Comment by hoppp
5 hours ago
Google will slowly win at the AI game. They got everything going, lots of free usage and they are keeping it real, unlike openAI that rides a hype train
5 hours ago
Google will slowly win at the AI game. They got everything going, lots of free usage and they are keeping it real, unlike openAI that rides a hype train
yeah just like they’ve slowly won at cloud over AWS and Azure. oh wait
They are. I don't know why you think you're making that statement sarcastically. GCP started late and from a much smaller base, but has been growing consistently faster than both of their competitors. Moreover, AWS has recently almost completely leveled off and is losing customers, most of whom are moving to GCP because of the AI leadership/differentiation.
AWS is the IBM of clouds. You won't get fired for choosing it, but you also know you're just getting a plain vanilla set of services, too, that usually cost more than colo or on-prem. Without any meaningful first party AI investments (this goes for MSFT, too), Google is the only one stop shop.
I mean, they are? GCP usage/revenue is growing faster than AWS and Azure. Mostly driven by Gemini pushing folks onto the platform and them deciding "why not move everything else too".
Wait, I am curious how Gemini "pushes" devs to GCP.
Remember that time they used their network effects to auto-enroll all Gmail users into their Facebook competitor and instantly won?
They're going to have to significantly up their game - IIUC, you can't use a Gemini subscription with OpenCode anymore, and the Gemini CLI is such utter trash that it's unusable (it doesn't even have a plan mode in the preview releases, and can barely maintain a connection to a server).