Google CEO Sundar Pichai is likely to face questions about its delayed frontier AI during earnings. Google's delayed 3.5 Pro model has competitors taking jabs. One analyst said the delay has "shifted perception from leading edge to trailing edge." "Gemini who?" wrote Meta's chief AI officer, Alexandr Wang, on X. After the success of Gemini 3, Google found itself in a strong position at the end of 2025. As of this week, the situation is a little shakier. While the company just rolled out three faster, more cost-effective models, it continues to delay its next frontier model, Gemini 3.5 Pro. Alexandr Wang wrote on X "gemini who?" in response to a leaderboard that ranked Meta's Spark model above one launched by Google this week. Thibault Sottiaux, a member of technical staff at OpenAI, also took an apparent jab. In a post on X, Google's Logan Kilpatrick announced that pre-training on Gemini 4 had begun. "Hope it finishes one day too!" Sottiaux replied. Google declined to comment. The pushback of Gemini 3.5 Pro has "shifted perception from leading edge to trailing edge," said Josh Beck, an analyst at Raymond James, in a note this week. Google's business has been humming along nicely in recent quarters, with strong momentum across Search, YouTube, Cloud, and other areas. Google is also betting that faster