This week I look at the surprisingly robust Google condition, the meta receives a up-to-date main researcher AI and more. If you haven’t done it yet, be sure to check this week Decoder Episode with deep cabinets and management.
Do you also employ AI coding tools such as Cursor or Github Copilot? I would like to know what works and what is not …
“I think we are doing very well during this moment”
After spending time with Google directors during the We/O conference, the company in May was clear that they felt confident. Now I’m starting to understand why.
Chatgpt does not make Google search engine archaic. If so, AI makes Google stronger than before.
During Google earnings, call this week, CEO Sundar Pichai He announced that the AI review in search results “now they drive over 10 % more queries around the world in the case of types of queries that show them, and this growth is still growing over time.” Simply put, when Google acts like chatgpt, people employ more. Pichai noticed that this is especially true for teenage people, demographics, with which the 10-blue version of Google has lost its significance for a long time.
CHATGPT also seems to limit the development of the Gemini application. Pichai said that Daily Mips for Gemini increased by over 50 percent compared to the previous quarter. Gemini now has over 450 million users per month, compared to 350 million in March. Google has almost processed quadrillion AI tokens in all its products last month, which is more than twice as much as the number processed in May.
Another expressive sign of trust was Google’s reaction to AI talent wars. “I look at our retention indicators and the upcoming new talent, and both are healthy,” said Pichai with a call to earnings. “I know that individual cases can appear on the headlines. But when we look deep at numbers, I think we are doing very well for this moment.”
One sec Mark Zuckerberg The talented researchers from Deepmind have been stuck, my sources say that Pichai and Demis Hassabis They were resistant to bidding wars and prone to allowing most people to leave. Compare this with the mood at Openai, where the head of the research Mark Chen compared the trotting of the finish line After the feeling of home invasion.
There is a belief in the whole industry that the Deepmind bench is deep enough to withstand defactions and that the company can quickly perform Acquihire movements, such as the recent Windsurf agreement, because more AI startups are looking for shelter from the game, which seems to see that only gigantic technology seems to really play.
“The finish is not on the border at the moment,” said Hassabis In an interview with Lex Fridman This week. “Maybe you can go back there and it’s probably rational what they do from their perspective because they are behind and have to do something.” In this statement there is an idea that Google works from the position of strength in the AI race, which is the concept with which all the main players with whom I talked privately.
Google is by no means indisputable. GPT-5 is coming soon and may blow next to the twins. Chatgpt to Kleenex Chatbot, and this does not seem to change in the near future. Meanwhile, Google is Sending less clicks to websites that threaten the administration model, which has yet fueled its activity. There is a real chance that Google’s activity can be broken by the US government. At least he will probably have to stop paying Apple for the default status on the iPhone.
Despite this, AI is not a threat to Google’s activities so far, which many thought. Instead, it looks more and more, as if Google is stronger than ever.
“This is a mystery of success in the industry that has no franchise value.”
– Microsoft CEO Satya nadella In a public note for employees recognizing the last dismissals and the price of the company’s climbing shares.
“Unfortunately, I think that” no bad person should never benefit from our success “is a fairly difficult rule of running a company.”
– Anthropic CEO Dario Amodei in leaking messages to employees about searching for funds from the Middle East.
“If we manage to share intelligence everywhere, accessible to everyone and easy to understand, we can guide the greatest chance that the world has ever seen and help more people in a better life.”
– incoming exec exec Simo Faids Subtle laying of ads in chatgpt.
“I created more billionaires in my management team than any general director in the world. They are doing well.”
– Nvidia CEO Jensen Huang on All-in Podcast.
“I received an offer that explodes [the] the same day. “
– second Windsurf rental, Prem qua nairIN on X, describing The way Google hired a basic startup engineering team.
Some engaging career movements this week:
- Mark Zuckerberg He found the main scientist AI of his new superintelligence ai lab: Shengjia zhao, who co-created Chatgpt and GPT-4 at Openai. Reports to Alexandr Wang.
- In Microsoft, head of AI Mustafa Suleyman He landed several recruits from Google Deepmind (his former employer), including the Vice President of Engineering for Gemini, Amar subrama. Meanwhile, Jacob AndreouFormer SNAP, it is a leading product and an increase for org Suleyman.
- Speaking of Snap: his SVP revenue products, Darshan KantakHe leaves just before earnings, which is usually not a good sign.
- Anthropic CPO Mike Krieger and duolingo CEO Luis von Ahn They join the Figma board just before IPO.
- Instacart CPO Daniel Danker joins Walmart as “the head of global acceleration of artificial intelligence”, reporting to the general director Doug McMillon.
- Tom Conrad He is officially the Sonos General Director. Repair application, volume!
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Let me know if you have thoughts on this subject or a good story about AI talent wars. You can answer here or Ping me safely on the signal.