Yes agreed - I wrote this up a while back https://martinalderson.com/posts/whats-going-on-with-gemini/
My view then was they are optimising the models for inference ability on their own hardware AND use cases, which is often speed and time to first token.
They've somehow seemed to end up with terrible compute shortages, which again is surprising given how good Google is at infra deployments AND have their own hardware. From rumors out there they are turning down enterprise deals for Gemini because they don't have the compute.
The problem is they're falling further and further behind on frontier class on coding especially, and since I wrote that article it's got even worse with open weights models undercutting them on price AND intelligence.
They include an LLM response with every single Google search, whether it is warranted or not. That scale is, my guess, many orders of magnitude higher than what OpenAI and Anthropic serve. And for Google none of these are paid interactions since their LLMs do not (YET) insert ads into the responses.
So my guess is that Google will continue having compute shortages until the Gemini enshittification starts.
I don't think so. According to some very basic research there are around 8bn searches a day, or 250bn a month.
Let's assume Google serves AI overviews on every SERP (they don't) and don't cache them (they do, afiak).
And let's assume that each AI overview is 2000 tokens (blended input/output), that's 500T tokens a month.
It's rumoured that anthropic is serving somewhere close to 10Q tokens a month.
Now it may be that AI overviews uses vastly more tokens than that per search, but I doubt it based on speed to render the overview.
My very rough napkin math on this is that maybe AI overviews is consuming 100T tokens/month max (after adjusting for caching and SERPs that don't have them), which would be 1% of Anthropic token volume.