Comment by stingraycharles | Hacker News Reader

Comment by stingraycharles | Hacker News Reader

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stingraycharles

> They're much better positioned for the high volume AI work that's likely to be where the money is made, with calls to APIs doing routine things for all the businesses of the world

How, exactly, are they currently conquering the enterprise world with their models? What do you think Anthropic is doing?

Their latest proper model is a year old, they have no moat, no enterprise commitment.

Your comment would make sense if they would have actual success in the enterprise market and would have actual products in that area, but they don’t.

They had a brief sprint, caught up, and then dropped the ball again.

Their only current moat is their TPUs, and the fact that

1. The whole (successful) LLM world is screaming for capacity

2. They have excess capacity to rent out, just like Grok

Tells everything.

> Their latest proper model is a year old

What's a "proper model?" Gemini 3.1 Pro was released 3 months ago. Gemini Robotics 1.6 was released a month ago. And Google is vertically integrated, they aren't just selling tokens, they are selling Taxi rides with Waymo. AI is a lot more than LLMs and Google is doing a lot more than LLMs.

> How, exactly, are they currently conquering the enterprise world with their models?

I didn't say they were conquering the enterprise world. I said they are better positioned for the work that will be profitable in the future. Winning will mean being "good enough" for things like routine interactions with customers at the lowest cost to the business, and having customers fine tune your models using your hardware.

> What do you think Anthropic is doing?

Aside from being arrogant jerks that don't care about pissing off their customers, they're positioning themselves as the highest price provider for the highest end work. There will be a market for that, and maybe Anthropic will survive, but Google looks to me like they have a shot at being the profitable AI company.

If you're building on top of APIs and can do some eval work (aka do not need the most bleeding edge model), the Gemini Flash and Flash Lite models are super capable for the price.

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