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The Real Reason for Google AI Talent Loss: Equity Incentives Before IPO

The Real Reason for Google AI Talent Loss: Equity Incentives Before IPO

美股投资网美股投资网2026/06/26 05:39
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By:美股投资网
Recently, Google has lost several top AI researchers, including Jonas Adler and Alexander Pritzel from the Gemini project, both of whom have moved to Anthropic.
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Outsiders often interpret this as a denial of Google’s AI strategy, but analysis from US Stock Investment Network believes that the underlying logic is actually very “Silicon Valley”—money, or more precisely, pre-IPO equity.

At Google, with a market cap of over $4 trillion, employees receive restricted stock units that may have room for appreciation, but the upside is limited. In contrast, jumping to startups like Anthropic or OpenAI, which are expected to go public in 2026–2027, means the opportunity to obtain a significant amount of early-stage equity at a very low cost.Once the company goes public, wealth could multiply several times, or even dozens of times.

A typical case is Noam Shazeer: in 2021, he left Google to found his own company. Three years later, Google spent $2.7 billion to “buy him back,” earning him hundreds of millions of dollars personally; now he has switched to OpenAI, which has secretly filed for an IPO, once again betting on the next round of exponential growth.

Top AI talents may talk about “building the future,” but the reality is whoever offers more future equity has the power to keep them. For Google, this isn’t just a technical competition—it's a wealth game about “expected returns.”
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US Stock Market AI Quantitative Analysis Tool StockWe.com Product Feature Showcase
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US Stock Investment Network is a fintech company specializing in US stocks, founded in 2008 in Silicon Valley, USA, by former NYSE analyst Ken, with a team including several Morgan Stanley analysts and Google, Meta engineers. Leveraging AI and big data along with over a decade of hands-on US stock market experience and industry quantitative models, the company has built a stock market database that processes tens of millions of stock data points daily: capturing options block trades, real-time institutional capital flows, changes in institutional holdings, breaking news from Trump, and delivering precise K-line signals immediately to your mobile app!
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