[operatingthetan]

>If all the models reach good enough, then low cost provider would win. Gemini seems like a safer bet since Google controls more of the stack / has more efficiencies / cross selling / etc.

Gemini is the best deal too. For $20: you get multiple quotas per day across the products (web, CLI, antigravity, AI Studio) 2tb of cloud storage, and you can family share the plan.

[SpicyLemonZest]

I don't know Gemini's pricing model in detail, but in general pricing doesn't generalize well between personal/hobbyist and enterprise use. Consumer pricing of variable costs is a balancing act, and most Gemini users aren't going to be anywhere near the quota; a company of 1000 can't always buy for $20,000 what 1000 random users with $20 personal plans are theoretically capped at.

[steveBK123]

Ultimately though in the long run.. They invented the tech, have a large cashflow generating business subsidizing R&D as well as sales, with network effect of existing B2B relationships.

Further they have their own TPUs, datacenters, etc on which to run their models.

Plus existing data they've squirreled away over the preceding 30 years from books, web, etc.

Just seems like a lot of efficiencies if its going to come down to cost.