When every day matters to profitability, I'm really surprised providers do voluntary cyber security testing or government approval in the critical path.
To be honest, if I were an LLM provider I would be wiring up my release process to be fully automated so within 10 mins of the last bit of fine-tuning it got released and a blog post posted.
Google is in it for the long haul, not to IPO before they run out of money.
That is a pretty major differentiator versus OpenAI/Anthropic. Public markets won't be kind to the amount of money Anthropic loses every quarter. I'm expecting for it be many *many* quarters before OpenAI or Anthropic get anywhere near profitable. They'll never be able to grow revenue fast enough to catch up with their current level of investment.
This is when I feel like OpenAI and Anthropic could be the Yahoo and AOL of this iteration of the internet. The center of the universe for a bit, but a limited number of days at the top.