Marketplace All-in-One Google's CEO on the AI boom and potential bubble
Nov 18, 2025
Sundar Pichai, CEO of Google, dives into the transformative potential of AI, likening it to past tech revolutions. He discusses the delicate balance between excitement and overinvestment, drawing parallels to the internet boom. Pichai also sheds light on Google's long-term strategies and the accuracy of its AI model, Gemini. Meanwhile, BBC journalist Olivia Barron highlights the UK's proposed ban on ticket resales for profit, examining its implications for the market and reactions from artists. The conversation reveals the complex intersection of innovation and regulation.
AI Snips
Chapters
Transcript
Episode notes
AI As The Next Major Technological Era
- Sundar Pichai says AI marks the next major technological era following PCs, internet, mobile, and cloud.
- He warns the industry may collectively overshoot even though the broader shift is profound.
Massive Investment In AI Infrastructure
- Google dramatically increased spending from under $30 billion to over $90 billion this year to build AI infrastructure.
- Pichai expects the next few years to build what previously took 10–20 years of progress.
Rational Hype With Risk Of Overinvestment
- Pichai acknowledges excitement about AI is rational but admits cycles include collective overinvestment.
- He notes no company is immune to overinvesting and needing to work through excesses.