Google CEO Sundar Pichai reminder to analysts: Yes we may need to improve in AI Coding and Agentic Coding, but there are areas in AI we clearly lead

Google-parent Alphabet CEO Sundar Pichai mounted a robust defense of Google’s artificial intelligence (AI) strategy during the company’s earnings call on Wednesday, July 22, pushing back against investor fears that the search giant is trailing rivals following flagship model delays and setbacks in AI coding. Investor anxiety has reportedly mounted over Google’s decision to postpone Gemini 3.5 Pro, a model initially scheduled for a June release aimed at strengthening Google’s foothold in AI coding and autonomous agents. The delay has heightened concerns that Google is losing momentum while competitors like OpenAI, Anthropic, and several Chinese rivals rapidly launch new models.