I typed wrong I mean I don't see how they will beat google. Google is the only true vertically integrated AI company meaning they own price at the bottom margins with their own chips and models made just for them.
There's no reason why Google's public stuff is this stale, overpriced and underwhelming. But at least until their next round of models drops, even calling them a "frontier lab" is starting to feel like a stretch. Which is weird!
Especially considering that in the 2010s they were The Big AI company, especially after buying out boutique shops like DeepMind.