This is a bunch of gabagoo. Wrong on so many layers, it's not even worth reading further.
a) goog has agentic coding in both antigravity & cli forms. While it is not at the level of cc + opus, it's still decent.
b) goog has their own versions of models trained on internal code
c) goog has claude in vertex, and most definitely can set it up in secure zones (like they can for their clients) so they'd be able to use claude (at cost) within their own projects.
Hoping they can figure it out sooner rather than later.
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.
If internal staff aren't happy with the tools they build, typically that should drive improvements to their own tools