Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
1–10 of 26 posts
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#2How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#3How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
As a biological human I am glad that Google is applying AI to biodefense.
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#4How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
I agree, it's the old academia play. When they can't innovate on the model work, they make a lot of noise about AI safety, gatekeeping, humanity extinction etc.
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#5How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
I actually think a reasonable strategy of Google is to focus on biotech, where the demand for compute is infinite, and focus on cost effective solutions with really good search for other verticals (eg legal, accounting, etc), and offer loss leaders in coding to undercut Anthropic/openai, with “cheap just behind the frontier” models.
They are not really doing this, but it makes sense to me.
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#6How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
This is short-sighted IMO, I bet money that once the dust settles with the current LLM-boom that Google will still be around and pioneering in AI across the board. They aren't locked in to Nvidia, they have world class research, they aren't bogged down with VC returns or upcoming IPOs.
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#7How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
Google is the AOL of the old days. They can’t compete with OpenAI and Claude. They are a search company and AI is eating search.
Look at Stackoverlow for a hint where Google is heading to.
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#8How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
Stock price has almost doubled in the past year and you still aren’t satisfied? This delusional market needs a reckoning.
1Y 86%
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#9How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
This is short-sighted IMO, I bet money that once the dust settles with the current LLM-boom that Google will still be around and pioneering in AI across the board. They aren't locked in to Nvidia, they have world class research, they aren't bogged down with VC returns or upcoming IPOs.
I agree with you for the most part. However they have been raising a lot of cash, and to do so they took on a ton of debt.
It's a totally reasonable investment as long as they are within shooting distance of the market leaders, but the more they lag behind (i.e. the longer it takes for them to release their next model on par with industry leaders) the more hurt they're going to be in.
If they can't materialize returns off the tens of billions of dollars they just raised then it will come back to bite them hard.
Luckily they have a ton of options (such as selling compute) but it's still not a great look and the market is going to hammer them given the opportunity.
Re: Our Approach to Bioresilience: Isomorphic Labs and Google DeepMind
#10How about focus on keeping up with anthropic and openai. Less talk and more work. As a google shareholder I am really disappointed by their performance lately.
This is short-sighted IMO, I bet money that once the dust settles with the current LLM-boom that Google will still be around and pioneering in AI across the board. They aren't locked in to Nvidia, they have world class research, they aren't bogged down with VC returns or upcoming IPOs.
> they have world class research
It's a pretty bad look when all they do is shed researchers. Whether to other labs, or to people launching their own things. "I work at Google" doesn't have the ring it had 10-20 years ago either, something that OAI and especially Anthropic enjoy nowadays.
Deepmind is looking less and less like a place of prestige, and more and more like a smash-and-grab.