle

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<v Speaker 1>tough vexing problems, make progress on areas like cancer, right,

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<v Speaker 1>you know all that, educate a lot more people as

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<v Speaker 1>part of that. You know there could be job display

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<v Speaker 1>in Those are serious concerns. So as a society you

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<v Speaker 1>have to think about how do you reskill people? What

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<v Speaker 1>are new social safety nets that you would need? Those

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<v Speaker 1>are super important conversations for society to have. But I

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<v Speaker 1>think being too specific and saying that many jobs of

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<v Speaker 1>you know, I just don't see that. We've made predictions

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<v Speaker 1>like that for the last twenty years about technology and automation.

0:13:25.160 --> 0:13:27.760
<v Speaker 1>It hasn't quite played out that way. Yep, But I

0:13:27.800 --> 0:13:32.160
<v Speaker 1>do I respect that. You know, I think it's important

0:13:32.200 --> 0:13:35.280
<v Speaker 1>to voice those concerns and debate them, and.

0:13:35.200 --> 0:13:37.240
<v Speaker 4>I think that those are important conversations to have.

0:13:37.880 --> 0:13:41.160
<v Speaker 2>In two trials now, judges have said that Google is

0:13:41.160 --> 0:13:44.520
<v Speaker 2>a monopoly in search and partly a monopoly in ads.

0:13:44.960 --> 0:13:45.880
<v Speaker 3>How do you address the.

0:13:45.840 --> 0:13:50.480
<v Speaker 2>Concern that your AI is built on an existing domination

0:13:50.600 --> 0:13:53.120
<v Speaker 2>of search and ads and that this is just reinforcing

0:13:53.400 --> 0:13:54.479
<v Speaker 2>original monopolies.

0:13:56.320 --> 0:13:59.080
<v Speaker 1>First of all, you know, we disagree with the rulings,

0:13:59.120 --> 0:14:03.480
<v Speaker 1>and we are in the process of appealing these things. Look,

0:14:03.600 --> 0:14:07.240
<v Speaker 1>if anything, this moment has shown I don't think there's

0:14:07.320 --> 0:14:10.360
<v Speaker 1>anyone here who is using anything they don't want to use.

0:14:11.559 --> 0:14:13.760
<v Speaker 1>You look at the success of chat, JPD or any

0:14:13.760 --> 0:14:17.800
<v Speaker 1>other product. People are literally have more choice than ever before.

0:14:18.880 --> 0:14:21.040
<v Speaker 1>The reason people use Google is because they want to

0:14:21.160 --> 0:14:24.120
<v Speaker 1>use it, right, And so I think I think we

0:14:24.240 --> 0:14:29.120
<v Speaker 1>continue to innovate. I think choice is good for users,

0:14:29.120 --> 0:14:30.520
<v Speaker 1>competition is good for the world.

0:14:31.880 --> 0:14:33.240
<v Speaker 4>So that's how I say it.

0:14:33.480 --> 0:14:35.560
<v Speaker 3>You've said the remedies proposed are too extreme.

0:14:35.600 --> 0:14:42.120
<v Speaker 2>Would you ever voluntarily break yourself up control your own destiny?

0:14:43.240 --> 0:14:46.400
<v Speaker 1>Look, I mean I see, I mean those are they

0:14:46.480 --> 0:14:51.040
<v Speaker 1>seem compared to what the initial scope of the ruling

0:14:51.200 --> 0:14:55.480
<v Speaker 1>was some of the proposed solutions are far overreaching.

0:14:56.200 --> 0:14:57.480
<v Speaker 4>We'll see how it plays out.

0:14:58.400 --> 0:15:01.680
<v Speaker 1>I look at the amount of we spent over fifty

0:15:01.720 --> 0:15:04.360
<v Speaker 1>billion dollars in R and D last year. We are

0:15:04.360 --> 0:15:06.400
<v Speaker 1>one of the top R and D investors in the world.

0:15:07.000 --> 0:15:09.560
<v Speaker 1>We take such a lot. We didn't build things like chrome,

0:15:09.600 --> 0:15:12.960
<v Speaker 1>and you know, we've invested a couple of decades into

0:15:13.000 --> 0:15:16.680
<v Speaker 1>these way more we've been building it over a decade.

