GDM is making (or has been backed into a corner into making) the bet that high throughput, low latency, low capability models are the path forward.
That probably works for vibe coded apps by non-practitioners.
I suspect that practitioners/professionals will wait longer for better results.
And Google is trying to make something affordable enough for a mass market, ad-supported audience.
They aren’t hyper focused on enterprise like Anthropic is. And that’s okay. There’s room for different players in different markets.
So, who is this for? People that want more ads and worse output, but want it faster? Sounds pretty awful to me.