I'm baffled seeing this. I'm absolutely convinced of Google value prop, knowing Gemini 2.5 pro was trained and inference is performed on their TPUs is enormous. It's far and way the best model (Claude still has my heart, but their usage limits and limited context can't compete).
The company that can allow collaboration up the value chain only like Google can in this space right now is going to win. The author went over similar pushes by Meta, AWS, and Microsoft.
Now that their eyes are on the prize, and the prize is so staggeringly big, I'm convinced of the threat to their moat.
The company that can allow collaboration up the value chain only like Google can in this space right now is going to win. The author went over similar pushes by Meta, AWS, and Microsoft.
Now that their eyes are on the prize, and the prize is so staggeringly big, I'm convinced of the threat to their moat.