[0xcafefood]

Google's product management and discipline are absolute horsesh*t. But they have a moat and its extreme technical competence. They own their infra from the hardware (custom ASICs, their own data centers, global intranet, etc.) all the way up to the models and product platforms to deploy it in. To the extent that making LLMs work to solve real world problems is a technical problem, landing Gemini is absolutely in Google's wheelhouse.

[prabubio]

without modern product moat, legacy products and infrastructure is useless. It's like Microsoft saying I have excel, Azure and CoPilot.

[ahartmetz]

You are stating generalities when more specific information is easily available.

Google has AI infrastructure that it has created itself as well as competitive models, demonstrating technical competence in not-legacy-at-all areas, plus a track record of technical excellence in many areas both practical and research-heavy. So yes, technical competence is definitely an advantage for Google.

[fluidcruft]

Just imagine how things change when Google realizes they can leverage their technical competenence to have Gemini build competent product management (or at least something that passes as comparatively competent since their bar is so low).