Yeah he seemed too reasonable to me, relative to the fervor. Whoever ends up in charge needs to do a lot of frothing to catch up to the ferver that would justify their valuations and investments
https://endpoints.news/demis-hassabis-leaning-into-isomorphi...
Can you explain this more precisely?
IDK, haven't Google been putting Gemini front and centre in pretty much all of their products?
I'm seeing Gemini on my slide decks, Gemini on my e-mails, Gemini on my searches, Gemini on my videoconferences, Gemini on my database query console. My impression was they were doing a Google Plus style attempt to marshal all the company's efforts behind one product.
If the goal is to maximize share price (which it is) this is probably the safest approach. Why do they have to keep chasing developing the best model when they can
a) charge everyone for the cloud infra
b) have a "good enough" experience for normal consumers
Their current setup will be worth trillions. Already is. Let anthropic get paid for the most expensive queries while they get a bill from Google for their cloud/TPU use. GCP grew 82% YOY with 24B revenue and improving margins. So GCP became a 100B business. Anyone doubts it's gonna double in less than 5 years? Gemini just needs to be good enough for normal folks who want personal agents for everyday use. I don't think Google has to compete with Anthropic on making the best agentic programming model.
Real scientists are skeptical. Wall St and the people who serve it don’t like that.
I don't get the impression from interviews that Kavukcuoglu is that guy - he seems like a safe pair of hands, but not someone that is on a mission.
OTOH I don't even think this is the right race to be in.