What other potential uses are there? Uploading books without WiFi is the only one that comes to mind.

The pitch is that, if you know you'll need a certain amount of compute at a certain point in the future, you can lock in the rental price today.

https://www.cmegroup.com/media-room/press-releases/2026/8/11...

The S-1 has to include, among other things, three years of audited financial statements, plus interim statements (unaudited). It will cover both revenue and expenses, the latter breaking out things like cost of revenue, R&D, sales and marketing etc.

Based on the (unofficial but reported) IPO target date of late Sep to early Oct, the S-1 will have to be made public in a few weeks from now.

Have you ever heard of the Joined Together States? Or bosom peril? Kidney disappointment? Fake neural organizations? Lactose bigotry? These nonsensical, and sometimes amusing, word sequences are among thousands of “tortured phrases” that sleuths have found littered throughout reputable scientific journals.

They typically result from using paraphrasing tools to evade plagiarism-detection software when stealing someone else’s text. The phrases above are real examples of bungled synonyms for the United States, breast cancer, kidney failure, artificial neural networks, and lactose intolerance, respectively.

(In my case "it"=Fable; I assume Opus is similar.)

There are other factors at play, but they're more recent/second-order.

And it's arguably not crazy, at least if SemiAnalysis's estimates are to be believed:

  * 20% of all TPU shipments from Q3 2026 through Q4 2027 are sold to SPVs serving Anthropic ($150B of contracted revenue); vs
  * ~$12B ARR for Gemini.

Because they compete for the same scarce resource, the result is a resource crunch for the group that's lost: https://www.latimes.com/business/story/2026-05-18/inside-ai-...

> a per user key would have solved this issue for sure

It would have helped with PII leakage, but not with plain-text trace extraction attacks, right?

So, basically, the third change is even more of a no-op than I thought.

It seems pretty clear that GDM will no longer have a CEO.

[1] https://blog.google/company-news/inside-google/message-ceo/n...

Event 1 - Jeff & co leaving.

Event 2 - Demis stepping down. DeepMind doesn't need a "chair" and "Alphabet's chief scientist" is a bullshit title that Jeff invented for himself when he moved from Google Research to GDM, to make it look like we wasn't abandoning the former for the latter.

The third change is basically ratifying the status quo, since Koray has been de factor running GDM for a while now (and directly reporting to Sundar in addition to reporting to Demis, who in turn also reported to Sundar - quite some triangle there).

The four have so much influence within the company that they could have trivially set this up as part of Alphabet, if they wanted to. They are also ridiculously wealthy.

His current title is CEO of Google DeepMind. Becoming Chief Scientist of Alphabet seems to be a step away from the path to replacing Sundar, no?

P.S. I think his real interest is Isomorphic, and his new role will offer fewer distractions.