Thread

1. atleastoptimal · 1785947160 · focus · HN ↗

   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 who truly believe in the economically transformative power of AI to work at Google since their benefits will be capped by Google being large + having public company obligations.

   1. onlyrealcuzzo · 1785947875 · focus · HN ↗

      There is no other way to describe the Gemini 3.5 pro delay than as a complete and unmitigated disaster.

      It's a huge company.

      It's unlikely there is any one person to blame (and entirely possible he has none of it). But things need to change.

      1. godwinson__4-8 · 1785948874 · focus · HN ↗

         People keep saying the same thing about Google lagging behind and always end up looking rather silly. Google was going to lose search to OpenAI. Then people complained there was too much AI in Google search. Now it's pretty good and par for the course.

         Yes it's a huge company.

         So they are slower. Then they will surface it across their massive product base and keep generating cash. While having a hand in Anthropic and others via investment anyway.

         Google doesn't need to offer you the bleeding edge at startup pace. They're playing a different game. When the bubble pops they will be well positioned really no matter the outcome to continue to capitalize as their competitors implode or get absorbed.

         The idea a delay is a "complete and unmitigated disaster" is just laughable. People have been saying this about Google since ChatGPT first invaded the public consciousness. Google will continue to do well, the histrionics of people like you aside.

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