Rohan Paul (@rohanpaul_ai)
구글이 2022년에 ChatGPT와 유사한 제품을 라MDA 기반으로 거의 완성했지만, 독성 있는 응답과 신뢰성 문제 때문에 대규모 출시하지 못했다는 내용입니다. 생성형 AI 경쟁 초기에 구글의 내부 개발 상황을 보여주는 중요한 발언입니다.

Google was not far from launching its own ChatGPT-like product back in 2022. Sundar Pichai talks about how Google had already built a almost equvalent product around LaMDA, but its raw behavior was too toxic for Google standards, and unreliable to ship broadly. Pichai: "I
undefined | Google CEO Sundar Pichai says 'AI shift' opens opportunities to invest in startups
Google CEO Sundar Pichai told Stripe co‑founder John Collison that the rapid expansion of artificial‑intelligence technology has created fresh avenues for Alphabet to deploy capital into startups. He cited the company’s early bet on SpaceX – a 2015 investment that was worth about $900 million at a $12 billion valuation and is now estimated to be worth roughly $100 billion after SpaceX’s recent merger with Musk’s xAI and a pending IPO. Pichai highlighted similar moves in the AI‑focused startup Anthropic, where Google’s GV and CapitalG have poured more than $3 billion for a roughly 14 % stake, and in fintech firm Stripe, where Alphabet’s venture arms backed a $150 million round in 2016 that helped the company climb to a $159 billion valuation.
The CEO stressed that Alphabet’s growing AI returns are shaping a “good steward of capital” mindset, prompting the firm to seek “every last dollar” of high‑return opportunities. Beyond external bets, Pichai referenced internal projects such as Waymo, Alphabet’s autonomous‑vehicle division, which has raised $16 billion in a recent funding round, valuing Waymo at $126 billion. He admitted that, had the division been more mature earlier, Alphabet would have invested more aggressively, underscoring how the AI boom is unlocking larger, balance‑sheet‑backed funding across both external and internal ventures.
Overall, Pichai’s comments signal that Google is positioning itself alongside other tech giants like Nvidia, Microsoft and Amazon to move beyond traditional venture‑funding models, committing substantial resources to AI‑driven startups and scaling its own AI‑centric businesses. With stakes that could translate into hundreds of billions of dollars in future value, Alphabet aims to leverage the AI shift not only for product development but also as a significant engine of long‑term financial growth.
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