Глава Google: как мы возвращаем лидерство в гонке ИИ

Sundar Pichai — a big talk about ten years at the helm of Google, $180 billion in capex in AI by 2026, and why vertical integration from TPUs to models and products turned out to be the company's main trump card. Inside: why Google didn't release its ChatGPT, although it had Lambda; what are "latency budgets" in milliseconds and how Google earns them back for the user; what will search turn into when it becomes an "agent manager"; why Google shares were trading at $150 a year ago and what investors didn't understand then; what makes Google's CEO "feel AGI" and what does the Valley's "AI psychosis" have to do with it; the real bottlenecks of 2026 — wafer manufacturing, memory, energy, permissions, and security; hidden gems like data centers in space, quantum computing, Wing, and Isomorphic; how Google distributes its TPU budget between Search, YouTube, Waymo, and Cloud; And why Sundar continued to believe in Waymo when others backed down. Source in English:    • The history and future of AI at Google, wi...   (from April 7, 2026) I run the "AI Firsthand" channel because I want to hear the original sources in Russian—the people who now make up the AI ​​industry: Altman, Musk, and Huang. So I'm translating and posting them here so you can listen to them on headphones without English and without distortion. I'd be happy if you subscribe to the channel. My Telegram channel: https://t.me/egoshin_kedprof Timecodes: 00:00 — Sundar Pichai: 10 years at the helm of Google and $180 billion on AI 00:19 — Transformers, Lambda, and why Google didn't release its own ChatGPT 08:06 — The future of search: from the query string to the agent manager 12:11 — Why the market undervalued Google in 2025 16:40 — "AGI psychosis": what makes Google's CEO feel AGI 27:48 — Bottlenecks in 2026: wafers, memory, energy, and security 36:03 — Hidden gems: data centers in space, quantum, Wing, Isomorphic 41:19 — Capital allocation: the TPU budget and faith in Waymo 01:00:37 — How Google is rebuilding workflows for AI 01:07:49 — What's inspiring Sundar right now Don't forget to subscribe to the channel and give it a like or dislike — the main thing is attention :)