I think it'd be surprising if money is the limiting factor in Gemini's success considering Google has very deep pockets, so that's probably not true.

Also, Gemini with DoD money and DoD direction is likely to result in an AI that works very well for the DoD but significantly less well for other things, especially if your use case benefits from some guardrails (and most use cases do, because you rarely want AI to just do whatever it fancies.)

Gemini is just the worst of the 3 horses. The gov will eventually make them all to bend the knee. PRISM already showed they(eventually) all comply. I personally see this more like PR for Anthropic before the IPO