---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42045979.md"
description: "Expressed dissatisfaction with the continuous large outflow of talent related to the model of $Alphabet(GOOGL.US), sold a portion today. Reallocated into $Intel(INTC.US) and $Cerebras(CBRS.US). The reason for buying Intel is also clearly buying into some narratives over the weekend (CEO interview). Still hold quite a bit of Google, but the main expectation is now only on cloud and TPU. The expectations for the model since last year's Q3 are now gone."
datetime: "2026-06-22T08:18:51.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42045979.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42045979.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42045979.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# Expressed dissatisfaction with the continuous larg…


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## Comments (11)

- **陆羽鸿渐 · 2026-06-22T20:59:13.000Z · 👍 1**: The competition between Anthropic and OpenAI is a classic case of the top two fighting, with the third and fourth suffering. Google's large language models have been quiet for a long time, and Musk's Grok is basically gone. It feels like all the large language models in the world can't catch up with
- **暂时停止 · 2026-06-22T14:56:14.000Z · 👍 1**: Damn, Brother Xiaofeng is awesome! 🐮
- **♾️ · 2026-06-22T11:47:25.000Z**: Google's model has a really weird positioning, and it's also linearly reducing fat when used, too difficult.
- **ＴＳＬ · 2026-06-22T09:26:55.000Z**: What's the future outlook for Google?
- **ＴＳＬ · 2026-06-22T09:26:25.000Z**: Can I buy some Google now? Thanks.
- **人生如棋，落子无悔。 · 2026-06-22T08:28:36.000Z**: The yield rate of cbrs. And the size of that chip.... This expected gain seems particularly distant, bro.
  - **晓风 morning_wind** (2026-06-22T08:33:21.000Z): Hmm, a little bit of venture capital position, let's see if the trash can also turn things around.
- **石来运转 · 2026-06-22T08:26:50.000Z**: Google's new model is truly disappointing
- **京城Z先生 · 2026-06-22T08:21:38.000Z**: What do you see in cbrs?
  - **炒美股养家666** (2026-06-22T08:25:21.000Z): What do you see in INTC?
  - **晓风 morning_wind** (2026-06-22T08:29:45.000Z): The position is not large. Regarding inference here, overall: on one hand, it will become mainframe-like; on the other hand, when broken down, it will become heterogeneous. The different stages of inf