xnx
4 days ago
While Anthropic and Open AI get 80% of the attention here, it's impressive to see how much Google is doing: near frontier model, fast models, open weight models, image generation, video generation, music generation, robotics, etc.
JeremyNT
4 days ago
It's certainly an odd situation where Google is on the forefront of all these emerging technologies while the latest chatbots from OpenAI and Anthropic are getting breathless press releases and wildly hyperbolic coverage ("rogue AIs" "too dangerous, must be banned" etc...)
Google acting like a normal but competent company that's just chugging away, meanwhile the hype cycle is propping up its upstart competitors to truly ludicrous valuations.
JumpCrisscross
4 days ago
> Google acting like a normal but competent company that's just chugging away
Competent is a stretch. Google's AI offering seems to be, once again, PM led–lots of constantly-changing brands being merged and deprecated with zero customer support or service.
They'll almost certainly be one of the survivors. Their technical competece is unmatched. But that doesn't mean they have a great product in the way both OpenAI and Anthropic do. (Outside their datacentres, which are a legitimate feat.)
titzer
4 days ago
Google has never been good at supporting developers, and it absolutely loathes end users. Support for everything that is not their ad ecosystem is miserable. There's never any long term plan, everything gets deprecated and bitrots.
pants2
4 days ago
After all this time it's still a pain point just to pay them for a Gemini API key.
mountainriver
4 days ago
So crazy, at one point they had 3 different systems for interacting with Gemini, all with different auth.
For a company that prides themselves on the smartest engineers, they really struggle with the basics
ben_w
4 days ago
Mm, however the more I experience of the world, the more I find this matches the description up-thread:
> Google acting like a normal but competent company
Is it messed up and weird? Yup. Still normal though. Worse, this is matching the baseline of competence I find in so many other places.
xnx
3 days ago
A lot of this is having to incorporate with existing billing systems for their customers. OpenAI and Anthropic have it easier by having no previous billing setup to be compatible with.
slashdave
4 days ago
Don't forget: resources
soulofmischief
4 days ago
Google wins on infrastructure and creativity (NotebookLM, etc) but entirely lacks product coherence. The ecosystem is a mess, just like Microsoft's offering, and I don't think this is a coincidence but rather a symptom of the type of company in which these two companies have evolved.
Furthermore, Gemini is just all around a less trustworthy and mature model, for many reasons. Very smart but lacking the precision and holistically exhibited in the more recent models from OpenAI and Anthropic. On the flip side, Google's work on Gemma is unmatched.
ChadNauseam
4 days ago
Yeah, something surprising to me was that I can't even add a custom MCP to gemini. It has tons of missing features.
BodyCulture
4 days ago
Everything would be perfect if only you were CEO of both companies!
IanCal
4 days ago
I can say a portrait doesn’t look like a person even if I can’t do better, googles product range is an absolute mess and using it is a nightmare - I don’t know how to fix the company but I know the outcome is bad.
annzabelle
4 days ago
I thought Google was a mess until I started working at a Microsoft shop for the first time. Boy it's astonishing. I've got two versions of Outlook on my computer, neither of which is as quick to load as Thunderbird was 20 years ago. My team uses Azure DevOps for our git forge, which is somehow a completely different product than GitHub. There are multiple versions of Planner in Teams, where the free version's features are not a strict subset of the premium - there are features that are blocked if you pay.
The thing that gets me with Google is that they've killed too many products I used daily (RIP Inbox and Google Podcasts) for me to be able to trust that any new offering will exist in 5 years.
areoform
4 days ago
“I also see that I have two Microsoft Outlooks, and neither one of those are working if you want to remote in and check"
Cdr. Reid Wiseman to Mission Control, Artemis II, Earth-Moon Coast.soulofmischief
4 days ago
What is the purpose of this comment?
