“we believe DeepMind is no longer a frontier lab. […] Google will continue meandering on and releasing models, but their odds of reaching SOTA again have dropped to zero.”
Zero? Really? While Gemini 3.5 Pro might not be sota, it seems quite bold to say effectively never
Gemini is Cooked but GCP is Cooking
GCP YoY rev growth >100%,
DeepMind's long term failure is Google Cloud's short term gain
newsletter.semianalysis.com/…
Aug 7, 2026 · 1:11 PM UTC
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