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Comment by ohyoutravel

11 days ago

Really I don’t think this is a strong take at all. If anything this has positioned them extremely, extremely well for when the bubble bursts and they can go with the winner to provide reasonable capabilities.

It's looking like an incredible move so far. They will have wasted no money while the whole industry lit trillions on fire, and then at the end they can just rent a model for cheap and replace it with their own or whatever is cheapest at any time.

The users really aren't Gemini users, they don't care what the model is behind the scenes.