Google and DeepMind Outshined by Kimi
doodlestein · x · 2026-07-17
The post argues that despite having years of first-mover advantage, custom training/inference chips, massive capital expenditures, over 80,000 engineers, and vast troves of historical data, Google and DeepMind are still being noticeably outcompeted by a smaller team like Kimi.
The author interprets this as a sign of severe organizational and executional dysfunction within Google, bluntly calling the outcome "extremely embarrassing."
Related event: Kimi K3 Triggers a Reassessment of Chinese Frontier AI(94 posts)→
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