0:15:16.960 --> 0:15:19.800
<v Speaker 1>We've been doing that with quantum computing for over a decade.

0:15:20.320 --> 0:15:22.440
<v Speaker 1>This amount of R and D, this amount of innovation,

0:15:23.000 --> 0:15:24.920
<v Speaker 1>I think makes sense to do, and we take a

0:15:24.960 --> 0:15:25.680
<v Speaker 1>long term view.

0:15:25.800 --> 0:15:27.400
<v Speaker 4>So that's how I think about it.

0:15:28.120 --> 0:15:30.000
<v Speaker 2>I've heard you say a few times that you think

0:15:30.040 --> 0:15:33.960
<v Speaker 2>of AI as an expansionary moment, but so far it

0:15:34.000 --> 0:15:37.320
<v Speaker 2>does seem to be favoring tech giants and well funded

0:15:37.360 --> 0:15:40.920
<v Speaker 2>startups with access to GPUs and data centers.

0:15:40.480 --> 0:15:41.880
<v Speaker 3>And enormous amounts of capital.

0:15:42.000 --> 0:15:45.840
<v Speaker 2>Like, isn't this really concentrating power in fewer hands?

0:15:45.840 --> 0:15:49.400
<v Speaker 3>And is AI just another winner take all game?

0:15:51.080 --> 0:15:56.160
<v Speaker 1>Look, I think there are you know, well, I'm confident

0:15:56.520 --> 0:15:58.800
<v Speaker 1>there is a company that's going to be created with AI,

0:15:59.440 --> 0:16:02.520
<v Speaker 1>just like when they Internet happened many years after the

0:16:02.560 --> 0:16:07.040
<v Speaker 1>Internet happened, Googled didn't exist. So you know, there's no

0:16:07.200 --> 0:16:10.360
<v Speaker 1>doubt to me that three years from now there will

0:16:10.400 --> 0:16:12.480
<v Speaker 1>be a company which will be dominant in this AI

0:16:12.520 --> 0:16:14.720
<v Speaker 1>age which we don't even know the name of today.

0:16:14.960 --> 0:16:17.520
<v Speaker 1>That's the only way things work in the future, right.

0:16:17.360 --> 0:16:20.640
<v Speaker 2>So you have all this information about us, and I

0:16:20.680 --> 0:16:26.640
<v Speaker 2>mean you have our deepest, darkest secrets. It's it's already

0:16:26.680 --> 0:16:30.520
<v Speaker 2>hard to me personal Well yeah, actually you do, not

0:16:30.640 --> 0:16:34.880
<v Speaker 2>you personally, but your company does. It's already hard to

0:16:34.920 --> 0:16:36.880
<v Speaker 2>trust big tech, and now you're going to be using

0:16:36.880 --> 0:16:39.240
<v Speaker 2>more of this information to integrate AI and to more

0:16:39.240 --> 0:16:43.160
<v Speaker 2>personalized experiences. Why should we trust you now more than

0:16:43.200 --> 0:16:43.880
<v Speaker 2>ever before?

0:16:45.440 --> 0:16:48.960
<v Speaker 1>I mean, we earned the trust by you know, we've

0:16:48.960 --> 0:16:52.760
<v Speaker 1>been storing people's emails now for many, many years, but

0:16:52.800 --> 0:16:58.200
<v Speaker 1>we've handled that content responsibly. I hope we protected from

0:16:58.400 --> 0:17:01.680
<v Speaker 1>bad actors. We fight against un warranted requests. So I

0:17:01.720 --> 0:17:04.280
<v Speaker 1>think more than any other company, I think we've we've

0:17:04.280 --> 0:17:08.080
<v Speaker 1>taken you know, this is a responsibility. People trust us

0:17:08.080 --> 0:17:11.520
<v Speaker 1>in those moments, and we are only evolving the products

0:17:11.520 --> 0:17:13.760
<v Speaker 1>in the way people are telling us, you know, with

0:17:13.880 --> 0:17:18.200
<v Speaker 1>their feedback. Look, they you know, the biggest thing people

0:17:18.240 --> 0:17:20.920
<v Speaker 1>ask with Gemini and Gmail is why can't it write

0:17:21.000 --> 0:17:21.520
<v Speaker 1>more like me?

