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I think people make mistake here, google’s approach is not to spend $2.3 on every $1.0 earned, they’re riding on serving to masses “luna”, they absolutely have way more powerful models internally but they don’t clutter their infrastructure with fragile and costly intelligence-of-size inference frontier. I think “underdog” perception is illusory/temporary, not stupidity - calculated, conscious, longer term bet.
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Where do you get this "not to spend $2.3 on ever $1.0 earned" from?

Google might not have compelling frontier offerings, their chat harness is complete garbage compared to any other lab (in large part due to a bizarrely badly designed harness where something like code execution requires the prompt to undergo some sort of classification step, no idea what they are doing).

But they absolutely kill in terms of usage offerings. Google lets one subscription be used by *SIX* different google accounts on a family plan.

Plus I currently literally get *$40/month* of Gemini API credits on developer.google.com because they gave me a $10/month grant 4 times.

They give you 200 cloud compute units on google collab, this literally lets you spin up an H100 for around 40 hrs or something if you want to try spinning up local models.

You get Jules (huge allotment btw), Image gen, Video gen, Music Gen, antigravity usage, 5 TB of cloud storage, Notebook LLM...

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I tend to agree, but I also should highlight how expensive this shit really is.

in one month, Google actually went cash-negative. [0] even still, they are subsidizing their stuff a lot less, have the most opaque and variable limits, and increase adoption through bundling and shuffling features. I can't even share my Google One storage without subscribing to a Google AI plan anymore, but previously any plan except Google One Lite was shareable.

if you tell me that's not enough to go after frontier, then how much money are Anthropic and OpenAI burning?

[0]: https://www.techspot.com/news/113214-google-records-first-ne...

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Diff people have diff motives to experiment, then new work is done on top of stuff that "hits" in a way no one anticipated. Then work gets piled on top in a way that might make it hard to port
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> then new work is done on top of stuff that "hits" in a way no one anticipated.

Indeed. And when you have freedom to play, you are able to find new stepping stones that you didn't anticipate. And you can combine stepping stones in new ways to make new discoveries.

Greatness cannot be planned.

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