Sundar Pichai: prediction

Transcript context

…Consumer surplus. It's tough to look ahead. I do think there are natural dampening mechanisms in society at various levels. The obvious ones being the compute build-out is a different curve than the rate at which we can improve the models. You're already dealing with a more constrained curve there. Then how do you diffuse it into society? We are doing this with Waymo. You can make Waymo safer than human drivers, but you have to be careful at the pace at which we are rolling out, et cetera. Sometimes, how do you diffuse it through society responsibly? There are constraints in all these layers. I think... The US economy is so much larger than it was 10 years ago. To grow that even at a half a percentage point higher, then that's a massive contribution. I expect it to play out that way. Listening to Sundar is a powerful reminder of what it means to operate at true internet scale. When it comes to commerce, though, most businesses are forced to make critical decisions in a vacuum. They view the internet economy through only their own lens, using only the data that exists within their four walls. This is where Stripe comes in. Because we process $1.9 trillion a year in global payments, we have a panoramic view. When you build on Stripe, you're plugging in to that network intelligence, from verifying a user's identity to stopping fraud before it starts to streamlining how businesses connect and knowing what payment methods work best locally. We've built a system that puts 1.6% of global GDP to work to protect and grow your revenue. If you want to use the power of Stripe's network intelligence, come see what you can build here. You reference the supply constraints, and I think that's a really interesting defining aspect of 2026, basically, where you said 150 billion in CapEx? 180?…

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