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Comment by chinathrow

11 days ago

Maybe they're looking for stability and trust Google to be around longer than Antrophic or OpenAI when the storm starts.

Bingo. They see this as the future commodity it will be. Customers will choose AI providers much way they choose a car: taste, price, a few other factors.

And to your point, Google has a massive balance sheet, produces their own AI chips, and is not going anywhere anytime soon.

Google was the right choice stability and it only cost Apple $1 billion per year that’s pretty much of a no-brainer, and with Apple’s history, they probably will use Gemini for as long as they need it and then use their own model in time.

I may be jaded, but I do not trust Google for product offering stability. Obviously, Apple is a way bigger fish.

  • It's not a popular opinion on HN but Google is actually super stable from a B2B perspective. Even app engine (2008) is still kicking.