Google CEO Sundar Pichai is likely to face questions about its delayed frontier AI during earnings, as the company continues to delay its next frontier model, Gemini 3.5 Pro, after the success of Gemini 3 at the end of 2025. Competitors have mocked the delay, with Meta's chief AI officer Alexandr Wang writing "gemini who?" on X after a leaderboard ranked Meta's Spark model above a Google model launched this week. OpenAI's Thibault Sottiaux replied "Hope it finishes one day too!" to Google's Logan Kilpatrick announcing that pre-training on Gemini 4 had begun. Google declined to comment. The delay is "particularly glaring" because OpenAI and Anthropic have rolled out new top-tier models in recent weeks, shifting perception "from leading edge to trailing edge," according to Josh Beck, an analyst at Raymond James. Google's business has been humming along with strong momentum across Search, YouTube, Cloud, and other areas, and it is betting that faster, more cost-effective models may be a winning strategy. Analysts are likely to raise the topic of 3.5 Pro and its release timeline when Google announces Q2 earnings on Wednesday evening.