Seven reasons I wouldn’t count Google out

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• Despite recent high-profile talent departures (e.g., Jeff Dean, John Jumper) and delayed models, Gary Marcus argues it’s premature to count Google/Alphabet out of the AI race.
• Google retains unparalleled access to data (search, email), massive compute resources, proprietary TPU chips, and immense financial power ($402B revenue, $132B profit last year) far exceeding competitors like OpenAI and Anthropic.
• Demis Hassabis, “arguably the most formidable person in AI,” remains with Alphabet as Chief Science Officer, and Google’s vast distribution network (Android, YouTube, Search) provides significant leverage.
• Marcus suggests Google may simply outlast competitors who lack diverse revenue streams if the LLM market results in a multi-way tie with modest profits, with the only true existential threat being the loss of core products like Search, Android, and YouTube.