I/O 2026 should help us decipher Google's direction in the wake of the recent wave of model releases by Anthropic and OpenAI.
Those who have been paying attention know that Demis Hassabis has been generally skeptical of the research direction being pursued by Anthropic and OpenAI - i.e., coding agents leading to acceleration and eventually full automation of AI research. Instead, Google has been pursuing its own separate 5-to-10-year track to AGI, to be achieved through continual learning, world models and a link to the physical world (robotics). Just 4 months ago, in Davos, Hassabis spoke about the "limit[s on] how fast the self-improvement systems [i.e., those being pursued by Anthropic and OpenAI] can work" (see the screenshot below).
But now the pace of releases by Anthropic and OpenAI has become relentless. It is clear that AI (Codex and Claude Code in particular) is significantly accelerating the pace of AI research at these two labs. And we have recently heard rumors that an important faction at Google - led by none other than Sergey Brin - is not happy about these developments. Brin has allegedly formed a "strike team" at Google, tasked with achieving “AI takeoff or AI that can improve itself" through improvement in Google's AI coding abilities. For those paying attention, this is the exact path to fully automated AI research and RSI that is currently being pursued by Anthropic and OpenAI.
And here lies the tension. Two paths are open to Google now. Will Google turn away from the "Hassabis path" and pursue RSI? Or will Google stay on its current path, knowing full well that if OpenAI and Anthropic are wrong and the approach of fully automating AI research does not turn out as fruitful as they had hoped, then Google's lead in areas like world models and robotics may prove to be decisive? Or, finally, is there room (talent, resources, compute) to pursue *both* of these approaches simultaneously?
How Google's leadership answers these questions may very well prove decisive to the outcome of the race to AGI. We might get some hints as to where Google is headed starting tomorrow.