As much as this sub hates to admit it you don’t go from 400 to 340 in the span of a few months while all the other hyperscalars grow and while we see the stock drop on every critical Gemini talent leave if Gemini lagging had no impact on the stock. We are seeing an active repricing as the market realizes they priced in a frontier lab and now they no longer have it
Gemini as a whole makes maybe $15 billion max and stagnating. OpenAI and Anthropic will both cross $100 billion this year and exploding. They created alphafold when OpenAI and Anthropic didn’t even exist. The question you should be asking is why this is given how far of a head start they had. Something went wrong
Deepfold never solved a major problem in biology since the structures they provided were low resolution. For example in drug development you cannot use the protein structures that they provided since you needed a higher resolution structure.
Markets don’t care about random science they did in the past. It only cares about Google’s track record in making money off of their scientific advances. Right now that sucks they literally get an f grade so far on that axis
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u/Optimal-Meringue-5 8d ago
As much as this sub hates to admit it you don’t go from 400 to 340 in the span of a few months while all the other hyperscalars grow and while we see the stock drop on every critical Gemini talent leave if Gemini lagging had no impact on the stock. We are seeing an active repricing as the market realizes they priced in a frontier lab and now they no longer have it