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Pichai Says AI Could Do a CEO’s Job, Warns No Company Is Safe if a Bubble Bursts

His remarks underscore a market balancing near-term volatility with a long-run, productivity-focused thesis from major banks.

Overview

  • In a BBC interview, Sundar Pichai said AI could eventually handle a chief executive’s role and forecast more capable autonomous agents within about 12 months.
  • He warned that no company, including Google, would be insulated if an AI investment bubble were to burst.
  • Pichai cautioned users not to blindly trust AI systems, stressing that current models remain prone to errors.
  • Investors are treating Nvidia’s upcoming earnings as a litmus test for AI demand and the pace of payoffs on vast data center and chip spending.
  • Financial leaders describe AI as a secular trend with likely drawdowns, citing projections of roughly $3 trillion in related investment, while tech figures remain split on whether valuations look bubbly.