- Demis gets kicked upstairs: loses day-to-day power over DeepMind, gets fancy “Chair + Chief Scientist” title so he can do TED-talk AGI destiny stuff and Isomorphic Labs instead of running the actual product machine. - Koray takes the real job: owns the models, research, Gemini, and shipping. Reports straight to Sundar. Operators over visionaries. - Jeff Dean and Sanjay peace out after 27 years to start their own nonprofit-ish thing. Google seeds it so they don’t walk to a rival with all the institutional knowledge. - Official line: “Accelerate AI + shape AGI for humanity.” Actual move: tighten operational control, keep the science-fiction narrative alive for PR/regulators, push commercial models harder. - Full-stack bragging and “950M users / singularity foothills / cure cancer” language is pure corporate theater. The org chart is the only signal that matters. - Google is in a knife fight with OpenAI/Anthropic/xAI/Meta. This is them optimizing for speed and productization while still sounding noble.
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
#202Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#203Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#204The first sentence is quite telling >We’ve got amazing talent, world-class compute and products… Products are third on the list. Google is an incubator for talent first and foremost. Products are an afterthought
Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#205I 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…
OpenAI and Anthropic have the freedom to do absolutely insane things like negligently hack other companies. It would be stock price suicide if anything even remotely happened with Google.
Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#206Google loves to kick senior execs upstairs. Whatever happened to Prabhakar Raghavan? Got kicked upstairs and we barely hear from him nowadays. It's only a matter of time before Demis leaves and joins Anthropic or OpenAI.
Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#207If all the other AI companies are promising AGI by Q4 of next year, what else can you do to satisfy shareholders than also jump on that same bandwagon?
Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#208Earlier quoted context omitted.
I don’t think it matters that much for Google. They need to not fall hopelessly behind, but I don’t think there’s a strong economic reason for Google to burn the kind of capex that the frontier labs are burning. Strategically, I think they’re probably doing better than OpenAI and Anthropic. The Gemini models are open, and they are what researchers are working with (see neuronpedia as an example). Over time, this will…
"The company raised its full-year 2026 capex forecast to between $195 billion and $205 billion, with further significant increases planned for 2027." - Alphabet.
Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#209I 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…
One theory I've been entertaining is that whenever GPT-3.5 came out a lot of people were talking about the "bitter lesson" and how scale was all we really needed to get to AGI. No need for any fancy tricks, just release a larger model trained on more data, by the time we released a hypothetical "GPT-5 sized" model we'd have AGI. Anyway, the actual theory is that Google and Meta have fallen behind because they've been…
Re: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
#210I 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…
OpenAI and Anthropic have the freedom to do absolutely insane things like negligently hack other companies. It would be stock price suicide if anything even remotely happened with Google.