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i believe they've got inference issue. the phone app never got past 3.6, and they're going to roll this out to Ultra subscribers before other subscribers. none of this screams they're ready to flip a switch and start serving a ton of traffic as OpenAI/Anthropic routinely do.

nothing about this announcement gives me confidence that google is back on track as a model provider.

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Not sure what's the problem with phone app rollout, mine has 3.1 Pro, 3.5 Flash-Lite, and 3.8 Flash (with optional extra effort), and pretty much it switched to latest Flash series as main option since 3.5 just after release
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I'm 99% they use nvidia at least for training
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