This is Google's constant struggle in the AI space. They can hire the best talent and give them exorbitant salaries, but by virtue of already being a $2T company their stock price is simply not going to make a 100x jump no matter what they produce. Even if an AI researcher at the company doesn't care about power or independence or anything of that sort, just from a financial perspective it makes a lot more sense for them to join a startup or found their own. Just look at how many of the authors of all the seminal AI papers from Google Brain are still at the company. If you are a top mind in the AI space why would you want to share the spoils of your work equally with 200K other Google employees?
In order to have a fighting chance Google needs to spin off their AI efforts and issue stock independent of $GOOG.
In order to have a fighting chance Google needs to spin off their AI efforts and issue stock independent of $GOOG.