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Sundar Pichai: CEO of Google and… — Lex Fridman shadowing | TryShadowing
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Lex Fridman
Sundar Pichai: CEO of Google and Alphabet | Lex Fridman Podcast #471
Sundar Pichai: CEO of Google and Alphabet | Lex Fridman Podcast #471
Lex Fridman
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2:12:04 · Jun 5, 2025
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/2819
0:00
There was a 5-year waiting
0:01
list and we got a rotary
0:05
telephone, but it dramatically changed our lives.
0:08
You know, people would come to our house to make calls to their loved ones.
0:12
You know, I I would have to go all the way to the hospital
0:14
to get blood test records and it would take 2 hours to go and
0:17
they would say, "Sorry, it's not ready.
0:19
Come back the next day."
0:20
2 hours to come back.
0:22
And that became a five-minute thing.
0:24
So as a kid like I mean this light bulb went in my head
0:27
you know this power of technology
0:29
to kind of change people's lives.
0:31
We had no running water
0:33
you know it was a massive drought.
0:36
So they would get water in these
0:38
trucks maybe eight buckets per household.
0:41
So me and my brother sometimes my mom
0:44
we would wait in line
0:45
get that and bring it back
0:49
many years later like
0:51
we had running water and we had a water heater
0:54
and you could get hot water to take a shower.
0:57
I mean like so you know for me everything was discreet like that.
1:01
Uh and so I've always had this thing you know firsthand
1:06
feeling of like how technology
1:08
can dramatically change like
1:11
your life and like the opportunity it brings.
1:13
I think if pedom is actually high
1:15
at some point all of humanity is like
1:19
aligned in making sure that's not the case right and so
1:22
we'll actually make more progress against it I think so the irony
1:25
is so there is a
1:28
self-modulating aspect there like I think if humanity
1:33
collectively puts their mind to solving a problem whatever it is I think we
1:36
can get there so
1:38
because of that I think I'm optimistic on the pdoom
1:42
scenarios But that doesn't mean
1:45
I think the underlying risk is actually pretty high.
1:49
But I'm uh you know I have a lot of faith in
1:52
humanity kind of rising up to the to meet that moment.
1:55
Take me through that experience when there's all these articles
1:59
saying you're the wrong guy to lead Google through this. Google is lost. It's done. It's over.
2:08
The following is a conversation
2:10
with Sundar Pachai, the CEO
2:12
of Google and Alphabet
2:14
on this the Lex Freedman podcast.
2:18
Your life story is inspiring to a lot of people.
2:20
It's inspiring to me.
2:22
You grew up in India,
2:24
whole family living in a humble
2:27
two- room apartment, very little, almost no access to technology.
2:32
And from those humble
2:33
beginnings, you rose to lead
2:36
a $2 trillion technology company.
2:41
So if you could travel back in time and told that, let's say, 12-year-old
2:45
Sundar that you're now leading one of the largest companies in human history, what
2:49
do you think that
2:50
young kid would say?
2:51
I would have probably laughed it off.
2:53
Um, you know, uh,
2:55
probably too far-fetched to
2:58
imagine or believe at that time.
3:00
You would have to explain the internet first for sure.
3:03
I mean computers to me at that time.
3:06
You know I was 12 in 1984.
3:09
So probably uh you know by then I started reading about them.
3:15
I had seen one.
3:16
What was that place like?
3:18
Take me to your childhood.
3:19
You know I grew up in Chennai.
3:20
Uh it's in south of India.
3:22
It's a beautiful bustling city.
3:24
Lots of people, lots of energy,
3:27
you know, simple life.
3:28
Definitely like fond memories of
3:31
playing cricket outside the home.
3:33
We just used to play on the streets.
3:35
All the neighborhood kids would come out and we would play till it got
3:39
dark and we couldn't play anymore barefoot.
3:42
Um, traffic would come,
3:44
we would just stop the game,
3:46
everything would drive through and you would just continue playing, right?
3:48
Just to kind of get the visual in your head.
3:51
You know, precomputers there's a lot of free time now.
3:54
Now that I think about it,
3:56
now you have to go and seek that
3:58
quiet solitude or something.
4:00
Newspapers, books is how I gained access to the
4:04
was information at the time, you will.
4:07
Uh my grandfather was a big influence.
4:09
He worked in the post office.
4:11
He was so good with language.
4:14
His English, you know, his handwriting
4:16
till today is the most beautiful handwriting I've ever seen.
4:20
He would write so clearly.
4:22
He was so articulate.
4:24
And so he kind of got me introduced into books. He loved politics.
4:29
So we we could talk about
4:31
anything and you know that was there in my family throughout.
4:35
So uh lots of books, trashy books,
4:38
good books, everything from
4:40
iron rand to books on philosophy
4:42
to stupid crime novels.
4:45
So books was a big part of my life.
4:46
But that kind of
4:48
this soul it's not surprising I ended up at Google because Google's mission kind
4:52
of always resonated deeply with me
4:54
this access to knowledge
4:56
I was hungry for it
4:58
but definitely have you know fond memories of my childhood
5:01
access to knowledge was there
5:03
so that's the wealth
5:04
we had uh you know every aspect of technology I had to wait for
5:09
a while I've obviously spoken before about how long it took for us to
5:12
get a phone about 5 years but it's not the only thing a telephone.
5:16
There was a 5-year waiting list.
5:18
Uh and we got a rotary uh telephone. Mhm.
5:22
But it dramatically changed our lives.
5:24
You know, people would come to our house to make calls to their loved ones.
5:29
You know, I I would have to go all the way to the hospital
5:31
to get blood test records and it would take 2 hours to go and
5:34
they would say, "Sorry, it's not ready.
5:35
Come back the next day."
5:37
2 hours to come back.
5:38
And that became a 5m minute thing.
5:41
So as a kid like I mean this light bulb went in my head
5:44
you know this power of technology to kind of change people's lives.
5:48
We had no running water
5:50
you know it was a massive drought.
5:52
So they would get water in these
5:54
trucks maybe eight buckets per household.
5:58
So me and my brother sometimes my mom
6:00
we would wait in line
6:02
get that and bring it back
6:05
many years later like
6:08
we had running water and we had a water heater
6:11
and you could get hot water to take a shower.
6:14
I mean like so you know for me everything was discreet like that.
6:18
Uh and so I've always had this thing you know firsthand
6:23
feeling of like how technology
6:24
can dramatically change like
6:27
your life and like the opportunity it brings.
6:31
So, you know, that was kind of a subliminal
6:34
takeaway for me throughout growing up.
6:36
And, you know, I I kind of actually observed it and felt it, you know.
6:40
So, we had to convince my dad for a long time to get a VCR.
6:46
Do you know what a VCR is? Yeah.
6:48
I'm trying to date you now.
6:51
But, you know, because before
6:52
that, you only had like kind of one TV channel. Mhm. Right. That's it.
6:59
Um, and so, you know, you can watch movies or something like that, but
7:04
this was by the time I was in 12th grade, we got a VCR.
7:07
You know, it was a
7:09
uh like a Panasonic,
7:10
which we had to go to some like
7:12
shop, which had kind of smuggled it in, I guess, and that's where we
7:15
bought a VCR, but then being able to
7:18
record like a World Cup football game
7:21
and then or like get put like video tapes and watch movies like all that.
7:26
So like you know I had these discrete
7:28
memories growing up and so
7:31
you know always left me with the feeling of like
7:33
how getting access to technology
7:36
drives that step change in your life.
7:38
I don't think you'll ever be able to equal
7:40
the first time you get hot water
7:42
to have that convenience
7:43
of going and opening a tap and have hot water come out. Yeah. It's interesting.
7:48
We take for granted
7:49
the progress we've made.
7:52
If you look at
7:53
human history, just those plots that look at GDP
7:56
across 2,000 years and you see that exponential
8:00
growth to where most of the progress happened since the industrial
8:02
revolution and we just take for granted.
8:04
We forget how how far we've gone.
8:07
So our ability to
8:10
understand how great we have it
8:12
and also how quickly technology can improve is quite poor.
8:17
Oh, I mean it's it's extraordinary.
8:18
You know, I go back to India now.
8:20
the power of mobile.
8:22
You know, it's mind-blowing to see the progress through the arc of time. It's phenomenal.
8:27
What advice would you give to young folks listening to
8:30
this all over the world
8:32
who look up to you and
8:34
uh find your story
8:36
inspiring who want to be maybe the next
8:38
Bachai who want to start create companies
8:41
uh build something that has a lot of impact in the world.
8:44
Look, it's you have a lot of luck along the way, but you obviously
8:47
have to make smart choices.
8:48
you're thinking about what you want to do.
8:50
Your brain is telling you something.
8:53
But when you do things, I think it's important to kind of get that
8:56
listen to your heart and see whether you actually enjoy doing it, right?
9:00
That that feeling of
9:02
if you love what you
9:03
do, it's so much easier
9:06
and you're going to see the best version of yourself.
9:10
It's easier said than done.
9:12
I think it's tough to find things
9:13
uh you love doing.
9:15
Um but I think kind of listening to your heart a bit more than
9:19
your mind in terms of figuring out what you want to do I think
9:22
I think is one of the best things I would uh tell people.
9:26
The second thing is I mean trying to
9:29
work with people who you feel at various points in my life I worked
9:33
with people who I felt were better than me
9:35
right kind of like
9:37
you know you almost
9:38
are sitting in a room talking to someone and they're like wow like you
9:41
know you know and you want that feeling a few times trying to get
9:45
yourself in a position
9:47
where you're working with people
9:49
who you feel are kind of like
9:52
stretching your abilities is what helps you grow I think
9:56
uh so putting yourself in uncomfortable
9:58
situations and I think often you'll surprise yourself.
10:01
So I think being open-minded
10:04
enough to kind of put yourself in those positions is maybe
10:07
uh maybe another thing I would say.
10:09
What lessons can we learn maybe from an outsider perspective for me
10:13
looking at your story
10:14
and gotten to know you a bit.
10:15
You're humble, you're kind.
10:17
Usually when I think of somebody
10:19
who has had a journey like yours and climbs to the very top
10:23
of leadership, they're us in a cutthroat
10:26
world, they're usually going to be a bit of an
10:29
So what wisdom are we supposed to draw from the fact
10:33
that uh your general approach of is of balance, of humility,
10:37
of kindness, listening to everybody?
10:40
What's what's what's your secret?
10:42
I do get angry.
10:42
I do get frustrated.
10:44
I I have the same emotions
10:46
all of us do right in the context of work and everything.
10:49
Uh but a few things right I I I
10:52
think you know I
10:55
over time I figured out the best way to get the most out of people.
11:00
uh you know you kind of find
11:02
missionoriented people who are in the shad journey who have this inner drive to
11:07
excellence to do the best
11:10
and and you know you kind of motivate people and and and
11:13
you can you can achieve a lot that way
11:16
right and so it it often tends to work out that way
11:19
but have there been times like you know I lo lose it yeah but
11:23
you know not maybe less often than others
11:26
uh and maybe over the years
11:29
less and less so because you know I
11:32
find it's not needed to achieve what you need to do.
11:35
So losing your has not been productive. Yeah.
11:38
Less often than not I think people respond to that. Yeah.
11:41
They may do stuff to react to that like but you you actually want
11:44
them to do the right thing and and and
11:46
so you know maybe there's a bit of like sports
11:50
you know you know I'm a sports fan
11:52
in football coaches uh in soccer
11:55
uh that football uh you know people people often talk about like man management
11:59
right coaches do right I think there is an element of that in our
12:04
lives how do you get the best out of the people you work with
12:07
you know at times you're working with people who who are so committed to
12:11
achieving if they've done something wrong
12:14
they feel it more than you
12:16
you do right so you treat them
12:18
differently than you know occasionally there are people who you need to clearly let
12:22
them know like that wasn't okay or whatever it is
12:25
but I've often found
12:26
that not to be the case and sometimes
12:29
the right words at the right time
12:32
spoken firmly can reverberate
12:34
through time also sometimes the unspoken
12:37
words you know people can sometimes see that
12:40
like you know you're unhappy without you saying it
12:44
and so sometimes the silence can uh deliver that message even more
12:48
sometimes less is more
12:49
um who's the greatest uh soccer player of all time Messi or Ronaldo
12:53
or Pelle or Maradona
12:55
I'm going to make
12:56
you know in this question is this going to be a political answer
12:59
no I I I will tell the truthful answer because
13:02
uh answer it is you know it's been interesting because my son is a
13:07
big Cristiano Ronaldo fan
13:10
And uh so we've had to watch
13:12
LC Classicos together, you know, with that dynamic in there.
13:17
I so admire CR7s.
13:20
I mean, I've never seen an athlete more committed to that kind of excellence.
13:24
And so he's one of the all-time greats,
13:27
but you know, for me, Messi is it. Yeah.
13:31
Yeah, when I see
13:32
Leon Messi, you just
13:34
are in awe that humans are able to achieve that level of greatness and genius and artistry.
13:40
When we talk, we'll talk about AI, maybe robotics and this kind of stuff,
13:43
that level of genius.
13:44
I'm not sure you can possibly
13:46
match by AI in a long time.
13:49
It's just an example of greatness.
13:50
And you have that kind of greatness in other disciplines,
13:53
but in sport, you get to visually see it unlike anything else.
13:59
and just the the timing,
14:01
movement, this is genius.
14:03
I had the chance to see him a couple weeks ago.
14:05
He played in uh San Jose.
14:07
So um against the Quake.
14:10
So I went to see it, see the game.
14:12
I was a fan on the had good seats.
14:15
Knew where he would play in the second half hopefully.
14:17
And uh even at his age, just watching him when he gets the ball,
14:21
that movement, you know, you're right, that special
14:24
quality, it's tough to describe, but you feel it when you see it.
14:27
Yeah, he still got it.
14:30
Uh, if we rank all the technological
14:32
innovations throughout human history, let's go back
14:36
uh maybe the history of human civilizations
14:39
12,000 years ago and you rank them by
14:43
the how much of a productivity multiplier they've been.
14:47
So uh we can go to electricity
14:49
or the labor mechanization
14:51
of the industrial revolution
14:52
or we can go back to the first agricultural
14:55
revolution 12,000 years ago
14:57
in that long list of inventions.
15:00
Do you think AI
15:01
when history is written a thousand years from now do you think
15:05
it has a chance to be the number one productivity multiplier?
15:08
It's a great question.
15:09
Look, many years ago, I think it might have been 2017 or 2018.
15:12
Um, you know, I I said at the time like, you know, AI is
15:16
the most profound technology
15:17
humanity will ever work on.
15:18
It'll be more profound than fire or electricity.
15:22
So, I have to back myself.
15:23
I, you know, I still think
15:24
uh that's the case.
15:26
You know, when you asked this question, I was thinking, well,
15:29
do we have a recency bias, right?
15:31
You know, like in sports, it's very tempting to call the current person you're
15:35
seeing the greatest Yes. player, right?
