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AI is critically important to Google, but there's a lot more to Google than just having a frontier AI model. Do Demis skills line up with what the whole company needs? It's going to be tough to beat Sundar's 1200% increase in stock price.
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I sold out of my position. I can imagine a story where it works out in the long term, but I don't see how this doesn't cause terrible retention problems in the short to medium term. I felt a pull to launch a startup when I heard Jeff Dean was leaving, and I'm a long time big corp employee who hasn't been at Google in over a decade.
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Why would they do this extra step if that were the case?
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