More specifically, who are they targeting with Argon and why is it behind the Ultra plan? Who is paying $99/month if not developers?
Corporate companies. Bog-standard office workers don't need top-of-the-line Mythos intelligence, just something to add to Google Workspace. I personally doubt developers use Gemini for coding beyond marketing materials.
There is another subset in the Google Workspace for enterprise clients.
Because if it’s not, and it’s not available to all paying users (Right now, it’s only available to Ultra users), then they are behind the curve if they’re treating it like Fable.
It’s tone deaf.
Whether it's actually better than OAI/Anthropic offerings, probably not, but if Google has managed to get back to parity, that's good for competition, prices, and increased model performance in the future. Three strong western competitors is better than two.