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Alphabet CEO Pichai defended Google's AI strategy during an earnings call, addressing external doubts about Google falling behind due to delayed release of its flagship model Gemini 3.5 Pro and being overtaken in AI programming. He acknowledged that Google needs to improve in areas such as programming capabilities, while highlighting upgrades and applications of the Gemini Flash series models. He also revealed that Gemini 4 is an ambitious project, with Google planning to release new models nearly every month. Pichai stated that Google remains competitive in cutting-edge AI fields and hopes investors will focus on its vast AI ecosystem. Affected by delays in the Gemini project and executive departures, Alphabet's stock price has dropped approximately 9% since late April, with a decline exceeding 3% in after-hours trading in the U.S. stock market.
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