> Dark clouds hovering over Google's AI game.

It's not really clear what their gameplan is. From the outside, it looks like they're asleep at the wheel. Qwen/Deepseek/Kimi are crushing them from the cheap-and-open side, and they're not remotely competitive with Mythos/Sol or even plain-vanilla Opus on the "premium" tier.

Gemini does actually have its uses, but they're very very marginal and niche.

From day one everybody was saying that Google would eventually capture the AI market, but it looks more remote than ever. Maybe Hassabis' personal inclination towards AI-for-science, and physics/chemistry in particular -- as opposed to consumer AI and coding AI -- has hurt them commercially.

I’m wondering if they just don’t believe that there is a good business model to be made as a frontier AI lab

Edit: hmm, no, they seem to be mentioning AGI and frontier models in https://blog.google/company-news/inside-google/message-ceo/n...

I disagree - I will be surprised if google doesnt win the AI race long term. They have the money, the chips, and the ability to attract talent.

why?

If cursor can train model, I see no reason Google can't do it. They just have to hire more people and try on multiple angle.