0:17:22.480 --> 0:17:25.679
<v Speaker 4>It's a it's an ask which we are responding.

0:17:25.119 --> 0:17:30.159
<v Speaker 3>To Google's rolling out Gemini to kids.

0:17:30.800 --> 0:17:35.400
<v Speaker 2>I mean, I've got enough on my parenting with more screen.

0:17:35.119 --> 0:17:36.320
<v Speaker 3>Time and social media.

0:17:37.160 --> 0:17:41.240
<v Speaker 2>Are our kids best friends going to be chatbots?

0:17:41.280 --> 0:17:44.480
<v Speaker 1>Look, there's always going to be a sense of discomfort

0:17:44.520 --> 0:17:47.960
<v Speaker 1>with new technology. I don't know, like when online dating

0:17:48.000 --> 0:17:50.520
<v Speaker 1>first game, people who ask questions like are you really

0:17:50.560 --> 0:17:51.720
<v Speaker 1>going to meet someone online?

0:17:52.359 --> 0:17:54.520
<v Speaker 4>And so people adapt to these things.

0:17:55.240 --> 0:18:00.000
<v Speaker 1>Will people comfortably naturally interact with AI in their life

0:18:00.359 --> 0:18:04.520
<v Speaker 1>in the future, Yes, Like we're seeing it empirically in

0:18:04.600 --> 0:18:07.960
<v Speaker 1>terms of how people are using them, Like I see

0:18:08.000 --> 0:18:11.560
<v Speaker 1>people coming to Gemini asking questions Like at an aggregate,

0:18:11.600 --> 0:18:15.080
<v Speaker 1>we see questions like how should I prepare.

0:18:14.760 --> 0:18:15.720
<v Speaker 4>For this interview? All?

0:18:15.760 --> 0:18:19.359
<v Speaker 1>I mean, they're talking as if it's a companion. So

0:18:19.400 --> 0:18:20.439
<v Speaker 1>we do see evidence of that.

0:18:20.560 --> 0:18:22.680
<v Speaker 3>What about kids? Like Gemini for kids?

0:18:23.200 --> 0:18:25.119
<v Speaker 1>Maybe with kids, just like you know today, when we

0:18:25.200 --> 0:18:29.160
<v Speaker 1>design YouTube for kids, we design it with a different

0:18:29.200 --> 0:18:32.480
<v Speaker 1>set of gudrails, and so for kids, I think, you know,

0:18:32.560 --> 0:18:35.119
<v Speaker 1>you would scope it down to those appropriate experiences.

0:18:35.480 --> 0:18:39.160
<v Speaker 2>Obviously, you just unveiled VO three, which you were talking.

0:18:39.200 --> 0:18:42.240
<v Speaker 2>I mean, it is mind blowing seeing these super super

0:18:42.359 --> 0:18:46.480
<v Speaker 2>lifelike videos, but it is also really scary.

0:18:46.640 --> 0:18:49.320
<v Speaker 3>Is this the end of truth as we know it?

0:18:50.600 --> 0:18:54.680
<v Speaker 1>I think this is part of the role when you ask,

0:18:55.640 --> 0:18:57.359
<v Speaker 1>I think this is part of the value proposition.

0:18:57.520 --> 0:18:58.480
<v Speaker 4>This is why people.

0:18:58.200 --> 0:19:01.080
<v Speaker 1>Will come to places like Google, because they're trying to

0:19:01.119 --> 0:19:03.080
<v Speaker 1>ascertain what's reality.

0:19:02.960 --> 0:19:03.960
<v Speaker 4>Right and this is not?

0:19:05.160 --> 0:19:07.879
<v Speaker 1>And I do think it's well, we are going to

0:19:07.920 --> 0:19:12.320
<v Speaker 1>evolve new norms around. For example, with vieo, we are

0:19:12.920 --> 0:19:17.560
<v Speaker 1>watermarking videos. They are built with syntide so people can

0:19:17.600 --> 0:19:20.840
<v Speaker 1>detect that they were generated. With vio you can upload

0:19:21.119 --> 0:19:25.240
<v Speaker 1>any video to Google and ask about any image to Google.

