Alphabet CEO Sundar Pichai used Wednesday’s earnings call to mount a robust defence of Google’s AI strategy, pushing back on concerns that the company has fallen behind rivals after delaying a flagship model and ceding ground in AI coding.

Alphabet’s CEO Sundar Pichai’s admission in a New York Times podcast that Google is “falling a little behind” in AI coding tools has become one of the more pointed lines to emerge…

Read an edited transcript of Sundar Pichai’s remarks from the Q2 2026 Alphabet earnings call.