15:37
and and so is there a recency
15:40
bias and you know
15:43
I do think uh from first principles I would argue
15:47
AI will be bigger than all of those I didn't live through those
15:50
moments you know two years ago I had to go through a surgery and
15:54
then I processed that there was a point in time people didn't have anesthesia
15:57
when they went through these procedures
15:59
at that moment I was like that has got to be the greatest invention
16:03
humanity has ever ever done right so
16:06
look We we don't know what it is to have uh lived through those
16:10
times but you know and
16:12
many of what you're talking about were kind of this
16:15
general things which pretty much affected
16:18
everything you know electricity or internet etc.
16:22
But I don't think we have ever dealt with a technology
16:25
both which is progressing
16:27
so fast, becoming so capable.
16:30
It's not clear what the ceiling
16:33
is and the main unique it's recursively self-improving, right?
16:38
It's capable of that.
16:40
And so the fact it is going it's the first technology
16:43
will kind of dramatically
16:46
accelerate creation itself like creating things
16:50
building new things can can improve and achieve things on its
16:54
own right I think like puts it in a different league
16:58
right and so uh different league and so I think
17:02
the impact it'll end up having
17:04
uh will far surpass
17:06
everything we've seen before
17:08
uh obviously with that comes a lot
17:10
uh important things to think and wrestle with, but I definitely think that'll end
17:14
up being the case, especially if it gets to the point of where we
17:17
can achieve superhuman performance on the AI research itself.
17:20
So, it's a technology
17:22
that may that's an open question,
17:24
but it may be able to achieve a level to where the technology
17:28
itself can create itself
17:30
better than it it could yesterday.
17:33
It's like the move 37
17:34
of alpha research or whatever it is, right?
17:37
Like, you know, and when when Yeah, you're right.
17:39
when when it can do
17:42
novel self-directed research obviously for a long time we'll we'll
17:47
have hopefully always humans in the loop and all that stuff and these are
17:50
complex questions to talk about but yes I think the underlying
17:55
technology you know I've said this like if you watched
17:58
seeing AlphaGo start from
18:01
scratch be clueless and like become
18:05
better through the course of a day
18:08
you know like you know kind like kind of like you know really it
18:11
hits you when you see that happen
18:13
even our like the V3
18:15
models if you sample the models when they were like 30%
18:18
done and 60% done and looked at what they were
18:22
generating and you kind of see how it all comes
18:25
together it's kind of like I would say
18:29
it's kind of inspiring
18:30
a little bit unsettling
18:32
right as a as a human so all of that is true I think
18:35
well the interesting thing
18:37
of the industrial revolution
18:39
electricity like you mentioned.
18:40
You can go back to the again
18:42
the agricultural the first agricultural revolution.
18:45
There's um what's called the Neolithic
18:48
package of the first agricultural
18:50
revolution that it wasn't
18:52
just that the nomads
18:54
settled down and started planting food.
18:57
But all this other kinds of
19:00
technology was born from that and it's included in this package.
19:03
It wasn't one piece of technology.
19:05
It's there's these ripple effects,
19:07
second and third order effects that happen.
19:09
Everything from something silly like
19:11
silly profound like pottery
19:13
that can store liquids and food
19:16
uh to something we kind of take for granted but social hierarchies
19:21
uh and political hierarchy.
19:23
So like early government was formed cuz it turns out if humans stop
19:28
moving and have some surplus
19:30
food they start coming up with uh they get bored and they start coming
19:34
up with interesting systems
19:36
then trade emerges which
19:38
turns out to be a really profound thing and like I said government there
19:42
I mean there's just
19:43
uh second and third order effects from that including that package is incredible
19:48
and probably extremely difficult
19:50
if if you ask one of the people in the nomadic tribes
19:53
to predict that it would be impossible.
19:55
It's difficult to predict.
19:56
But all that said,
19:58
what do you think
19:59
are some of the
20:00
early things we might see in the quote unquote AI package?
20:06
I mean, most of it probably we don't know today, but like you know
20:10
the one thing which we can tangibly
20:11
start seeing now is
20:14
you know obviously with the coding progress you got a sense of it.
20:18
It's going to be so easy to imagine
20:20
like thoughts in your head translating
20:22
that into things that exist.
20:24
That'll be part of the package, right?
20:26
Like it's going to empower
20:28
almost all of humanity
20:31
to kind of express themselves.
20:34
Maybe in the past you could have expressed with
20:36
words but like you could kind of build things into existence, right?
20:42
You know, maybe not fully today.
20:44
We are at the early stages of VIP coding.
20:46
You know, I've been amazed at what people have put out online with V3,
20:50
but it takes a bit of work, right?
20:51
You have to stitch together a set of prompts,
20:54
but all this is going to get better.
20:56
The thing I always think about, this is the worst it'll ever be, right?
21:00
Like at any given moment in time.
21:01
Yeah, it's interesting you went
21:03
there as kind of a first thought.
21:05
So the exponential increase
21:08
of access to creativity,
21:13
creation, are you creating a program,
21:16
a piece of content for to be shared with
21:19
others, games down the line,
21:22
all of that like just becomes infinitely more possible.
21:25
Well, I think the big thing is that
21:27
uh it makes it accessible.
21:29
It unlocks the cognitive capabilities
21:31
of the entire 8 billion. No, I agree.
21:33
Look, think about 40 years
21:36
ago, maybe in the US there were five people who could do what you were doing. Mhm.
21:40
Like go do a interview,
21:42
you know, and you know,
21:44
but today think about with YouTube and other other products etc.
21:48
Like how many more people are doing it?
21:52
So I think this is what technology does, right?
21:54
Like when the internet created
21:56
blogs, you know, you heard from so many more people.
22:00
So I think but but with AI
22:03
I think that number won't be in the few hundreds of
22:07
thousands it'll be tens of millions of people
22:10
maybe even a billion
22:11
people like putting out things into the world in a
22:16
deeper way and I think it'll change the landscape of creativity
22:20
and makes a lot of people nervous like for example
22:23
uh whatever Fox MSNBC
22:26
CNN are really nervous about this part like you mean this dude in a
22:29
who could just do this
22:31
and and use and YouTube
22:32
and and and thousands of others,
22:34
tens of thousands, millions of other creators can do the same kind of thing.
22:37
That makes him nervous.
22:39
And now you get a podcast from Nobook LM.
22:42
That's about five to 10 times better than any podcast I've ever done. True.
22:47
I'm I'm joking at this time, but maybe not. And that changes.
22:50
you have to evolve
22:51
because I on the podcasting
22:53
front, I'm a fan of
22:55
podcasts much more than I am a fan of being a host or whatever.
22:59
If there's great podcasts that are both AIs,
23:02
I'll just stop doing this podcast.
23:04
I'll listen to that podcast.
23:05
But you have to evolve and you have to change and that makes people
23:07
really nervous, I think.
23:09
But it's also really exciting future.
23:11
The only thing I may say is I do think like
23:14
in a world in which there are two AI, I think
23:16
people value and uh
23:19
choose just like in chess
23:22
you and I would never watch
23:24
Stockfish 10 or whatever and Alph Go play against each like it would be
23:28
boring for us to watch
23:30
but Magnus Carlson and Gish
23:32
that game would be much more fascinating to watch.
23:34
So it's tough to say like one way to say is
23:38
you'll have a lot more content and so you will be listening to AI
23:41
generated content because sometimes it's efficient etc.
23:45
But the premium experiences
23:46
you value might be a version of like the human essence wherever it comes
23:52
through going back to what we talked earlier about watching
23:55
Messi dribble the ball.
23:56
I don't know one day I'm sure a machine will dribble much better than
23:59
Messi but I don't know whether it would evoke that same emotion in us.
24:03
So I think that'll be fascinating to see.
24:05
I think the element
24:06
of podcasting or audiobooks
24:10
that is about information
24:13
gathering that part might be removed
24:16
or that might be more efficiently
24:18
and in a compelling way done by AI
24:20
but then it'll be just nice
24:22
to hear humans struggle with the
24:25
information contend with the information
24:27
try to internalize it combine it with the complexity of our own emotions and
24:31
consciousness and all that kind of stuff but if you actually want to find
24:34
out about a piece of
24:36
history, you go to Gemini.
24:39
If you want to see Lex
24:41
struggle with that history,
24:43
then you look or other humans, you look you look at that.
24:46
But that the point is it's going to change the nature
24:50
uh continue to change the nature of how we discover information, how we consume
24:54
the information, how we create that information.
24:56
The same way that YouTube
24:57
change everything completely, change news,
25:00
it change and that's something our society is struggling with.
25:03
Yeah, YouTube look YouTube enabled
25:05
I mean you know this better than anyone else.
25:07
It's enabled so many creators.
25:10
There is no doubt in me that like we will enable
25:13
more filmmakers than there have ever been right.
25:16
You're going to empower a lot more people.
25:19
Um so I think there's an expansionary
25:22
aspect of this which is underestimated.
25:24
I think I think it'll
25:26
unleash human creativity in a way uh that hasn't been seen before.
25:30
It's tough to internalize.
25:32
The only way is if you if you brought someone from the 50s or
25:35
40s and just put them in front of YouTube,
25:38
you know, I think it would blow their mind away.
25:40
Similarly, I think we would get blown away by what's possible in a 10
25:43
to 20 year time frame.
25:45
Uh do you think there's a future?
25:46
How many years out is it that let's say
25:49
let's put a marker on it?
25:50
50% of content in a compel good content
25:54
50% of good content
25:55
is generated by V4 56.
25:59
You know, I think depends on what it is for.
26:02
Um, like you know, maybe if you look at movies today with
26:07
CGI, there are great filmmakers
26:09
like you still look at like who the directors are and who use it.
26:12
There are filmmakers who don't use it at all. You value that.
26:16
There are people who use it incredibly.
26:18
You know, think about somebody like a James Cameron
26:21
like what he would do with these tools in his hands.
26:24
But I think there'll be a lot more content created like just like writers
26:27
today use Google Docs
26:29
and not think about the fact that they using a tool like that
26:33
like people will be using the future versions of these things
26:37
like it won't be a big deal at all to them.
26:40
I've gotten a chance to get to know Darren Aronowski well.
26:44
He's been really leaning in and trying to figure it's it's fun to
26:48
watch a genius who came up
26:51
before any of this was even remotely possible.
26:54
He created Pi, one of my favorite movies, and from there just continued to
26:58
create a really interesting variety of movies.
27:00
And now he's trying to see how can AI be used to create compelling films.
27:06
You have people like that.
27:07
You have people I've gotten to just know
27:10
uh edgier folks uh that are AI first like Door Brothers.
27:15
Both Areronowski and Door Brothers create
27:17
at the edge of
27:19
the Overton window of society.
27:21
You know, they push
27:22
whether it's uh sexuality or or violence.
27:27
It's edgy like artists are, but it's still classy.
27:29
It doesn't cross that line.
27:31
Uh whatever that line is, you know. Um Hunter S.
27:34
Thommpson is this line
27:37
that the uh the only way to find out where the edge where the
27:41
line is is by crossing it.
27:42
Uh and I think for artists that's true.
27:44
That's kind of their purpose.
27:45
Sometimes comedians and artists just cross that line.
27:48
I wonder if you can comment
27:50
on the weird place that
27:52
puts Google because Google's line is probably different than some of these artists.
27:59
What what's your how do you think about
28:01
specifically Vio um and
28:04
Flo about like how to allow artists to get do crazy
28:08
but also like the responsibility
28:10
of um not for it not to be too crazy.
28:15
I It's a great question.
28:16
Look, part of you mentioned Darren
28:17
uh you know he's a clear visionary, right?
28:20
Part of the reason we work started working with him early on
28:23
VO is he's one of those
28:27
people who was able to kind of
28:29
see that future get inspired
28:31
by it and kind of showing the way for how
28:34
creative people can express themselves with it.
28:38
Look, I think when it comes to
28:40
allowing artistic free expression
28:42
is one of the most important values in a society, right?
28:45
I think you know artists have always been the ones
28:48
to push push boundaries
28:51
expand the frontiers of thought
28:53
uh and so look I think I think that's going to be an important
28:57
value we have so
29:01
I think we will provide
29:03
tools and put it in the hands of artists for them to use and
29:07
put out their work
29:09
those APIs I mean I almost think of that as infrastructure
29:14
just like when you provide electricity
29:15
to people or something you want them to
29:17
use it and like you're not thinking about the use cases on top of it.
29:20
So it's a paintbrush. Yeah.
29:22
And and so I think that's how obviously
29:25
there have to be
29:26
some things and you know society needs to decide at a a fundamental level
29:30
what's okay, what's not.
29:32
Uh we'll be responsible with it.
29:34
Um but I do think
29:36
you know when it comes to artistic
29:38
free expression I think that's one of those
29:41
values we should work hard to defend.
29:44
Uh I wonder if you can comment
29:46
on um maybe earlier versions of Gemini were a little bit careful
29:52
on the kind of
29:53
things you would be willing to answer.
29:55
I just want to comment on
29:56
I was really surprised
29:58
and uh pleasantly surprised
30:00
and enjoy the fact that Gemini
30:02
25 Pro is a lot less careful in a good sense.
30:05
Don't ask me why, but I've been doing a lot of research on Jenghask
30:08
Khan and the the Aztecs.
30:11
Uh, so there's a lot of violence there in that history.
30:14
It's a very violent history.
30:15
I've also been doing a lot of research on World War I and World War II.
30:19
And earlier versions of Gemini were very
30:22
um basically this kind of sense, are you sure you want to learn about this?
30:26
And now it's actually very
30:28
factual, objective, uh, talks about very difficult parts of human history
30:34
and does so with nuance and depth.
30:36
It's it's been really nice.
30:37
But there's a line there that I guess Google has to kind of walk.
30:40
I wonder if it's and it's also an engineering challenge how to
30:44
how to do that at scale across all the weird
30:46
queries that people ask.
30:48
What um can you just speak to that challenge?
30:51
How do you allow
30:52
Gemini to say again,
30:54
forgive, pardon my French,
30:56
crazy but not too
30:58
not not too crazy.
30:59
I think one of the good insights here has
31:02
been as the models are getting more
31:05
capable, the models are really good at this stuff, right?
31:08
And so I think in some ways maybe a year ago the models weren't fully there.
31:13
So they would also do stupid things more
31:16
often and so you know you're trying to
31:20
handle those edge cases but then you make a mistake in how you handle
31:23
those edge cases and it compounds.
31:26
But I think with 2.5
31:27
what we particularly found is once the models
31:30
cross a certain level of intelligence and
31:32
sophistication you know they are they are able to reason through these nuanced issues pretty well.
31:37
And I think users really want that right like you know you want
31:40
as much access to the raw model as possible
31:43
right but I think it's a great area to think about like you know
31:47
over time you know
31:49
we should allow more and more closer
31:52
access to it maybe
31:54
obviously let people custom prompts if they wanted to and like you know and
31:58
you know experiment with it etc.
32:01
uh I I think that's an important direction but look the first principles we
32:05
want to think about it is
32:07
you know from a scientific
32:09
standpoint like making sure the models and I'm saying scientific in the sense of
32:13
like how you would approach math or physics or something like that
32:16
from first principles having the models reason about the world
32:21
be nuanced etc uh you know from the ground up is the right way
32:26
to build these things right
32:28
not like some subset of humans is kind of hard coding
32:32
things on top of it.
