[pants2]

It's incredible how far behind Gemini has gotten, both the product and the model. Even the ChatGPT plugin for Google Sheets blows away the native Gemini integration.

Everyone thought Google was pulling ahead with Gemini 3. For a minute there they had the best language model, image model, AND video model in the world. But it's like they decided to pull over for a nap while OpenAI and Anthropic flew by.

[bachmeier]

Maybe they've decided they don't want to play the same game as OpenAI and Anthropic? They're much better positioned for the high volume AI work that's likely to be where the money is made, with calls to APIs doing routine things for all the businesses of the world. They're also the only big US player that has an open model that you can build on. I don't think vibe coding or the most cutting edge capabilities are what will determine profit from AI.

[stingraycharles]

> They're much better positioned for the high volume AI work that's likely to be where the money is made, with calls to APIs doing routine things for all the businesses of the world

How, exactly, are they currently conquering the enterprise world with their models? What do you think Anthropic is doing?

Their latest proper model is a year old, they have no moat, no enterprise commitment.

Your comment would make sense if they would have actual success in the enterprise market and would have actual products in that area, but they don’t.

They had a brief sprint, caught up, and then dropped the ball again.

Their only current moat is their TPUs, and the fact that

1. The whole (successful) LLM world is screaming for capacity

2. They have excess capacity to rent out, just like Grok

Tells everything.

[lukeschlather]

> Their latest proper model is a year old

What's a "proper model?" Gemini 3.1 Pro was released 3 months ago. Gemini Robotics 1.6 was released a month ago. And Google is vertically integrated, they aren't just selling tokens, they are selling Taxi rides with Waymo. AI is a lot more than LLMs and Google is doing a lot more than LLMs.

[bachmeier]

> How, exactly, are they currently conquering the enterprise world with their models?

I didn't say they were conquering the enterprise world. I said they are better positioned for the work that will be profitable in the future. Winning will mean being "good enough" for things like routine interactions with customers at the lowest cost to the business, and having customers fine tune your models using your hardware.

> What do you think Anthropic is doing?

Aside from being arrogant jerks that don't care about pissing off their customers, they're positioning themselves as the highest price provider for the highest end work. There will be a market for that, and maybe Anthropic will survive, but Google looks to me like they have a shot at being the profitable AI company.

[macNchz]

If you're building on top of APIs and can do some eval work (aka do not need the most bleeding edge model), the Gemini Flash and Flash Lite models are super capable for the price.

[Computer0]

GPT-OSS is still decent I think at least when I need a local LLM.

[diegoperini]

I have the opposite experience where Gemini (even the flash models) has the only useful model for my reverse engineering related use case. My hunch is Google utilizes its free access to entire Google search indices to train itself from niche non-English speaking community websites, much frequently and in a "relevant" manner, which in the end gives these models the most up to date info for this particular kind of work. Every other model is just either 10 years outdated with their answers or simply hallucinates like waaaay crazy.

[embedding-shape]

> for my reverse engineering related use case [...] Every other model is just either 10 years outdated with their answers

I've mostly been doing reverse engineering with Codex, mostly related to games, but not once has the "training data cut-off date" been in the way, the most useful part comes from handing it a binary/directory and letting it prod it until it finds the answer you're looking for, I don't even have web search enabled and sometimes it might take 30-40 minutes for it to find the answer, but I never saw it be unable to find the answer because it's training data was a couple of years old.

[comboy]

3.1-pro is still very capable, and API is at competitive price vs e.g. Anthropic, they just can't seem to figure out RLHF and harness. It needs a lot of guiding, it tends to be lazy and poorly sticking to instructions by default.

It just feels like many google products really, they are capable of really amazing things, it's just that nobody there seem to care. I would guess they are likely optimizing more for internal use than their vast userbase.

[logicchains]

They optimize for making their SRE's lives easier, over quantizing models regardless of how negative an effect that has on the user.

[wilj]

I just cancelled my Gemini subscription yesterday. I have a big private fork of OpenCode, and I did it the wrong way to start with, so I couldn't pull from upstream.

So I put together a plan for refactoring it, step by step, with tests, etc. After literally 8 solid days of fighting with Gemini 3 Pro, I still couldn't pull it off.

I gave GPT 5.5 a chance with the same prompt, plans, and repo. I'm not sure how long it took, but when I checked in on it a few hours later it was done. All tests passed, everything exactly how I'd asked, and better (it made some improvements).

[jmathai]

My non technical wife knows both ChatGPT and Anthropic (admittedly, because of me) but doesn’t know Gemini. This is amazing to me.

Surely she has seen Gemini in Google search but even her use of that is plummeting.

Google has so much revenue that they’ll be around for a long time. But I feel they are fumbling the opportunity with AI. Even in corporate, where we have Gemini. The conversation is fully around Claude. No one talks about Gemini.

[panarky]

> My non technical wife ...

Reports of the death of Google Search have been greatly exaggerated.