0:19:25.240 --> 0:19:27.080
<v Speaker 1>Ask about this image and it would tell you if

0:19:27.119 --> 0:19:30.720
<v Speaker 1>it was generated by VO three. We built a syntidi

0:19:30.840 --> 0:19:35.080
<v Speaker 1>detector for researchers and journalists. So you know, all these

0:19:35.080 --> 0:19:37.440
<v Speaker 1>things are going to evolve in parallel. Down the line,

0:19:37.440 --> 0:19:40.679
<v Speaker 1>we will need regulations maybe to say something which is

0:19:40.720 --> 0:19:45.359
<v Speaker 1>a true deep fax, just like your financial fraud. You know,

0:19:45.400 --> 0:19:47.760
<v Speaker 1>you would need new norms around things like that. So

0:19:47.840 --> 0:19:50.200
<v Speaker 1>all you know, we have to evolve. As new technology

0:19:50.200 --> 0:19:50.840
<v Speaker 1>comes along.

0:19:50.680 --> 0:19:52.359
<v Speaker 2>They just wonder like, are we gonna have a shared

0:19:52.400 --> 0:19:55.800
<v Speaker 2>sense of reality again, Like it's just like this is

0:19:56.280 --> 0:19:56.879
<v Speaker 2>made with AI.

0:19:56.960 --> 0:19:57.760
<v Speaker 3>It's insane.

0:19:58.760 --> 0:20:00.720
<v Speaker 1>I think so, like you know how I think humans

0:20:01.160 --> 0:20:04.600
<v Speaker 1>as humanity, we would value that shad sense of reality,

0:20:04.720 --> 0:20:09.359
<v Speaker 1>and so you would, you know, you would value human

0:20:09.560 --> 0:20:11.760
<v Speaker 1>human experiences even more in the future.

0:20:11.880 --> 0:20:13.400
<v Speaker 4>Right. That's that's how I think about it.

0:20:14.280 --> 0:20:17.399
<v Speaker 2>YouTube is arguably the most influential media platform in the

0:20:17.400 --> 0:20:19.360
<v Speaker 2>world now. I mean, it is a political force, it's

0:20:19.359 --> 0:20:21.680
<v Speaker 2>a cultural force. Our kids are learning there. All kids

0:20:21.720 --> 0:20:24.920
<v Speaker 2>think they want to be creators. Seventy five percent of teenagers,

0:20:24.920 --> 0:20:28.440
<v Speaker 2>I believe, say they're watching it every single day. I'm

0:20:28.480 --> 0:20:30.879
<v Speaker 2>a mom, you're a dad, Like, I know you're in

0:20:31.000 --> 0:20:33.960
<v Speaker 2>charge of the thing, but does it ever terrify you

0:20:34.520 --> 0:20:35.719
<v Speaker 2>to have that much power?

0:20:36.760 --> 0:20:41.720
<v Speaker 1>Okay, I mean I I think that sense of part

0:20:41.840 --> 0:20:44.239
<v Speaker 1>is an illusion. I think like when you're working in

0:20:44.280 --> 0:20:48.640
<v Speaker 1>the tech industry, you know, you've simultaneously started with the

0:20:48.680 --> 0:20:52.359
<v Speaker 1>conversation with like, are you about to go extinct? And

0:20:52.440 --> 0:20:54.960
<v Speaker 1>then you're ending the conversation with aren't you the most

0:20:55.000 --> 0:20:59.760
<v Speaker 1>powerful thing? Like, so you've got to choose in discussion

0:20:59.760 --> 0:21:03.760
<v Speaker 1>of only one of that can be the truth?

0:21:06.520 --> 0:21:11.720
<v Speaker 2>Fair enough, I'm curious about your approach to the Trump administration.

0:21:12.720 --> 0:21:16.080
<v Speaker 2>You are front and center at the inauguration. Google has

0:21:16.200 --> 0:21:18.640
<v Speaker 2>rolled back some of its DEI policies.

0:21:19.920 --> 0:21:22.720
<v Speaker 3>Did you compromise on something that you believe in?

0:21:24.680 --> 0:21:30.480
<v Speaker 1>Look, first of all, you know, we are one of

0:21:30.520 --> 0:21:35.119
<v Speaker 1>the leading American companies, global companies in this particular moment,

0:21:36.000 --> 0:21:39.000
<v Speaker 1>with the point of inflection around AI, I do think

0:21:39.000 --> 0:21:42.719
<v Speaker 1>the next few years are critical from many aspects. So

0:21:42.760 --> 0:21:44.800
<v Speaker 1>we are committed to engage in comment. We did that

0:21:44.960 --> 0:21:47.920
<v Speaker 1>with the first Trump administration. We are committed to doing that.

