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Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

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Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#41

I think there's one weirdly simple reason DeepMind isn't doing as well as OpenAI and Anthropic. I may be wrong on this. OpenAI and Anthropic went from tiny startups to huge companies. As a consequence the stock options/RSU's offered to the employees paid off a far higher percentage ROI than any stock options a DeepMind (and thus Google) employee would get (since Google is already huge). This disincentivizes people wh…

I've always thought this as well.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#42
post #27

Earlier quoted context omitted.

I disagree - I will be surprised if google doesnt win the AI race long term. They have the money, the chips, and the ability to attract talent.

Ever heard of the innovator’s dilemma? Don’t underestimate the inertia of large companies and their unwillingness to pivot from their cash cow.

Google specifically has a track record. You could have made the same argument about social media (Google+) a decade ago.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#43

Today I saw one of the most talented engineers I know and worked with leave DeepMind and now I probably know part of the "why". Dark clouds hovering over Google's AI game.

If cursor can train model, I see no reason Google can't do it. They just have to hire more people and try on multiple angle.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#44

Everyone commenting here seems to take this to mean he's leaving Google, when that's not what the article says.

Clearly his influence is going to be less though.

And most likely this is a calculated step to avoid freaking people out, even though he is effectively leaving.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#45
post #27

Earlier quoted context omitted.

I disagree - I will be surprised if google doesnt win the AI race long term. They have the money, the chips, and the ability to attract talent.

Ever heard of the innovator’s dilemma? Don’t underestimate the inertia of large companies and their unwillingness to pivot from their cash cow.

If the new cow doesn’t have cash, it is better to stick to the cow you know.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#46

Today I saw one of the most talented engineers I know and worked with leave DeepMind and now I probably know part of the "why". Dark clouds hovering over Google's AI game.

> Dark clouds hovering over Google's AI game. It's not really clear what their gameplan is. From the outside, it looks like they're asleep at the wheel. Qwen/Deepseek/Kimi are crushing them from the cheap-and-open side, and they're not remotely competitive with Mythos/Sol or even plain-vanilla Opus on the "premium" tier. Gemini does actually have its uses, but they're very very marginal and niche. From day one everyb…

They are not "asleep at the wheel"; it's just that the people in charge (the "MBA types") have no clue what to do!

There's an old saying, if you judge a fish's smarts by how well it can ride a bicycle, it will always seem dumb.

The people who have risen to the top of at Google are built for a different environment than what's needed right now. They are good at playing their political games, sabotaging each other, etc.; i.e. all of the petty games that managers play in big companies. But the AI era demands a different skill set: how to bring together incredibly smart people and forge them into a battle group that will achieve victory in the ongoing battle for AGI! It's as if you have built an army of tanks, but the next battle is being fought on the high seas.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#47
post #27

Earlier quoted context omitted.

I disagree - I will be surprised if google doesnt win the AI race long term. They have the money, the chips, and the ability to attract talent.

Ever heard of the innovator’s dilemma? Don’t underestimate the inertia of large companies and their unwillingness to pivot from their cash cow.

Demis will get an offer he can’t refuse - they’ll make him the CEO of Alphabet and have the whole company go all in - the question is when.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#49

Earlier quoted context omitted.

What do you mean?

If you search "Deepmind departures" you'll see a string of high profile ones. This is also coupled with the numerous 3.5 pro delays (and strongly suspected underperformance when released). Something was definitely going down internally.

they are not going to get rewarded as much as they will make going to openai or anthropic. Google is not insane to pay tens and hundreds of millions to individuals like Zuck is. Crazy as it seems, Zuck might have been right, they seem to have stepped back into the arena with Muse.

Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs

#50

Today I saw one of the most talented engineers I know and worked with leave DeepMind and now I probably know part of the "why". Dark clouds hovering over Google's AI game.

> Dark clouds hovering over Google's AI game. It's not really clear what their gameplan is. From the outside, it looks like they're asleep at the wheel. Qwen/Deepseek/Kimi are crushing them from the cheap-and-open side, and they're not remotely competitive with Mythos/Sol or even plain-vanilla Opus on the "premium" tier. Gemini does actually have its uses, but they're very very marginal and niche. From day one everyb…

I largely agree but I don't know if it's quite so clear cut. From the pricing angle, all competitors except Google, including Chinese models, have incentive to gain market share at all costs, and may be serving tokens at or below cost. I am not sure though, Google could certainly decrease prices if they wanted to.

For agentic work, but especially for web search, 3.6 Flash has an important leg up, its fast speed, that no other model comes close to matching. I guess nobody pays attention to it because it's not the one big flashy number that you compare to other models.

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