Archive · 23 Jul 2026
Pichai Defends Google's AI Strategy Amid Delays
Sundar Pichai, the CEO of Alphabet, which owns Google, had a meeting with investors to talk about how Google is doing with its AI technology.
Some investors are worried because Google delayed the release of a new AI model called Gemini 3.5 Pro.
They think Google might be falling behind other companies like OpenAI and Anthropic.
Pichai said that Google is still doing well and is working on a new model called Gemini 4, which will be very advanced.
He also talked about other new models like Gemini 3.6 Flash, which is faster and better at coding.
He said Google is very committed to staying at the top of AI technology.
Even though Google's cloud services are growing a lot, investors are still worried about the delays and some executives leaving the company.
The stock price has gone down a bit because of these concerns.
Sundar Pichai defended Google's AI strategy during an earnings call.
Investors are concerned about the delay of Gemini 3.5 Pro.
Pichai highlighted the release of Gemini 3.6 Flash and other models.
Google plans to release models at a monthly cadence.
Alphabet's stock has fallen 9% since April due to concerns over AI delays and executive departures.
- Who
- Sundar Pichai, CEO of Alphabet Inc.
- What
- Defense of Google's AI strategy amid delays in model releases.
- When
- July 23, 2026
- Where
- During Alphabet's earnings call.
- Why
- To address investor concerns about Google's competitiveness in AI.
Investor Concerns
Google's Defense
AI Model Releases
Investor Concerns
Investors are concerned about Google's delayed release of Gemini 3.5 Pro, fearing it is falling behind competitors like OpenAI and Anthropic.
Google's Defense
Google emphasizes its commitment to AI development, highlighting the release of Gemini 3.6 Flash and other models, and plans for monthly updates.
Competitiveness in AI
Investor Concerns
Analysts question whether Google can remain competitive at the cutting edge of AI development.
Google's Defense
Pichai asserts that Google is training a larger model for Gemini 4 and remains confident in its ability to stay at the forefront of AI.
- Company
- Alphabet Inc.
- CEO
- Sundar Pichai
- Delayed Model
- Gemini 3.5 Pro
- New Model
- Gemini 3.6 Flash
- Stock Performance
- Down 9% since April
- Capital Expenditure
- $195 billion to $205 billion
- Cloud Growth
- 82%