[HardCodedBias]

He was entirely correct.

He made a follow up after the pushback by GDM.

Google’s businesses are very broad and durable. But Google being the only company in the world without access (except for GDM+labs) to a competent coding agent will take a toll.

We’ll see how long Google can hold out hoping for GDM to create something that is competitive.

I’m guess that within 6 months Google will give up on coding and finally let their devs use Claude/Codex.

This isn’t a security problem, this is a GDM issue with GDM’s promises being far beyond their ability.

[antonvs]

> But Google being the only company in the world without access (except for GDM+labs) to a competent coding agent will take a toll.

I doubt it. I use Gemini CLI daily because Gemini is what work pays for, and I have a personal Claude account. The difference is not that great, especially if you're not doing full vibe-coding. It's unlikely to have the kind of effect you're describing.

[HardCodedBias]

I agree with the fact that your company has quota and allocates some to you.

Gemini will conduct seconds to minutes of work before requesting aid. And it will commonly fall over.

Claude/Codex will commonly do minutes to hours of work.

The difference is one to two orders of magnitude. It is immense.

[antonvs]

I look forward to seeing that play out in the market, if true. But from what I've seen, it really isn't.

If you're talking about the ability to churn out low-stakes systems like websites, or variations on existing widely available systems, then perhaps. But once you get to more complex systems, especially large already existing systems, all LLMs today need significant ongoing assistance to prevent them from going off the rails and down rabbit holes. At that point, the advantage you're claiming tends to evaporate.