So here's a crazy conspiracy theory for you: Google is not letting outside people use their models because if they did they would have to scale up their TPU production faster than they can manage, and they would instead have to buy and use nvidia hardware which would destroy their profit margins and tank their stock.

Gemini runs fully on TPU's right? Is Google maxing out the production on those?

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oh_no an hour ago | parent | next [-]

i believe they've got inference issue. the phone app never got past 3.6, and they're going to roll this out to Ultra subscribers before other subscribers. none of this screams they're ready to flip a switch and start serving a ton of traffic as OpenAI/Anthropic routinely do.

nothing about this announcement gives me confidence that google is back on track as a model provider.

	▲	p_l an hour ago \| parent [-]
		Not sure what's the problem with phone app rollout, mine has 3.1 Pro, 3.5 Flash-Lite, and 3.8 Flash (with optional extra effort), and pretty much it switched to latest Flash series as main option since 3.5 just after release

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chermi 2 hours ago | parent | prev [-]

I'm 99% they use nvidia at least for training