I don't especially think they are, but if I was trying to argue it, I'd note that Gemini is a very, very capable model, and Google are very well-placed to sell inference to existing customers in a way I'm less sure that OpenAI and Anthropic are.
I don't especially think they are, but if I was trying to argue it, I'd note that Gemini is a very, very capable model, and Google are very well-placed to sell inference to existing customers in a way I'm less sure that OpenAI and Anthropic are.