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@monty10x says (contrarian) they are 'really short Google' as of posts created…

2026-08-05 · 17:00 UTC ·@monty10x ·1 min read

Brief

Monty (@monty10x) says he's short Google, arguing that despite having the brains and resources the company lacks 'agency' and is not a 'China-style technocrat' capable of decisive execution. He cites Demis Hassabis's Aug 2026 move to Chair of DeepMind/Alphabet Chief Scientist and Koray Kavukcuoglu's promotion as the leadership changes framing his contrarian bearish view.

Why it matters

@monty10x says (contrarian) they are 'really short Google' as of posts created 2026-03-11 / updated 2026-04-04, arguing Google has the 'brains and the resources but not the agency.'

Key details

  • They assert Google 'aren't China-style technocrats,' implying Google lacks the centralized, state-like execution needed to convert capabilities into decisive action.
  • The post cites Demis Hassabis's announcement (tweet/blog dated 2026-08-05) that he will become Chair of Google DeepMind and Chief Scientist of Alphabet, with Koray Kavukcuoglu stepping up as DeepMind SVP alongside Josh Woodward — presented as context for Google's leadership shuffle.
Source evidence

for some reason this is contrarian but i'm really short google. they have the brains and the resources but not the agency. the problem is that they aren't china-style technocrats either.

Demis Hassabis (@demishassabis)

I’ve been working towards AGI my whole life, and as we enter this pivotal moment, I’m stepping into a new role as Chair of Google DeepMind & Chief Scientist of Alphabet. This will allow me to focus on long-term strategy, and accelerating scientific breakthroughs, including leaning into my work at Isomorphic to help cure disease.

I’m excited that @koraykv will be stepping up to lead GDM as SVP, alongside @joshwoodward and our exec team. I could not be more excited and confident about our amazing next chapter! 🚀

blog.google/company-news/ins…

Link

The next chapter of our AI momentum

Today, Google and Alphabet CEO Sundar Pichai shared some changes with Google DeepMind teams.
blog.google

— https://nitter.net/demishassabis/status/2085034334914769203#m