GOOGLE IN THE POST-JEFF DEAN, POST-DEMIS HASSABIS ERA

Summary from the TLDR newsletter

Fears that Google is losing talent are exaggerated in the media. The impact of Google's recent loss of talent will be smaller than the headlines suggest. Google is further behind in the AI frontier than people estimate. However, its cloud business grew 82% year-over-year last quarter, a sign that the business could still win on compute.