Sundar Pichai: prediction

Transcript context

…Google re-forecasts its business a few times a year, formally, I presume. At least we do at Stripe where we set a budget for the year, and then three times a year, we produce a formal re-forecast. When you think about it, a re-forecast is a moment in time function where you take the state of the business, some of which is in people's heads, but most of which is written down everywhere where it's like, "How is this product doing? How is that product doing? Will this deal close? Will that happen?" Whatever. There's the moment in time state of the business, we put it into a function and out comes the updated numbers for the year. You can imagine an AI doing a fully, no human in the loop, forecast? What quarter do you think Google's first fully agentic forecast is? I definitely expect in some of these areas, '27, to be an important inflection point for certain things. Even the people doing it, that is the workflow through which they would produce it. Maybe for a while, you would check it in the conventional way, but you switch over, a crossover. But I expect '27 to be a big year in which some of those shifts happen pretty profoundly. I think that was Elad's question was, Eng is an early adopter, but outside of Eng… Okay, it sounds like you think '27, a lot of these non-Eng processes really start—…

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