Sundar Pichai: evaluation

Transcript context

…Was there something that demonstrated to the outside world that, "Oh, they got this"? Was it Gemini 3 that changed people's minds? I don't follow all the timelines. I think the real model, probably, where people saw it was maybe Gemini 2.5. And getting to the frontier on, particularly around multimodality. We made a bunch of… And credit to the Google DeepMind teams. I think we paid a bit more of a fixed cost upfront, but we designed the Gemini models to be very multimodal from day one. There were areas, I think, the strength started showing. Nano Banana was an example of it. You were able to see it all together. But look, it's an amazingly dynamic frontier. I think there are two to three labs who are pushing each other pretty vigorously. At any given month, we feel like, "Oh, great. We've done this well." "Oh, shit. There's a couple of things left behind." I think the picture will again be dynamic in a few months. I think the frontier is intense as you would expect it to be. That's how I think about it. It's interesting, because when I talk to researchers—not at Google or at the other labs—one of the things that they commonly bring up is that they feel like the difference between the two or three other labs and the Google team is that Google is not as… They call it AGI-pilled. In other words, there's less of a belief in AGI being right around the corner and the acceleration through it. Obviously, the folks at Google are thinking deeply about that. A, do you think that's true? And B, do you think that it all impacts some notion of what the future actually looks like and therefore what people are building against?…

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