32:34
Uh so I think it's the direction we've been taking and I think you'll
32:38
see us continue to push in that direction. Yeah.
32:40
I actually asked uh I gave these notes I took extensive notes and I
32:44
gave them to Gemini
32:45
and said can you
32:47
ask a novel question that's not in these
32:49
notes and it wrote
32:52
Gemini continues to really surprise
32:54
me really surprise me.
32:56
It's been really beautiful. It's incredible model.
32:59
Uh the the question it's it it generated
33:03
was you meaning Sundar
33:05
told the world Gemini is turnurning out 480
33:08
trillion tokens a month.
33:10
Uh what's the most life-changing
33:11
fiveword sentence hiding in that hast stack?
33:14
That's a Gemini question,
33:16
but it made me it gave me a sense.
33:17
I don't think you can answer that, but it gave me it made it
33:20
woke me up to like
33:21
all of these tokens
33:23
are providing little aha moments for
33:26
people across the globe.
33:28
So that's like learning that those tokens are people are curious.
33:32
They ask a question and they find something out and it truly could be life-changing. Oh, it is.
33:38
I look I know
33:39
I had the same feeling about search many many years ago.
33:41
You you know you you
33:43
definitely you know this tokens per month is like grown 50 times in the last 12 months.
33:49
Is that accurate by the way? Yeah, it is.
33:50
You know it is it is accurate.
33:52
I'm glad it got it right.
33:53
Um, but you know that number was
33:56
9.7 trillion tokens per month 12 months ago, right?
34:00
It's gone gone up to 480.
34:02
You know, it's a 50x increase.
34:05
So there's no limit to human cur curiosity.
34:08
Uh, and I think it's it's one of those moments.
34:11
Uh, maybe I don't think it is there today, but maybe one day there's
34:15
a phrase which says
34:18
what the actual universe is or something like that and something very meaningful.
34:22
But I don't think we are quite there yet.
34:25
Do you think the scaling laws are holding strong
34:27
on um there's a lot of ways to describe the scaling laws for AI,
34:32
but on the pre-training
34:33
on the post-training fronts?
34:35
So the flip side of that, do you anticipate AI progress will hit a wall?
34:40
Is there a wall?
34:41
You know, it's a cherished micro kitchen conversation.
34:44
Once in a while I have it,
34:46
you know, like when Demis is visiting or, you know,
34:50
Dennis, Cori, Jeff, Gnome, Sergey, a bunch of our people like we sit and
34:55
uh, you know, you know, talk about this, right?
34:57
And um, look, I
35:00
we see a lot of headroom ahead, right?
35:02
I think uh, we've been able to optimize
35:05
and improve on all fronts, right?
35:07
uh pre-training, post-raining, test time,
35:12
compute, tool use, right?
35:15
Over time, making these more agentic.
35:18
So, getting these models to be
35:20
more general world models in that direction like V3
35:24
uh you know, the physics understanding is dramatically better than what
35:27
V1 or something like that was.
35:30
So, you kind of see on all those dimensions.
35:33
I I feel you know progress is very obvious to
35:36
see and I feel
35:39
like there is significant
35:42
headroom more importantly you know I'm fortunate to work with some of the
35:47
best researchers on the planet right they think
35:50
uh there is more headroom to be had here
35:53
uh and so I think we have an exciting trajectory
35:55
ahead it's tougher to say
35:58
you know each year I sit and say okay we're going to throw 10x
36:02
more compute over the course of next year at it and like will we
36:05
see progress sitting here today I feel like the year ahead we'll have a
36:10
lot of progress and do you feel any
36:12
limitations like that the
36:15
bottlenecks compute limited uh data limited idea limited
36:19
do you feel any of those limitations
36:21
or is it full steam ahead on all fronts
36:23
I think it's compute limited in this sense right like you know we can
36:26
all part of the reason you've seen us do
36:29
flash nano flash and pro models
36:32
but not an ultra model.
36:34
It's like for each generation,
36:36
we feel like we've been able to get the Pro model at like
36:40
I don't know 80 90% of ultra
36:42
capability, but ultra would be a
36:45
a lot more uh
36:48
like slow and lot more expensive to
36:52
But what we've been able to do is to
36:55
go to the next generation and make the next generation's
36:57
pro as good as the previous generation's ultra. Yeah.
37:00
But be able to serve it in a way that it's fast and you
37:03
can use it and so on.
37:05
So I do think scaling laws are working.
37:07
But it's tough to get
37:10
at any given time.
37:12
The models we all use the
37:14
most is maybe like a few months behind the maximum capability we can deliver, right?
37:22
because that won't be the fastest,
37:24
easiest to use, etc.
37:26
Also, that's in terms of intelligence.
37:28
It becomes harder and harder to measure
37:31
uh performance in quotes
37:33
because, you know, you could argue Gemini
37:35
Flash is much more impactful
37:38
than Pro just because of the latency.
37:41
It's super intelligent already.
37:43
I mean sometimes like latency is
37:46
uh maybe more important than
37:48
intelligence especially when the intelligence is just a little bit less in flash not
37:52
it's still incredibly smart model. Yeah.
37:55
And so you you have to now start measuring impact and then
37:59
it feels like benchmarks
38:01
are less and less capable of capturing the intelligence of models, the effectiveness of
38:04
models, the usefulness, the real world usefulness of models.
38:07
Uh another kitchen question.
38:09
So lots of folks are talking about timelines for
38:12
AGI or ASI artificial super intelligence.
38:16
So AGI loosely defined
38:18
is basically human expert level at a lot of the main
38:22
fields of pursuit for humans
38:25
and then ASI is
38:27
what AGI becomes presumably
38:29
quickly by being able to self-improve.
38:32
So becoming far superior in intelligence across all these disciplines than humans.
38:37
When do you think we'll have HGI?
38:39
Is 2030 a possibility?
38:41
Uh there's one other term we should throw in there.
38:43
I don't know who who used it first.
38:45
Maybe Karpati did AJI.
38:47
Have you have you heard AJI?
38:49
The artificial jagged intelligence
38:51
sometimes feels that way right both there are progress and you see what they
38:55
can do and then like you can trivially
38:57
find they make numerical
38:59
errors or like you know
39:01
counting Rs and strawberry or something which seems to trip up most models or
39:05
whatever it is, right?
39:06
So uh so maybe we should throw that term in there.
39:09
I feel like we are in the AJI
39:12
phase where like dramatic progress
39:14
some things don't work well but overall
39:16
you know you're seeing
39:17
uh lots of progress
39:19
but if your question is will will it happen by
39:22
2030 look we constantly
39:25
move the line of what it means to be
39:28
AGI there are moments today you know like sitting in a way in a
39:31
San Francisco street with all the crowds and the people and
39:35
kind of work its way through
39:38
I see glimpses of it there.
39:40
The car is sometimes kind of impatient
39:42
trying to work its way
39:43
uh using Astra like in Gemini Live or seeing
39:46
uh you know asking questions about the world.
39:49
What's this skinny building doing in my neighborhood?
39:51
It's a street light, not a building.
39:54
You you see glimpses.
39:56
That's why I use the word AJI
39:58
because then you see stuff which obviously
40:01
you know we far from AGI too.
40:04
So you have both experiences
40:05
simultaneously happening to you.
40:07
I'll answer your question, but I'll also throw out this.
40:09
I almost feel the term doesn't matter.
40:11
What I know is by 2030
40:13
there'll be such dramatic progress.
40:16
We'll be dealing with the
40:19
consequences of that progress
40:21
both the positives uh both the positive externalities
40:24
and the negative externalities
40:26
that come with it in a big way by 2030.
40:28
So that I strongly feel
40:30
right whatever we may be arguing about the term or maybe Gemini can answer
40:35
what that moment is in time in
40:37
2030 but I think the progress will be dramatic
40:40
right so that I believe in
40:42
will the AI think it has reached AGI
40:44
by 2030 I would say we will just fall short of that timeline
40:49
right so I think it'll take a bit longer
40:51
it's amazing in the early days of Google deep mind in 2010
40:54
they talked about a 20-year time frame to achieve
40:57
uh AGI So which is which is kind of fascinating to see.
41:02
But you know I for me the whole thing
41:05
seeing what Google brain did in 2012
41:08
and when we acquired deep mind in 2014
41:11
uh right close to where we're sitting
41:14
in 2012 you know Jeff Dean showed the image of when the neural networks
41:18
could recognize uh a picture of a cat right and identify it.
41:22
you know this is the early versions of brain right and
41:25
so you know we all talked about couple
41:28
decades I don't think we'll quite get there by
41:31
2030 so my sense is it's slightly after that
41:35
but I I would stress it doesn't matter
41:37
like what that definition
41:40
because you will have mind-blowing
41:43
progress on many dimensions
41:44
maybe AI can create videos
41:47
we have to figure out as a society how do we we need some
41:50
system by which we all agree that this is AI generated
41:54
and we have to disclose it in a certain way because how do you distinguish reality otherwise?
41:58
Yeah, there's so many interesting things you said.
42:00
So, first of all, just looking back at this recent
42:02
now feels like distant history
42:04
uh with Google brain.
42:05
I mean that was before TensorFlow
42:07
before TensorFlow was made public and open sourced.
42:10
So, the tooling matters too combined with GitHub
42:12
ability to share code.
42:15
Then you have the ideas
42:16
of attention transformers and the diffusion
42:19
now and then there might be a new idea
42:22
that seems simple in retrospect
42:23
but will change everything
42:25
and that could be the post training the inference time innovations
42:28
and I think Shad Cen tweeted that
42:31
Google is just one great UI from completely
42:34
winning the AI race
42:36
meaning like UI is a huge part of it like how that intelligence
42:42
uh uh I think Logan Cop project likes to talk about this right now.
42:45
It's an LLM but it become like when is it going to become a
42:49
system where you're talking about shipping systems versus shipping the particular model.
42:54
Yeah, that matters too.
42:55
How the system is
42:57
um manifest itself and how it presents itself to the world that really really matters. Oh hugely so.
43:04
There are simple UI
43:05
innovations which have changed the world right and
43:08
uh I absolutely think so.
43:11
um we will see a lot more progress in the next couple of years
43:14
is I think AI
43:17
itself uh on a self-improving
43:19
track for UI itself like you know today
43:23
we are like constraining
43:25
the models the models can't quite
43:27
express themselves in terms of the UI to to people
43:31
um but that is uh like you know if you think about it we've
43:35
kind of boxed them in that
43:37
way but given these models can code
43:41
uh you know they should be able to write the best interfaces
43:44
to express their ideas over time, right?
43:47
That is an incredible idea.
43:49
So the APIs are already open.
43:51
So you you create a really nice
43:53
agentic system that continuously
43:56
improves the way you can be talking to an AI. Yeah.
44:00
But it a lot of that is the interface
44:03
and then of course the
44:04
incredible multimodal aspect of the interface that Google's been pushing.
44:08
These models are natively multimodal.
44:11
They can easily take content from any format, put it in any format.
44:15
They can write a good user interface.
44:17
They probably understand your preferences better that over
44:20
time like you know and so
44:22
so all this is like
44:24
the evolution ahead, right?
44:26
And so um that goes back to where we started the conversation.
44:30
I like I think there'll be dramatic evolutions
44:32
in the years ahead.
44:34
Maybe one more kitchen question.
44:36
uh this even further ridiculous
44:39
concept of P doom.
44:41
So the philosophically minded folks in the AI community
44:45
think about the probability
44:47
that AGI and then
44:48
ASI might destroy all of human civilization.
44:52
I would say my PDM is about 10%.
44:56
Do you ever think about this kind
44:58
of long-term threat of ASI
45:01
and what would your P doom be?
45:03
Look, I mean for sure.
45:05
Look, I've uh both been
45:06
uh very excited about AI.
45:08
Uh but I've always felt
45:11
uh this is a technology,
45:12
you know, we have to actively
45:14
think about the risks and
45:17
work very very hard
45:18
to harness it in a way that it it all works out well.
45:23
Um on the PDOM question, look, it's you know, won't surprise you to say
45:26
that's probably another micro kitchen conversation that pops up once in a while, right?
45:30
And given how powerful the technology
45:32
is, maybe stepping back, you know, when you're running a large organization,
45:36
if you can kind of align the incentives
45:38
of the organization, you can achieve pretty much anything, right?
45:41
Like, you know, if you can get kind of people all marching in
45:44
towards like a goal
45:46
uh in a very focused way, in a mission-driven way, you can pretty much achieve anything.
45:50
But it's very tough to organize
45:52
all of humanity that way.
45:54
But I think if pedom is actually high
45:57
at some point all of humanity
45:59
is like aligned in making sure that's not the case right and so
46:04
we'll actually make more progress against it I think so the irony
46:07
is so there is a
46:10
self-modulating aspect there like I think if humanity
46:14
collectively puts their mind to solving a problem whatever it is I think we
46:18
can get there so
46:20
because of that you know I I
46:22
I I think I'm optimistic take on the pdoom
46:26
scenarios, but that doesn't mean
46:29
I think the underlying risk is actually pretty
46:32
high, but I'm uh you know, I have a lot of faith in
46:36
humanity kind of rising up to the to meet that moment.
46:39
That's really really well put.
46:40
I mean, as the threat becomes more concrete and real,
46:44
humans do really come together and get their together.
46:48
Well, the other thing I think people don't often talk about is
46:51
probability of doom without AI.
46:54
So, there's all these other ways that humans can destroy themselves.
46:57
And it's very possible,
46:58
at least I believe so,
47:00
that AI will help us
47:02
become smarter, kinder to each other, uh more efficient.
47:08
uh it it'll help more parts of the world flourish where it would be
47:11
less resource constrainted which is often the source of military conflict and tensions and so on.
47:18
So we also have to load into that
47:20
what's the pdoom without AI
47:23
with AI Poom with AI
47:25
Poom without AI cuz it's very possible that AI will be the thing that
47:29
saves us saves human civilizations from all the other threats.
47:32
I agree with you.
47:33
I think I think it's insightful.
47:34
Uh look, I felt
47:37
like to make progress on some of the toughest problems
47:39
would be good to have AI
47:41
like pair helping you, right?
47:43
And and like you know, so that resonates with me for sure. Yeah. Quick pause. Bathroom break.
47:49
You know, let's do that.
47:53
If notebook LM was the same compel like what I saw today with Beam,
47:57
if it was compelling in the same kind of way, blew my mind. It was incredible.
48:03
Oh, I didn't think it's possible.
48:04
I didn't My was like, can you imagine like the US president and the
48:08
Chinese president being able to do something like Beam
48:11
with the live me translation working well?
48:15
So, they're both sitting
48:16
and talking, make progress a bit more.
48:19
Uh yeah, just uh for people listening, we took a quick bath break and
48:23
now we're talking about the demo I did.
48:25
We'll probably post it somewhere somehow, maybe here.
48:29
the I got a chance to experience beam and it
48:31
was it's hard to
48:34
it's hard to describe in words
48:36
how real it felt
48:37
with just what is it six cameras. It's incredible. It's incredible.