IanCal
4 days ago
> Google acting like a normal but competent company that's just chugging away,
Chugging away not releasing products or releasing ones worse than their competition typically. Not sure that’s what a normal competent company should be doing.
sumedh
4 days ago
> Google acting like a normal but competent company
I am just waiting for the 10 AI models or Chatbot Apps competing with one another like the 10 messenger Apps.
spwa4
4 days ago
Wait? What are you talking about? We're already drowning in them. There's literally more than Google messenger apps. An incomplete list of Google AI chatbots currently online:
Gemini
Gemini Live
Gemini Code Assist
Gemini for Google Cloud
NotebookLM
Gmail
Google Docs
Google Sheets
Google Slides
Google Drive
Google Chat
Google Meet
Google Calendar
Google Forms
Google Vids
AppSheet
Workspace Studio
Google Search
Google app
Google Chrome
Google Lens
Google Maps
Google Flights
Google Hotels
Google Shopping
Google Photos
YouTube
Google Messages
Google Translate
Android
Circle to Search
Google Home
Google Play
Pixel apps and features
Google Flow
Google AI StudioMelatonic
4 days ago
I mean they did practically invent LLMs and a lot of modern machine learning stuff. Or I should say researchers at Google. Makes sense they would keep at it
sumedh
4 days ago
> I mean they did practically invent LLMs
Didn't all those authors leave Google?
azan_
4 days ago
It’s because their products are really bad. Last time I tried Gemini it repeatedly lied about running internet search when explicitly asked to do it. I know their models benchmark really well, but in real world the performance is abysmal.
lII1lIlI11ll
4 days ago
> Google acting like a normal but competent company that's just chugging away
People are too quick to forget racially-diverse Nazi soldiers and other hilariously incompetent stuff that has been going around their generative AI efforts just a couple of years ago. Google look like they finally getting their shit together under immense competitive pressure but I would keep my eye on them for a few more years before starting calling them "competent".
egorthinks
4 days ago
Google DeepMind was at the forefront of AI, and they are currently developing new concepts while others chase benchmark percentages.
krisgenre
4 days ago
Yes, I am surprised that no one talks about the 'live' feature in Gemini app. With camera turned on, it has helped me fix things which I have no clue about.
hexeater
4 days ago
And protein folding + Nobel Prize
tantalor
4 days ago
Google DeepMind disbands its Nobel-prize winning AlphaFold team
https://www.engadget.com/2225849/google-shuts-down-alphafold...
joaogui1
4 days ago
I won't comment much on this, but I'd say these articles are 2-3 years late and reduces the agency of the people, who in many cases moved to Gemini because they wanted to work on LLMs
user
3 days ago
freakynit
4 days ago
And AlphaGo Zero .. probably the first real-world deployment of a self-improving system that beat humans.
BeetleB
4 days ago
> probably the first real-world deployment of a self-improving system that beat humans.
Isn't that Checkers right from the dawn of reinforcement learning?
smokel
4 days ago
I think that credit might go to IBM:
jeremyjh
4 days ago
It was a huge advancement but it did not beat the world champion. AlphaGo is noted for being a self-learning system that became better than all humans. Chess engines had long been there but were not self-learning before AlphaZero.
AFF87
4 days ago
Baffles me how this is not that well known
ddfarmr
4 days ago
I recommend reading „The Infinity Machine: Demis Hassabis, DeepMind, and the Quest for Superintelligence“ from Sebastian Mallaby. It offers a detailed glimpse into the reasons behind your observation regarding Google/DeepMind and the other frontier labs. best book I read so far on my current vacation.
mountainriver
4 days ago
It’s basically because LLMs supersede all of these. The ability to reason, research, and write code applies to everything else and will speed up the innovation cycles there significantly.
Google is losing in the race that really matters
jimbob45
4 days ago
While I agree, it’s hard to trust Google not to kill this off in the future. They’re not winning and the prospect of dumping their own for a partnership with another AI company isn’t out of the picture.
sakree
4 days ago
thing is, google have a track record of dropping support or just killing of projects. Personally, I view most of google's products and services as a business risk, because you never know when they will kill it.
jeffybefffy519
4 days ago
and building inference hardware
chesscoachx
4 days ago
[flagged]
ai-x
4 days ago
[flagged]
snek_case
4 days ago
The thing with drug discovery is that the bottleneck is not coming up with new molecules, etc. It's the multi-year, extremely expensive clinical trials that often don't even succeed. I doubt it will be a big moneymaker for Anthropic and OpenAI, because the best they can hope for is to sell a software product to pharma companies, but the pharma companies already have lots of scientists with a million promising molecules already in study they will never even make it to clinical trials.