0:21:48.560 --> 0:21:51.480
<v Speaker 1>Look around the world, you know, we comply with laws

0:21:51.520 --> 0:21:55.720
<v Speaker 1>and regulations in all the countries we operate in. Doesn't

0:21:55.760 --> 0:21:59.040
<v Speaker 1>mean we agree with every aspect of everything, right, but

0:21:59.080 --> 0:22:01.440
<v Speaker 1>as a company, we do have our set of values

0:22:02.040 --> 0:22:04.080
<v Speaker 1>and like so we have committed to.

0:22:04.080 --> 0:22:04.720
<v Speaker 4>Them as well.

0:22:04.800 --> 0:22:08.320
<v Speaker 1>So I think, for example, as a company, I think

0:22:08.320 --> 0:22:13.159
<v Speaker 1>we have committed to making sure we develop AI in

0:22:13.160 --> 0:22:14.880
<v Speaker 1>a way that protects the planet.

0:22:15.320 --> 0:22:16.760
<v Speaker 4>That's an important value for us.

0:22:16.800 --> 0:22:22.080
<v Speaker 1>And you've seen as prioritize efforts around renewable energy. So

0:22:22.760 --> 0:22:25.800
<v Speaker 1>we'll continue doing those things. But Look, but I think

0:22:25.840 --> 0:22:28.960
<v Speaker 1>it's important that as a company we engage. You know,

0:22:29.000 --> 0:22:31.840
<v Speaker 1>there are many, many people in the administration, particularly around

0:22:31.880 --> 0:22:36.120
<v Speaker 1>critical energy needs, critical infrastructure. These are all important areas

0:22:36.119 --> 0:22:37.000
<v Speaker 1>we want to work together.

0:22:37.760 --> 0:22:40.080
<v Speaker 2>When you were on the circuit last year, we spoke

0:22:40.080 --> 0:22:42.960
<v Speaker 2>about the criticisms. You know that Google and you personally

0:22:43.000 --> 0:22:44.960
<v Speaker 2>have been too late to the AA game, too late

0:22:45.000 --> 0:22:48.840
<v Speaker 2>to get AI to market, and I wonder how has

0:22:48.920 --> 0:22:54.280
<v Speaker 2>your own leadership style evolved over the last couple of years, specifically,

0:22:54.320 --> 0:22:57.560
<v Speaker 2>like have you changed at all to meet this moment

0:22:57.640 --> 0:22:59.400
<v Speaker 2>of radical disruption?

0:23:00.720 --> 0:23:05.199
<v Speaker 1>Look, I feel like this is the main thing I

0:23:05.240 --> 0:23:07.399
<v Speaker 1>did as a CEO setting up the company is to

0:23:08.440 --> 0:23:12.920
<v Speaker 1>really be at the forefront of AI. When I look

0:23:12.960 --> 0:23:15.160
<v Speaker 1>at the depth and breadth of what we are doing

0:23:15.240 --> 0:23:19.400
<v Speaker 1>as a company, across everything we are doing on multiple fronts,

0:23:19.400 --> 0:23:23.679
<v Speaker 1>I think we are incredibly well positioned. But definitely, you

0:23:23.720 --> 0:23:25.800
<v Speaker 1>know through this moment, you know, it's a moment in

0:23:25.800 --> 0:23:29.520
<v Speaker 1>which we realize it's a moment to accelerate at scale

0:23:29.600 --> 0:23:33.080
<v Speaker 1>what we are doing, and that involved you know, think

0:23:33.160 --> 0:23:35.080
<v Speaker 1>stepping back and thinking about how you can make the

0:23:35.119 --> 0:23:41.879
<v Speaker 1>company work faster, setting up Google DeepMind, bringing our best

0:23:41.880 --> 0:23:46.920
<v Speaker 1>teams into one team, scaling up our AI infrastructure in

0:23:47.040 --> 0:23:50.160
<v Speaker 1>our capex is seventy five billion. That was twenty billion