48:42
It's it's one of the toughest products of
48:44
you can't quite describe it to people
48:47
even when we show
48:48
it in slides etc like you don't know what it is
48:52
you have to kind of experience it
48:54
on the world leaders front on politics
48:56
geopolitics that there's something really special again with studying World War II
49:02
and uh how much could have been saved
49:04
if Chamberlain met Stalin
49:06
in person and I sometimes
49:08
also struggle explaining to people
49:10
articulating Why I believe meeting in person for world leaders is powerful.
49:15
It just seems naive to say that but there is something there in person
49:20
and with beam I I felt that same thing and then I'm
49:24
unable to explain all I kept doing is what like a child does
49:28
you look real you know
49:31
and I mean I don't know if that makes meetings
49:35
more productive or so on but it certainly makes them more
49:39
uh the same reason you want to show up to work versus remote sometimes
49:44
that human connection I don't know what that is.
49:46
It's hard to it's hard to put into words.
49:49
Um there's some there's something beautiful about
49:54
great teams collaborating on a thing that's
49:57
that's not captured by the productivity
50:00
of that team or
50:02
by whatever on paper.
50:03
Like some of the most beautiful moments you experience in life is at work
50:07
pursuing a difficult thing together for many months.
50:12
There's nothing like it.
50:13
you're in the trenches and yeah, you do form bonds that way for sure.
50:17
And to be able to do that like somewhat
50:19
remotely in that same personal touch, I don't know, that's a deeply fulfilling thing.
50:23
I know a lot of people I I personally hate meetings
50:25
because a significant percent of meetings when done
50:29
uh poorly are are don't don't serve a clear purpose.
50:33
So, but that's a meeting problem.
50:34
That's not a communication problem.
50:37
If you can improve the communication for the meetings that are
50:39
useful, that's just incredible.
50:41
So yeah, I was
50:43
blown away by the great engineering
50:45
behind it and then we we get to see what impact that has. That's really interesting.
50:49
But just incredible engineering. Really impressive. Oh, it is.
50:51
And obviously we'll work hard over the years to make it more and more accessible.
50:56
But yeah, even on a personal front outside of work meetings,
50:59
you know, a grandmother who's far away from our grandchild
51:03
and being able to,
51:05
you know, have that kind of an interaction, right?
51:08
All that I think will end up being very mean.
51:11
Nothing substitutes being in person,
51:13
but you know, it's not always possible.
51:15
You know, you could be a soldier
51:17
deployed, right, trying to talk to your loved ones.
51:20
So, I think uh you know, so that's what inspires us
51:24
when you and I
51:27
hung out last year and took a walk.
51:30
I remember I don't think we talked about this but but I remember
51:34
uh you know outside of that seeing dozens of articles written by analysts and
51:38
experts and so on that
51:40
um Sundar Pay should step down
51:43
because the perception was that Google
51:45
was definitively losing the AI race
51:49
has lost its magic
51:50
touch in the uh rapidly evolving
51:54
uh technological uh landscape
51:56
and now a year later it's crazy you showed this plot
52:00
of all the things that were shipped over the past year
52:04
is incredible and Gemini Pro is winning across many benchmarks
52:07
and products as we sit here today.
52:10
So, take me through that experience when there's all these articles
52:13
saying you're the wrong guy to lead Google through this.
52:17
Google's lost, it's done,
52:20
it's over to today where
52:22
Google is winning again.
52:24
What were some low points during that time?
52:27
Look, I um I mean lots to unpack.
52:31
Um you know, like
52:37
the main bet I made as a CEO was to
52:40
uh you know, make sure the company was
52:43
approaching everything in a AI first way.
52:46
Really, you know, setting ourselves up to develop AGI responsibly, right?
52:51
and and and make sure we're putting out products
52:55
uh which which embodies
52:57
that things that are very very useful for people.
53:00
So look, I I knew even through moments like that
53:03
last year, uh, you know, I had
53:07
a good sense of what we were building internally, right?
53:12
So I'd already made,
53:14
you know, many important
53:16
decisions, you know, bringing together
53:18
teams of the caliber of brain and deep mind and setting up Google deep mind.
53:23
There were things like
53:25
we made the decision to invest in TPUs 10 years ago.
53:29
So, we knew we were scaling up and building big models.
53:33
Anytime you're in a situation like
53:35
that, a few aspects,
53:38
uh, I'm good at tuning out noise, right?
53:41
Separating signal from noise.
53:43
Do you scuba dive? Like, have you? No.
53:47
You know, it's amazing.
53:47
Like I'm not good at it, but I've done it a few times.
53:51
But sometimes you jump in the ocean, it's so choppy.
53:56
But you go down
53:58
one ft under, it's the calst
54:00
thing in the entire uh universe, right?
54:03
So there's a version of that, right?
54:05
Like you know, uh
54:08
running Google, you know, you may as well be coaching Barcelona
54:12
or Real Madrid, right?
54:14
Like you know, you have a bad season.
54:16
So there are aspects to that but you know like look I I'm good
54:19
at tuning out the noise.
54:22
I do watch out for signals you know it's important to separate the signal from the noise.
54:26
So there are good people sometimes making good points outside.
54:29
So you want to listen to it.
54:30
You want to take that in.
54:34
But you know internally
54:35
like you know you're making a set of consequential decisions. Right?
54:39
As leaders you're making a lot of decisions.
54:43
Many of them are like
54:45
inconsequential like it feels like but over time you learn that
54:49
most of the decisions you're making on a day-to-day basis doesn't matter.
54:54
like you have to make them and you're making them just to keep things
54:57
moving but you have to make a few consequential
55:00
decisions right and uh
55:03
we had set up
55:06
the right teams right
55:08
leaders we had world-class
55:11
researchers we were training
55:14
Gemini internally there are factors which were for example outside people may not have
55:18
appreciated I mean TPUs are amazing
55:21
but we had to ramp up TPUs
55:23
two that took time, right?
55:26
And and uh to scale, actually having enough TPUs
55:30
to get the compute
55:32
needed, but I could see internally
55:35
the trajectory we were
55:37
on and and be, you know, I was so excited internally about the possibility.
55:43
To me, this moment felt like
55:45
one of the biggest opportunities
55:46
ahead for us as a company.
55:48
That the opportunity space ahead
55:51
over the next decade, next 20 years is bigger than what has
55:54
happened in the past.
55:56
Um, and I thought we were set up
55:59
like better than most companies in the world
56:02
to go uh realize that vision.
56:04
I mean you had to make
56:07
some consequential bold decisions
56:10
like you mentioned the merger
56:11
of deep mind and
56:15
Uh maybe it's my perspective just knowing humans.
56:18
I'm sure there's a lot of egos involved.
56:20
It's very difficult to merge teams and I'm sure there are some hard decisions to be made.
56:25
Can you take me through your process of how you think through that?
56:28
Do you go to pull the trigger and make that decision?
56:31
Maybe what were some painful points?
56:33
How do you navigate those turbulent waters?
56:36
Look, we were fortunate to have two world-class teams.
56:38
Uh but you're right, like it's like somebody coming and telling to you,
56:42
take Stanford and MIT, right?
56:44
And then put them together and create a great department, right?
56:47
And and easier said than done.
56:50
Uh but we were fortunate, you know, phenomenal
56:52
teams, both had their
56:55
strengths, you know, they were run very differently, right?
56:58
like uh brain was kind of a
57:01
lot of diverse projects
57:03
bottoms up and out of it came a lot of important research breakthroughs.
57:07
Deep mind at the time
57:09
had a strong vision of how you want to build AGI
57:13
and so they were pursuing their direction.
57:16
But I think through those moments
57:18
luckily tapping into um
57:20
you know Jeff had expressed a desire
57:22
to be more to go back to more of a
57:25
scientific individual contributor roots.
57:28
You know he felt like management was taking up too much of his time.
57:32
uh and and and
57:33
Demis naturally I think
57:35
uh you know uh was running deep mine
57:38
and was a natural choice there
57:41
but I think it was you were right you know it took us a
57:43
while to bring the teams together
57:45
credit to Deis Jeff
57:46
Kai all the great people there
57:49
they worked super hard to
57:51
combine the best of both worlds
57:54
when you set up that team
57:56
a few sleepless nights here and there as we put that thing together
58:00
we were patient in how we did it
58:02
so that it works well
58:04
for the long term, right?
58:07
And and some of that in that moment, I think yes,
58:10
with things moving fast,
58:12
uh I think you definitely
58:13
uh felt the pressure,
58:15
but I think we pulled off that uh transition
58:17
well and you know, I think I think uh you know, they've obviously
58:22
uh doing incredible work and there's a lot more incredible things ahead coming from them.
58:26
Like we talked about, you have a very calm, eventempered, respectful demeanor.
58:31
During that time, whether it's the merger
58:34
or just dealing with the noise,
58:38
uh did were there times where frustration boiled over?
58:42
Like, did you uh
58:44
have to go a bit more intense on everybody
58:46
than you usually would? Probably.
58:49
You know, probably right.
58:50
I think I think in the sense that you know it was a moment
58:53
where we were all driving hard
58:54
but when you're in the trenches
58:56
working with passion you're going to have days
59:01
right you disagree you
59:03
argue but like all that
59:05
I mean just part of the course of working
59:08
intensely right and uh
59:11
you know at the end of the day
59:13
all of us are doing what we're doing because
59:16
uh the impact it can have we're motivated
59:18
by it it's like uh you know for many of us this has been
59:22
a long-term uh journey
59:25
and so it's been super exciting
59:27
the positive moments far
59:29
outweigh the kind of stressful moments
59:31
just early this year
59:33
I had a chance to celebrate
59:35
backto back over two days
59:37
like you know Nobel Prize for Jeff Finton and the next day a Nobel
59:41
Prize for Dennis and John
59:44
Jumper you know you worked with people like that
59:47
all that is super inspiring
59:48
is there something like with view where you had to like put your foot
59:52
down maybe with less
59:55
uh versus more where like I'm the CEO
59:59
and we're m we're doing this
60:01
to my earlier point about consequential
60:03
decisions you make there are decisions you make people can disagree
60:06
pretty vehemently and but at some point like you know
60:11
you make a clear decision and
60:13
you you just ask people to commit
60:17
right like you know you can disagree
60:19
But it's time to disagree and come it so that we can get moving
60:22
and whether it's put putting the foot down or
60:26
you know like you know it's it's a natural part of what all of
60:29
us have to do and you know I think you can do that calmly
60:32
and be very firm in the direction you're
60:35
making the decision and
60:37
I think if you're clear actually people over time respect that right like you
60:41
know if you can make decisions with
60:42
clarity I find it very effective
60:45
in meetings where you're making
60:47
such decisions to hear everyone out.
60:50
I think it's important
60:52
when you can to hear everyone out.
60:55
Sometimes what you're hearing actually influences
60:57
how you think about and you're wrestling with it and making a decision.
61:01
Sometimes you have a clear conviction
61:03
and you state so look I
61:05
uh I you know this is how I feel
61:08
and you know this is my conviction and you kind of place the bet
61:12
and you move on.
61:13
other big decisions like that.
61:14
I'm kind of intuitively
61:17
assume the merger was the big one.
61:19
I think that was a very important decision
61:21
uh you know for for the company to
61:24
to meet the moment.
61:25
I think we had to make sure we were uh we were doing that
61:28
and doing that well.
61:29
I think that was a consequential decisions.
61:31
There were many other things.
61:32
We set up a AI infrastructure
61:34
team like to really go meet the moment to scale up the compute we
61:39
needed to and really brought teams from desperate parts of the company
61:44
kind of created it to to move forward.
61:48
um you know bringing people
61:51
like getting people to kind of work together physically
61:54
both in London with Deep Mind
61:57
and what we call Gradient Canopy
61:59
which is where the Mountain View
62:01
Google Deep Mind teams are.
62:03
But one of my favorite moments is
62:05
I routinely walk uh like multiple times per week to the graining canopy building
62:10
where our top researchers
62:12
are working on the models.
62:15
Sergey is often there amongst them, right?
62:17
Like you know just you know
62:19
looking at uh you know getting an update on the model seeing loss curves.
62:24
So all that I think that cultural part of getting the teams together
62:28
back with that energy
62:30
I think ended up playing a big role too.
62:32
What about the decision
62:33
to recently add AI mode?
62:36
So Google search is the uh as they say the front page of the internet.
62:42
It's like a minimalist
62:45
thing with 10 blue links.
62:48
Like that's when people think internet they think that page
62:51
and now you're starting to mess with that.
62:54
So the AI mode which is a separate tab and then integrating AI in the results.
62:58
I'm sure there were some battles
63:00
in meetings on that one.
63:02
Look uh you know in some ways when mobile
63:05
came you know people
63:08
wanted answers to more questions.
63:09
So we're kind of constantly evolving it.
63:11
But you're right this moment you know that evolution
63:15
uh because the underlying technology is becoming
63:17
much more capable you know
63:20
you can have AI give a lot of context
63:23
you know but one of our important design goals though is when you come
63:26
to Google search you're
63:29
going to get a lot of context
63:31
but you're going to go and find a lot of things out on the
63:33
web so that will be true in AI mode in AI overviews
63:37
and so on but I think to our earlier conversation
63:41
We are still giving you access to links
63:43
but think of the AI
63:45
as a layer which is giving you context
63:48
summary maybe in AI mode you can have a dialogue with it back and forth. Mhm.
63:53
On your journey right
63:56
and but through it all you're kind of learning what's out there in the world.
64:00
So those core principles don't change
64:02
but I think AI mode
64:04
allows us to push the we have our best models there
64:07
right uh models which are using search as a deep
64:11
tool really for every query you're asking
64:14
kind of fanning out doing multiple
64:17
searches like kind of assembling
64:19
that knowledge in a way so you can go and consume what you want
64:22
to right and and and
64:23
that's how we think about it I got a chance to listen to a
64:26
bunch of Elizabeth Liz Reed yeah describe
64:29
this two things stood out to me that you mentioned.
64:32
One thing is what you were talking about is the query fan
64:35
out which I didn't even think about
64:40
uh is the the powerful aspect of integrating a bunch of stuff on the
64:43
web for you in one place.
64:45
So yes, it provides that
64:47
context so that you can decide which page to then go on to.
64:52
The other really really big thing speaks to the
64:54
earlier in terms of productivity
64:57
multiplier that we're talking about that she mentioned was um language.
65:01
So one of the things you don't quite understand is it through AI
65:05
mode you make for non-English
65:08
speakers you make sort of let's say English language
65:12
websites accessible by in the reasoning
65:17
process as you try to figure out what you're looking for.
65:20
Of course, once you show up to a page, you can use a basic translate. Yeah.
65:24
But that process of figuring it out,
65:26
if you empathize with
65:28
a large part of the world that doesn't speak English,
65:31
their like web uh is much smaller
65:35
in that original language.
65:37
And so it unlocks again unlocks that huge cognitive capacity there
65:41
that we don't, you know, you take for granted here with all the bloggers
65:44
and the journalists writing about AI mode.
65:47
you forget that this now unlocks
65:50
um because Gemini is really good at translation.
65:53
No, it is I mean the multimodality,
65:56
the translation, uh its ability to
65:59
reason, we are dramatically improving tool use.
66:02
Uh like I as putting that power in the flow of
66:06
search, I I think look I'm I'm super excited with AI overviews.
66:12
We've we've seen the product has gotten much better.
