And it's mostly from lacking vision and a clear direction, not from being behind on research or engineering. For example, Gemini 3.8 Flash is really impressive.

But their whole model product line is confusing, even the version numbering barely makes sense. They're barely selling agentic coding or the Gemini chat, the fumbled the coding harness race with the weird Gemini CLI / Antigravity rebrand - the whole thing is a mess.