well, it's basically existential, so the incentive is there to not only get it very right but also to limit the delta with how right anyone else gets it. The same can't really be said of the long tail of products Google have done.

Look to GCP as an example. It had to be done, with similar competitive dynamics, it was done very well.

Look to Android as another.

Google has barely released a successful product in 20 years.

Because Google has the money to build 10 different versions/iterations of Gemini and can essentially force one to work. They have most people's data and most people use them for mail/search/browser/maps as well.

In my opinion though this is a race to the bottom rather than a winner takes all situation so I don't think anyone is coming out ahead once the dust settles.

Agree. Look at how miserably MSFT has failed at integrating AI tastefully in their business.

Google makes money selling ads. Nothing else matters.

Because the product quality doesn't matter if the competition isn't making any money.

google the only ai which invests mixing llm ai with real ai, and it seems work well.

race to the bottom. google in house cheaper inference hardware. anthropic buys it.

The conclusion Google is engaged in consumer capitalism is wild.

They're engaged in computing research and merely engage in consumer capitalism as a consequence of political and social constraints.

Products are a means to an end not the goal.

OpenAI and Anthropic are product companies and are more likely to fail like most product companies do as they will lack broad and wide depth.

Google has experience in design, implementation, and 24/7 ops with every type of SaaS there is. They can bin LLMs tomorrow and still make bank. Same cannot be said for OAI or Anthropic.

Persistence. Google has a lot more endurance then OpenAI does in this game.

The current AI market is going to destroy anyone who's specialized into it compared to having alternative revenue streams to subsidize it.

Do they though?

Google does things I hate with their products. But the money printing machine keeps going whrrr faster and faster.