In 2016, Sundar Pichai told his employees that Google was going to be an “AI-first company.” At the time, the statement struck some as a nonevent and others as premature: the investments in and attention to artificial intelligence seemed out of step with the company’s core business of internet search and advertising. Then in 2022, when OpenAI launched a splashy chatbot and Anthropic soon followed, Google again looked out of step. The early results of Pichai’s effort to catch up were, let’s be

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