(0:00) David Friedberg welcomes Alphabet CEO Sundar Pichai

(2:58) Will AI kill search?: Google disrupting itself, evolving search to follow the user

(15:32) Infrastructure advantage, foundational model differentiation

(25:08) Future of human-computer interaction, hardware, competitive landscape in AI

(35:29) Energy constraints in AI

(41:20) Google's progress in quantum computing and robotics

(47:56) Culture, coddling, and talent recruitment in the age of AI

(56:50) Does he consider Alphabet a holding company searching for Google's next $100B business?

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