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Google DeepMind Reorg Powers Gemini Surge

Google DeepMind Reorg Powers Gemini Surge

Google merged Google Brain and DeepMind into a unified Google DeepMind in 2024, enabling rapid Gemini iterations to top-tier performance by Gemini 3 in 2025. Meta's acquisition strategy, including Scale AI, led to integration issues and lagging Llama models. Organizational structure trumps tech in AI competition.

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The myth of internet efficiency is losing value

The article argues that the 'efficiency-first' model of Chinese internet giants is failing, as competitive pressures turn efficiency gains into consumer discounts rather than shareholder value. It suggests that true value now lies in pricing power and defensible moats, not just operational speed.

虎嗅MediaJul 7#strategy#economics#moat
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