[DebtDeflation]

There's a lot of mental inertia combined with an extremely fast moving market. Google was behind in the AI race in 2023 and a good chunk of 2024. But they largely caught up with Gemini 1.5, especially the 002 release version. Now with Gemini 2 they are every bit as much of a frontier model player as OpenAI and Anthropic, and even ahead of them in a few areas. 2025 will be an interesting year for AI.

[hansworst]

Arguably Google is ahead. They have many non-llm uses (waymo/deepmind etc) and they have their own hardware, so not as reliant on Nvidia.

[tim333]

Demis Hassabis isn't very promotional. The other guys make more noise.