Robbie Tilton(@robbietilton):My theory on Google’s strategy: Gemini doesn’t need to be the best chatbot. It has distribution through Google and Apple. Demis would rather cure diseases than battle on marginally differentiated chat product. The public will think Google is asleep at the wheel, but then will come out of left field with a major medical breakthrough in early 2027 Breakthroughs in science will prove to be the better business model. Once a drug is discovered, every dose doesn’t require additional compute.

2026.08.06 18:41

My theory on Google’s strategy: Gemini doesn’t need to be the best chatbot. It has distribution through Google and Apple. Demis would rather cure diseases than battle on marginally differentiated chat product. The public will think Google is asleep at the wheel, but then will come out of left field with a major medical breakthrough in early 2027 Breakthroughs in science will prove to be the better business model. Once a drug is discovered, every dose doesn’t require additional compute.