But you also ignore where we're at in the standard cycle:
https://phdcomics.com/comics/archive_print.php?comicid=1174
;)
It's not to diminish the monumental accomplishment that was the application of modern machine learning techniques to outpace structure prediction in labs, but other famous labs have already moved to ML predictions and are competitive with DeepMind now.
it seems obvious this was going to happen, because https://github.com/deepmind/alphafold
That's great! AlphaFold DB mas made 200 million structure predictions available for everyone. How many structure predictions have other famous labs made available for everyone?
Google has the advantage of the biggest guns here: the fastest TPUs with the most memory in the biggest clusters, so running inference with a massive number of protein sequences is much easier for them.