Business Daily A special interview with Google CEO Sundar Pichai
19 snips
Nov 18, 2025 
Sundar Pichai, CEO of Google and Alphabet Inc., leads the charge in AI and infrastructure development. He discusses the potential 'AI bubble' and how industry dynamics may overshoot. Pichai reflects on AI’s role in job automation, even possibly affecting CEOs, urging the next generation to embrace this change. He shares insights on AI's impact on climate goals and the necessity for trustworthy systems. Finally, he emphasizes the importance of collaboration between tech and governments for societal benefits.
AI Snips
Chapters
Transcript
Episode notes
AI As A New Tech Era
- Sundar Pichai calls the current moment an extraordinary inflection point comparable to PC, mobile, and cloud eras.
- He frames AI as the defining technology era now driving widespread excitement and investment.
Massive Infrastructure Build-Out
- Google and others are investing at scale to build AI infrastructure, with Google rising from <$30bn to >$90bn annual spend.
- Pichai expects the next few years to build what took 10–20 years previously in infrastructure.
Rational Excitement And Irrational Overshoot
- Pichai distinguishes rational excitement from industry overshoot, calling both present now.
- He compares AI's trajectory to the internet: excess investment existed but impact was profound.