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.
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.
Google spending money on competing head to head with your LLMs is a waste of money for Google. If anthropic wins, Google copies their approach, buys anthropic for cheap or both. All the investors throwing money into OpenAI, Anthropic, are just accidentally subsidizing Google's product development. Google shouldn't spend its AI research capital in an arms race with Anthropic but instead should invest in AI approaches that no one else is investigating at scale. That way Google can hedge against LLMs hitting a wall.
There is a real but small danger to Google that Anthropic replaces Google as a search engine, but that is an uphill fight for Anthropic. Google has massive brand recognition, network effects with gmail and chrome, Anthropic can't just copy what works from Google. On the other hand Google can copy what works for Anthropic. Google would have to play poorly to lose that fight.
Probably the worse case for Google is that software becomes so cheap and easy to create and maintain that all of Google's product offerings become commoditized. Even in that world Google has a lock on infrastructure. Perhaps ASI software creation completely removes that as well? If so we are living in a post-singularity world and probably the stockmarket doesn't exist anymore either.
“Heavily” it’s a high bar at their scale. They spent over $10bn playing with cars.
My own personal opinion is that they’re great at design, UX, hardware, and even some power user desktop software (lifetime Logic Pro addict here). I would say it’s a stretch to call anything they have ever done with ML to be anything near cutting edge compared to Google, for whom all of the “hard” problems of recommendation, search, NLP, and other ML have been the absolute focus of their SaaS, white papers, and web offerings for close to 30 years
Right now AI companies are competing to make LLMs better at graduate-school level tasks. They all can already competently tell you what the weather is going to be like tomorrow or when the first Led Zeppelin album was released.
Google buys Anthropic for cheap? How?
My case is based on the assumption that Anthropic will not hit RSI or if it does RSI rapidly hits a wall. Faster your growth curve, the faster you eat all the low hanging fruit and s-curve. I could be wrong here, maybe RSI will cause a hard takeoff singularity by 2030 and just keep going, but if that happens the world fundamentally changes.
What the people that can monetize it? Microsoft, X, IBM, Salesforce, Discord, Google
Microsoft would likely buy OpenAI due to their investment and integration with OpenAI. Making Anthropic not that valuable.
Google would likely buy Anthropic due to their investment and ties to Anthropic.
X, Salesforce maybe. Not sure Discord has the money. No idea if IBM capable of growing.
All this changes if Anthropic figures out a moat/sticky product that doesn't just depend on having the best LLM. If they pull off https://claude.com/solutions/healthcare then all bets are off.
Not all change is good, as proven by Zuckerberg's response after the lackluster Llama 4 release. The radical restructuring appears to have made things worse.
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.
Google has multiple cash firehouses, the small AI companies do not.
Did he say a "complete and unmitigated disaster"?
No, because he's not a fool. If he had said that the correct response would have been to question his sanity.
Very few companies have leadership that can prevent this infighting and force teams on directed goals.