Google Restructures DeepMind, Gemini 4 Announced but Missing

Announced at Google I/O, Gemini 4 is still not available, and Google is highlighting its 3.5 range, which has slipped in the rankings. Public critiques, including SemiAnalysis, are questioning the internal enthusiasm surrounding the next generation. This sequence comes after a major reorganization at Google DeepMind and leadership changes, as Sundar Pichai and Demis Hassabis assert their aim to stay at the forefront.

Gemini 4 announced at I/O but still unavailable, and Google emphasizes the 3.5 class

Gemini 4 was announced at Google I/O, but it is not yet available. In the meantime, Google is promoting its 3.5 class models, which are not dominating the rankings. This situation has sparked significant curiosity around Gemini 4 and fueled criticism regarding Google's perceived delays. SemiAnalysis believes that recent decisions do not reflect a strong enthusiasm for Gemini 4 Pro.

Major reorganization at Google DeepMind and leadership changes

Google has announced a significant reorganization of its AI division, Google DeepMind. In this context, Jeff Dean, Chief Scientist, is leaving the company to start his own startup, while Demis Hassabis is stepping back to focus on long-term research. This reorganization is presented as a major upheaval in Google's AI efforts. Several reactions suggest that Google is no longer at the cutting edge of innovation, with many voices recently claiming that "Google is going to lose."

Pichai and Hassabis reaffirm the ambition to stay at the forefront

Sundar Pichai states that the company aims to remain at the forefront and is focusing on areas for improvement. Demis Hassabis mentions entering a new chapter and asserts that Google has the necessary resources to lead in the future. The company is also described as committed to remaining a leading laboratory. These statements display a clear ambition in the face of external doubts.

Search, enterprise, and technology bets: strengths and trade-offs discussed

Google Search remains a product used by billions of people, in which AI is integrated. Consumer AI is not yet generating significant revenue for most players, while the focus is currently on enterprise AI. Anthropic is presented as gaining an edge due to its focus on enterprise AI, particularly in coding. Demis Hassabis is described as centering his research on multimodality and world models, while cloud services represent a growing sector for Google. Despite its resources and distribution capabilities, the question of Google's delay in AI has been a hot topic in the industry for a week. Some believe that a scenario similar to that of Meta, marked by delays and promises, remains possible.