Because they're not desperate. Slow and steady wins the race, at this rate all Google has to do is wait for OpenAI and Anthropic to exhaust themselves on aggressive training, then they can casually amble along right past them.
One possible explanation: because Google is a little bit more frugal and focuses on how to make providing AI models financially feasible - combined with some willingness to burn money so that they don't strongly fall behind on their AI models.
On the other hand, OpenAI and Anthropic at least formerly concentrated on building and providing the best models that they could with concerns about financial feasibility taking a backseat.
Just to be clear: I do have the impression that by now (likely because of pressure from investors) OpenAI and Anthropic take these financial concerns more seriously, but nevertheless Google's vs OpenAI's/Anthropic's "DNAs" concerning on what to focus on differ.
There’s no magic there. You get an account executive and a call with a systems architect to find out what you’re doing.
Clouds gonna cloud, this is the reason they rolled deepmind into gcp and arguably the inverse is true, the labs are trying to become clouds
That feels right. It's not as if they've been missing out on great profits.
Because it's not an existential battle for Google. If OAI or Anthropic disappear from the absolute frontier for ~8 months the news cycle and churn will diminish them to the second rate. Google is processing near 4 quadrillion tokens every month, that's - I'm sure - significantly more than OAI or Anthropic, because Google is interested more so in their flash models and getting these competitive, which they are.
Most Google products even use flash lite underneath, so their frontier model is mostly used for distillation.
A good consideration; just one point from my side: as far as I am aware (but I may be wrong), Gemini is not known to perform well in an agentic framework.
This is no contradiction to your other claims, quite the opposite: perhaps (or even likely) Google wants to avoid that their models become a commodity in some (agentic?) application where the middleman who actually writes this application gets a disproportionate of the money that the customer of the application pays for it.
I used it for a month over the summer, right before they were going through the migration to antigravity. It was a fine workhorse IMO, no complaints from me.
Meanwhile, Anthropic/OpenAI will struggle to survive the next 24 months on their current trajectory.