351–360 of 989 posts
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For at least a year now the standard reflexive reply to “Google seems way behind OAI and Anthropic” has been “it’ll be ok, they’ve got Dean and Hassabis.” And now they don’t. What reason is there to be bullish about Google now?
Data centers, TPUs, customers, data streams, more money than god, most mature crawler system
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> DM was sitting on a ChatGPT product for a whole year before ChatGPT got released (LMChat) and Google didn’t let them release it. Heard this multiple time, to me this is pure history rewriting and post-rationalization. OpenAI also had a internal chat app before chatgpt, Microsoft had multiple, a bunch of other players also had internal chatgpt equivalents + many startups built some using OAI API. The breakthrough of…
OAI was the first to throw safety to the wind. Everyone else was scared to unleashed it on the general public because it was too powerful with too many unknowns (in ~2022, hindsight is different) Altman didn't give a fuck, first mover was more important to him.
The 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
I was about to invest in Google, but your compelling observation has swayed me. Now it's obvious to me they are a dying company.
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That’s because a significant portion of the work and spending going on at frontier labs is generating new, more curated data, in select domains like software engineering and now biology[1]. [1] https://www.synbiobeta.com/read/anthropic-is-hiring-biologis...
I think that was his argument as well. It looks like there is no more data to find, but then it becomes important to find more data - lo and behold we can make more. Sounds like the oil scare from 90' - we thought we were gonna run out of oil. But as oil gets more expensive it pays to dig further down to find the stuff that didn't make sense to dig up before.
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Does everyone want AI?
Single data point; no, I don't. I preferred the pre-AI world. It makes me sad that we'll never see it again.
Check out the New Luddite movement [1] [2]
[1] https://www.cnn.com/2025/10/08/business/ai-luddite-movement-...
> The moves suggest that DeepMind will be absorbed into Google’s broader business. [...] > They added that while Google DeepMind would not become purely commercial, it was integrating further into Google’s business.
I guess might be quite a change (but writing was on the wall, the Deepmind -> Google Deepmind part was the first step)
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It's quite interesting that those events are happening at the same moment. I wonder whether they are related
I think there are multiple separate events here, timed to coincide in order to minimise disruption. It's hard to be sure whether they share overlapping causes, but I'd guess that there's at least an element of that.
A massive shake up for sure, but why do you see it as separate events merely timed to coincide ?
Some think Gemini is falling behind in benchmarks so there was a shakeup at the top. I don’t agree with it.
That said, winning this LLM race is difficult given the number of talented people working on it across the world.
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Ed Zitron has predicted 16 of the last 0 AI bubble bursts... But more seriously, this has to do with DeepMind falling way behind the frontier in intelligence and cost per task. There's basically no reason to use a Gemini model today.
Tbf, he only has to get it right once.
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Gemini 3 Pro was legitimately frontier and released 8 1/2 months ago, not 14.
Correct, but it was preview release. I was referring to GA in my comment.
That can work in the B2C space but it's horrible in B2B.