alt Hacker NewsHe was entirely correct.
He made a follow up after the pushback by GDM.
Google’s businesses are very broad and durable. But Google being the only company in the world without access (except for GDM+labs) to a competent coding agent will take a toll.
We’ll see how long Google can hold out hoping for GDM to create something that is competitive.
I’m guess that within 6 months Google will give up on coding and finally let their devs use Claude/Codex.
This isn’t a security problem, this is a GDM issue with GDM’s promises being far beyond their ability.
> But Google being the only company in the world without access (except for GDM+labs) to a competent coding agent will take a toll.
I doubt it. I use Gemini CLI daily because Gemini is what work pays for, and I have a personal Claude account. The difference is not that great, especially if you're not doing full vibe-coding. It's unlikely to have the kind of effect you're describing.