If the Chinese labs can compete on a shoestring budget with access to much less powerful hardware, Google should be able to compete as well. They're becoming almost irrelevant for agentic coding right now.
For example, PDF's and powerpoints can be generated using agentic coding by things like https://bento.page or other ways of generating them in an agentic coding fashion.
A lot of browser automation could/is also done by agentic coding.
It can also help them set up and configure self hosted software with the help of LLM's and debugging if its working or not.
You can create videos using Manim and remotion.dev and also excalidraw-animate and generate excalidraw files agentically if what you need is more vector style graphics (which surprisingly can fit into many ideas) rather than say a real life human waving video/more photo-realistic video (but I must say that this has certainly its own pros/use-cases as well).
It might sound self-explainatory but turns out that coding can represent a wide range of problems!
I personally wish to get more smaller models (like the recent qwen model) and other open source models like GLM 5.3 and the glm flash model.
> No one is suddenly missing out on some giant competitive edge because their model is a few months behind
Sure I can agree with that. The competitive edge might still exist but I do get the underlying sense of what you are trying to suggest.
> things other than how well your model can write code will matter more and more in 12 to 24 months.
What are the things then which you feel like could be more differentiative factor? For example, I personally think multi modal is still quite preferrable in AI models. I use GLM 5.2 and it doesn't have vision and I can certainly imagine time/use-cases where multi-modality would've helped coding and even other use cases as well. So what are some other use cases that you are thinking? Video generation models like Veo/Sora?