Has there ever been a product category where a product release is valuable for a shorter time than with LLMs? Trying to build SOTA models seems like it'd be an exhausting hamster wheel to work on.
Just. Yaknow. 100x the costs, at the least.
To be honest, if I were an LLM provider I would be wiring up my release process to be fully automated so within 10 mins of the last bit of fine-tuning it got released and a blog post posted.
Also the whole "we're only releasing it to cyber defenders first" framing is weird, is any Gemini model an actual cyber risk?
Just because you saw your friend move to a new country for a job doesnt mean you will make the same choices, even if you are similarly qualified.
Seems like Google could do it too.
Anthropic and OpenAI are not releasing their best models for several months, because their second best models are still better than everything else available.
I suspect they're announcing it for two reasons: to get ahead of all the leaks; and because it's earnings report day.
Especially on their Plus tier for Gemini.
I think it's a fair concern that this might take weeks and trail Fable 5.5.
The Google AI Plus tier does not give better model access than free, it is strictly for usage limits. Same thing as ChatGPT Go (which currently only has access to GPT-5.6 Luna, same as the free tier too.)
[1] For consumers at least. IIRC google business/entreprise accounts have worse model access even in the business/entreprise version of Google AI Pro.
Google has the products, the brand recognition, the hardware, the data and most importantly a billion normies.
Google was always going to win this thing, although I wouldn't discount meta. The only thing that matters is mindshare and Anthropic and OpenAI have largely generated NEGATIVE sentiment, outside some fanboys.
Google and Meta can plop cute products into your daily driver apps and you wont know the difference.
Google’s talent is solid B tier in 2026. Better than IBM but worse than Microsoft and Amazon.
Even if Google had “talent” this talent wouldn’t be able to accomplish anything due to corporate politics.
Anthropics only moat is vendor lock on Claude Code, especially if they cant maintain being the front runner of the frontier model space, this is a really brittle moat. Brittle moats wont attract strong investment at a 1-2T valuation (not to mention all the other fiscal unknowns).
I just want OpenAI and Anthropic to lose because they seem to be the ones going around saying they're going to replace peoples jobs, and usurp the value of human labor.
Id rather Meta and Gemini suceed who will genuinely just integrate it into normal products we already use. Their sales teams are not approaching my boss and telling them they can reduce their payroll burden by spending my paycheck on tokens and firing me.
Coding is going to be one of the smaller pieces of the AI revolution. People on this site are focused on it, but there are 10000x more opportunities outside of coding where Anthropic and OpenAI have zero presence. Anthropic might as well be an IDE company, Is jetbrains worth 2T? to signal that they can be useful in other fields because they know this is an issue.
I don't see why an alternative provider that is quiet but also scrambling to make AI smarter is any safer for jobs. Wouldn't we rather orgs speak honestly about the risks of the industry?
I find it odd that we talked for decades about companies being evil for covering up problems (chemical companies, etc), yet it turns out people hate the ones that talk about risks openly even more.
Outside their most successful products (YouTube, Android, GMail, Chrome, Search), their products are usually worse than their competitors (e.g. GMeet vs Zoom)
> the brand recognition
Of not maintaining/outright abandoning their products, and making Search worse over the years?
> most importantly a billion normies
ChatGPT has 1.2B weekly active users, all the normies know what ChatGPT is but don't know about Gemini (outside the "AI Mode" stuff)
I dunno if that's a great example - I'm sure Zoom has more awareness in the zeitgeist, but from my standpoint it's an app most well-known for security problems and abusing OS conventions, while Google Meet just quietly and simply works whenever I want to call my mom.
They have many successful products. Most have only 1-2.
Youtube, Android, Chrome, Search, Photos, Workspaces, Cloud, Fitbit, Pixel Phones, Waymo not to mention dozens of open source projects.
> Of not maintaining/outright abandoning their products, and making Search worse over the years?
You just said their products are terrible. They do shut the products that do not meet the bar. That is good thing.
> ChatGPT has 1.2B weekly active users, all the normies know what ChatGPT is but don't know about Gemini (outside the "AI Mod
No one needs to know what Gemini are. If they have used search they have used it.