Gemini is Cooked but GCP is Cooking
3 experts across 2 network communities independently surfaced this.
“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.co/PqVUCF8qSg” evidence ↗
Concern & critique
1 expertRisks, limits and unintended consequences.
“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.co/PqVUCF8qSg”
Opportunity & adoption
1 expertNew capabilities, benefits and practical upside.
“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 compete with Anthropic or make money f…”