CEO, Google and Alphabet
Joined March 2008
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こんにちは、日本！Hello Japan!
Today, we’re announcing the next phase of our autonomous driving collaboration with @ToyotaMotorCorp to scale a fleet of bZ4X autonomous vehicles in Japan, beginning with testing and validation in 2027.
Read more about our partnership here: waymo.com/blog/2026/10/toyot…
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本日、@ToyotaMotorCorpとの自動運転分野における協業を新たな段階へと進めることを発表します。2027年に開始する試験および検証を皮切りに、日本国内で「bZ4X」の自動運転フリートの拡大を進めてまいります。
パートナーシップの詳細はこちらをご覧ください：
waymo.com/blog/2026/10/toyot…
A ‘hello world’ milestone for Project Suncatcher 🚀
After launching our prototype satellite a few weeks ago, we’ve now successfully sent a command up to orbit, booted up the TPU, ran the prompt, and received our first complete response back on earth - a haiku!
Q3 is in the books! We’re now on a half-trillion annual revenue run rate, with Alphabet revenues growing at 25%.
- Our AI investments are driving overall Search query growth, including commercial queries - our YoY query growth rate is the highest it’s been in the last five years.
- Google Cloud revenue grew 103%, powered by extraordinary demand for our AI infrastructure and AI solutions. Our 1P model APIs now process nearly 32B tokens/min (up 40% QoQ).
- Strong momentum in model progress with Argon and Carbon leading the frontier, and Genie 4 our most advanced new world model yet.
Thanks to our partners and employees around the world. More to share on the call soon!
Read my full remarks here: blog.google/company-news/ins…
I did say we'd be releasing our models periodically...introducing Gemini 4 Carbon, our next frontier model.
Following Argon's release just two weeks ago, Carbon shows the pace at which we’re pushing the frontier, it ranks #1 on the recently updated v5.0 of @ArtificialAnlys Intelligence Index at 59. It also leads across key cybersecurity evaluations scoring 88.2% on SEC-bench Pro for finding vulnerabilities, 54.8% on ExploitGym for exploitation, and 71.0% on CWE-bench for patching.
We’re seeing significant improvements in long-horizon tasks even compared to Argon, and we’ve strengthened frontier safeguards.
As we did with Argon, we’re going to roll it out gradually + responsibly. Some trusted cyber defenders will get access starting this week. We'll be expanding it to more partners through our Fairwind Program, ahead of wider availability soon, so hang tight!
Read more about Gemini 4 Carbon below blog.google/innovation-and-a…
Amazing to see deployed soldiers share a moment with their kids through Beam. Huge thanks to @USArmy @The_USO for helping to make this possible.
🇺🇸 For a deployed service member, missing family moments adds up. Baby’s first step. The first performance. Sharing a laugh.
In honor of National Day of the Deployed, we’re excited to partner with @USArmy and @The_USO to bring Google Beam to 20 locations so deployed service members can experience lifelike, 3D video connections with their loved ones.
🎥 Watch the docuseries below
Excited to share Genie 4 today our most realistic and interactive world model:
- steer dynamic environments in real time, shaping events, camera angles, and actions
- generate native audio matched to the world, from realistic background sounds to characters who can converse in real time!
- simulate photorealistic scenes and real-world physics
- create more coherent multi-step events through reasoning from Gemini
We've started to roll out as a research preview to trusted testers. Coming soon to Google AI Ultra subscribers in Project Genie and early access partners via the Gemini API and AI Studio.
The demo above shows how all these capabilities come together in real time. Prompt “traffic light green,” and Gemini reasons through what happens next as the signal changes: the engine revs, and the motorcycle accelerates down the coast.
Full prompt here:
Environment: A sun-drenched coastal highway viewed right at the white stop line of a beachfront intersection, where an overhead traffic light hangs prominently in the immediate foreground glowing bright red. Running parallel to the road strictly along the right-hand side is a golden sandy beach and shoreline with rolling turquoise ocean waves under a clear blue sky.
Character: Shot from a first-person POV seated on a motorcycle positioned right up close to the traffic light, facing straight ahead over the handlebars, side mirrors, and dashboard. With the sea and shore visible on the right side of the frame, the rider rolls the last few feet up to the white crosswalk line and comes to an idling stop directly beneath the glowing red signal, gloved hands resting on the grips while waiting for the light to change.
deepmind.google/blog/genie-4…
Sundar Pichai retweeted
Today, we're bringing OpenAI models to Google Cloud's model garden.
We're now the only hyperscale cloud provider offering access to all three leading closed source LLMs—alongside 200+ other models—on a unified enterprise platform → goo.gle/4zJ0VZQ
Great to sit down with @alexeheath to talk about Argon, the frontier, and our plans for personal agents!
Sundar Pichai on Gemini 4 and the AI compute crunch
Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI.
Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together.
I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google.
Timestamps:
00:00 Gemini Argon launch reception
01:49 Model access and safety
06:20 The AI model race
08:35 Agentic breakthroughs and 2027
11:34 Recursive self-improvement
15:41 DeepMind leadership changes
19:52 Google's AI compute investments
25:20 Is AI spending sustainable?
33:18 How Sundar uses AI agents
35:35 Gemini's personal agent plans
38:37 How AI agents change the web
43:52 Google's space data centers
47:38 Waymo's expansion strategy
50:26 Wing's drone delivery plans
51:36 AI safety and regulation
55:58 Google's quantum computing bet
YouTube: youtu.be/fJBSNEFdm8c
Spotify: open.spotify.com/episode/0cJ…
Substack: sources.news/p/sundar-pichai…
Apple Podcasts: podcasts.apple.com/us/podcas…
This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
Thanks for having me on Alex - great conversation!
New: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more.
Full Big Technology Podcast episode here -->
Chapters:
0:00 Introduction
1:14 Google’s Frontier AI Strategy
3:47 Do Frontier Models Really Matter?
6:35 The Future of AI Agents
7:39 Recursive Self-Improvement
12:58 World Models and the Path to AGI
14:56 Google’s Compute Dilemma and AI Infrastructure
19:36 Is AI Overbuilt?
23:35 The Future of the AI Interface
31:42 Google’s Answer to Muse and Dots
35:03 Apple, Space Data Centers, and AI Coding
41:42 Optimism and AI’s Future
Sound on!
Gemini 4 Argon built a 3D periodic table synced to Tom Lehrer’s song, “The Elements.”
Created in @Antigravity, it animates orbiting electrons, atomic data, and light spectra.
Sundar Pichai retweeted
Gemini 4 Argon is a frontier model and has set a new SoTA on Wide-And-Deep-Research (WANDR) benchmark. Available now to all Perplexity users both on fast search and Computer (agent) modes.
Sundar Pichai retweeted
11 hours with Gemini 4 Argon, Google literally cooked with Gemini Argon. 🔥
it's insane for building 3D stuff. A full Asuka-period Japanese pagoda temple, built in Blender and rendered in Cycles. The level of precision in everything is just crazy.
Sundar Pichai retweeted
Gemini 4 Argon is live in Antigravity for paid Pro subscribers. As part of Pro, you get a separate weekly quota so it doesn’t eat up your Flash quota. Excited to see Antigravity push the limits of our best model yet. Love to see what you build!
Some magical progress towards "magic state" in quantum!
Our @GoogleQuantumAI team has demonstrated "magic state cultivation" on physical hardware for the first time. The result is a 40x error reduction on our Willow processor vs. previous methods, achieving a state-of-the-art 99.99% logical fidelity.
It's another step towards useful, error-corrected quantum computers to help solve the hardest problems. The result is published in Science today, watch the video below to see how it works
