Pichai Says Google Needs Gemini 4 To Compete At The Frontier
Pichai said Gemini 4 is a major leap as Google faces pressure from rivals and a delay in Gemini 3.5 Pro.
- During Alphabet's earnings call, CEO Sundar Pichai argued that the next-generation Gemini 4 base model will help Google regain momentum in AI, describing the project as one of the company's boldest efforts to compete at the frontier.
- Pichai admitted Google remains "a bit behind" in agentic coding, citing lack of usage data compared to rivals like OpenAI and Anthropic, though the company is currently training Gemini 4 to address these competitive gaps.
- While Google recently released Gemini 3.6 Flash, the flagship Gemini 3.5 Pro remains delayed due to coding performance issues; Google describes 3.6 Flash as a new standard workhorse, though 3.5 Pro is still "currently testing with partners."
- Alphabet reported total profit soared to USD 112.1 billion, with Google Cloud revenue jumping 82 per cent to USD 24.8 billion; yet Alphabet shares dipped more than 3 per cent in after-hours trading following the call.
- With capital spending on AI potentially reaching USD 205 billion annually, significant questions remain regarding Google's role in this new era as competitors continue capturing headlines with their own advances.
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