I think google has another 'problem': Gemini needs to do a lot more than claude.

They use Gemini for personal assistent to all of their Gmail and co users/customers. They have Google Docs, they have GCP were gemini should support you too.

They also have a lot more languages to support too.

They optimize Gemini for A LOT more than 'just' coding. So its probably a balance act for them. And because they are that rich and have no issues on compute and brain, they can play the long game easily.

If they push their tpu further and continue their build out, they will be able to start training high quality topic optimized models in parallel while everyone else needs the same amount to just train one main model.