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Wait 1-2 months, Anthropic will come up with a shinier model and Googel will look obsolete again. I too struggle to see the moat - yes Google is able to serve their own A.I traffic but as far as I can see - at a loss. Prices keep going down because open source models. We'll see.

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> Wait 1-2 months, Anthropic will come up with a shinier model and Googel will look obsolete again. I too struggle to see the moat - yes Google is able to serve their own A.I traffic but as far as I can see - at a loss. Prices keep going down because open source models. We'll see.

Google makes AI profits, its in their breakdowns. And Google has been releasing models every few weeks now, they have a faster iteration pace than the competitors, so they fixed that, they wont be behind in coding models any longer.

> Google makes AI profits, its in their breakdowns.

What "AI profits" exactly. Their capex is through the roof. What they're actually earning is in cloud , their own AI is lossy for sure. Who is paying for Gemini? Not many people.

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