Reactions from ranked influencers
7 posts
Google getting beaten by @alexandr_wang this early, when Meta's new AI team is tiny in comparison, is absolutely embarrassing for Google.
Google Is a Secular Short https://taekim.substack.com/p/google-is-a-secular-short
i am a shareholder and take no pleasure in reporting this
There are now 6 labs with a better model than Google
too few Qwen and DeepSeek need a comeback Nemotron and Minimax are welcome too Who else can do it? Xiaomi, Tencent, InclusionAI? Google DeepMind being kicked out of the top 10 would be the funniest outcome
There are now 6 labs with a better model than Google
Given that Google is already telling people to look ahead to Gemini 4 (likely still many months away) it’s obvious that 3.5 Pro is a failure. Someone should ask Sundar tomorrow why Google now ranks an embarrassing SEVENTH in the world in AI models, why 3.5 Pro flopped, why Google is DOA in the most important AI agentic coding market, and why they keep losing key talent to OpenAI and Anthropic.
Google Is a Secular Short https://taekim.substack.com/p/google-is-a-secular-short
@andersonbcdefg They are behind in "Here is two hours to answer a question and ahead in here's 20 seconds to answer a question." I use Flash for most questions because of this.
There are now 6 labs with a better model than Google