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Every company has a story. Learn the playbooks that built the world’s greatest companies — and how you can apply them.
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- Intelligence ReportGoogle Part III: The AI Company
Published Oct 6, 2025
Ben GilbertGoogle faces the greatest innovator's dilemma in history. They invented the Transformer — the breakthrough technology powering every modern AI system from ChatGPT to Claude (and, of course, Gemini). They employed nearly all the top AI talent: Ilya Sutskever, Geoff Hinton, Demis Hassabis, Dario Amodei — more or less everyone who leads modern AI worked at Google circa 2014. They built the best dedicated AI infrastructure (TPUs!) and deployed AI at massive scale years before anyone else. And yet...