Google CEO Sundar Pichai defended the company's AI strategy amid delays to Gemini 3.5 Pro, highlighting new models like Gemini Flash, which powers tools in cybersecurity and customer service. The latest update, Gemini 3.6 Flash, improved coding scores while using fewer resources. Looking ahead, Google is working on the ambitious Gemini 4 with nearly monthly updates planned. Despite cloud revenue jumping 82%, rising costs have worried some investors, and Alphabet's shares dipped over 3% after the call.