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by WarmWash 11 days ago
It kind of doesn't make sense though, because typically a large org like Google can afford to crush competitors on pricing. They could probably even go toe to toe with chinese model pricing for years without feeling it.

Maybe they don't want to price war with the other labs so they can comfortably maintain healthy margins on selling them compute?

2 comments

Maybe they are hoping that when the bottom drops out they will just be able to buy Anthropic or OpenAI for a few tens of billion.
Google already owns 14% of Anthropic.
Why would they go into price war when they are compute constrained?