My take is it's the inference efficiency. It's one thing to have a huge GPU cluster for training, but come inference time you don't need nearly so much. Having the TPU (and models purpose built for TPU) allows for best cost in serving at hyperscale.

NVidia is operating with what, 70% gross margin? That’s what Google saves. Plus, Broadcom may be in for the design but I’m not sure they’re involved in the manufacturing of TPUs.

What a wild situation to have a significant part of Earth’s major economies be directly reliant, not on one country, but on one building in the world.

Consumer AI is not going to come close to bailing them out. They need B2B use cases. Anthropic is a little better positioned because they picked the most proven B2B use case — development — and focused hard on it. But they'll have to expand to additional use cases to keep up with their spend and valuation, which is why things like cowork exist.

But I tend to agree that the ultimate winner is going to be Google. Maybe Microsoft too.

> For now people identify LLMs and AI with the ChatGPT brand.

> This seems like it might be the stickiest thing they can grab ahold of in the long term.

For now, but do you still Xerox paper?

OpenAI is not going to fund themselves with $20 subscriptions and advertising enough to be profitable.

Ads in GPT, might literally be the worst business decision ever made. Google can get away with Ads, its expected from them, but not OpenAI

Yes, I think that’s their plan. Remember when Altman got fired from OpenAI? Msoft was right there with open arms. Msoft is probably letting OpenAI do the dirty work of fleecing investors and then when all their money is gone doing the R/D, MSoft scoops up the IP and continues on.

I understand that Google is an extraordinarily bloated monopoly.

What I mean is that I am so bitter about OpenAI and Anthropic's social media manipulation and the effects of AI psychosis on the people around me that I would gladly accept a worse future and a less free society just to watch them suffer.

I'm waiting to see a more egregious company than openai and a bigger scammer ceo like altman. no, thank you. i hope openai goes bankrupt. especially since the ousting of ilya.

Honestly at this point, I don't care which company lives or dies.

Because recent open source models have reached my idea of "enough". I just want the bubble to burst, but I think the point of the bubble burst is that Anthropic and OpenAI couldn't survive whereas Google has chances of survival but even then we have open source models and the bubble has chances of reducing hardware costs.

OpenAI and Anthropic walked so that Google or Open source models could run but I wish competition and hope that maybe all these companies can survive but the token cost is gonna cost more, maybe that will tilt things more towards hardware.

I just want the bubble to burst because the chances of it prolonging would have a much severe impact than what improvements we might see in Open source models. And to be quite frank, we might be living an over-stimulus of "Intelligence", and has the world improved?

Everything I imagined in AI sort of reached and beyond and I am not satisfied with the result. Are you guys?

I mean, now I can make scripts to automate some things and some other things but I feel like we lost something so much more valuable in the process. I have made almost all of my projects with LLM's and yet they are still empty. Hollow.

So to me, the idea of bursting the bubble is of the utmost importance now because as long as the bubble continues, we are subsiziding the bubble itself and we are gonna be the one who are gonna face the most impact, and well already are facing it.

in hindsight, I think evolution has a part in this. We humans are so hard coded to not get outside of the tribe/the-newest-thing so maybe collectively us as a civiliazation can get dis-enchanted first via crypto now AI but we also can think for ourselves and the civilization is built from us in my naive view.

So the only thing we can do is think for ourselves and try to learn but it seems as if that's the very thing AI wants to offload.

Have a nice day.

My experience is that on large codebases that get tricky problems, you eventually get an answer quicker if you can send _all_ the context to a relevant large model to crunch on it for a long period of time.

Last night I was happily coding away with Codex after writing off Gemini CLI yet again due to weirdness in the CLI tooling.

I ran into a very tedious problem that all of the agents failed to diagnose and were confidently patching random things as solutions back and forth (Claude Code - Opus 4.6, GPT-5.3 Codex, Gemini 3 Pro CLI).

I took a step back, used python script to extract all of the relevant codebase, and popped open the browser and had Gemini-3-Pro set to Pro (highest) reasoning, and GPT-5.2 Pro crunch on it.

They took a good while thinking.

But, they narrowed the problem down to a complex interaction between texture origins, polygon rotations, and a mirroring implementation that was causing issues for one single "player model" running through a scene and not every other model in the scene. You'd think the "spot the difference" would make the problem easier. It did not.

I then took Gemini's proposal and passed it to GPT-5.3-Codex to implement. It actually pushed back and said "I want to do some research because I think there's a better code solution to this". Wait a bit. It solved the problem in the most elegant and compatible way possible.

So, that's a long winded way to say that there _is_ a use for a very smart model that only works in the browser or via API tooling, so long as it has a large context and can think for ages.

It's good enough if you don't go wild and allow LLMs to produce 5k+ lines in one session.

In a lot of industries, you can't afford this anyway, since all code has to be carefully reviewed. A lot of models are great when you do isolated changes with 100-1000 lines.

Sometimes it's okay to ship a lot of code from LLMs, especially for the frontend. But, there are a lot of companies and tasks where backend bugs cost a lot, either in big customers or direct money. No model will allow you to go wild in this case.

Every time I've tried to use agentic coding tools it's failed so hard I'm convinced the entire concept is a bamboozle to get customers to spend more tokens.

You need to stick Gemini in a straightjacket; I've been using https://github.com/ClavixDev/Clavix. When using something like that, even something like Gemini 3 Flash becomes usable. If not, it more often than not just loses the plot.

Conversely, I have yet to see agentic coding tools produce anything I’d be willing to ship.

Gemini is a generalist model and works better than all existing models at generalist problems.

Coding has been vastly improved in 3.0 and 3.1, but Google won't give us the full juice as Google usually does.

- yes, pretty close to opus performance

- yes

- yes (not quite as good as CC/Codex but you can swap the API instead of using gemini-cli)

- same stuff as them

- better than others, google got long (1mm) context right before anyone else and doesn't charge two kidneys, an arm, and a leg like anthropic

it's nowhere near claude opus

but claude and claude code are different things

https://antigravity.google/

On top of every version of Gemini, you also get both Claude models and GPT-OSS 120B. If you're doing webdev, it'll even launch a (self-contained) Chrome to "see" the result of its changes.

I haven't played around Codex, but it blows Claude Code's finicky terminal interface out of the water in my experience.

opencode + gemini is pretty nicely working

Motorola was I think the last company to issue a 100-year bond in the 90s. Whatever happened to Motorola?

They don’t need to. Just like Amazon they are seeing record revenues from Azure because of their third party LLM hosting platforms only being gated because no one can get enough chips right now

We see no such thing. Google just announces review revenue and profit and Apple hinted at it not seeing any decline in revenue from their search deal with Google which is performance based.

And Gemini is already integrated into the results page and gives useful answers instantly, alongside advertising... What problem for google are you seeing?