Earlier quoted context omitted.
It seems like there are some credible rumors that Google is actually winning in terms of actually building models that work and don't lose money- between how they're able to price them, the TPU advantage and their capex advantage (being able to raise debt + just having a lot of cash - well I said not lose money... more like not go bankrupt). From the outside they look like they're behind in terms of frontier models,…
It's rumored that Gemini 3.5 flash has a >50% margin, and I'd imagine 3.6 flash is even higher. I do not think OpenAI or Anthropic are actively chasing margins - though, Anthropic is supposed to be profitable on some form of non-GAAP accounting... I suspect Google isn't really interested in seeing how far it can get dragged into a race of selling dollars for $0.25, and is more interested to see if it can stay in the…
it's their pro that isn't awesome at all. in fact, their pro kinda suck now that everyone else woke up.