[Verdex]

In my mind Google is the one AI provider which is more or less guaranteed to make it past the next 2-5 years. Maybe anthropic and openai can be profitable with current model. But they'll never get to stop investing in next model while Google is there with infinite money.

So either scaling stops hard here pretty soon so that spending can stabilize or else the investors are going to be showing up asking for several pounds of flesh.

Suddenly 'dont get left behind, this is the worst these models will ever be' sounds a lot more like 'get locked in with a hyper giant that'll destroy your livelihood and not notice'.

Although who knows, maybe local models will be a thing (however when your dev team gets banned with no explanation and the next milestone is coming up somehow I don't expect that transition to go sufficiently quick).