0:23:50.200 --> 0:23:53.359
<v Speaker 1>dollars a few years ago. So we are dramatically scaling

0:23:53.440 --> 0:23:57.520
<v Speaker 1>up our infrastructure. So you're undertaking these big bets. Way

0:23:57.560 --> 0:23:59.680
<v Speaker 1>more people are talking about it now, but three years

0:23:59.680 --> 0:24:02.920
<v Speaker 1>ago people who are very pessimistic on it. I increased

0:24:02.920 --> 0:24:06.119
<v Speaker 1>our investment in way more at that time. So, you know,

0:24:06.200 --> 0:24:10.000
<v Speaker 1>so you are making decisions not based on what people

0:24:10.040 --> 0:24:12.280
<v Speaker 1>are currently saying at any given moment, but with the

0:24:12.320 --> 0:24:13.639
<v Speaker 1>long term view in market.

0:24:13.640 --> 0:24:16.440
<v Speaker 2>Are you still getting involved in nitty gritty product decisions

0:24:16.560 --> 0:24:19.000
<v Speaker 2>or is that leaving that to Serge.

0:24:19.320 --> 0:24:23.600
<v Speaker 1>You know, Okay, I mean fortunate to have Sergey is

0:24:23.640 --> 0:24:27.000
<v Speaker 1>deeply working on the Gemini models, but I'm very very

0:24:27.000 --> 0:24:30.480
<v Speaker 1>involved in various aspects of our product decisions. I think

0:24:30.520 --> 0:24:33.119
<v Speaker 1>you have to do that in the in the in

0:24:33.160 --> 0:24:34.159
<v Speaker 1>the in the tech space.

0:24:35.400 --> 0:24:38.760
<v Speaker 2>You've been CEO for ten years now, however many years

0:24:38.800 --> 0:24:41.120
<v Speaker 2>out it is what kind of person do you think

0:24:41.200 --> 0:24:43.680
<v Speaker 2>Google's future CEO should be?

0:24:45.240 --> 0:24:45.440
<v Speaker 4>Look?

0:24:45.480 --> 0:24:50.040
<v Speaker 1>I think I think it's important to understand, like the

0:24:50.080 --> 0:24:55.000
<v Speaker 1>products we build, you know, tremendously impact society, and you

0:24:55.040 --> 0:24:58.400
<v Speaker 1>know the journey of technology is doing the hard work

0:24:58.480 --> 0:25:01.440
<v Speaker 1>to make sure you or harnessing it in a way

0:25:01.480 --> 0:25:04.720
<v Speaker 1>that it benefits people, and that takes a lot of work,

0:25:05.160 --> 0:25:07.400
<v Speaker 1>you know, and I think that'll be an important quality

0:25:07.440 --> 0:25:07.679
<v Speaker 1>to have.

0:25:08.240 --> 0:25:12.919
<v Speaker 2>You're driving this massive technological change that's also bound to

0:25:13.040 --> 0:25:18.800
<v Speaker 2>create like major societal disruption. How do you personally wrestle

0:25:18.840 --> 0:25:22.280
<v Speaker 2>with that? Like is there some philosopher or religion or

0:25:22.680 --> 0:25:26.040
<v Speaker 2>deeper code that you turn to to help you answer

0:25:26.119 --> 0:25:27.119
<v Speaker 2>some of these questions?

0:25:28.520 --> 0:25:31.720
<v Speaker 1>Okay, first of all, there are many of us doing this.

0:25:32.480 --> 0:25:36.200
<v Speaker 1>I think ultimately it comes down to you don't need

0:25:36.320 --> 0:25:41.240
<v Speaker 1>much more than having empathy for you know, for your

0:25:41.240 --> 0:25:42.119
<v Speaker 1>fellow people.

0:25:41.880 --> 0:25:42.560
<v Speaker 4>On this journey.

0:25:42.600 --> 0:25:46.320
<v Speaker 1>And I think I'm doing what I'm doing so or

0:25:46.359 --> 0:25:48.679
<v Speaker 1>many others in the industry because you get a chance

0:25:48.720 --> 0:25:53.120
<v Speaker 1>to positively impact people with the work you do, And

0:25:53.680 --> 0:25:54.880
<v Speaker 1>that's the true north star at.

