Murad Ahmed

Stephen, give me the bull case.

Okay.

This is a rhetorical exercise, Madhu, but I want you to engage in it.

What's the bear case here?

Right, and these companies like OpenAI and Anthropic, as well as taking AI talent from Google, they're able to be more nimble in a way that's harder for a tech giant like Google to do.

And good for their reputation in some ways.

So let's talk about DeepMind specifically.

This is the British AI startup bought by Google in 2014.

Now, the research lab at the center of Google's AI ambitions and headed by Demis Hessebis.

Maddy, you said Demis is Google's secret weapon.

Why?

And then with Google's money and computing power, DEMIS and DeepMind had some big breakthroughs in AI, including one that won a Nobel Prize.

Tell us about those.

Stephen, this point about how Demis Hassibis graduated from a scientific lab to the front lines of the AI war.

Talk us through how he's become so important within Google's corporate strategy.

He's built up a lot of power around himself and is the key figure in their AI strategy.

Okay, let's take a quick break.

And then I want to talk more about Demis Hassabis and his shift from scientist to tech CEO, and whether he might even be in line for the top job at Google.

So Stephen, Google CEO Sundar Pichai is getting a lot of credit for helping to refocus the company on AI over the last 10 years.

But given how important Demis Hassibis is to their AI efforts, could he one day be in charge of Google itself?