66:15
we know we measure it using all kinds of user metrics.
66:19
It's obviously driven strong growth of the product
66:23
uh and you know we've been testing
66:25
AI mode you know it's now
66:28
in the hands of
66:29
millions of people and the early metrics are very encouraging.
66:33
So look I I I'm excited about this next chapter chapter of search
66:36
for people who are not thinking through or aware of this.
66:38
So there's the 10 blue links with AI overview on top
66:42
that provides a nice summarization.
66:44
You can expand it and you have sources and links now. Yep. Embedded.
66:49
Yeah, I believe at least Liz said so.
66:51
I actually didn't notice it, but there's ads in the AI overview.
66:55
Also, I don't think there's ads in AI
67:00
uh when ads in AI mode.
67:02
So now when do you think I mean it's okay
67:06
we should say that
67:07
in the '9s I remember the animated
67:10
gifts banner gifts that take you to some shady websites that have nothing to do with anything. AdSense revolutionized advertisement.
67:18
It's one of the greatest
67:21
um in in recent history
67:23
because it allows us for
67:25
free to have access to all these kinds of services.
67:28
So ads fuel a lot of really
67:31
services and at its best
67:34
it's showing you relevant ads
67:36
but also very importantly in a way that's not super annoying. Mhm. Right.
67:40
In a classy way.
67:42
uh when do you think it's possible to add ads into AI mode
67:47
and what does that look like from a classy non-anoying perspective? Two things.
67:53
early part of AI mode
67:54
uh will obviously focus more on the organic experience to make sure we are getting it right.
67:59
I think the fundamental
68:01
value of ads are
68:03
it enables access to
68:05
deploy the services to billions of people.
68:08
The second is ads are the reason
68:10
we've always taken ads
68:12
seriously is we view ads as commercial information but it's still information
68:16
and so we bring the same quality metrics to it.
68:19
I think with AI mode to our earlier conversation
68:22
about I think AI itself will help
68:24
us over time figure out
68:27
you know the best way to do it.
68:30
I I think given we giving context around
68:33
everything we I think it'll give us more opportunities
68:36
to also explain okay here's some commercial information
68:39
like today as a podcaster
68:40
you do it at
68:42
certain spots and you probably figure out what's best in your podcast.
68:46
Um I I think so there are aspects of that but I think you
68:51
know I think the underlying
68:52
need of people value commercial
68:55
information businesses are trying to connect to users
68:58
all that doesn't change
69:00
in a AI moment
69:02
but look we will rethink it you've seen us in YouTube now do a
69:06
mixture of subscription and
69:08
ads like obviously you know we we are now introducing
69:13
subscription offerings uh across
69:16
everything and so as part of that
69:19
we can optim the optimization
69:20
point will end up being a different place as well.
69:23
Do you see a trajectory in the possible future where AI mode
69:26
completely replaces the 10 blue links plus AI overview?
69:32
Our current plan is AI mode is going to be there as a separate
69:36
tab for people who really want to experience that
69:38
but it's not yet at the
69:41
level where our main search page is
69:44
but as features work we'll keep migrating
69:46
it to the main
69:48
page and so you can view it as a continuum
69:51
AI mode will offer you the bleeding edge
69:54
experience but it'll work will keep
69:58
overflowing to AI overviews
70:00
and the main main experience and the idea That AI mode will still take
70:03
you to the web to the human created web.
70:06
Yes, that's going to be a core design principle for us.
70:08
So really, if users decide,
70:10
right, they drive this.
70:11
Yeah, it's just exciting, a little bit scary
70:15
that it might change
70:17
internet because you Google
70:20
has been dominating with a very specific
70:22
look and idea of what it means to have the
70:26
internet and to as you move to AI mode.
70:31
I mean, I it's just a different experience.
70:33
Um, I think Liz was talking about I think you've mentioned that
70:37
you ask more questions,
70:39
you ask longer questions,
70:41
dramatically different types of questions. Yeah.
70:44
Like it actually fuels curiosity.
70:46
Like I think it's
70:47
for me, I've been asking just a
70:49
much larger number of questions
70:51
of this blackbox machine, let's say, whatever it is.
70:55
and and with AI overview, it's interesting like I because I still value the
71:01
human I still ultimately want to end up
71:04
on the human created
71:05
web but I like you said the context really helps
71:09
it helps us deliver higher
71:11
quality referrals right you know where people are like
71:15
they have much higher likelihood of finding what they're looking for
71:18
they're exploring they're curious
71:20
their intent is getting satisfied
71:22
more so all that's what all our metrics
71:25
It makes the humans that create the web nervous.
71:27
The journalists are getting nervous.
71:29
They've already been nervous.
71:30
Like we mentioned, CNN is nervous because of podcasts.
71:34
Um, it makes people nervous.
71:36
Look, I I I think news and
71:39
journalism will play an important
71:41
role, you know, in the future.
71:44
Uh, we're pretty committed to it, right?
71:46
And uh so I think
71:48
making sure that ecosystem
71:50
in fact I think we'll be able to differentiate
71:52
ourselves as a company
71:54
over time because of our commitment there.
71:56
So it's it's it's
71:57
something I think you know I definitely value a lot and
72:01
and as we are designing we'll continue prioritizing approaches.
72:05
I'm sure for the people who want they can have a fine-tuned
72:08
AI model that's clickbait
72:10
hit pieces uh that will replace current journalism.
72:14
Uh that's a shot of journalism, forgive me.
72:16
Uh but I I find that if you're looking for really strong criticism of
72:20
things that Gemini is very good at providing that. Oh, absolutely.
72:24
It's better than anything the
72:26
for now I mean people are concerned
72:28
that there would be bias that's introduced
72:30
that as the AI systems become more and more powerful there's incentive from sponsors
72:35
uh to roll in and try to control the
72:38
output of the AI models.
72:41
uh but for now the objective
72:43
criticism that's provided is way better than journalism.
72:46
Of course the argument is the journalists are still valuable
72:48
but then I don't know the crowd search journalism that we get on the
72:52
open internet is also very very powerful.
72:56
I feel like they're all super important things.
72:58
I think it's good that
73:00
you get a lot of crowdsourced
73:02
information coming in, but I feel like
73:06
there is real value for high quality journalism, right?
73:10
And and I think
73:12
these are all complimentary.
73:14
I think like I view it as
73:16
I find myself constantly seeking out also
73:19
like try to find objective
73:21
reporting on on things too.
73:23
uh and and sometimes you get more context from the
73:26
crowdfunded sources you read online
73:29
but I think both end up playing a super important role.
73:32
So there's uh you spoken a little about about this de
73:35
talked about this is sort
73:37
the the slice of the web that will increasingly become about
73:41
providing information for agents.
73:43
So we can think about as like two
73:45
layers of the web.
73:47
One is for humans, one is for agents.
73:49
Do you see the AI agents?
73:52
Do do you see
73:53
the one that's for AI agents growing over time?
73:56
Do you see there still being
73:58
long-term 5 10 years value for the human
74:01
created human created for the purpose of human consumption
74:05
web or will it all be agents in the end? Yeah.
74:09
today, like not everyone does, but
74:13
you know, you you go to a you go to a big retail store,
74:16
you love walking the aisle, you love shopping
74:19
uh or grocery store,
74:21
picking out food, etc., but you're also online shopping and they're delivering, right?
74:26
So, both are complimentary
74:28
and like that's true for restaurants, etc.
74:31
So, I do feel like over time websites will also get better for humans.
74:36
they will be better designed.
74:38
Uh AI might actually design them better for humans.
74:41
So I I expect the web to get a lot richer and more interesting
74:46
and uh better to use.
74:49
At the same time, I think there'll be an agentic
74:51
web which is also making
74:54
a lot of progress
74:57
and you have to solve the business value and the incentives to make that work well, right?
75:02
like for people to participate in
75:04
it but I think both will
75:07
coexist and obviously the agents may not
75:11
need the same I mean not may not they won't need the same design
75:14
and the UI paradigms
75:16
which humans need to
75:18
interact with uh but I think both will both be there
75:22
I have to ask you about Chrome
75:25
uh I have to say for me personally
75:27
Google Chrome probably I don't know
75:31
I'd like to see where I would rank it.
75:33
But in this temptation,
75:35
this is not a recency
75:36
bias, although it might be a little bit, but I think it's up there
75:40
top three, maybe the number one piece of software for me of all time. It's just incredible. It's really incredible.
75:46
The browser is our window to the web.
75:49
And Chrome really continued for many years,
75:52
but even initially to push the innovation on that front when it was stale,
75:57
and it continues to challenge,
75:59
it continues to make it more uh performant.
76:01
so efficient, just innovate constantly.
76:04
Uh, and the the the Chromium aspect of it.
76:09
uh, you were one of the pioneers of Chrome, pushing
76:12
for it when it was an insane
76:14
idea, probably one of the ideas that
76:17
was criticized and doubted and so on.
76:20
So, can you tell me
76:21
um the story of
76:23
what it took to push for Chrome?
76:26
What was your vision?
76:29
Look, it was a
76:32
such a dynamic time
76:34
uh in around 2004
76:36
2005 with Ajax the web suddenly becoming
76:40
dynamic in a matter of few
76:42
months, Flickr, Gmail, Google Maps
76:47
all kind of came into existence, right?
76:50
like the fact that you have an interactive dynamic web.
76:53
The web was evolving from simple
76:55
uh text pages, simple HTML
76:57
to rich dynamic applications.
77:01
But at the same time, you could see the browser was
77:05
never meant for that world, right?
77:07
Like JavaScript execution was super slow.
77:11
uh you know the browser was far away from being an operating system for
77:16
that rich modern web which was coming into
77:18
uh coming into place.
77:21
So that's the opportunity we saw
77:23
like uh you know it's an amazing early team.
77:26
I still remember the day
77:28
we got a shell on WebKit
77:30
running and how fast it was.
77:35
uh you know we had the clear vision for
77:38
building a browser like we wanted to bring core OS principles into the browser
77:43
right like so we built a
77:46
secure browser sandbox each tab was its own not these things are common now
77:51
but at the time
77:52
like it was pretty unique
77:55
uh we found an amazing team in our Denmark
77:58
uh with a leader
78:00
who built a V8 the JavaScript VM
78:03
which at the time was 25
78:04
times faster than uh
78:07
any other JavaScript VM out there.
78:09
And by the way, you're right.
78:10
We open sourced it all and you know and put it in Chromium too.
78:15
But we really thought the web could work
78:17
much better um uh you know much faster and you could be much safer browsing the web.
78:24
And the name Chrome came was because we
78:26
literally felt people were like the the the
78:29
Chrome of the browser was getting clunkier.
78:32
We wanted to minimize it.
78:34
And so that was the origins of the project.
78:36
Definitely obviously uh highly biased person here talking about Chrome.
78:43
Uh but you know it's the most fun I've had uh building a product
78:46
from the ground up and you know it it was an extraordinary team.
78:50
Uh had uh my co-founders
78:53
on the project were terrific.
78:54
So definite fond memories.
78:56
So for people who don't know
78:57
Sundar it's probably fair to say
79:00
you're the reason we have Chrome. Yes.
79:02
I know there's a lot of incredible engineers, but pushing for it inside a
79:05
company that probably was opposing
79:06
it because it's a crazy idea
79:09
because um as everybody probably knows, it's incredibly difficult to build a browser. Yeah.
79:13
Look, I uh Eric who was the CEO at the time, I think
79:17
it was less that he was opposed to it.
79:18
He kind of firsthand knew what a crazy thing it is to go build a browser.
79:23
And so he definitely was like this is, you know, there was a crazy
79:27
aspect to actually wanting to go build a browser.
79:30
But um he was very supportive
79:34
uh you know everyone
79:35
the founders were I think once we started
79:38
you know building something and we could use it and see how much better
79:42
from then on like you know you're you're really tinkering with the product and
79:45
making it better it came to life pretty fast.
79:48
What uh wisdom do you draw from that
79:50
from um pushing through on a crazy idea in the early days that ends up being revolutionary?
79:57
what for future crazy ideas like it.
80:00
I mean this this is something
80:03
Larry and Sergey have articulated clearly.
80:05
I really internal internalized
80:07
this early on which is
80:08
you know their whole feeling around
80:10
working moonshots like as a way when you work on something very ambitious
80:16
first of all it attracts the best people
80:19
right so that's an advantage you get
80:21
number two because it's so ambitious you don't have others working on something crazy
80:26
so you pretty much have the path to yourselves
80:28
right it's like way more self-driving
80:30
number three it is even if you end up quite not accomplishing what you
80:35
set out to do
80:36
and you end up doing 60 80% of it,
80:38
you'll end up being a terrific success.
80:41
So, so you know that's the advice I would give people, right?
80:44
I think like you know it's just aiming for big ideas
80:47
has all advantages and
80:51
and it's risky but it also has all these
80:54
advantages which people I don't think fully internalize.
80:57
I mean you mentioned one of the craziest
80:59
biggest moonshots which is Whimo.
81:01
Uh it's when when I first
81:04
saw over a decade ago
81:06
a way more vehicle
81:08
a Google self-driving car vehicle.
81:11
It was it was for me it was an aha moment for robotics.
81:15
It made me fall in love with robotics even more than before.
81:19
It gave me a glimpse into the future. So it's incredible.
81:21
I'm truly grateful for that project for what it symbolizes.
81:25
But it's also crazy moonshot.
81:27
is for for a long time
81:29
has been just like you mentioned with scuba diving
81:33
just not listening to anybody
81:35
just calmly improving the system better and better more testing
81:39
just expanding uh the operational domain more and more first of all congrats on
81:45
uh 10 million paid robo taxi rides
81:48
uh what lessons do you take from
81:51
Whimo about like the the perseverance
81:54
the persistence on that project
81:56
I look really proud of the progress
81:58
uh we have had with whimo
82:00
one of the things I think we were
82:02
very committed to you know the final 20%
82:04
can look like I mean we always say right the first
82:07
80% is easy the final 20%
82:09
takes 80% of the time
82:11
I think definitely were
82:14
we're working through that phase with whimo
82:16
but I was aware of that so but you know we knew we were
82:19
at stage we knew
82:22
we were the technology gap between while there were many people
82:27
many other self-driving companies we knew the technology gap was
82:30
there in fact right at the moment when others were doubting Whimo
82:35
is when I don't know made the decision to invest more in Whimo
82:40
right because so uh so in some ways it's it's counterintuitive
82:45
uh but I think look we've always been a deep technology
82:47
company and like uh
82:50
you know is a version of
82:52
kind of building a AI robot that works well And so we get attracted
82:56
to problems like that.
82:58
the caliber of the teams there
83:00
uh you know uh phenomenal
83:02
teams and so I know you followed the space super closely
83:06
uh you know I'm talking to someone who knows the space
83:08
well but it was very obvious it's going to get there and you know
83:13
there's still more work to do
83:15
but we you know it's a good example where we always
83:18
prioritized being ambitious and safety at the same time
83:23
right and and and
83:24
equally committed to both
83:27
and and pushed odd and
83:29
you know couldn't be
83:31
more thrilled with uh how it's working
83:33
uh how much people love love the
83:35
experience and it this year is definitely we've scaled up a lot and we'll
83:40
continue scaling up in 26
83:42
that said uh the competition is heating up you've been uh friendly with
83:47
Elon uh even though technic is a competitor but you've been friendly with a
83:51
lot of tech CEOs
83:52
in that way just showing respect towards them and so on
83:55
what do you think about the robo taxi efforts that Tesla is doing.
