Smash Notes

Back to Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space, with Sundar Pichai.

Why Do AI Agents Use Web Browsers?

Sundar Pichai says agents will keep using browsers and computers because a person would do the same thing, and because that makes it easier to keep the user in the loop. Agent protocols will develop at the same time.

Alex Heath asked whether the web needs to change so agents can finish tasks, and whether Google is in a position to do something bigger. Sundar Pichai calls the moment complex. Agents working at scale means many parts of the economy have to interoperate in a way that makes sense for all the players. He says the technology frontier will be ahead of the ecosystem. Momentum is already behind MCP, other agent protocols, and payment protocols like UCP, which Google did with a set of companies. He expects a chaotic evolution toward more interoperable standards, and he calls the protocol path elegant.

Browser use and computer use are elegant too. Sundar Pichai says both ways are going to develop.

Grokipedia·Sundar Pichai·Google

Transcript

Sundar Pichai on what's next for Google Gemini, Waymo, and data centers in space ·

Sources with Alex Heath

More from this episode

  1. How Many Tokens Did Gemini 4 Use in 72 Hours?Sundar Pichai says Gemini 4 Argon drew almost 25 trillion tokens in the first 72 hours after launch, about 3 times what Gemini 3.0 saw in that same window.
  2. How Do Google Researchers Co-work With Models?Sundar Pichai says Google is definitely at a stage where AI researchers co-work with the models in a deep way.
  3. Why Did Google Change Who Runs DeepMind?Sundar Pichai says Google changed who runs frontier models at DeepMind because that work has become an all-consuming job of its own.
  4. Why Is Google Investing After Free Cash Flow Went Negative?Sundar Pichai says the resolve to keep investing comes from the strength and durability of demand, from consumer products through to enterprise.
  5. Who Still Makes Google's Compute Decisions?Sundar Pichai says the big compute decisions are still made by people in the loop, including him.
  6. Why Is Google Putting AI Data Centers in Space?Sundar Pichai says Project Suncatcher is Google's pilot, with Planet Labs and SpaceX, for AI data centers in space. Alex Heath asked whether it was still up.
  7. How Many Paid Rides Does Waymo Do Each Week?Sundar Pichai says Waymo just crossed half a million paid rides per week. The team is focused on scaling that number.
  8. When Will Quantum Have Practical Commercial Uses?Sundar Pichai says he genuinely sees practical commercial applications for quantum in a five-year time frame.

People

More answers like this

The other side

More with Sundar Pichai

More with Alex Heath

Related episodes

Plays from this note through the rest of the episode.

Weekly highlights

One letter a week.

The notes worth hearing, with the minute they were said.