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by diamond559 199 days ago
Selling tokens at a massive loss, burning billions a quarter isn't the win you think it is. They don't have a moat bc they literally just lost the lead, you only can have a moat when you are the dominant market leader which they never were in the first place.
2 comments
SR2Z 199 days ago
All indications are that selling tokens is a profitable activity for all of the AI companies - at least in terms of compute.

OpenAI loses money on free users and paying the absurdly high salaries that they've chosen to offer.

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mbesto 199 days ago
> All indications are that selling tokens is a profitable activity for all of the AI companies - at least in terms of compute.

We actually don't this yet because the useful life of the capital assets (mainly NVIDIA GPUs) isn't really well understood yet. This is being hotly debated by wall st analysts for this exact reason.

https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweav...

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ludicrousdispla 199 days ago
Chuck-E-Cheese is also very good at selling tokens.
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delis-thumbs-7e 199 days ago
What indications?
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sholain 199 days ago
Gemeni does not have 'the lead' in anything but a benchmark.

The most applicable benchmarks right now are in software, and devs will not switch from Claude Code or Codex to Antigravity, it's not even a complete product.

This again highlights quite well the arbitrary nature of supposed 'leads' and what that actually means in terms of product penetration.

And it's not easy to 'copy' these models or integrations.

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user34283 199 days ago
Speak for yourself - I cancelled the Claude Code subscription after testing Antigravity.

It works quite well here, and my phone came with a year of free Gemini Pro, so I don't currently see a reason to pay extra.

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riffraff 199 days ago
Gemini-cli existed long before Antigravity. It took Google very little.

And the gemini app will come preloaded on any android phone, who else can say the same?

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sholain 188 days ago
Yes agree with the sentiment - G has the reach for sure.
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famouswaffles 199 days ago
So despite being preloaded on any android phone, a platform with billions of users, they are still a very distant 2nd to ChatGPT in terms of usage.
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riffraff 198 days ago
the keyword is _will_. New android phones have it preloaded, but the large majority of phones is not a new android.
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famouswaffles 196 days ago
No, old phones are having it downloaded. It's replacing Google Assistant. And of course it doesn't matter.
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