0:25:54.840 --> 0:25:55.440
<v Speaker 4>The end of the day.

0:25:55.600 --> 0:25:57.679
<v Speaker 3>What should kids be studying these days?

0:25:58.560 --> 0:26:00.480
<v Speaker 2>Like should they still be learning how as a coach,

0:26:00.520 --> 0:26:02.720
<v Speaker 2>should we still be getting computer science degrees?

0:26:02.880 --> 0:26:06.960
<v Speaker 1>Like I've got four of them, so they're probably they're

0:26:07.000 --> 0:26:09.359
<v Speaker 1>probably going to be talking to AI asking this question,

0:26:09.480 --> 0:26:10.680
<v Speaker 1>so my answer doesn't matter.

0:26:10.720 --> 0:26:14.919
<v Speaker 4>Maybe. Look, I think.

0:26:14.680 --> 0:26:17.159
<v Speaker 1>One of the things that's great about this moment is

0:26:18.440 --> 0:26:21.520
<v Speaker 1>I think AI over time will allow us all to

0:26:21.600 --> 0:26:25.080
<v Speaker 1>pursue our passions more right, And I think that's the

0:26:25.160 --> 0:26:26.960
<v Speaker 1>truly liberating aspect.

0:26:26.560 --> 0:26:27.320
<v Speaker 4>Of a lot of this.

0:26:28.720 --> 0:26:33.920
<v Speaker 1>You're giving pretty much everyone a powerful tool they express

0:26:34.000 --> 0:26:36.800
<v Speaker 1>themselves in the way they want to. And so I

0:26:36.840 --> 0:26:39.680
<v Speaker 1>won't change anything of what you're studying. I think I

0:26:39.680 --> 0:26:43.560
<v Speaker 1>would still ask encourage people to follow their passions and

0:26:43.600 --> 0:26:47.359
<v Speaker 1>find something that's of interest to them. I think, you know,

0:26:47.400 --> 0:26:49.879
<v Speaker 1>pretty much all disciplines which are valuable today, there'll be

0:26:49.880 --> 0:26:51.600
<v Speaker 1>a version of that valuable in the future.

0:26:52.200 --> 0:26:54.880
<v Speaker 3>What are the limits of AI? Like, is it possible

0:26:54.920 --> 0:26:56.480
<v Speaker 3>we don't reach AGI?

0:26:57.080 --> 0:26:57.240
<v Speaker 4>Oh?

0:26:57.280 --> 0:26:59.879
<v Speaker 1>With the current Oh, It's entirely possible. I mean, like

0:27:00.040 --> 0:27:04.320
<v Speaker 1>you could be dealing with Look everything we can see,

0:27:06.320 --> 0:27:09.359
<v Speaker 1>you know, I feel very positive there's a lot of

0:27:09.400 --> 0:27:12.920
<v Speaker 1>forward progress ahead with the paths we are on, not

0:27:12.960 --> 0:27:15.040
<v Speaker 1>only the set of ideas we are working on today,

0:27:16.000 --> 0:27:19.040
<v Speaker 1>some of the newer ideas we are experimenting with. Some

0:27:19.320 --> 0:27:23.280
<v Speaker 1>very optimistic on seeing a lot of progress. But you know,

0:27:23.600 --> 0:27:26.359
<v Speaker 1>you've always had these technology curves where you may hit

0:27:27.240 --> 0:27:31.600
<v Speaker 1>a temporary plateau. So are we currently on an absolute

0:27:31.600 --> 0:27:34.840
<v Speaker 1>path to AGI. I don't think anyone can say for sure.

0:27:35.840 --> 0:27:41.480
<v Speaker 1>I am the pace of progress is staggering and looking ahead.

0:27:41.560 --> 0:27:44.639
<v Speaker 1>I sense you will have that pace of progress, but

0:27:45.080 --> 0:27:48.800
<v Speaker 1>you know, there could be limitations in the technology, you know,

0:27:48.880 --> 0:27:52.760
<v Speaker 1>I you know, the technology currently feels like you're seeing

0:27:52.800 --> 0:27:56.240
<v Speaker 1>dramatic progress, but then there are areas where justin can't

0:27:56.280 --> 0:27:58.640
<v Speaker 1>do this obvious thing right, you know.

