How did Google blow their AI lead? Why is Google the 2nd or 3rd tier player in the AI coding market? Why can't GCP supplant AWS?
Because google can't help but constantly shoot its customers and itself in the foot.
No, it's more that Gemini models are simply not very good for coding compared to the top two. Even with Antigravity I use Claude models.
They had the lead for maybe a week or two. Now, only Apple is further behind.
Because their strategy wasn’t to become leaders but to be as good as it takes to erode the lead of others. They have the cash cow of search so they don’t rely on AI to succeed. All they need is to keep publishing new products/services to keep OpenAI from taking the initiative. Between that and the Chinese models all they have to do is wait for the bubble to burst at which point every major AI lab would go bust.
> How did Google blow their AI lead?
What lead? Maybe because I'm mostly using AI/LLMs for development, but neither Google, Anthropic, xAI or anyone else has ever been in the lead, OpenAI always had the best models in my mind, as long as you're comparing the "top" plans between all of them.
Besides, they all seem to shoot themselves in the foot, OpenAI included, seems the only thing that differs is how often and how big the damage is.