Sundar Pichai gives Stanford's 2026 Commencement address
Pichai drew on his path from Chennai to Silicon Valley and urged graduates to reframe obstacles and deliberately choose hard problems.
CEO, Alphabet & Google, Director, Alphabet Inc. (GOOGL)
8 recorded appearances
Pichai drew on his path from Chennai to Silicon Valley and urged graduates to reframe obstacles and deliberately choose hard problems.
Pichai talked through reorganizing Google around AI products, how Search changes when answers become agentic tasks, and the tension with publishers and the open web.
He addressed public backlash against AI, what it does to entry-level knowledge work, and defended Google's pace of shipping AI into consumer products.
Pichai framed the year around making AI useful in everyday products rather than benchmarks, walking through Gemini model progress, coding, and agent capabilities.
A follow-up sit-down with Matt Berman going deeper on the I/O announcements and the long-term vision behind them.
Pichai discussed AI reshaping decision-making, the rise of personal AI assistants, and Google's responsibility framing.
With Collison and Elad Gil, Pichai put 2026 capex at $175-185B, called this the year of the supply crunch in memory and power, and described Search becoming an 'agent manager' running many task threads.
With the BBC's Faisal Islam, Pichai conceded elements of irrationality in the AI investment boom while arguing the underlying capability gains and infrastructure need are real.