0:27:59.359 --> 0:28:01.440
<v Speaker 4>Like weymo's doing very very well.

0:28:01.480 --> 0:28:05.119
<v Speaker 1>But remember you can teach a kit to drive in

0:28:05.160 --> 0:28:10.000
<v Speaker 1>about twenty hours, right and so so. Both the technology

0:28:10.040 --> 0:28:13.440
<v Speaker 1>is amazing, but we are quite far from a generalized

0:28:13.440 --> 0:28:14.359
<v Speaker 1>technology as well.

0:28:14.440 --> 0:28:17.200
<v Speaker 2>We talked a little bit about your vibe coding backstage

0:28:17.400 --> 0:28:20.760
<v Speaker 2>next to share how often are you vibe coding and

0:28:21.320 --> 0:28:23.320
<v Speaker 2>what are you working on?

0:28:23.680 --> 0:28:26.320
<v Speaker 1>I wish I could I could do more, but you know,

0:28:26.359 --> 0:28:30.360
<v Speaker 1>I've just been messing around, be it either with cursor

0:28:31.200 --> 0:28:34.399
<v Speaker 1>or you know, I wipe coded with replet, trying to

0:28:34.400 --> 0:28:37.800
<v Speaker 1>build a custom web page with all the sources of

0:28:37.920 --> 0:28:40.200
<v Speaker 1>information I wanted in one place so I could type

0:28:40.200 --> 0:28:44.800
<v Speaker 1>of location, get it all partially complete, so, you know,

0:28:44.880 --> 0:28:48.520
<v Speaker 1>but it's exciting to see how casually you can do

0:28:48.600 --> 0:28:53.920
<v Speaker 1>it now, right, and compared to the early days of coding,

0:28:53.960 --> 0:28:56.160
<v Speaker 1>things have come a long way.

0:28:57.080 --> 0:28:57.320
<v Speaker 4>You know.

0:28:58.240 --> 0:29:01.760
<v Speaker 1>It feels so delightful to be a coder in this

0:29:01.840 --> 0:29:02.520
<v Speaker 1>moment in time.

0:29:02.760 --> 0:29:05.080
<v Speaker 3>Even after that, you still need all those software engineers.

0:29:05.080 --> 0:29:05.680
<v Speaker 3>Are you sure?

0:29:05.960 --> 0:29:07.880
<v Speaker 4>Okay? I think so?

0:29:08.040 --> 0:29:08.320
<v Speaker 1>Yes.

0:29:09.840 --> 0:29:10.479
<v Speaker 3>Last question.

0:29:11.200 --> 0:29:12.840
<v Speaker 2>We've got a new episode of the Circuit out this

0:29:12.880 --> 0:29:18.160
<v Speaker 2>week actually about Microsoft's fiftieth anniversary. Google's twenty seven years old.

0:29:18.600 --> 0:29:20.080
<v Speaker 3>What is Google at fifty?

0:29:22.320 --> 0:29:26.040
<v Speaker 4>What's Google at fifty? Look? I hope, I hope.

0:29:26.040 --> 0:29:30.800
<v Speaker 1>We are nimble and innovating, and you know, in the

0:29:30.880 --> 0:29:35.480
<v Speaker 1>technology industry you have to earn your success every year,

0:29:35.760 --> 0:29:39.600
<v Speaker 1>and so for me, it's more about building a culture

0:29:39.720 --> 0:29:43.440
<v Speaker 1>that's you know, really innovative at its core, takes a

0:29:43.480 --> 0:29:47.440
<v Speaker 1>long term view and does deep technology work and translates

0:29:47.480 --> 0:29:49.840
<v Speaker 1>that into products that impact billions of people.

0:29:50.000 --> 0:29:52.240
<v Speaker 2>All right, So are you going to is a human

0:29:52.280 --> 0:29:54.320
<v Speaker 2>going to be running Google or an AI?

0:29:54.400 --> 0:29:54.720
<v Speaker 4>Well?

0:29:55.040 --> 0:29:57.280
<v Speaker 1>I do think whoever is running it will have an

0:29:57.320 --> 0:30:00.720
<v Speaker 1>extraordinary AI companion to help, all

0:30:00.760 --> 0:30:04.800
<v Speaker 3>Right, Sendar Pachaye, Everyone you g can just little bit