Sundar Pichai (@sundarpichai)

Alphabet and Google's CEO since 2015 (Alphabet CEO since 2019). Leading the company's Gemini-driven AI push across Search, Cloud and Android.

Predictions & track record (3)

• Awaiting grading Google waved off the chief scientist of 27 years, and signed on as a founding investor in the company he is leaving to buildScored at Alphabet's third quarter results in October 2026 on whether the full year capital spending plan holds.
• Awaiting grading Pichai's own numbers: Gemini added 200 million users in five months, and Alphabet's cloud growth hit 82%Check Alphabet's next quarterly report, expected around late October 2026, for an updated Gemini monthly active user count and API token throughput, to see whether growth keeps pace with this quarter's jump.
• Hit Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profitAlphabet's Q2 2026 earnings (reported July 22, 2026) beat revenue and profit estimates, but the company raised its 2026 capex guidance to $195-205B from the prior $180-190B, and GOOGL shares fell about 5-7% on the capex hike despite the beat -- confirming Meru's call that the capex line, not profit, would drive the market reaction.

3 related posts

• Watch Google waved off the chief scientist of 27 years, and signed on as a founding investor in the company he is leaving to build Sundar Pichai (@sundarpichai) · 2026-08-05
• Bull Pichai's own numbers: Gemini added 200 million users in five months, and Alphabet's cloud growth hit 82% Sundar Pichai (@sundarpichai) · 2026-07-22
• Watch Meru: Alphabet's Wednesday earnings are the first stress test of the AI capex cycle, watch the CAPEX line, not the profit 메르 (ranto28) · 2026-07-20