i wouldn’t underestimate google though.
they have pretty much everything they need to go head-to-head with openai and anthropic. the compute, the talent, the money, and one of the best research teams in the world.
if they can get their execution and release cadence right, i don’t think it’ll take them very long to catch up.
google is still playing catch-up.
carbon looks incredible, but openai and anthropic have already moved well beyond what we’re seeing publicly.
give it another week or two and we’ll find out.