Gemini is Cooked but GCP is Cooking

Shared on Bluesky by 4 AI experts

• S SemiAnalysis: Gemini is Cooked but GCP is Cooking GCP YoY rev growth >100%, DeepMind's long term failure is Google Cloud's short term gain https://t.c… →
• Mél Hogan / The Data Fix @melhogan.bsky.social amplified

  Dare Obasanjo @carnage4life.bsky.social

  Google as a company both competes with Anthropic and benefits from it. The Gemini team tries to compete with Claude while the Google Cloud team hosts Claude’s API. So Google has to decide if to use their datacenters to …

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• Dare Obasanjo @carnage4life.bsky.social: Google as a company both competes with Anthropic and benefits from it. The Gemini team tries to compete with Claude while the Google Cloud t… →
• M Mike Dano: Apple in January: "Apple determined that Google's Al technology provides the most capable foundation." https://t.co/sPxxgk7kwv SemiAnalysis… →