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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

#501
post #401

Earlier quoted context omitted.

I think HN believes in AGI. HN probably doesn't believe LLMs will lead to AGI. Also lots of tech people, HN included, are waking up to technology not only including penicillin (net positive for humanity) but also dynamite (best case: net neutral).

Dynamite has been incredibly beneficial for humanity.

Has is been a net positive?

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

#502
post #396

Wow. Jeff and Sanjay both departing. Truly end of a golden era. There is an entire cohort of work-optional very senior engineers for whom one of the last reasons for hanging on was "at least Jeff and Sanjay are around".

Google will be considered "the new IBM" in 20 years.

> Google will be considered "the new IBM" in 20 years.

They have plenty of great tech for consumers right now: Gmail, Maps, YouTube, Chrome, Android,..

You can perhaps argue that search might suffer because of AI but they've done a great job scaling horizontally into many verticals.

I don't think Google is going anywhere.

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

#503
post #150
post #62

Earlier quoted context omitted.

Is Gemini really doomed? I'm still bullish on Google: 1) they have more free cash flow and capital than God due to the ads business 2) they have data - intent from web searches, youtube videos, google books and music 3) they have dedicated inference hardware for all these reasons, is being 6 months behind the frontier actually a structural, long term disadvantage? some day the pace of improvement will slow, and googl…

> is being 6 months behind the frontier actually a structural, long term disadvantage? Yeah, this is one of the things I find so weird on the discourse. If you get there negligeably later, but without astonishing spend and waste, you might even be better off in the long term.

I have thought that for a while and assumed that was apples approach to AI. Wait until everyone burns through investor cash, invents the better tech, and can monetize. Then copy that business model and polish it, or buy out the competition and polish. That’s usually apples move and it makes sense for google to do something similar.

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

#504

Earlier quoted context omitted.

Yeah, a bit surprised that the top comments aren't discussing losing Dean, he's been a figurehead for the company for decades. It's like Apple losing Ive in a way. EDIT: "figurehead" - that's all I meant. A notable, public figure from the company who is credited with having a significant impact on its evolution. I'm not making a judgement call on his departure, or Ive's, being good or bad. That said... just give it a…

Losing Ive was probably a good thing for Apple. I often feel that after a few years these big guys have done what they could do and somebody else can take it from there. So far even losing Jobs didn’t hurt Apple as it looks.

> Losing Ive was probably a good thing for Apple.

The position that I have rather often read on the internet is: Jonathan Ive did very good work at Apple as long as there was a counterpart who could steer his creative vision. This counterpart was of course Steve Jobs. When Steve Jobs died, there wasn't such a counterpart anymore, so Ive's work for Apple got much worse.

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

#505

Earlier quoted context omitted.

I actually use Claude for finding stuff and recommendations. like "Find me a decent shoe with blah blah conditions" this query now goes to LLM Chat instead of google search. I use google search to find the url of something that i know exists like find the website of a company or finding address of a store.

The issue is Claude is losing money serving you that, and while Google makes money serving you the same result. On top of that, you are paying Claude to get that same result. Unless Claude adds ads, it isnt going to be sustainable for both Anthropic or you - and congrats, you've invented Google Search.

Google and ChatGPT are both running LLMs on free user queries. If Google is doing it more profitably, it’s because they have a much more mature ad business, and/or they are running a cheaper LLM. There’s no fundamental difference in the business model in that specific product line.

Regarding Claude, it’s true they must be losing money on free users since they promised they won’t put ads there.

Speculatively, I think people are overestimating the cost of inference for the consumer free tier chatbots. I suspect it’s effectively a marketing cost. The primary expenses are compute to train the next model, stock compensation, and heavy-duty enterprise inference (which pays for itself).

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

#506

Earlier quoted context omitted.

Part of me thinks Google's entire problem is crappy internal tooling, not really an anti-innovation environment. Just making a dev take 2x as long to get something done has a bigger effect than you'd think. With LLMs it's more like 10x now because even Gemini doesn't understand Google-internal tooling.

I have a friend at Google DeepMind who tells me that Google believes in AGI/superintelligence just as much as HN does, which is probably why no one with conviction wants to work there.

> I have a friend at Google DeepMind who tells me that Google believes in AGI/superintelligence just as much as HN does, which is probably why no one with conviction wants to work there.

With "believes in AGI/superintelligence just as much as HN does" do you mean that they are superbelievers or rather sceptical of AGI/superintelligence? I have seen both positions on HN.

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

#507
post #412

Earlier quoted context omitted.

People have been saying that for over a decade now, and their business is still going.

Their entire business is predicated on search dominance, which is now on much shakier footing. Agreed that those comments were ridiculous pre-ChatGPT, but now they have a genuine challenger.

If by "shakier footing" you mean accelerating growth in query volume, ad impressions, revenue and earnings, I'll take it.

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

#508
post #9

> Lastly, after an incredible 27-year run, Jeff Dean is at a moment where he wants to try something new, and we’re excited to support him in that. Jeff and Google Senior Fellow Sanjay Ghemawat are launching an independent public benefit corporation to accelerate discoveries in ML, science, and engineering. Oof. Good for Jeff and Sanjay (who just joined Twitter), bu that is a big loss for Google. Google stock is down…

you mean x, right? just to fully understand

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

#509

Wow. Jeff and Sanjay both departing. Truly end of a golden era. There is an entire cohort of work-optional very senior engineers for whom one of the last reasons for hanging on was "at least Jeff and Sanjay are around".

Isn’t alphabet an investor in their new endeavor?

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

#510
post #195

Earlier quoted context omitted.

Google, of all companies, much vaunted (as in your comment!) for its huge infrastructure footprint, is renting compute from SpaceX to the tune of almost a billion a month: https://techcrunch.com/2026/06/05/google-will-pay-spacex-920... This is in addition to bumping their CapEx spend to the extent their cash flow turned negative for the first time ever this quarter: https://arstechnica.com/google/2026/07/google-just-…

A deal with a company Google has a share of, announced a week before their IPO, with very non-committal terms and ramp period protections delivered in one large block on short term notice priced likely at the high end of what Google charges for A4X instances anyway. I don’t think this reflects desperation as much as strategy.

I dunno if it's a sound strategy that involves repeatedly telling investors [1] and employees [2] over multiple quarters that you are desperate for compute, including leaving a triple-digit billion backlog on the table [3], and then spending so much on CapEx that you have your first negative cash flow quarter ever and taking the inevitable hit to the stock [4], while turning away a large paying customer (who also happen to be a competitor) [5] ;-)

[1] https://www.mindstudio.ai/blog/sundar-pichai-google-compute-...

[2] https://www.cnbc.com/2025/11/21/google-must-double-ai-servin...

[3] https://www.bloomberg.com/news/articles/2026-07-22/google-sa...

[4] https://arstechnica.com/google/2026/07/google-just-had-its-f...

[5] https://thenextweb.com/news/google-caps-meta-gemini-compute-...

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