83:58
Do you see it as competition?
83:59
What do you think?
84:00
Do you like the
84:02
We are one of the earliest and biggest backers of SpaceX
84:06
uh as Google uh right so
84:10
uh you know thrilled with
84:12
uh what SpaceX is doing and fortunate to be
84:16
uh investors as a company there
84:18
right and and look we don't compete with Tesla directly we are not making
84:22
cars etc right we building
84:24
L45 autonomy we're building a way
84:27
driver which is general purpose and can be used in many headings.
84:31
They're obviously working on making Tesla self-driving too.
84:36
I've just assumed it's a
84:38
the facto that Elon would succeed in whatever he does.
84:40
So like you know
84:42
you know that that that is
84:44
uh not something I question.
84:45
So but I think we are so far from these spaces
84:49
are such vast spaces like I I think
84:53
about transportation the opportunity space.
84:57
The Whimo driver is a general purpose technology
85:00
we can apply in many situations.
85:03
So you have a vast green space.
85:07
Uh in all future scenarios,
85:09
I see Tesla doing well and
85:12
you know way more doing well.
85:13
Like we mentioned with the Neolithic
85:15
package, I think it's very possible that in the quote unquote AI package when
85:19
the history is written,
85:21
autonomous vehicles, self-driving cars
85:23
is like the big thing that changes everything.
85:26
Imagine over a period of
85:29
uh a decade or two
85:31
just a complete transition from manually driven to autonomous
85:35
in ways we might we might not predict
85:37
it might change the way we move about the world completely.
85:41
So that you know the possibility of that and then
85:44
the second and third order effects as you're seeing now with Tesla very possibly
85:49
you would see some
85:52
um internally with Alphabet
85:54
maybe Whimo maybe some of the Gemini robotics
85:56
stuff it might lead
85:58
you into the other domains of robotics
86:02
because we should remember that Whimo is a robot. Mhm.
86:05
It just happens to be on four wheels.
86:07
So you you said that the next big
86:10
thing we can also throw that into AI package.
86:13
The big aha moment
86:15
might be in the space of robotics.
86:17
What do you think that that would look like?
86:20
Dispoint team is very focused on Gemini robotics, right?
86:23
So we are definitely
86:24
building the underlying models.
86:28
Well, so we have a lot of investments there
86:30
and I think we also pretty cutting edge in our uh research there.
86:34
So we are definitely driving that direction.
86:37
We obviously are thinking about applications in robotics.
86:41
We'll we'll kind of work seriously.
86:43
We are partnering with a few companies today.
86:46
But it's an area I would say stay tuned.
86:48
We are you know we are yet to fully
86:50
articulate our plans outside
86:52
but it's an area we are definitely committed to driving
86:55
a lot of progress
86:56
but I think AI ends up driving that massive progress in robotics.
86:59
The field has been held back
87:02
uh uh for for a while.
87:03
I mean the hardware has made extraordinary uh progress.
87:08
Uh the software had been the challenge but you know with AI now and
87:12
uh and and the and the generalized models we are building
87:16
uh you know we are
87:17
building these models getting them to work
87:19
in the real world in a safe way
87:21
in a generalized way
87:23
is the frontier we're pushing pretty hard on.
87:25
Well it's really nice to see the the models and the different teams integrated
87:28
to where all of them are pushing towards one world model that's being built.
87:33
to from all these different angles multimodal.
87:36
You're ultimately trying to Gemini.
87:41
So the same thing that would make AI mode really effective in answering your
87:45
questions, which requires a kind of world model
87:48
is the same kind of thing
87:49
that would help a robot be useful in the physical world.
87:52
So everything is aligned.
87:54
That that is what makes this moment so unique because running a company
87:58
for the first time you can do one
88:00
investment in a very
88:02
deep horizontal way on top of it you can like drive
88:07
multiple businesses forward right and you know and that's that's
88:11
effectively what we are doing in Google and alphabet
88:14
right yeah it's all coming together like it was planned
88:16
ahead of time but it's not of course it's all distributed
88:19
I mean if uh Gmail
88:20
and sheets and all these other incredible services.
88:24
I can sing Gmail praises for years.
88:26
I mean, it's just just revolutionized
88:27
email, but the moment you start to integrate
88:30
AI Gemini into Gmail,
88:32
I mean, that's the other thing.
88:34
Speaking of productivity multiplier,
88:36
people complain about email, but that changed everything.
88:38
Email, like the invention of email changed everything.
88:41
And it's been ripe.
88:42
There's been a few folks trying to revolutionize email.
88:45
Some of them on top of Gmail,
88:47
but that's like ripe for innovation.
88:49
not just spam filtering,
88:51
but you uh you you demoed a really nice demo of personalized responses, right? Personalized responses.
88:57
And it at first I was
88:59
like at first I felt really bad that.
89:04
But then I realized that's there's nothing
89:06
wrong to feel bad about because will you
89:09
uh the example you gave is when a friend asks
89:11
you know you went to whatever hiking
89:13
location uh do you have any advice
89:16
and they just searches through all your information to give them good advice and
89:20
then you put the cherry on top maybe some love or whatever camaraderie
89:24
but theformational aspect the knowledge transfer it does for you I think there'll be
89:29
important moments like it should be like
89:31
today if you write a card in your own handwriting and send it to
89:35
someone that's a special thing.
89:37
Similarly, there'll be a time I mean to your friends
89:40
maybe your friend wrote and said he's not doing well or something
89:43
you know those are moments
89:44
you want to save your times
89:46
for writing something reaching out
89:49
but you know like saying
89:52
give me all the details of the trip you
89:54
took you know to me makes a lot of sense for
89:57
a AI assistant to help you right and
89:59
so I think both are
90:01
important but I think
90:02
I think I'm excited about that direction yeah I think ultimately it gives more
90:06
time for us humans us to do the things we humans find meaningful.
90:09
And I think it scares a lot of people because we're going to have
90:12
to ask ourselves the hard question of like what do we find meaningful?
90:16
And I'm sure there's answers.
90:17
I it's the old question of the meaning
90:20
meaning of existence is you you have to try to figure that out.
90:23
That might be ultimately
90:25
uh parenting or being creative in some domains of art or writing.
90:29
And it it challenges to to to like you know it's a good question
90:33
of to ask yourself like in my life what is the thing that brings
90:37
me most joy and fulfillment
90:39
and if I'm able to actually focus more time on that that's really powerful.
90:44
I think that's the
90:46
uh you know that's the holy grail.
90:48
If you get this right I think it allows more people
90:51
uh to find that.
90:52
I have to ask you on the programming front
90:55
uh AI is getting really good at programming.
90:57
Gemini, both the Agentic and just the LLM has been incredible.
91:00
So, a lot of programmers are really worried
91:03
that their jobs they will lose their jobs
91:07
uh how worried should they be
91:09
and how should they adjust
91:12
so they can be thriving in this new world where more and more code
91:15
is written by AI?
91:16
I think a few things looking at
91:21
um you know we've given various stats
91:25
like you know 30%
91:27
of uh code now uses like AI generated suggestions or whatever it is but
91:32
the most important metric and we carefully measure it is
91:36
like how much has our engineering
91:40
velocity increased as a company
91:42
due to AI right and it's like tough to measure and we kind of
91:45
rigorously try to measure it
91:47
and our estimates are that
91:49
number is now at 10%. Right?
91:51
Like now across the company we've
91:54
accomplished a 10% engineering velocity
91:58
increase using AI but
92:03
we plan to hire engineers
92:05
more engineers next year right so you
92:08
because the opportunity space of what we can do
92:12
is expanding too right and so
92:16
I think hopefully you know for
92:19
at least the near to midterm
92:21
term for many engineers
92:24
it frees up more and more of
92:26
the you know even in engineering and
92:29
coding there are aspects which are so much fun you're designing
92:33
you're architecting you're solving a problem
92:36
there's a lot of
92:37
grunt work you know which all goes hand in hand
92:41
but it hopefully takes a lot of that away makes it even more fun
92:45
to code frees you up more time
92:47
to create problem solve brainstorm with your fellow colleagues and so on, right?
92:52
So that's that's the opportunity there.
92:56
And second, I think like you know it'll
92:58
attract it'll put the creative power in
93:03
more people's hands which means people will create more that means there'll be more
93:07
engineers doing more things.
93:09
So it's tough to fully predict but you know I I think in general
93:12
in this moment it feels like
93:16
you know you know people
93:18
uh adopt these tools and be better
93:21
programmers like there are more people playing chess now than ever before. Right?
93:25
So uh you know it feels
93:27
positive that way to me at least
93:30
speaking from within a Google context
93:33
uh is how I would
93:34
you know talk to them about it.
93:36
I still I just know anecdotally
93:38
a lot of programmers
93:40
are generating a lot of code.
93:42
So their productivity they're not always using all the code just you know there's
93:46
still a lot of editing
93:47
but like even for me it's still programming as a side thing.
93:52
I think I'm like 5x more productive.
93:55
I don't I I think that's
93:57
uh even for a large
94:00
code base that's touching a lot of users like Google's does.
94:03
I'm imagining like very soon that productivity
94:07
should be going up even more.
94:09
The big unlock will be as we
94:11
make the agent capabilities
94:13
much more robust, right?
94:15
I think that's what unlocks that next big wave.
94:18
I think the 10% is like a massive number like you know if tomorrow
94:21
like I showed up and said like
94:23
you can improve like a large organization's productivity by 10%.
94:28
When you have tens of thousands of engineers
94:30
that's a phenomenal number.
94:33
uh and you know that's different than what others site as statistics saying like
94:36
you know like this percentage of code is now written by AI
94:40
I'm talking more about like overall
94:43
productivity the actual productivity
94:44
right engineering productivity which is two different things
94:48
and and which is the more important
94:50
uh metric and but I think it'll get better
94:54
right and like you know uh I think there's no engineer who tomorrow if
94:58
you magically became 2x more
95:00
productive it's just going to create more things you're going to create more value
95:04
added things and so I think they you'll you'll find more satisfaction
95:07
in your job right so and there's a lot of aspects I mean the
95:10
actual Google codebase might just improve
95:12
because it'll become more standardized
95:14
more um easier for people to move about the codebase because AI will help
95:18
with that and therefore that will also
95:20
allow the AI to understand the entire codebase
95:23
better which makes the engineering aspect
95:25
that's I've been using cursor a lot
95:27
uh as as a way to program with Gemini and other models is like it.
95:32
One of its powerful things is it's aware of the entire codebase
95:36
and that allows you to ask questions of it.
95:38
It allows the agents to move about that code base in a really powerful way.
95:43
I mean that's a huge unlock.
95:44
Think about like you know
95:47
migrations refactoring old coal bases. Refactoring. Yeah.
95:50
I mean think about like you know once we can do all this in
95:54
a much better more robust way than where we are today.
95:56
I think in the end everything will be written in JavaScript and run run in Chrome.
96:00
I think it's all going to that uh direction.
96:03
I mean just for fun,
96:05
Google has legendary code coding interviews
96:08
uh like rigorous interviews for the engineers.
96:13
How can you comment on how that has changed in the era of AI?
96:17
It's just such a weird
96:19
uh you know the whiteboard
96:20
interview I I assume is not allowed to have some prompts.
96:24
Such a a good question.
96:26
Look, I think, you know, we're making
96:31
sure, you know, we'll we'll
96:33
introduce at least one round of inperson
96:36
interviews for people just to make sure the fundamentals are there, I think that'll
96:40
end up being important,
96:41
but it's an equally important skill.
96:43
Look, if you can use these tools to generate better code,
96:47
uh like you know, I think I think that's an asset.
96:49
And so uh you know I think uh so overall I think it's a
96:54
it's a massive positive
96:56
vibe coding engineer uh do you recommend
96:59
uh pe people uh students
97:01
interested in programming still get an education
97:03
uh in computer science
97:04
and college education what do you think I do if you have a passion
97:08
for computer science I would you know computer science is obviously a lot more
97:11
than programming alone so I would I still don't think
97:15
I would change what you pursue you
97:19
um I think AI will horizontally
97:22
allow impact every field.
97:26
It's pretty tough to predict in what ways.
97:30
So any education in which
97:32
you're learning good first principles
97:34
thinking I think is good education.
97:37
You've revolutionized web browsing, you've revolutionized
97:40
a lot of things over the years.
97:41
Um Android changed the game.
97:45
It's an incredible uh operating system.
97:47
And we could talk for hours about Android.
97:49
What does the future of Android look like?
97:51
Is it is it possible it becomes
97:53
more and more AIcentric?
97:57
Uh especially now that you throw into the mix
97:59
Android XR with being able to do augmented reality,
98:05
mixed reality and virtual reality in the physical world. Yeah.
98:10
The best innovations in computing have come when you're
98:12
uh through a paradigm IO change, right?
98:15
like you know when when with GUI and then with a graphical user interface
98:20
and then with multi-touch
98:22
in the context of mobile
98:24
voice later on similarly I feel like
98:27
you know AR is that next
98:30
paradigm I think it was held back both the system integration
98:35
challenges of making good AR is very very hard
98:38
the second thing is
98:39
you need AI to actually
98:41
kind of otherwise the IO is too complicated for you to have natural
98:46
seamless IO to that
98:48
uh uh paradigm AI ends up being super important and
98:53
so this is why project Astra ends up being super critical
98:57
for that Android uh XR
98:59
world uh but it is
99:02
I think when you use glasses
99:03
and you know always been
99:05
amazed like at at the how useful these things are going to be
99:10
so I look I think it's a real opportunity for
99:13
Android I think XR is
99:15
one way it'll kind of really come to life.
99:18
But I think there's an opportunity to rethink the mobile OS too, right?
99:21
I think we've been kind of living in this paradigm of
99:24
like apps and shortcuts,
99:26
all that won't go away.
99:28
But again, like if you're trying to get
99:31
stuff done at an operating system
99:33
level, you know, it needs to be
99:36
more agentic so that you can kind of describe what you want to do
99:39
or like it proactively
99:41
understands what you're trying to do, learns from how you're doing things over and
99:44
over again and kind of is adapting to you.
99:47
All that is kind of like the unlock we need to go and do
99:51
with a basic efficient minimalist uh UI.
99:55
I've gotten a chance to try the glasses and they're incredible.
99:57
It's the little stuff.
99:58
It's hard to put into words, but no latency. It just works.
100:03
Even that little map demo where you look down
100:06
and you look up and there's a very smooth transition between the two
100:10
and useful very small amount
100:13
of useful information is shown to you.
100:16
Enough not to distract from the world outside, but enough to provide a bit
100:20
of context when you need it.
100:22
and some of that
100:25
be in order to bring that into reality, you have to solve a lot
100:28
of the OS problems
100:29
to make sure it works
100:30
when you're integrating the AI into the whole thing.
100:33
So every everything you do
100:35
launches an agent that answers some basic question.
