DeepMind Overhaul: Jeff Dean Exits, SemiAnalysis Declares Gemini 'Cooked'

firstadopter · x · 2026-08-07

According to a recent SemiAnalysis report, Google has completely overhauled DeepMind's leadership. Demis Hassabis is stepping back from day-to-day operations, while Jeff Dean is leaving alongside top engineers like Sanjay Ghemawat and Quoc Le to start a new lab called Discovery Loop. Koray Kavukcuoglu will take over the reins.

The article suggests these moves indicate internal dissatisfaction with Gemini's trajectory. The authors argue DeepMind is effectively no longer a frontier lab, with its odds of reclaiming SOTA status dropping to near zero. However, the biggest beneficiary is Google Cloud (GCP). The intense internal battle for compute allocation between Gemini and GCP has ended with GCP CEO Thomas Kurian winning, which is expected to meaningfully accelerate GCP's revenue growth.

Related event: Jeff Dean Leaves Google to Co-found Discovery Loop(123 posts)→

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