If you believe all the reports on HN about everyone's non-technical wives and grandmas, you'd have a hard time explaining the all-time highs in global usage and revenue from Google Search.

I agree with you that Claude 4.7 Opus is better than Gemini 3.1 Pro, but it's also a lot more expensive.

For my applications, I can't find better price-performance than Gemini 3.0 Flash. And it hasn't even been upgraded to 3.1 yet.

I suspect Google's target is price-performance and not just raw performance, which is how they can serve LLM responses at Google Search scale and still set an all-time record for quarterly earnings of any public company ever.

Frontier model capabilities leapfrog each other every few months, and Google I/O is in ten days, so I expect the leaderboard will change again soon.

[jonhohle]

Unfortunately, I think Google is in the process of killing the golden goose. I visit so few unrecognized websites now and primarily rely on “AI mode” to answer my specific question rather than sift through a handful of possibly accurate pages. How long can that go on before those sites just no longer exist and the source of that knowledge or new knowledge evaporates. Doesn’t seem like that model is sustainable long term.

[bachmeier]

Honestly, I think the SEO virus killed that golden goose long before the first AI chat bot. If we still had good search taking us to sane websites, ChatGPT might well have never been a thing. I was posting (including on HN) about the vulnerability of Google's search business years before AI chat. It just happens to be the thing that filled the gap when usable search disappeared.

[jorvi]

OpenAI and Anthropic have no moat. DeepSeek is a drop-in replacement that is really close in performance for 7.5-20% of the cost. That cost will continue to get pushed down by the Chinese. And bizarrely enough their models are more secure to use because they're open source open weights.

OpenAI and Anthropic are going to get crushed long-term, and their investors are going to take a horrendous haircut.

On the other hand, Google and Microsoft already have the users (and lock-in). They just need to funnel them into Gemini and CoPilot.

[pants2]

DeepSeek r1 affected markets because for a little while people bought this, but it's not true for so many reasons. Sending data to China is out of the question for every American Enterprise. OAI and Anthropic have rich product suites and API harnesses that make DS far from a "drop in replacement." They have better models, generous usage limits, domination of the zeitgeist, integrations with Slack and all the Enterprise SaaS platforms, and magnitudes more GPU capacity than DS. What you say simply isn't true.

[jorvi]

> What you say simply isn't true.

Everything you said is wrong.

- DeepSeek is on V4 now, R1 is ancient history

- The models are open source open weights, which mean you can inspect what the models do and you you can choose US or EU infra providers

- DeepSeek literally has a Claude-compatible endpoint

Please don't comment and confuse other users on topics you know nothing about. Study. Then speak.

[pants2]

- Right, R1 affected markets because the market originally believed your theory, but it doesn't any more, which is why V4 didn't move markets at all.

- Sure, you can use US infra providers. Together.ai is a good US provider but then it's 15X more expensive than DeepSeek's Chinese-subsidized pricing. It's really not that attractive at that price point. Anthropic and OpenAI are focused on larger models, but Grok 4.3[1] is smarter and significantly faster + cheaper than DS4[2] and by a wide margin.

- DeepSeek has a Claude-compatible messages API, but that's trivial. Anthropic has a massive API platform with things like Sessions, Files, and Agents[3]. None of those are available on DeepSeek.

1. https://artificialanalysis.ai/models/grok-4-3

2. https://artificialanalysis.ai/models/deepseek-v4-pro

3. https://platform.claude.com/docs/en/api/overview

[jorvi]

Now we're talking!

- V4 will definitely move markets, especially as Claude and OpenAI keep jacking up the prices more and more. But inertia exists. Give it time.

- Most US infra providers are ~5x more expensive than Chinese infra, not 15x. But yes you are right. It does erode the cost advantage significantly. Big asterisk is that V4 seems to have solid cache hit percentage, often in the high 90s.

- Grok (and Llama) always underperform relative to their benchmark and ranking results. Don't ask my why, but it's a persistent pattern me and colleagues have noticed. I'll give them another try though, more competition is better.

- DeepSeek themselves have specifically said they prefer developing high performance models that you plug into other tooling, including Claude's. Regardless, I think it's unrealistic to expect DeepSeek to offer 1:1 suite compatibility with Claude or OpenAI. You wouldn't expect that from OpenAI <> Claude either.

[discordance]

I wish DeepSeek were a drop-in replacement, but it's not. It performs amazingly well but it's not as autonomous and needs a lot more nudges compared to Opus4.6/7 or GPT 5.5. It's good enough for a lot of things (text extraction, sentiment analysis, classifying things) but not on the same level for code gen.

[riddlemethat]

It’s still the best option for uptime, document analysis (on a cost basis), and Google is less likely to experience a significant cybersecurity breach than a less established company. They’ll be fine as long as they stay in the game even if they never have a Ferrari again plenty of people buy Toyota.

[thefounder]

I never felt Gemini was ever better than the OpenAI or Anthropic. I think it’s more on par with open source models than the top 2