Sergey Brin Wants Google to Double Down on Gemini. What That Means for GOOGL Stock.

Alphabet's (GOOGL) Google co-founder Sergey Brin has urged its parent company to focus more on its proprietary LLM Gemini. The report also indicates that Google's executives have taken a more hands-on approach to directing its AI operations.

Google has recently announced that its AI wing will have a new boss. DeepMind, Google's AI unit, CEO Demis Hassabis will step down, with Koray Kavukcuoglu, previously the AI unit's CTO and Google's chief AI architect, taking over as SVP. This is a strategic choice as Google faces intense pressure from OpenAI and Anthropic. Anthropic's Mythos model and OpenAI's GPT-5.6 have been lauded, but since the Gemini 3.1 Pro launch, no subsequent Alphabet releases have challenged the AI firms so far.

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Kavukcuoglu will oversee Gemini's development and its app and developer teams. This aligns with Brin's vision of improving Gemini's capabilities, as coding becomes increasingly important in developing frontier AI. Google reported that Gemini models now process 22 billion API tokens per minute and the Gemini App has 950 million monthly active users.

Alphabet, the American multinational technology conglomerate and parent company of Google, is headquartered in Mountain View, California. The company is aggressively expanding its artificial intelligence operations, centralizing AI leadership and development at its main campus to accelerate progress against rivals. It has committed to massive future spending, mostly on AI infrastructure, to power its next-generation models and products. Alphabet has a market capitalization of $4.236 trillion.