Expert attention map

The Who's Who of AI

What credible people across AI noticed, why it matters, and where the field is converging or disagreeing.

2,373 searchable experts 3,304 tracked across all sources
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Showing developments with attributable Opportunity & adoption reactions.

New Network reaction maps

See how experts are reacting—not just what they shared.

Posts are grouped by conversation and tone. Select a lens to filter the stream; these are never permanent labels on people.

Showing signals surfaced by SemiAnalysis ×

The developments commanding sustained expert attention

One card per development. Sources are clustered; reaction bundles describe these posts, never the people behind them.

Established AI field signal Analysis 3d ago
⚡ 19 h early
Gemini performance versus GCP analysis

Gemini is Cooked but GCP is Cooking

3 experts across 2 network communities independently surfaced this.

Why this matches Opportunity & adoption reaction 1 attributable expert contribution · Dare Obasanjo
“Google as a company both competes with Anthropic and benefits from it. The Gemini team tries to compete with Claude while the Google Cloud team hosts Claude’s API. So Google has to decide if to use their datacenters to compete with Anthropic or make money f…” evidence ↗
3 experts 2 communities 1 sources clustered
How the network is reacting Experts are approaching this through 2 distinct lenses.
Multiple readings

Concern & critique

1 expert

Risks, limits and unintended consequences.

“Gemini is Cooked but GCP is Cooking GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain https://t.co/PqVUCF8qSg”

Opportunity & adoption

1 expert

New capabilities, benefits and practical upside.

“Google as a company both competes with Anthropic and benefits from it. The Gemini team tries to compete with Claude while the Google Cloud team hosts Claude’s API. So Google has to decide if to use their datacenters to compete with Anthropic or make money f…”