#471 – Sundar Pichai: CEO of Google and Alphabet

Bullish:

• $AI - AI is seen as the most transformative technology in human history, with potential impacts surpassing those of fire or electricity. This view suggests significant long-term growth and investment opportunities in the AI sector.

  • “AI is the most profound technology humanity will ever work on. It'll be more profound than fire or electricity.”

    Sundar·27:54
• $GOOGL - Google is perceived to be regaining its competitive edge, particularly in AI, suggesting a potential turnaround and improved market position for the company.

  • “Google is winning again. So take me through that experience when there's all these articles saying, you're the wrong guy to lead Google through this. Google has lost. It's done. It's over. To today where Google is winning again.”

    Lex·57:02
• $WAYMO - Waymo, Google's autonomous vehicle subsidiary, is highlighted for its advanced AI robotics and high-caliber team, suggesting strong potential in the self-driving car market.

  • “We've always been a deep technology company and, like, you know, Waymo is a version of kind of building a AI robot that works well. And so we get attracted to problems like that, the caliber of the teams there, you know, phenomenal teams.”

    Sundar·1:29:14
• $AR - Augmented Reality (AR) is viewed as the next major computing paradigm, with recent AI advancements making it more viable. This suggests significant growth potential in AR technology and applications.

  • “AR is that next paradigm. I think it was held back both the system integration challenges making good AR is very, very hard. The second thing is you need AI to actually kind of otherwise, the IO is too complicated.”

    Sundar·1:44:47

  • “Oh, that's so intuitive. Sometimes you need that quick sense of which one's the right way.”

    Lex·2:06:42
• $BEAM - Google's Beam technology receives enthusiastic praise, suggesting it has impressive real-world applications that could drive future growth and adoption.

  • “This is incredible. It's a neat technology. Wow. So I saw demos of this, but they're they don't come close to the experience of this.”

    Lex·1:58:59
• $MTRANS - Machine translation is seen as a key technology for unlocking global human cognitive potential, suggesting significant growth opportunities in this sector.

  • “I think there's a lot more possibilities, including, discussed in previous podcasts and many previous podcasts, including with Dariyama Day, talking on the biological innovation side, the science progress side. In this podcast, I think we talk about something that I'm particularly excited about in the near term, which is unlocking the cognitive capacity of the entire landscape of brains that is the human species, making it more accessible through education and through machine translation, making information knowledge and the rapid learning and innovation process accessible to more humans, to the entire 8,000,000,000, if you will.”

    Lex·0:00
• $AV - Autonomous vehicles are expected to have transformative effects on society and the economy, indicating significant long-term growth potential in this industry.

  • “I think there would be huge transformative effects from autonomous vehicles. These are the things that we maybe don't immediately understand or we understand from an economics perspective, but there will be a point when AI systems are able to interpret, understand, interact with the human world to a sufficient degree to where many of the manually controlled human in the loop systems we rely on become fully autonomous.”

    Lex·0:00
• $AIART - AI integration in creative industries like art, film, and music is expected to grow significantly, suggesting investment opportunities in AI-powered content creation tools and platforms.

  • “So, obviously, the integration utilization of AI in the creation of art, film, music, I think the digitalization and, automating basic functions of government and then integrating AI into that process, thereby decreasing corruption and cost and increasing transparency and, efficiency.”

    Lex·0:00
• $SPACE - Anticipated breakthroughs in fundamental physics are expected to enable significant advancements in space exploration and colonization, suggesting long-term growth opportunities in space technology.

  • “The thing I'm obviously really excited about is major breakthroughs in science, and not just in the medical front, but, on physics, fundamental physics, which would then lead to energy breakthroughs increasing the chance that we become we actually become a Kardashev type one civilization, and then enabling us in so doing to do interstellar exploration of space and colonization of space.”

    Lex·0:00