Ben Pladin
7 Aug 2026Demis & Nikita Step Down | Meta’s Muse Code | Felony Benchmark | Telepathy Project
2:51:4814 min
Ben Pladin (BEP Research): Google's Bureaucracy & the Next Trillion-Dollar AI Bet
BEP Research founder Ben Pladin — an early 2016 NVIDIA investor — describes the signs at Google Cloud Next and Google I/O that DeepMind was being sidelined, and argues big-company bureaucracy killed the entrepreneurial spirit behind exits like Jeff Dean's. He casts Google as the 'IBM of the hyperscalers' pushing TPUs with Anthropic and Citadel while NVIDIA locks up components and memory, and says the next trillion-dollar opportunity is an AI that models the human body and drug interactions — the 'Claude Code of medicine.'