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2026-10-05 15:31:27 UTC

GrumpyRabbit on Nostr: _The Actual Reason Why Google “Fell Out” of the AI Race Changes Everything_ The ...

_The Actual Reason Why Google “Fell Out” of the AI Race Changes Everything_

The author's thesis:

FTA: Google DeepMind CEO Demis Hassabis (recently changed roles within Google) doesn’t think that automating AI research with coding agents (AI systems that can program better AI systems) is the correct approach to artificial general intelligence (AGI, the kind of AI that’s as good as humans at everything). Google DeepMind’s leadership sees OpenAI and Anthropic’s bet at best as an off-ramp, and at worst as a dead end.

Hassabis is betting on something else: world models. Models that can understand and simulate the real world, not just predict the next token.

And he’s steering Google accordingly. The AI race is actually a race between two theories of intelligence and also between two kinds of company: startups that need AI to become a business, and an incumbent whose existing business can subsidize AI for years. As we will see, Hassabis’s decision puts Google in a life-or-death situation. He could make Google the absolute leader or an irrelevant laggard.

https://albertoromgar.medium.com/the-actual-reason-why-google-fell-out-of-the-ai-race-changes-everything-d935663a09c3