Speakers in the public record
Claim mix
belief 26prediction 4evaluation 4preference 2commitment 1recommendation 1
Evidence policy
Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.
Claim ledger
The useful parts, with receipts.
38 published records
“I think what Elad is getting at is a feeling where I saw a tweet go by that someone was saying, "What you have to realize to explain what's currently going on in the Valley is that every tech executive has severe AI psychosis right now, and is spending a huge amount of time writing code and talking to AI and things like that.”
- Publisher
- Cheeky Pint
“I think people who are starting robotics in the last three years, by definition, will be making faster progress, maybe.”
- Publisher
- Cheeky Pint
“My instinct tells me there'll be simulating weather, simulating reality, all that, I think, Quantum will have an advantage.”
- Publisher
- Cheeky Pint
“Depending on what we think you're doing, some people may get a latency budget of 30 milliseconds or 10 milliseconds.”
- Publisher
- Cheeky Pint
“I think Waymo is a good example of this question I have, which is Google does cut projects, and there's various things you've tried where you said, "We're actually not going to fund this part of X all the way, or we're going to retire this product.”
- Publisher
- Cheeky Pint
“I think the AI integration into these services, including Google Docs, I think you will see sharp improvements in the coming months ahead.”
- Publisher
- Cheeky Pint
“In other words, I think the market for software engineering and coding is dramatically bigger than anybody thinks, and it's the wrong metric to say token budget versus engineers.”
- Publisher
- Cheeky Pint
“The Chinese models are very good, but I think outside of China, it's a very good open-source model.”
- Publisher
- Cheeky Pint
“I/O is going to radically change. It's tough to… I think you can paralyze yourself thinking 10 years ahead, but we are fortunate to be in a moment where you can think a year ahead and the curve is so steep.”
- Publisher
- Cheeky Pint
“I think now with the AI shift, there are more opportunities on which we can deploy capital in a good way, and so we are doing that.”
- Publisher
- Cheeky Pint
“I think there could be hidden constraints, and there could be shocks to the system, if you will.”
- Publisher
- Cheeky Pint
“I think the more you're able to evaluate things at that deeper technology level, I think you tend to make those decisions better, or at least that's how I have tried to do it.”
- Publisher
- Cheeky Pint
“Look, I think even within the company, there's a set of us living on the bleeding edge, firing agents, seeing what these things can do, see the agents pick up skills, do stuff, and also look back three months ago, what they could do now.”
- Publisher
- Cheeky Pint
“Really hard problems to solve. Those are examples of projects we think about today, which are Waymo in 2010.”
- Publisher
- Cheeky Pint
“I do think your question earlier on, I think you were asking in the context of Waymo or robotics companies.”
- Publisher
- Cheeky Pint
“In terms of living now and having a visceral feel for it, I think the closest, I would say, is if you're coding, and you give it a complex task, and you never open the ID, and you're in some agent manager world, and you see it do it, and how powerful it is.”
- Publisher
- Cheeky Pint
“I think there could be growing resistance, so it's not as simple as a few people deciding we want to build fast.”
- Publisher
- Cheeky Pint
“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.”
- Publisher
- Cheeky Pint
“I think we could do a lot better. But you're right, it's an immense opportunity, I think.”
- Publisher
- Cheeky Pint
“I think directionally, look, I think you want to give users capability where you have persistent long-running tasks in a reliable, secure way.”
- Publisher
- Cheeky Pint
“I think about being focused on these models in a targeted way to improving all the possible steps in drug discovery.”
- Publisher
- Cheeky Pint
“You want the first-hand experience of the product feedback cycle. I think having first-party hardware will end up being very important.”
- Publisher
- Cheeky Pint
“Look, I think effectively the consumer interfaces are going to have full coding models underneath, and the right harnesses and the right skills and the ability to persist and run somewhere securely in the cloud, locally and in the cloud.”
- Publisher
- Cheeky Pint
“I would say that, but I think in generally, at least, we might have gotten the decision wrong, but our approach, at least, was to say, if you got excited about something and had the conviction, you were willing to commit the capital to see it through.”
- Publisher
- Cheeky Pint
“I think we are scaling up Wing where in some reasonable time period, 40 million Americans will have access to a Wing delivery service.”
- Publisher
- Cheeky Pint
“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.”
- Publisher
- Cheeky Pint
“I think the root of your question is, if you think of Search as a prompt that is not longer than one line, returning a bunch of different ranked results, as opposed to just telling you the right answer or something.”
- Publisher
- Cheeky Pint
“I think we've actually, last I checked the dashboard and the metrics, we've actually improved Search latency by 30% in the last five years.”
- Publisher
- Cheeky Pint
“I think one of the ways we have thought about it and we've been disciplined about, or at least to me, matters a lot, is to make those early technology bets in a deep way.”
- Publisher
- Cheeky Pint
“I think just on my security point alone, I thought about... We are going to need more coordination, which is not happening today.”
- Publisher
- Cheeky Pint
“I think all of us running companies, regardless of how AGI-pilled you are, then comes this error band of how bullish can you be, what's the margins you can afford because there are extraneous factors which can go wrong in the world, which are outside of control.”
- Publisher
- Cheeky Pint
“Some of it, we couldn't do it early because it breaks so often that, it's almost like you see this promising new world, but it's semi-broken.”
- Publisher
- Cheeky Pint
“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.”
- Publisher
- Cheeky Pint
“As I think about the AI race in 2026, one thing that strikes me is Google has for so long had speed as the place it tries to differentiate.”
- Publisher
- Cheeky Pint
“We built Transformers and used it immediately in Search to improve language understanding, understanding web pages, understanding your queries, kept building better models.”
- Publisher
- Cheeky Pint
“That is another layer on top of all these things, the cost of mistakes when you're running these services, we have to work through it. But I think because of it, when we solve it, I think we will bring it in a more robust way, which will help.”
- Publisher
- Cheeky Pint
“Now, we've always had a compute budget, even in classic compute. I would say with ML, and we use both TPUs and GPUs, by the way, extensively.”
- Publisher
- Cheeky Pint
“I think in some ways, I use Antigravity today, and you have a bunch of agents doing stuff.”
- Publisher
- Cheeky Pint