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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 3 months ago·Bloomberg Tech
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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 Tech2026-06episode →

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MEDjulia love·Bloomberg Tech·3 months ago·Apple Raises Prices, Micron Rallies | Bloomberg Tech 6/25/2026
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
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AI Talent & Labor Marketheadwind
Google talent drain to Anthropic accelerates; compute politics inside hyperscalers becoming competitive differentiator
Small pool of researchers who can move the needle on frontier models; individual departures (Adler, Pretzel, Shazeer) matter disproportionately. Internal compute allocation politics at Google may be driving exits, benefiting better-resourced rivals.