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Comment by bachmeier

3 hours ago

A strong business case for Gemma includes fine tuning, adding AI to apps that run in the cloud, strengthening Android, shifting unprofitable small AI compute to devices, and harming competitors. The first two would be done using Google's cloud services due to integration with Gemma. I think Google is currently the best positioned company to profit from AI sales to businesses over the next few years, and Gemma is a critical part of the story.

Google is actively, and directly helping companies continuously train use-case specific models based on Gemma 4 foundation. The company gets a model they fully own, trained on internal, sensitive data, and Google scoops up the profits from the training and ongoing compute spend to keep the model up-to-date.