We interview the Google CEO and then do another hour.
and stablecoins’ struggle for... stability. David is calling this segment “Crypto Corner,” which may or may not be recurring.gadget rumors. Apple may be thinking about bringing USB-C to the iPhone in 2023, and we saw a preview of what the next headset from Meta may look like. What a year for gadgets 2023 will be.
And above it, a focus on knowledge and computing, right? And both we see as core aspects of our mission. And so, to me, it is the same AI which makes that change in search because we are able to do things in a more multimodal way, and it’s that same multimodal model which in YouTube can create auto chapters and so on. So it’s an underlying theme, so with which we are doing it across our key products and services.
DP: Okay. And my sense would be then that your job as CEO is in part to sort of make sure all of those things are moving at the correct speed, because, just the idea of living deep in the future and two years from now and also right now … seems impossible. We actually genuinely believe we’ve been doing cutting-edge R&D, right? We are one of the world’s largest R&D investors, probably over $100 billion in the past five years. And so we are definitely doing [tip of tree] R&D, but the goal is all with a clear lens of our mission, how we will apply it, and working it backward. And then I think both are true.
Yeah. I mean, the prototypes are real. I mean, they are real use cases, and the people testing it out are real. Absolutely. We are still obviously working through what the right product in terms of AR is. I look at that, and I say, “Oh, that’s really smart.” Right now, all the AR experiences you’re describing, they happen on a phone because a phone has a fancy camera built into it. It has a 5G network connection, for whatever that’s worth. It has a fast processor. It has a big battery. Putting that stuff in glasses is very difficult. And I look at the translation glasses you demoed, and I say, “Oh, you’re cutting the problem way down.
Look, I think we are in the earliest stages. You can imagine use cases where there are products like Maps, or you want to listen to music when you run, or the translation use cases. I think anytime you show information with that, you have to think through all that. And I agree with you. But I don’t think we are quite there yet, if I were to be frank, thinking all that through.
NP: Sundar is like, “The real world’s pretty good,” which is about as hard of a shot as I’ve ever heard you take, man. So for me, it’s important that search works in the AR context. And Maps is thinking it through. And YouTube is thinking it through. And Google Photos is thinking it through. And so, I think if you get it right that way, you’re bringing the company along through these big transitions. And so maybe it’s a way about how we think about it.
So Wear OS has been a great example. Because when you’re building these new categories, it’s hardware, it’s software, it’s app developers. You all understand this well. So there is value in what we did with Samsung on Wear OS aligning. And as developers, the fact that Pixel Watch is coming and Wear OS has a lot more traction, all of that matters because developers address it, too. So, “a rising tide lifts all boats” kind of a scenario is genuinely what plays out.
I think there are two aspects to it. One is what you said — that the ecosystem is important — and Android is open source, which means there are many different OEMs making things. So the Android team is thinking hard about Better Together and how do these things work together better. And additional categories becoming more important, that’s one part of it.
I definitely think us doing tablets and us working better with Samsung on tablets will end up with each of us individually better off, and overall, Android as an ecosystem will do better in tablets. That’s how the math works out, at least empirically, for a while. On the phone side, too, I do think on high-ends, we need to be competitive. Similarly, you’re talking about switching, but we could also lose users from the Android ecosystem because we don’t have a good tablet offering as well.
And to taking Dieter: first of all, you guys focus a lot on products, which is great, and I think unique, but the more you focus on product, you have almost like, product manager-type of people, and Google is always hiring product managers. So I think it comes. And so I’ve always viewed, as a company, we need to be very focused on it. And definitely, we have brought focus. Some of what looks outside as well, like, “You’re focused on these products, and you’re improving them.” Well, yes. These are billion-user products doing important things. And I think people rely on them. And to me, there is nothing more important than making it better constantly and continually evolving it.
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