Google’s AI Strategy: Pichai Acknowledges OpenAI’s First-Move Advantage
On October 20, 2025, during the Dreamforce conference, Google CEO Sundar Pichai admitted that OpenAI’s launch of ChatGPT in late 2022 marked a pivotal moment in AI, acknowledging internal “code red” pressures within Google. Despite being recognized as an AI leader, Pichai conceded that OpenAI had gained a first-mover advantage. Following ChatGPT’s launch, which posed a significant challenge to Google, Pichai redirected teams to accelerate AI development. He stressed that Google’s reputation necessitated a cautious approach, causing delays in releasing its chatbot, initially in development alongside OpenAI. Pichai later revealed that Google launched its chatbot, originally named ‘Bard’ and rebranded as ‘Gemini’, in March 2023. He compared the “ChatGPT moment” to past tech disruptions, revealing his excitement over shifting market dynamics. This acknowledgment underscores the rapidly evolving AI landscape and highlights Google’s commitment to maintaining its competitive edge in the sector.
