> Wait 1-2 months, Anthropic will come up with a shinier model and Googel will look obsolete again. I too struggle to see the moat - yes Google is able to serve their own A.I traffic but as far as I can see - at a loss. Prices keep going down because open source models. We'll see.

Google makes AI profits, its in their breakdowns. And Google has been releasing models every few weeks now, they have a faster iteration pace than the competitors, so they fixed that, they wont be behind in coding models any longer.