I tend to agree, but I also should highlight how expensive this shit really is.

in one month, Google actually went cash-negative. [0] even still, they are subsidizing their stuff a lot less, have the most opaque and variable limits, and increase adoption through bundling and shuffling features. I can't even share my Google One storage without subscribing to a Google AI plan anymore, but previously any plan except Google One Lite was shareable.

if you tell me that's not enough to go after frontier, then how much money are Anthropic and OpenAI burning?

[0]: https://www.techspot.com/news/113214-google-records-first-ne...