I said for a few years to many a downvote on HN, everyone wants AI, nobody wants to pay the true costs, the AI race will turn into a "race to the bottom" that is, who can give you the most compute for the lowest cost, and still remain profitable?
> And gemma downloads also can be from auto CI pipelines etc. Nothing concrete
I have always found NPM download numbers truly suspect. Is no one caching? Are they estimating true number of downloads base on some estimate of cache hits?
Hasn't that always been the case with Google? Outside of a few that are mostly good and have stuck around, I've always seen Google has having great tech but being quite bad and making products out of it.
> Lastly, after an incredible 27-year run, Jeff Dean is at a moment where he wants to try something new, and we’re excited to support him in that. Jeff and Google Senior Fellow Sanjay Ghemawat are launching an independent public benefit corporation to accelerate discoveries in ML, science, and engineering.
Oof. Good for Jeff and Sanjay (who just joined Twitter), bu that is a big loss for Google. Google stock is down 5%. It might not be much of an exaggeration to say these two are worth ~$200 billion.
Whoa. So is Jeff effectively leaving Google to work on this new venture full time? Or is the venture a side project? It sounds like the former. I’m sure he’ll still have internal access as an advisor of sorts. But this feels like a seismic change. Much larger than I initially realized?
For at least a year now the standard reflexive reply to “Google seems way behind OAI and Anthropic” has been “it’ll be ok, they’ve got Dean and Hassabis.” And now they don’t. What reason is there to be bullish about Google now?
If all the other AI companies are promising AGI by Q4 of next year, what else can you do to satisfy shareholders than also jump on that same bandwagon?
Can we please stop saying anything about "AGI"? I remember when people would be like "AGI in 3 months" / "AGI in 2024" / "AGI is confirmed in 2025" like stop, you don't know if it's even a thing, let alone if it's coming/imminent.
That's the fun part. We don't. Could have happened 10 years ago without us noticing. I don't expect my skin cells to be able to recognize "me" anymore than I expect we will be able to recognize a superintelligent AGI. If it arrived 10 years ago, then the last 10 years could simply be its PR campaign. We wouldn't even be able to tell if it was successfully achieving its "goals" or not, assuming an AGI even has "goals"
This is a promotion for Demis and this could be a path for Demis to be CEO of Alphabet in the future in the AI era.
Google already invested in Discovery Loop (Jeff Dean, Orol Vinyals, Quoc Le and Sanjay Ghemawat's company), so what is happening is still a win in investment terms.
The question is about Sundar's future at Google, he is a mobile era CEO at Alphabet and I would hazard a guess he will probably step down in less than 3 years.
I don't see Demis becoming CEO. He's a scientist and researcher. He wouldn't want to be bogged down by minutiae of corporate politics, org structure, government relations, mobile hardware, etc. Chair lets him have authority to explore any path of interest without overhead of operations.
My impression, inside and out of G, was that Sundar (and Ruth) were about scaling down R&D expenses (as a fraction of revenue), and focusing on exploiting the monopolies.
Perhaps now there could be a shift back to investing in R&D to get fresh monopolies.
Considering these are the best stats they could find, gemini usage+general situation must be really, really bleak.
High demand means nothing. A model being live is nothing to brag about. And gemma downloads also can be from auto CI pipelines etc. Nothing concrete
I said for a few years to many a downvote on HN, everyone wants AI, nobody wants to pay the true costs, the AI race will turn into a "race to the bottom" that is, who can give you the most compute for the lowest cost, and still remain profitable?
I have always found NPM download numbers truly suspect. Is no one caching? Are they estimating true number of downloads base on some estimate of cache hits?
>We’ve got amazing talent, world-class compute and products…
Products are third on the list. Google is an incubator for talent first and foremost. Products are an afterthought
Founders are first. Ideas are second.
Oof. Good for Jeff and Sanjay (who just joined Twitter), bu that is a big loss for Google. Google stock is down 5%. It might not be much of an exaggeration to say these two are worth ~$200 billion.
Whatever happened to Prabhakar Raghavan? Got kicked upstairs and we barely hear from him nowadays.
It's only a matter of time before Demis leaves and joins Anthropic or OpenAI.
This is a promotion for Demis and this could be a path for Demis to be CEO of Alphabet in the future in the AI era.
Google already invested in Discovery Loop (Jeff Dean, Orol Vinyals, Quoc Le and Sanjay Ghemawat's company), so what is happening is still a win in investment terms.
The question is about Sundar's future at Google, he is a mobile era CEO at Alphabet and I would hazard a guess he will probably step down in less than 3 years.
His current title is CEO of Google DeepMind. Becoming Chief Scientist of Alphabet seems to be a step away from the path to replacing Sundar, no?
Perhaps now there could be a shift back to investing in R&D to get fresh monopolies.
He was the guy branding Google an AI-first company back when they invented the transformer.
These guys...