In other words, can AI tech help? Probably, but I doubt it's going to be a major money maker, and it won't make a ton of money overnight. It's not like Claude Code where every programmer can begin using it instantly.
ai-x
4 days ago
If you had asked HN 3 years ago what would code-generating market would be, they would have used the exact same reasoning and given us the opinion "Why no one will pay for glorified auto-complete"
xboxnolifes
4 days ago
Thr pharma parallel to what tech is doing is replacing clinical trials with AI review. Im not so sure its the same thing.
Petersipoi
4 days ago
The idea that AI curing cancer, heart disease, aging (you get the idea) won't be a money maker because "clinical trials" is absurd. Of course it will be. Obviously it isn't the same thing as coding agents. But a lot of money makers aren't the same things as coding agents.
snek_case
4 days ago
In order to cure cancer with AI, you would need to give it complete control over the experimental pipeline, including probably direct robotic access to a web lab, which comes with its own set of risks. It's just not the same problem space as coding at all.
yellow_lead
4 days ago
OpenAI and Anthropic can't do either of those if they go bankrupt first.
ai-x
4 days ago
People are going to be surprised by how obscenely profitable both will be in a couple of years
elliotec
4 days ago
If that ends up being true, they should be very surprised.
We're looking at ~$725B combined hyperscaler capex in 2026 (on a path to $1.08T by 2028) against roughly $25B of AI service revenue in 2025 on $250B+ of infrastructure spend. By 2030, the global data center build-out will require $6.7 trillion in capital expenditure. If hyperscalers require a 25% return on AI-specific capex, the industry needs to generate ~$169B in AI-attributable revenue annually by end of 2028.
A flexible compute market plus three well-capitalized competitors plus Google's internal silicon means nobody gets to hold price. SpaceX's public offering is the best signal we have on this type of thing and it's down 15% from offer price.
It's incredibly unlikely that BOTH OpenAI and Anthropic will be "obscenely" profitable in the next few years. Also very unlikely that even one will be "obscenely" profitable in the next few years.
It is more likely (but still not very) that they both will be simply profitable (not obscenely).
The most probable scenario is that ONE will be somewhat profitable (probably Anthropic) and the other still burning.
ai-x
4 days ago
You know SpaceX is still publicly valued at $1.5T marketcap, right? (offering price has nothing to do with anything other than ego of founders/bankers).
Yes, I will wait for the correct valuation when all stocks enter the liquidity pool.
OpenAI/Anthropic obscenely profitable is an easy bet (for me)
elliotec
a day ago
Better you holding the bag than me. Unfortunately all of us will be holding parts of it.
0x3f
4 days ago
Seems unlikely. All three market leaders have roughly equivalent products, even ignoring the Chinese models. Google is better vertically integrated, as well. They'll end up competing on price, or worst case capacity rationing.
xnx
4 days ago
Tight competition and "obscenely profitable" rarely go hand-in-hand.
flextheruler
4 days ago
This essentially requires tripling the entire tech sector's share of the economy in a few years.
goatlover
4 days ago
Wasn't this also predicted a couple years ago?
user
4 days ago
andriy_koval
4 days ago
if open models get banned
da_grift_shift
4 days ago
I love this kind of optimized-for-Xitter drive-by market analysis. Very 2026.
bigyabai
4 days ago
I like how someone can ignore that DeepMind invented AlphaFold, while OpenAI and Anthropic have zero experience shipping AI protein folding.
This entire industry might be hopelessly tribalist, nowadays.
ai-x
4 days ago
I love how HN ignores past execution results
rbtprograms
4 days ago
the word delightful has lost all meaning to me
wslh
4 days ago
It's way too early to pick winners. This industry is still in the opening moves.
For example, today, investors are celebrating Microsoft's Azure growth as evidence that its AI investments are paying off: <https://news.ycombinator.com/item?id=49110965>