Pichai: everyone is massively short on AI compute — 'everyone wishes you had two times what you had planned'
firstadopter · x · 2026-10-21
Google CEO Sundar Pichai on the Big Technology Podcast:
- Compute is universally scarce: 'Today, everyone is short — not just us — and everyone wishes you had two times what you had planned for.' Today's capacity reflects decisions made in 2024, before agentic coding took off.
- Google Cloud is 'at any given moment forgoing short-term revenues' to fund frontier AI development, which Pichai calls Google's 'ground zero'; he denied the company is content with lightweight Flash models: 'We won't do it any other way.'
- Gemini 4 Argon beats OpenAI's and Anthropic's latest public models on coding, math, science and knowledge-work benchmarks, and processed 3x as many tokens as Gemini 3 in its first 72 hours.
- Also discussed: future personal agents, competition with OpenAI, Anthropic and Apple partnerships, and data centers in space.
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