Earlier quoted context omitted.
Their brand is almost cooked though. At least the legacy search part. Maybe they'll morph into AI center of the future, but "Google" has been washed away.
Maybe they'll morph into AI center of the future Haven't you been watching the headlines here on HN? The volume of major high-quality Google AI releases has been almost shocking. And, they've got the best data.
AlphaGenome: AI for better understanding the genome
61–70 of 193 posts
Re: AlphaGenome: AI for better understanding the genome
#62Earlier quoted context omitted.
Right, of course, but I don't see any evidence from which to assume that they're picking "willy nilly."
Read back what you just wrote. It is literally "willy nilly". "Somethings are because of CEO, and some things are in spite of CEO" And it was "willy nilly" attributed that enshittification was because of CEO (how do we know? maybe it was CFO, or board) and Gemini because of Demis (how do we know? maybe it was CEO, or CFO, or Demis himself).
Re: AlphaGenome: AI for better understanding the genome
#63Earlier quoted context omitted.
Since we're on the topic of Microsoft, I'm sure you'd agree that Satya has done a phenomenal job. If you look objectively, what is Satya's accomplishments? One word - Azure. Azure is #2, behind AWS because Satya's effective and strategic decisions. But that's it. The "vibes" for Microsoft has changed, but MS hasnt innovated at all. Satya looked like a genius last year with OpenAI partnership, but it is becoming incre…
> Azure is #2, behind AWS because Satya's effective and strategic decisions I am going to have to disagree with this. Azure is number 2, because MS is number 1 in business software. Cloud is a very natural expansion for that market. They just had to build something that isn't horrible and the customers would have come crawling to MS.
Re: AlphaGenome: AI for better understanding the genome
#64Earlier quoted context omitted.
> Sundar is a really uninspiring leader I understand, but he made google a cash machine. Last quarter BEFORE he was CEO in 2015, google made a quarterly profit of around 3B. Q1 2025 was 35B. a 10x profit growth at this scale well, its unprecedented, the numbers are inspiring themselves, that's his job. He made mistakes sure, but he stuck to google's big gun, ads, and it paid off. The transition to AI started late but…
Like Ballmer, he was set up for success by his predecessor(s), and didn't derail strong growth in existing businesses but made huge fumbles elsewhere. The question is, who is Google's Satya Nadella? Demis?
100% it's Demis.
A Demis vs. Satya setup would be one for the ages.
Re: AlphaGenome: AI for better understanding the genome
#65Earlier quoted context omitted.
He delivered revenue growth by enshittifying Goog's products. Gemini is catching up because Demis is a boss and TPUs are a real competitive advantage.
You either attribute both good and bad things to the CEO, or dont. If enshittifying is CEO's fault, then so is Gemini's success.
Re: AlphaGenome: AI for better understanding the genome
#66Earlier quoted context omitted.
Like Ballmer, he was set up for success by his predecessor(s), and didn't derail strong growth in existing businesses but made huge fumbles elsewhere. The question is, who is Google's Satya Nadella? Demis?
Since we're on the topic of Microsoft, I'm sure you'd agree that Satya has done a phenomenal job. If you look objectively, what is Satya's accomplishments? One word - Azure. Azure is #2, behind AWS because Satya's effective and strategic decisions. But that's it. The "vibes" for Microsoft has changed, but MS hasnt innovated at all. Satya looked like a genius last year with OpenAI partnership, but it is becoming incre…
Managing to keep the MS Office grift going and even expand it with MS Teams is something
Re: AlphaGenome: AI for better understanding the genome
#67I don't think DM is the only lab doing high-impact AI applications research, but they really seem to punch above their weight in it. Why is that or is it just that they have better technical marketing for their work?
Some pharmas like Genentech or GSK also have excellent AI groups.
Re: AlphaGenome: AI for better understanding the genome
#68Earlier quoted context omitted.
> Sundar is a really uninspiring leader I understand, but he made google a cash machine. Last quarter BEFORE he was CEO in 2015, google made a quarterly profit of around 3B. Q1 2025 was 35B. a 10x profit growth at this scale well, its unprecedented, the numbers are inspiring themselves, that's his job. He made mistakes sure, but he stuck to google's big gun, ads, and it paid off. The transition to AI started late but…
> The transition to AI started late but gemini is super competitive overall. If by competitive you mean "We spent $75 Billion dollars and now have a middle of the pack model somewhere between Anthropic and Chinese startup", that's a generous way to put it.
I’m no Google lover — in fact I’m usually a detractor due to the overall enshittification of their products — but denying that Gemini tops the pile right now is pure ignorance.
Re: AlphaGenome: AI for better understanding the genome
#69Naturally, the (AI-generated?) hero image doesn't properly render the major and minor grooves. :-)
Re: AlphaGenome: AI for better understanding the genome
#70When I went to work at Google in 2008 I immediately advocated for spending significant resources on the biological sciences (this was well before DM started working on biology). I reasoned that Google had the data mangling and ML capabilities required to demonstrate world-leading results (and hopefully guide the way so other biologists could reproduce their techniques). We made some progress- we used exacycle to demo…
I have incredibly mixed feelings on Sundar. Where I can give him credit is really investing in AI early on, even if they were late to productize it, they were not late to invest in the infra and tooling to capitalize on it.
I also think people are giving maybe a little too much credit to Demis and not enough to Jeff Dean for the massive amount of AI progress they've made.