Alex Heath @alexeheathSundar Pichai on Gemini 4 and the AI compute crunch Even Google can’t get enough compute. I sit down with Google and Alphabet CEO @sundarpichai shortly after the wider release of Gemini 4 Argon to discuss its early reception, where he still wants the model to improve, and what it takes to keep Google at the frontier of AI. Pichai explains the recent leadership shakeup at Google DeepMind and why building frontier models has become an “all-consuming” job. We also get into Google’s answer to the personal agent race, how he predicts Gemini will do more work on your behalf, and whether agents will finally bring Search, Gmail, and Gemini together. I ask him about Google turning free cash flow negative, the risks in the AI infrastructure buildout, and how he plans for demand years before knowing what the models will be capable of. He explains the signals giving him confidence to keep spending and how he uses AI agents to follow model development and compute usage inside Google. Timestamps: 00:00 Gemini Argon launch reception 01:49 Model access and safety 06:20 The AI model race 08:35 Agentic breakthroughs and 2027 11:34 Recursive self-improvement 15:41 DeepMind leadership changes 19:52 Google's AI compute investments 25:20 Is AI spending sustainable? 33:18 How Sundar uses AI agents 35:35 Gemini's personal agent plans 38:37 How AI agents change the web 43:52 Google's space data centers 47:38 Waymo's expansion strategy 50:26 Wing's drone delivery plans 51:36 AI safety and regulation 55:58 Google's quantum computing bet YouTube: Spotify: Substack: Apple Podcasts: This episode's presenting sponsor is @hyperagentapp. Thanks to the show’s premiere sponsors: @Atlassian, @meetgranola, and @mercury.
Alex Kantrowitz @KantrowitzNew: I spoke with @sundarpichai about Google's commitment to the AI frontier, how close we are to RSI, balancing DeepMind's compute needs vs. Google Cloud profits, and much, much more. Full Big Technology Podcast episode here --> Chapters: 0:00 Introduction 1:14 Google’s Frontier AI Strategy 3:47 Do Frontier Models Really Matter? 6:35 The Future of AI Agents 7:39 Recursive Self-Improvement 12:58 World Models and the Path to AGI 14:56 Google’s Compute Dilemma and AI Infrastructure 19:36 Is AI Overbuilt? 23:35 The Future of the AI Interface 31:42 Google’s Answer to Muse and Dots 35:03 Apple, Space Data Centers, and AI Coding 41:42 Optimism and AI’s Future
Google DeepMind @GoogleDeepMindGemini 4 Argon built a 3D periodic table synced to Tom Lehrer’s song, “The Elements.” Created in @Antigravity, it animates orbiting electrons, atomic data, and light spectra.
Perplexity @perplexity_aiGemini 4 Argon sets a new record on WANDR. It is now available in Perplexity for Pro and Max subscribers.
ARC Prize @arcprizeGemini 4 Argon from @Google on ARC-AGI (Verified): - ARC-AGI-3: 97.5%, $4.8K (provider adapter harness), 49.8%, $5.8K (standard harness) - ARC-AGI-2: 91.3%, $0.32/task - ARC-AGI-1: 98.5%, $0.16/task Google DeepMind is the second frontier AI lab to score above 95% on ARC-AGI-3.
fofr @fofrAIArgon has this amazing natural understanding of the world. It can do so many things from first principles. Here's a pelican riding a bike, using fourier epicycles. Video made by Argon. Time-synced Lyria 3.5 music prompted by Argon.
fofr @fofrAIGemini 4 Argon is live. There's a lot to show you.
Anca Dragan @ancadianadraganWe did a lot to understand Gemini 4's capabilities and propensities, and to improve our mitigations for this launch -- you can get a tl;dr here and dive into the report
Sundar Pichai @sundarpichaiGemini 4 Argon is here. It’s available globally today for developers and enterprises in the paid tier of the Gemini API and the Gemini platform, for Ultra subscribers in Google Antigravity, and Ultra and Pro subscribers in the Gemini app and Search. Hope you all enjoy it!
