Search saw more usage in Q4 than ever before, as AI continues to drive an expansionary moment.
Words found on the source page on Nov 6, 2026.
More from Sundar Pichai
PodcastCheeky Pint with John Collison and Elad Gil: The history and future of AI at GoogleApr 7, 2026
If I fast-forward, a lot of what are just information-seeking queries will be agentic in Search.PodcastCheeky Pint with John Collison and Elad Gil: The history and future of AI at GoogleApr 7, 2026
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.PodcastCheeky Pint with John Collison and Elad Gil: The history and future of AI at GoogleApr 7, 2026
It turned out AI was the missing ingredient for a lot of ideas maybe 15 years or 10 years ago.PodcastCheeky Pint with John Collison and Elad Gil: The history and future of AI at GoogleApr 7, 2026
To me, we were behind in terms of frontier LLM models, but we had all the capabilities internally, and we had to execute to meet the moment.PodcastCheeky Pint with John Collison and Elad Gil: The history and future of AI at GoogleApr 7, 2026
We’re in the earliest stages of thinking about data centers in space.PodcastCheeky Pint with John Collison and Elad Gil: The history and future of AI at GoogleApr 7, 2026
Whereas in the past, you may need to sit and envision five years out. The models are going to be dramatically different in a year’s time.TalkAlphabet Q4 2025 earnings call remarksFeb 4, 2026
As we scale, we’re getting dramatically more efficient: we were able to lower Gemini serving unit costs by 78% over 2025 through model optimizations, efficiency and utilization improvements.TalkAlphabet Q4 2025 earnings call remarksFeb 4, 2026
Gemini is becoming the AI engine for the world's most successful software companies.TalkAlphabet Q4 2025 earnings call remarksFeb 4, 2026
To meet customer demand and capitalize on the growing opportunities ahead of us, our 2026 CapEx investments are anticipated to be in the range of $175 to $185 billion.BlogA new era of intelligence with Gemini 3Nov 18, 2025
It’s amazing to think that in just two years, AI has evolved from simply reading text and images to reading the room.FilingAlphabet Q3 2025 earnings release (SEC Form 8-K, Exhibit 99.1)Oct 29, 2025
In addition to topping leaderboards, our first party models, like Gemini, now process 7 billion tokens per minute, via direct API use by our customers. The Gemini App now has over 650 million monthly active users.FilingAlphabet second quarter 2025 earnings call (CEO remarks)Jul 23, 2025
As you saw at I/O, we are leading at the frontier of AI and shipping at an incredible pace. AI is positively impacting every part of the business, driving strong momentum.PodcastLex Fridman Podcast #471: Sundar PichaiJun 5, 2025
I almost feel the term doesn’t matter, what I know is by 2030 there’ll be such dramatic progress. We’ll be dealing with the consequences of that progress, both the positive externalities and the negative externalities that come with it in a big way by 2030.PodcastLex Fridman Podcast #471: Sundar PichaiJun 5, 2025
I don’t think we’ll quite get there by 2030, so my sense is it’s slightly after that, but I would stress it doesn’t matter what that definition is because you will have mind-blowing progress on many dimensions.PodcastLex Fridman Podcast #471: Sundar PichaiJun 5, 2025
I feel like we are in the AJI phase where dramatic progress, some things don’t work well, but overall you’re seeing lots of progress.PodcastLex Fridman Podcast #471: Sundar PichaiJun 5, 2025
I think there’s no engineer who, tomorrow, if you magically became 2x more productive, it’s just going to create more things.PodcastLex Fridman Podcast #471: Sundar PichaiJun 5, 2025
Like, now, across the company, we’ve accomplished a 10% engineering velocity increase using AI, but we plan to hire more engineers next year, right?PodcastLex Fridman Podcast #471: Sundar PichaiJun 5, 2025
Many years ago, I think it might’ve been 2017 or 2018, I said at the time, AI is the most profound technology humanity will ever work on. It’ll be more profound than fire or electricity.PodcastLex Fridman Podcast #471: Sundar PichaiJun 5, 2025
So because of that, I think I’m optimistic on the p(doom) scenarios, I think the underlying risk is actually pretty high, but I have a lot of faith in humanity kind of rising up to meet that moment.TalkGoogle I/O 2025 keynote (official edited transcript)May 20, 2025
We think of agents as systems that combine the intelligence of advanced AI models with access to tools, so they can take actions on your behalf and under your control.TalkGoogle I/O 2025 keynote (official edited transcript)May 20, 2025
What all this progress means is that we’re in a new phase of the AI platform shift. Where decades of research are now becoming reality for people, businesses and communities all over the world.TalkRemarks at the AI Action Summit, ParisFeb 10, 2025
A report from the ILO suggests that the augmentation effect will be 6X that of possible substitution.TalkRemarks at the AI Action Summit, ParisFeb 10, 2025
So what used to cost four dollars per million tokens now costs just 13 cents, and I expect this trend to continue. The result: intelligence is more available and accessible than ever before.TalkRemarks at the AI Action Summit, ParisFeb 10, 2025
We’re still in the early days, yet I already believe AI will be the most profound shift of our lifetimes. Bigger than the shift to personal computing, or to mobile.BlogIntroducing Gemini 2.0: our new AI model for the agentic eraDec 11, 2024
If Gemini 1.0 was about organizing and understanding information, Gemini 2.0 is about making it much more useful.BlogIntroducing Gemini 2.0: our new AI model for the agentic eraDec 11, 2024
Over the last year, we have been investing in developing more agentic models, meaning they can understand more about the world around you, think multiple steps ahead, and take action on your behalf, with your supervision.BlogIntroducing Gemini: our largest and most capable AI modelDec 6, 2023
I believe the transition we are seeing right now with AI will be the most profound in our lifetimes, far bigger than the shift to mobile or to the web before it.
On the same topics
InterviewStratechery interview with Ben Thompson, on GoogleMar 27, 2025
But business models also have shelf lives, and sometimes it’s very hard to disrupt yourself with a model that might not make any money when you’re making $200 billion on that model.InterviewStratechery interview with Ben Thompson, on NeevaMar 27, 2025
We absolutely were taking on the right problem probably two to three years too early.InterviewStratechery interview with Ben ThompsonMar 27, 2025
So I would say Search is under siege from both sides, from both the common things that you want simple answers to, and the complex things where you can apply very different techniques from what you have done before.PodcastTraining Data podcast (Sequoia Capital), on the business of searchOct 8, 2024
Consumer choice is fiction in a whole bunch of things that we do. We eat what’s put in front of us and we will search with the default search engine that came in our browsers.PodcastTraining Data podcast (Sequoia Capital), on Perplexity and NeevaOct 8, 2024
At Neeva, which converged onto a view of what search should be that was very similar to Perplexity, we were just two, three years early. And timing ends up being everything.PodcastLex Fridman Podcast #434: Aravind SrinivasJun 19, 2024
Every person in the world is curious, but not all of them are blessed to translate that curiosity into a well-articulated question.
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