100:38
A good moonshot, you know, it's crazy.
100:41
No, but but you know, I think uh
100:43
we are, you know, but
100:45
it's much closer to reality than uh other moonshots.
100:49
you know, we expect to have
100:51
classes in the hands of developers
100:53
later this year and and
100:55
you know, in consumer science next year.
100:57
So, it's an exciting time. Yeah.
100:59
Well, extremely well executed
101:01
beam all the stuff, you know, cuz I sometimes you don't know
101:04
like somebody commented on a
101:07
a top comment on one of the demos of Beam.
101:10
They said uh this will either be killed off in 5 weeks
101:15
or revolutionize all meetings in 5 years.
101:18
And there's very much Google tries so many things
101:21
and sometimes sadly kills off very promising
101:24
projects but because there's so many other things to focus on.
101:27
I use I use so many Google products.
101:29
Google voice I still use.
101:31
I'm so glad that's not being killed off. That's still alive.
101:34
Thank you whoever is defending that cuz it's it's it's awesome
101:37
and it's great they keep innovating.
101:39
I just want to list off just as a big thank you.
101:42
So, search obviously Google revolutionized.
101:44
Chrome and all of these could be multi-our
101:49
Gmail have been singing Gmail praises forever.
101:52
Maps incredible technological innovation on revolutionizing mapping.
101:56
Android like we talked about, YouTube like we talked about.
101:59
AdSense uh Google translate
102:02
for the academic minded Google
102:05
Scholar is incredible when with the book and also the scanning of the books.
102:09
So making all the world's knowledge
102:12
um accessible even with that knowledge is a kind of niche thing which Google Scholar is.
102:17
Uh and then obviously with Deep Mind
102:19
uh with Alpha Zero, Alpha Fold, Alpha
102:22
Evolve, I could talk forever about Alpha Evolve. That's mind-blowing.
102:26
All of that released
102:27
and as part of that
102:29
uh set of things you've released in this year
102:31
when uh those brilliant
102:34
articles were written about Google is done.
102:36
Uh and uh like we talked about pioneering
102:39
self-driving cars and quantum computing,
102:41
which could be another thing
102:43
that is lowkey is scuba diving.
102:46
its way to changing the world forever.
102:49
Uh so another ptheads
102:51
slash um micro kitchen question.
102:54
If you build AGI,
102:58
what kind of question would you ask it?
103:00
What would you what would you want to talk about?
103:04
Definitively Google has created
103:07
AGI that can basically answer any question.
103:10
What topic are you going to?
103:11
What where's it where's it?
103:13
Where are you going?
103:14
It's a great question.
103:17
Um, maybe it's proactive
103:21
by then and should tell me a few things I should know.
103:24
But I think if I were to ask it,
103:26
I think it'll help us understand ourselves much better.
103:30
Um, in a way that'll surprise us, I think.
103:34
Um, and so maybe that's you already see people
103:38
do it with the products and so but you know in a AGI
103:41
context I think that'll be pretty powerful
103:43
at a personal level or or general human nature
103:46
at a personal level like you talking to
103:48
AGI I think I think you know
103:52
uh there is some chance it'll it'll kind of understand you in a in
103:56
a very deep way.
103:58
Uh I think uh you know in a profound way that's a possibility.
104:02
Uh I I think there is also the obvious thing of like
104:06
maybe it helps us understand the universe better.
104:08
Um you know in a way that
104:12
expands the frontiers of our
104:14
understanding of the world.
104:16
Uh that is something super exciting.
104:20
But look I I really don't know.
104:23
I think you know
104:24
I haven't haven't had access to something that powerful yet.
104:27
But I think those are all possibilities.
104:29
I think on the personal level
104:31
asking questions about yourself
104:34
could a sequence of questions like that about
104:37
what makes me happy.
104:39
I think we would be very surprised to learn
104:42
those kind of the
104:43
um a sequence of questions and answers.
104:46
We might explore some profound truths
104:49
in the way that sometimes art reveals to us, great books reveal to us,
104:52
great conversations with loved ones reveal.
104:55
Uh things that are obvious in retrospect,
104:57
but are nice when they're said.
105:00
Uh but for me, number one question is about how many alien civilizations are there? 100%.
105:05
Are they That's going to be your first question.
105:06
Number one, how many living and dead alien civilizations?
105:10
Uh maybe a bunch of follow-ups like how close are they? Are they dangerous?
105:15
Um, if if there's no alien civilizations, why?
105:20
Uh, or if there's no advanced alien civilizations,
105:22
but bacteria like life everywhere, why?
105:25
What is the barrier preventing it from getting to that?
105:28
Uh, is it because that there's
105:30
uh that when you get sufficiently intelligent,
105:33
you end up uh destroying
105:35
ourselves because you need competition in order to
105:38
develop an advanced civilization.
105:40
And when you have competition, it's going to lead to
105:43
military conflict and conflict eventually kills everybody. I don't know.
105:46
I'm going to have that kind of discuss.
105:47
Get an answer to the Fermy paradox. Yeah, exactly.
105:50
And like have a real discussion about it.
105:52
I'm not sure it's a um I'm realizing now with your answer is a
105:56
more productive um answer because I'm not sure what I'm going to do with
105:59
that information, but maybe it speaks to the general human curiosity
106:02
that Liz talked about
106:04
that we're all just really curious
106:05
and making the world's information
106:08
accessible allows our curiosity to be satiated
106:12
some with AI even more.
106:14
We can be more and more curious and learn more about the world, about ourselves.
106:19
And in so doing,
106:20
I always wonder if I don't know if you can comment on like is
106:23
it possible to measure
106:26
the not the GDP
106:28
productivity increase like we talked about but
106:31
maybe the whatever that increases
106:35
the the breadth and depth of human
106:38
knowledge that Google has unlocked with Google search
106:42
and now with AI mode
106:44
with Gemini is a difficult thing to measure.
106:47
many years ago there was a I think it was a MIT study
106:50
they just estimated the impact of
106:53
Google search and they basically said it's the equivalent to on a per person
106:59
basis it's few thousands of dollars per year per person
107:02
right uh like is the value that got created per year
107:06
right and and but it's yeah it's tough to capture these things right you
107:11
kind of take it take it for granted as these things come
107:15
uh and and the frontier keeps moving think but
107:18
uh you know how do you measure the value of something like AlphaFold
107:21
over time right and and and and
107:24
so on so and also the increase in quality of life when you learn
107:27
more I have to say like
107:29
with uh some of the
107:32
programming I do done by AI
107:34
for some reason I'm more excited to
107:36
uh and so the same with knowledge
107:38
with discovering things about the world
107:41
uh it makes you more excited to be alive it makes you more curious
107:44
to and it keeps
107:46
the more curious you are,
107:48
the more exciting it is to live and experience the world.
107:50
And it's very hard to I don't know if that makes you more productive.
107:53
It probably not nearly
107:55
as much as it makes you happy to be alive.
107:58
And that's a hard thing to measure.
108:00
The quality of life increases
108:02
some of these things do.
108:05
As AI continues to get better and better at everything that humans do,
108:09
what do you think is the biggest thing that makes us humans special?
108:14
Look, I I think
108:18
it's stuff taught in the essence of humanity.
108:20
There's something about uh you
108:24
know the consciousness we have, what makes us uniquely human.
108:28
Maybe the lines will blur over time
108:30
uh and and it's tough to articulate
108:32
but uh I hope
108:34
hopefully you know we live in a world where
108:37
if you make resources
108:39
more plentiful and make the world
108:44
lesser of a zero sum game over time, right?
108:48
And and which it's not, but
108:50
you know in a resource constraint
108:52
environment people perceive it to be, right?
108:54
and and um and so
108:58
I hope the the values of
109:01
what makes us uniquely human,
109:03
empathy, kindness, that surfaces
109:08
more is the aspirational hope I have.
109:11
Yeah, it multiplies the compassion but also the
109:14
curiosity just the the banter the debates we'll have about the meaning of it all.
109:19
And I I I also think in the scientific domains, all the incredible work
109:23
that Deep Mind doing,
109:25
I think we'll still continue to
109:28
to play to explore
109:30
scientific questions, u mathematical
109:33
questions, physics questions, even as
109:35
AI gets better and better at helping us solve some of the questions.
109:39
Sometimes the question itself is a really difficult thing.
109:42
uh both the right new questions to ask and the answers to them and
109:47
and and the self-discovery
109:49
process which it'll drive
109:51
I think you know our early work with both co-scientist
109:54
and alpha evolve just
109:57
super exciting to see
109:59
what gives you hope about the future of human
110:03
I've always I'm I'm an optimist
110:05
and you know I I I
110:07
look at um now if you were to say you take the journey of human civilization.
110:13
Uh it's been you know we've relentlessly
110:16
ma made the world better
110:18
right in many ways.
110:20
At any given moment in time, there are big issues to work through.
110:24
It may look, but
110:26
you know, I always ask myself the question, would you have been born now
110:29
or any other time in the past?
110:31
I most often, not most often, almost
110:36
always would rather be born now, right?
110:38
You know, and so
110:41
that's the extraordinary thing the human civilization has accomplished, right?
110:44
And like, you know, and we we've kind of
110:47
constantly made the world a better
110:50
And so something tells me
110:52
as humanity we always rise
110:54
collectively to drive that uh frontier forward.
110:58
So I expect it to be no different in the future.
111:00
I agree with you totally.
111:02
I'm truly grateful to be alive in this moment and I'm also really excited
111:06
for the future and
111:07
the work uh you and incredible teams here are doing is
111:11
one of the big reasons I'm excited for the future. So thank you.
111:14
Thank you for all the cool products
111:16
you've built and please don't kill Google Voice. Thank you. We won't. Yeah.
111:22
Thank you for talking today. This was incredible. Thank you. Real pleasure. I appreciate it.
111:26
Thanks for listening to this conversation with Sundar Pachchai.
111:29
To support this podcast,
111:31
please check out our sponsors
111:32
in the description or at lexfreedman.com/sponsors.
111:37
Shortly before this conversation,
111:39
I got a chance to get a couple of demos
111:41
that frankly blew my mind.
111:43
The engineering was really impressive.
111:46
The first demo was Google Beam
111:49
and the second demo was the
111:51
XR glasses and some of it was caught on video.
111:56
So, I thought I would include here some of those uh video clips. Hey, Lex.
112:02
My name is Andrew.
112:02
I lead the Google Beam team and we're going to be excited to show you a demo.
112:06
We're going to show you, I think, a glimpse of something new.
112:08
So, that's the idea.
112:09
A way to connect, a way to feel present from anywhere with anybody you care about. Here's Google Beam.
112:15
This is a development platform that we've built.
112:18
So, there's a prototype
112:19
here of Google Beam.
112:20
There's one right down the hallway.
112:22
I'm going to go down and turn that on in a second.
112:24
We're going to experience it together.
112:25
We'll be back in the same room. Wonderful. Wa. Okay. Here we are. All right.
112:33
This is real already. Wow. This is real.
112:36
Good to see you.
112:36
This is Google Beam.
112:38
We're trying to make it feel like you and I could be anywhere in
112:40
the world, but when these magic windows open, we're back together.
112:44
I see you exactly the same way you see me.
112:47
It's almost like we're sitting at the table sharing a table together.
112:50
I could learn from you, talk to you, share a meal with you, get to know you.
112:54
So, you can feel the depth of this. Yeah.
112:57
Great to meet you. Wow. Wow.
112:59
So, for people who probably can't even imagine what this looks like, there's a
113:02
there's a 3D version of It looks real. You look real.
113:06
It looks to me it looks real to you.
113:07
It looks like you're coming out of the screen.
113:09
We quickly believe um once we're in beam
113:12
that we're just together.
113:14
Like you settle into it.
113:15
You're naturally attuned to seeing the world like this
113:18
and you just get used to seeing people this way but literally
113:21
from anywhere in the world with these magic screens. This is incredible.
113:23
It's a neat technology. Wow.
113:25
So I saw demos of this
113:27
but they don't come close to the experience of this. Yeah.
113:30
I think one of the top YouTube comments on one of the demos I
113:32
saw was like why would I want a high definition?
113:34
Like I'm trying to turn off the camera,
113:36
but this actually is
113:38
this feels like the camera has been turned off
113:40
and we're just in the same room together.
113:42
This is really compelling. That's right.
113:44
I I know it's kind of late in the day, too, so I brought
113:46
you a snack just in case you're a little bit hungry.
113:48
But um So what can you push it further?
113:51
And it just becomes
113:52
Let's Let's try to float it between rooms.
113:54
You know, it kind of fades it from my room into your room.
113:56
And then and then you see my hand the depth of my hand. Of course. Yes, of course. Yeah.
114:00
It feels like you um try this.
114:01
Try give me a high five.
114:02
And there's almost a sensation of feeling touch.
114:04
You almost feel because you're so attuned to, you know, that should be a high five.
114:09
It feeling like you could connect with somebody that way.
114:11
So, it's kind of a magical experience.
114:12
Oh, this is really nice.
114:13
How much does it cost?
114:14
Yeah, with got a lot of companies testing it.
114:18
We just announced that we're going to be bringing it to offices
114:20
soon as a set of products.
114:22
We've got some companies helping us build these screens.
114:24
Um, but eventually, I think this will be in almost every screen.
114:27
There's nothing I'm not wearing anything.
114:29
Well, I'm wearing a suit tie to clarify.
114:32
I ain't wearing clothes.
114:33
This is not CGI.
114:34
But outside of that, cool.
114:36
And the audio is really good.
114:38
And you can see me in the same threedimensional way.
114:40
Yeah, the audio is spatialized.
114:42
So if I'm talking from here, of course it sounds like I'm talking from here.
114:45
You know, if I move to the other side of the room here.
114:48
So these little subtle cues, these really matter to bring people together.
114:52
All the non-verbals, all the emotion, the things that are lost today. Here it is.
114:56
We put it back into the system.
114:57
You pulled this off.
114:59
Holy They pulled it off
115:02
and integrated into this.
115:03
I saw the translation also. Right.
115:05
This is the Yeah, we got a bunch of things.
115:06
Let me show you a couple kind of cool things.
115:08
Let's do a little bit of work together.
115:10
Maybe we could um
115:12
critique one of your latest
115:13
uh um so you know it's you and I work together, so of course
115:18
we're in the same room, but with this superpower, I can bring other things
115:21
in here with me.
115:22
Um and it's it's nice, you know, it's like we could
115:25
sit together, we could watch something, we could work.
115:28
Um, we've shared meals as a team together in this system, but
115:31
once you do the presence aspect of this, you want to bring some other superpowers to it.
115:35
And so, you could do review code together. Yeah. Yeah. Exactly.
115:39
I've got some uh slides I'm working on.
115:41
You know, maybe you could help me with this.
115:42
Keep your eyes on me for a second.
115:44
I'll slide back into the center.
115:46
I didn't really move, but the system just kind of puts us in the
115:48
right spot and knows where we need to be.
115:49
Oh, so you just turn to your laptop,
115:51
the system moves you, and then it does the overlay automatically.
115:55
It kind of morphs the room to put things in the spot that they
115:58
need to to be in.
115:59
Everything has a place in the room.
