TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

julia love

T3 · host / generalist

Broke story on Google AI researcher departures to Anthropic; covers talent dynamics and compute politics at hyperscalers.

1 call·1 name·0% bull·last heard 2 months ago·Bloomberg Tech
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1stmedium conviction
$GOOGLAlphabet

Google loses key Gemini researchers to Anthropic; compute politics and talent drain raise execution risk

Senior researchers Jonas Adler (AI coding) and Alexander Pretzel (pretraining) left for Anthropic; compute resources shifted before Noam Shazeer's departure, suggesting internal political struggles over scarce compute that could slow Gemini development.

Bloomberg Tech2026-06→

most discussed · click a bar to filter

recurring themes

1 total
$GOOGL
···
Alphabet
MEDjulia love·Bloomberg Tech·2 months ago
Google loses key Gemini researchers to Anthropic; compute politics and talent drain raise execution risk
Senior researchers Jonas Adler (AI coding) and Alexander Pretzel (pretraining) left for Anthropic; compute resources shifted before Noam Shazeer's departure, suggesting internal political struggles over scarce compute that could slow Gemini development.
"COMPUTING POWER IS A PRECIOUS RESOURCE. AND SO LEARNED THAT SHORTLY BEFORE NOAM SHAZEER ANNOUNCED HIS DEPARTURE, THE COMPUTING POWER FOR ONE OF HIS PROJECTS WAS SHIFTED TO A LARGE…"
45:00