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dnnehgf | on: Changes at Google DeepMind: Demis Hassabis from CEO to Chair, Jeff Dean departs
this is roughly how i've been reading their approach, but i wonder when/if this changes. what actually makes them start caring about having the most capable model? maybe nothing. i suppose they could be happy in a world where they (a) are still the agents' preferred search index and (b) own or produce a good percentage of the hardware that anthropic and openai run on.
weatherlite | parent
> i suppose they could be happy in a world where they (a) are still the agents' preferred search index and (b) own or produce a good percentage of the hardware that anthropic and openai run on.

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.