Gary Marcus argues against the narrative that Google has fallen behind in the AI race despite recent leadership departures at DeepMind. He points to the company’s unmatched data access from Search and Gmail, its custom TPU chips that reduce Nvidia dependence, and its roughly $400 billion in annual revenue as durable competitive advantages. Marcus notes that rivals such as OpenAI and Anthropic face their own structural challenges, and that Google’s core businesses could sustain it even without outright AI dominance.
