He built things people use without thinking about them. Chrome. Android's expansion. Google's cloud ambitions. Sundar Pichai became chief executive of Google in 2015 and of Alphabet in 2019, which makes the distance from a childhood in Chennai to the top of a trillion-dollar company one of the defining career arcs in technology.

His style is deliberate and consensus-driven, which reads as cautious next to the founder-run intensity of some rivals. It has also been useful. A company absorbing antitrust cases, regulatory scrutiny and loud internal arguments about its own culture benefits from someone who does not escalate.

The hardest job in technology is defending a near-perfect business while reinventing it before someone else does.

Generative AI put a genuinely existential question on his desk. Search advertising is among the most profitable businesses ever constructed, and a chat interface that answers directly is precisely the thing that could come between Google and the click. He restructured the AI teams and pushed AI into search and everything around it.

So the problem is timing. Move too slowly and someone else defines the era; move too fast and you eat the business paying for all of it. The innovator's dilemma, at the largest scale anyone has ever had to run it.