Google Loses Four Researchers to Anthropic in a Week as Alphabet Sheds $270 Billion (opens in new tab)

Four senior Google researchers, including Nobel laureate John Jumper, defected to Anthropic in one week as Alphabet shed $270 billion in market value and quietly delayed Gemini 3.5 to July. The exits reflect an IPO arbitrage that Google's $2.7 billion retention investment could not close.