> 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/

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! :)

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.

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.