Google was cash-flow negative in Q2 2026, and is raising a lot of debt.
I am not sure they can afford to subsidize Gemini more than they already do.
I am not sure they can afford to subsidize Gemini more than they already do.
Future growth needs to materialize for this to be profitable. Right now what they have is a cash-flow negative reality.
> There is no extra unsold capacity to use.
I have no evidence of this.
Neither I have evidence that they would be in the position of subsidizing further AI usage.