116:00
Everything has a sense of presence or spatial
116:03
consistency and that kind of makes it feel like we're together with us and other things.
116:06
I I should also say you're not just threedimensional.
116:09
It feels like you're
116:11
leaning like out of the screen.
116:13
You you're like coming out of the screen.
116:16
You're not just in that world threedimensional. Yeah, exactly. Holy crap.
116:22
Move back to center. Okay. Okay. Okay.
116:23
Let let me tell you how this works.
116:24
You probably already have the the premise of it, but
116:27
there's two things, two really hard things that we put together.
116:30
One is a AI video model.
116:33
So, there's a set of cameras.
116:34
You asked kind of about those earlier.
116:36
There's six color cameras just like webcams that we have today.
116:39
Taking video streams and feeding them into our AI model and turning that into
116:43
a 3D video of you and I.
116:45
It's effectively a light field.
116:47
So, it's kind of an interactive
116:48
3D video that you can see from any perspective.
116:51
that's transmitted over to the second thing and that's a light field display
116:54
and it's happening birectionally.
116:56
I see you and you see me both in our light field displays.
116:59
These are effectively flat televisions
117:01
or flat displays but they have the sense of
117:04
dimensionality, depth, size is correct.
117:07
You can see shadows and lighting are correct
117:10
and everything's correct from your vantage point.
117:12
So if you move around ever so slightly and I hold still,
117:15
you see a different perspective here.
117:17
You see kind of things that were oluded become reveal.
117:20
you see shadows that you know move in the way they should move.
117:23
All of that's computed and generated using our AI video model for you.
117:27
It's based on your eye position.
117:29
Where does the right scene need to be placed in this light field display
117:32
for you just to feel present?
117:33
It's real time, no latency.
117:35
I'm not seeing lat.
117:36
You weren't freezing up at all.
117:37
No, no, I hope not.
117:38
I think it's it's you and I together real time.
117:40
That's what you need for real communication
117:43
and at a at a quality realistic.
117:47
Is it possible to do three people?
117:48
like is that going to move that way also? Yeah.
117:50
Let me let me kind of show you.
117:51
So if if she enters the room with us,
117:54
you can see her, you can see me.
117:56
And if we had more people, you eventually lose the sense of presence.
118:00
You kind of shrink people down.
118:01
You lose a sense of scale.
118:03
So think of it as the window fits a certain number of people.
118:06
If you want to fit a big group of people, you want, you know,
118:08
the boardroom or the big room, you need like a much wider window.
118:11
Um if you want to see, you know, just grandma and the kids, you
118:14
can do smaller windows.
118:16
So everybody has a seat at the table or everybody has a sense of
118:19
where they belong and there's kind of the sense of presence that's obeyed.
118:22
If you have too many people, you kind of go back to like 2D
118:24
metaphors that we're used to.
118:25
People in tiles placed anywhere for the image I'm seeing.
118:28
Did you have to get scanned?
118:29
I I mean I see you without being scanned.
118:31
So it's just so much easier if you don't have to wear anything.
118:33
You don't have to pre-scan.
118:34
You just do it the way it's supposed to happen without anybody having to
118:37
learn anything or put anything on.
118:39
I thought you had to solve the the scanning problem,
118:41
but here you don't. It's just cameras.
118:44
It's just it it's video. Yeah.
118:47
We're not trying to kind of make an approximation
118:49
of you because everything you do every day matters.
118:52
You know, I cut myself shaving.
118:54
I put on a pin.
118:55
Um all the little kind of, you know, aspects of you, those just happen.
118:59
Um we don't have the time to scan or kind of capture those or dress avatars.
119:03
We we kind of appear as we appear.
119:04
And so all that's transmitted
119:06
truthfully as it's happening.
119:10
Still, how you doing?
119:11
Good to meet you.
119:11
Nice to meet you.
119:12
So, um as Max mentioned, got the eye glasses here.
119:14
We start with um a foundation of great glasses, something stylish, lightweight, wearable.
119:19
And we say, how can we build great technology and experiences on top of that?
119:22
Um, one of the core tenants of the Android XR platform,
119:25
this idea of a multimodal
119:27
conversational device, see what you see, hear what you hear.
119:29
So, we've got a camera, you've got speakers, multiple microphones for speaker isolation.
119:34
Um, I'll give you a chance to try these yourself. Yeah.
119:36
Sorry, woke it up there. Whoa. Yeah.
119:40
So, the first thing you see, it's a super
119:43
uh simple, straightforward home screen.
119:45
So, you probably see the time, the weather, calendar, appointments there.
119:49
This is designed to be sort of your one-stop shop for quick glanceable information throughout the day.
119:53
We want to be something that's
119:54
um easy to, you know, get what you need and then go back to what you're doing.
119:57
So, you can imagine, you know, turning on the display,
119:59
getting that quick glance, and then
120:01
um continuing on your way.
120:02
You can be fully conversational at this point.
120:04
You can um ask questions, for example, about the paintings. You can interrupt.
120:07
You can ask follow-up questions.
120:09
And as I mentioned before, if you want to at any time pause, you
120:11
just tap there on the right.
120:12
Gemini, how much does this painting cost?
120:15
The painting is called the bridge of belief leap
120:18
1875 by Arman Gome.
120:21
It appears to be a print and it would be impossible to know its
120:24
cost without finding the seller.
120:25
Okay, so this is fake. I understand.
120:27
Why do humans pay so much money for paintings?
120:30
People pay a lot for paintings because of their artistic merit, the artist,
120:34
the decent rarity, and for the appreciation.
120:38
So, uh, a few more things that we want to show you just for,
120:40
uh, sake of time.
120:40
Did you go ahead and long press on the side again to to sleep Gemini there?
120:44
Um, there you go.
120:45
Um, did you catch Google IO last week by any chance?
120:48
So, you might have seen on stage the
120:50
uh, Google Maps experience very briefly.
120:52
Want to give you a chance to get a sense of what that feels like today.
120:55
You can imagine you're walking down the street.
120:57
If you look up like you're walking straight ahead, you get quick turnbyturn directions.
121:01
So, you have a sense of
121:03
what the next turn is like,
121:05
sticking your phone in your pocket.
121:06
Oh, that's so intuitive.
121:07
Sometimes you need that quick sense of which way is the right way. Sometimes. Yeah.
121:11
So you, let's say you're coming out subway, getting out of a cab, you
121:14
can just glance down at your feet.
121:15
We have it set up to translate from Russian to English.
121:18
I think I get to wear the glasses.
121:20
You speak to me if you don't mind.
121:23
I can speak Russian. I'm doing well.
121:30
How are you doing? Tempted to swear.
121:33
Tempted to say inappropriate things.
121:41
uh I see it transcribed
121:43
in real time and so
121:44
obviously you know based on the uh different languages and the sequence of subjects
121:48
and verbs there's a slight delay sometimes but it's really just like subtitles for the real world.
121:53
Thank you for this.
121:54
All right, back to me.
121:55
Hopefully watching videos of me having my mind blown like the apes in 2001
122:01
Space Odyssey playing with a monolith
122:03
was uh somewhat interesting.
122:05
Uh like I said, I was very impressed.
122:07
And now I thought if it's okay, I could make a few additional comments
122:11
about the episode and just in general.
122:13
In this conversation with Sundar Pachai,
122:15
I discussed the concept of the
122:17
Neolithic package which is the set of innovations that came along with the first
122:21
agricultural revolution about 12,000
122:24
years ago which included the formation of social
122:27
hierarchies, the early primitive forms of government,
122:31
labor specialization, domestication of plants and animals,
122:35
early forms of trade,
122:37
large scale cooperations of humans
122:40
like that required to build yes the pyramid.
122:43
s and temples like Gobeclete.
122:46
I think this may be the right way to actually talk about the inventions
122:50
that changed human history,
122:52
not just as a single
122:54
invention, but as a
122:56
kind of network of innovations
122:58
and transformations that came along with it.
123:02
And the productivity multiplier
123:03
framework that I mentioned
123:05
in the episode I think is a nice way to try to concretize
123:09
the impact of each of these inventions under consideration.
123:13
And uh we have to remember that each node in the network of the
123:17
sort of fast followon
123:19
inventions is in itself a productivity multiplier.
123:23
Some are additive, some are multiplicative.
123:26
So in some sense
123:27
the size of the network in the package is the thing that matters when
123:32
you're trying to rank the
123:35
impact of uh inventions on human history.
123:40
The easy picks for the period of biggest
123:43
transformation at least in sort of
123:46
uh modern day discourse
123:48
is the industrial revolution
123:50
or even uh in the 20th century the computer or the internet.
123:55
I think it's because it's easiest to intuit it for modern-day
123:59
humans the impact the exponential
124:02
impact uh of those technologies.
124:05
But recently and I suppose this changes week to week but uh I have
124:08
been doing a lot of
124:10
reading on ancient human history.
124:11
So recently my pick
124:13
for the number one invention would have to be
124:15
the first agricultural revolution.
124:18
The Neolithic package that led to the formation of human civilizations.
124:23
That's what enabled the scaling of the collective
124:26
intelligence machine of humanity
124:29
and for us to become the early bootloadader
124:31
for the next 10,000
124:32
years of technological progress which
124:35
yes includes AI and the tech that builds on top of AI.
124:40
And of course it could be argued that the word invention
124:43
doesn't properly apply to the agricultural revolution.
124:46
I think actually uh Yvallo
124:48
Harrari argues that it wasn't
124:51
the humans who were the inventors
124:54
but uh a handful of plant species
124:57
namely wheat, rice, and potatoes.
125:00
This is strictly a fair perspective,
125:03
but I'm having fun like I said with this discussion here.
125:07
I just think of the entire earth as a system that continuously
125:10
transforms and I'm using the term invention
125:13
in that context asking the question of
125:16
when was the biggest leap
125:18
on the log scale plot
125:21
of uh human progress.
125:23
Will AI AGI ASI
125:25
eventually take the number one spot in this ranking?
125:28
I think it has a very good chance to do so
125:31
due again to the size
125:33
of the network of inventions
125:35
that will come along with it.
125:37
I think we discuss in this podcast
125:40
uh the kind of things that would be included
125:42
in the so-called AI
125:44
package but I think there's uh a lot more
125:47
possibilities including uh discussed in previous podcasts in many previous podcasts
125:52
including with Darede uh talking on the biological
125:56
innovation side the science progress side
125:59
in this podcast I think we
126:00
talk about something that I'm particularly excited about in the near term which is
126:05
unlocking the cognitive capacity of the entire
126:09
landscape of brains that is the human species.
126:13
Making it more accessible
126:15
through education and through machine translation
126:18
making information knowledge and the
126:21
rapid learning and innovation
126:25
process accessible to more humans
126:27
to the entire 8 billion if you will.
126:30
So I do think language
126:32
or machine translation applied
126:34
to all the different methods
126:36
that we use on the internet to discover knowledge
126:39
is uh a big unlock.
126:42
But there are a lot of other stuff in the so-called AI package
126:45
like discuss with Daario
126:46
curing all major human diseases.
126:48
He really focuses on that
126:50
in the machines of love and grace essay.
126:53
I think there will be huge leaps in productivity
126:56
for human programmers and semi-autonomous human programmers.
127:00
So, humans in the loop, but most of the programming is done by AI
127:03
agents and then moving that towards a
127:06
superhuman AI researcher that's doing
127:09
the research that develops and programs
127:13
the AI system in itself.
127:15
I think there would be huge transformative
127:17
effects from autonomous vehicles.
127:19
These are the things that we maybe
127:21
don't immediately understand or we understand from an economics perspective.
127:25
But there will be
127:27
a point when AI systems are able to
127:31
interpret, understand, interact with the human world to a sufficient degree
127:37
to where many of the
127:38
manually controlled human and loop systems we rely on become fully autonomous.
127:43
And I think mobility is such a big part of human civilization
127:47
that there will be effects on that that they're not just
127:51
economic but are social, cultural and so on.
127:55
And there's a lot more things I could talk about for a long time.
127:59
So obviously the integration
128:02
utilization of AI in the creation of art, film,
128:06
music I think the
128:09
digitalization and um automating basic functions of government and then integrating
128:14
AI into that process
128:16
thereby decreasing corruption and cost and increasing
128:19
transparency and uh efficiency.
128:22
I think we as humans,
128:25
individual humans will continue to transition
128:28
further and further into cyborgs.
128:30
Sort of there's already
128:32
a AI in the
128:35
loop of the human condition
128:37
and that will become
128:39
increasingly so as AI becomes uh more powerful.
128:43
The thing I'm obviously really excited about is major breakthroughs in science and not
128:47
just on the medical front
128:48
but uh on physics
128:51
fundamental physics which would then lead to energy
128:54
breakthroughs increasing the chance that we become we actually become a cardarterf type one
128:59
civilization and then enabling
129:01
us in so doing to do interstellar
129:04
exploration of space and colonization of space.
129:07
I think they're also
129:09
in the near term
129:12
much like with the
129:13
uh industrial revolution that led
129:16
to rapid specialization of skills of expertise
129:20
there might be a great sort of despization.
129:24
So as the AI systems become
129:27
superhuman experts at particular
129:29
fields, there might be greater and greater
129:32
value to being the
129:34
integrator of AIS for humans to be sort generalists.
129:42
And so the great value of the human mind will come from the
129:45
generalists, not the specialists.
129:48
That's a real possibility that that changes the way we are about the world
129:51
that we want to know a little bit of a lot of things
129:54
and move about the world in that way.
129:56
That could have when passing a certain threshold
129:59
a complete shift in who we are as a collective intelligence
130:02
as a as a human species.
130:06
Also, as an aside, when uh thinking about the invention that was the greatest
130:09
in human history, again, for a bit of fun,
130:12
we have to remember that
130:13
all of them build on top of each other.
130:15
And so we need to look at the delta, the step change on the
130:19
I would say impossibly
130:21
to perfectly measure plot of exponential human progress.
130:24
Really, we can go back to the entire history of life on Earth.
130:28
and a previous podcast
130:30
guest Nick Lane does a great job of this in his book
130:33
Life Ascending, listing these 10 major inventions
130:38
throughout the evolution of life on Earth, like
130:40
DNA, photosynthesis, complex cells,
130:44
sex, movement, sight, all those kinds of things.
130:48
I forget the full list that's on there, but I think that's so far
130:52
from the human experience
130:53
that my intuition about
130:56
let's say productivity multipliers
130:58
of those particular invention
130:59
completely uh breaks down
131:02
and uh a different framework is needed to understand the impact
131:05
of these inventions of evolution.
131:08
the origin of life on Earth
131:10
or even the Big Bang itself,
131:12
of course, is the
131:13
OG invention that set the stage for all the rest of it.
131:19
And there are probably
131:21
many more turtles under that
131:24
which are yet to be discovered.
131:26
So anyway, we live in interesting times, fellow humans.
131:31
I do believe the set of positive trajectories
131:33
for humanity outnumber the set of negative trajectories
131:37
but not by much.
131:39
So uh let's not mess this up.
131:41
And now let me leave you with some words from French philosopher Jean Debrier.
131:47
Out of difficulties grow miracles.
131:52
Thank you for listening
131:53
and hope to see you next time.
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