Comment by plaidfuji

I’m wondering if they even see a coding agent as a valuable prize. It’s a competitive market in a race to the bottom economically, hard to establish consistent differentiation and virtually zero switching cost for customers.

I think they’ve made a shrewd move in focusing on search integration and everyday users (Gemini app) vs software power users. They have their corner and nobody is really competing with them, plus it feeds directly into their existing revenue stream.