Overview

• In a post–Pixel 10 Bloomberg interview, Rick Osterloh and Shakil Barkat detailed which device categories Google will and will not pursue next.
• A Razr-style Pixel flip foldable is off the table, a smart ring is not in the works, and a Pixel Tablet successor is paused while Google seeks a "meaningful future" for the category.
• Consumer smart glasses remain undecided, with Osterloh describing their status as "TBD."
• Google plans major Pixel design changes every two to three years, with the 2026 Pixel 11 design nearing completion and Pixel 12 development underway for 2027.
• The strategy centers on phones and AI, with Osterloh calling Pixel 10 a "super strong release" and claiming an AI lead, as Pixel holds about 3% of the U.S. market versus Apple's roughly 49% as reported.