Probably both. Having a strong frontier model is necessary not just for the model itself but because it provides a halo effect for your entire line. So if Google could deliver a pro model they would. But I also think Google is targeting the wider market and not picking verticals like Anthropic does. A good enough model is good enough for most generalist tasks, and being fast and cheap is more important to less sophisticated users. Also can't forget Google is at every level of the AI vertical. They're not losing sleep because they're not competitive at the one level in which open weight models come out with the quickness. It reflects poorly on them, and from a marketing perspective its not good but in some ways its actually the least valuable place to be.