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Comment by Keyframe

9 hours ago

As others have been capturing news cycle eyes, seems to me Google has been going from strength to strength quietly in the background capturing consumer market share and without much (any?) infrastructure problems considering they're so vertically integrated in AI since day one? At one point they even seemed like a lost cause, but they're like a tide.. just growing all around.

> seems to me Google has been going from strength to strength quietly in the background capturing consumer market share and without much (any?) infrastructure problems considering they're so vertically integrated in AI since day one?

The Google Antigravity subreddit is a shitshow though:

https://www.reddit.com/r/GoogleAntigravityIDE/

  • Damn, you're not kidding. Might be worse than r/ClaudeAI in terms of user sentiment, and that's saying something.

    • I mean, reddit is just a knob sama can turn for easy astroturfing. It's almost as bad as looking for grok sentiment on X.

  • can't let google have a success without it getting autodestructed though. classic google

Yeah I think there will be a time in a few years (1-2?) when both Google and Apple will get to eat their cake. They aren't playing the same game of speed running unpolished product releases every month to double their valuation. They have time to think and observe and put out something really polished. At least that's the hope! :)

  • That's because these mega monopolies have diverse income streams and have grown like cancers to tax every system and economy that touches the internet.

    Anthropic and OpenAI are having to fight like hell to secure market share. Google just gets to sit back and relax with its browser and android monopolies.

    Why did our regulators fall asleep at the wheel? Google owns 92% of "URL bar" surface area and turned it into a Google search trademark dragnet. Now Anthropic has to bid for its own products against its competitors and inject a 15+% CAC which is just a Google tax.

    Now consider all the bullshit Google gets to do with android and owning that with an iron fist. Every piece of software has a 30% tax, has to jump through hoops, and even finding it is subject to the same bidding process.

    These companies need to be broken up.

    Google would be healthier for the economy and its own investors as six different companies. And they shouldn't be allowed to set the rules for mobile apps or tax other people's IP and trademarks.

    • Google invented the AI architecture that Anthropic and OpenAI based their entire companies on? Based off years of research at Google.

      Of course they should have to fight with the inventors of the technology they’re using.

      6 replies →

    • If by fight like hell you mean hype like hell, then yeah.

      Sam Altman's honesty problems, and Elon buying a VS code fork for $60 billion isn't a sign of moral uprightness or wisdom.

      There's a lot to be said for grinding away at a problem. Being on your eighth generation AI chip and seventh generation of autonomous driving hardware is how you build value. Not by hobnobbing with fascists and building an army of stock pumping retail investors.

Their latest open models are pretty competitive with other open models, and some innovation around the smaller sizes (2-4 GB).

They're helping close to the distance to realistic quality inference on phones and other smaller devices.

  • > They're helping close to the distance to realistic quality inference on phones and other smaller devices.

    If someone monopolized OS marketshare for mid- to low-priced devices, that does seem like it would be a useful research focus.

    Whereas offering the same with compute-inefficiency cloud inference would be economically unviable at scale.

    Free on-device Google premium closed-source models* = free Google Maps 2.0

    * As long as you ship Google Apps and Play Services

Take away the hype and OpenAI / Anthropic are covering themselves with money and lighting themselves on fire to see who can make the bigger bonfire...

AI adoption isn't existential to Google like it is to OAI and Anthropic. They also can't produce hype like the other two, because anything they say is just going to come off as corporate drivel.

you've never tried to use gemini 3 I guess - that thing was so unreliable it might as well not be offered; there's also a reason why everybody here is excited for claude and codex, but not really for antigravity.

that said, I actually agree: google IMHO silently dominates the 'normie business' chatbot area. gemini is low key great for day to day stuff.

  • Yeah Gemini is not usable outside of the gemini.google.com homepage and AI Studio. Gemini CLI does not work at all and all the models are constantly overloaded or time out. Got a trial month and there was not a single day I could actually work with Gemini in a coding harness, 3.1 Pro was never reachable. Awful service, imagine if I'd have paid for this. Additionally since roughly two weeks Gemini 2.5 Flash (a stable GA model) is constantly throwing backend errors on Google's side when Grounding is on.