Jun. 24 at 10:46 PM
$GOOGL AI talent situation is starting to feel like a slow but persistent drain, not a one-off headline.
Reports say Google may lose two more key AI researchers Jonas Adler and Alexander Pritzel both closely tied to Gemini work heading to Anthropic.
And this isn’t isolated:
John Jumper (AlphaFold, Nobel-level work) → Anthropic
Noam Shazeer (Gemini co-lead, Transformer co-author) → OpenAI
What stands out to me is the pattern. It’s not about one name leaving it’s the steady pull of top-tier talent toward competing frontier labs.
That’s the part that’s harder to model.
For
$GOOGL, it’s not just about model releases or benchmarks… it’s whether they can keep the people actually building the edge cases and next iterations.
Market usually reacts to products, but this is more of a “slow burn” competitive pressure.
