For coding models? I don't think Google is motivated to fight in that market. There's no incentive for them.
Ask yourself, how does Google -- a company that famously does everything -- benefit from SWEs outside of Google having access to powerful coding models? They would just be competition.
Famously, Google just eventually discards almost all businesses that don't have the same fire hose of revenue that ads does. Selling coding plans isn't something they are going to want to do.
Google is clearly motivated to make better search and information finding tools and stuff that will ultimately drive users through their existing search/ads/youtube ecosystem. That's really why they're in Android, that's why they do Chrome. Everything else with them is a sideshow.
Google is also full of beancounters obsessed with data centre quota and resourcing. Even massively profitable ads projects have to justify and fight for it. (Source: used to work there).
I can't think of anything less resource & revenue sensible than providing outside parties access to your TPUs for the purpose of letting them write stuff which could just end up competing with you.
Yes, maybe as part of their cloud business, selling token access could be useful money. But I doubt they'd tune it for coding.
> Ask yourself, how does Google -- a company that famously does everything -- benefit from SWEs outside of Google having access to powerful coding models? They would just be competition.
Bragging rights to say they have a SOTA model. I guess that was more like Google of 10 years ago with moonshot projects. Nowadays, yeah, perhaps if it's not helping sell ads, it doesn't make sense.
Google did it AlphaGo, AlphaFold etc for bragging rights, now let frontier lab do their thing.
It would be utter stupidity if they keep competing with hyper agile frontier labs. They sensibly moving to big infra provider and that's good niche.
> .. perhaps if it's not helping sell ads,
Perhaps cloud business is also a thing which is making big revenue
You say "keep competing"... the hyper agile frontier labs and Google/MSFT are practically one and the same via circular financing arrangements. Competition on the frontier is kinda a farce, what matters is who comes out of the modern-day Darien scheme as a winner.
At worst Google just need to keep the lights on until the frontier labs file for bankruptcy under the weight of that >$1tn debt they've built up paying for FAANG's data centers. Then Google walks away from all of this with the the best remaining models, best R&D lab, and several hundred billion dollars in infrastructure on their balance sheet.
> Ask yourself, how does Google -- a company that famously does everything -- benefit from SWEs outside of Google having access to powerful coding models?
Catch is, even Googlers internally do not have access to top-tier models. (or did not until recently, when apparently Claude was made accessible to the SWEs internally).
Googlers now have internal access to frontier models.
Funny enough, after trying it, I went back to G3.8
Yes, agreed, 3.8 with thinking is quite good.
Also: Google has like a 20% stake in Anthropic, and a very fat cloud partnership