> Google was back and was going to end up ultimately beating the rest because they have their own TPUs

Meanwhile Claude, ChatGPT, etc all now run at least partially on TPUs. At the same time, Anthropic, Meta, and others are buying TPU hardware directly for their own data centers.

Did they win with the best frontier model? Not with one they've made, but all the best frontier models do run on TPUs, and Google is making plenty of money along the way.