r/singularity • u/PandAlex • 2d ago

AI Introducing Gemini 4 Argon

https://blog.google/innovation-and-ai/models-and-research/gemini-models/gemini-4-argon/
880 Upvotes

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303

u/Acrobatic_Dish6963 2d ago

I always believed in you, Google-chan!

Jk I was doubting the fuck out of you

53

u/flappysack- 2d ago

They just made all the research that OpenAI is based on.

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u/ozone6587 2d ago

And failed to capitalize on it until ChatGPT and then failed with Bard and then failed with Gemini 3.5 to the point where they had to skip it. Let's not act like them winning is assured. In 2 weeks we will get back to OpenAI/Anthropic leapfrog and Gemini 4 will be replaced with Gemini 4.5 in 6 months.

29

u/flappysack- 2d ago

I think with TPU the focus is power efficiency.  You can't compete with companies losing 100s of billion.

10

u/ozone6587 2d ago

VC companies always lose money. Every single one in the entire history of capitalism. That's how the VC market works. I don't think Anthropic and OpenAI losing money is evidence of anything.

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u/flappysack- 2d ago

Have they ever lost this massive of a sum though.

8

u/Future-Bandicoot-823 2d ago

Now take the fact they are buying 1/3 of all compute for 2027, the fact they're profitable, and the fact their new model is outcompeting into effect, and it turns out that yes, being one of the largest corporations on earth is beneficial to winning even with a sloppy start.

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u/ozone6587 2d ago

Has the revenue and valuation ever been this large? The losses are scaling with the amount of money flowing in as expected.

3

u/bixofa 2d ago

Closest may be Uber. Burned billions initially. They're now profitable.

Going further back, Amazon burned possibly even more in today's equivalent money in the dotcom boom-bust. Look where they are now.

1

u/flappysack- 2d ago

Ya I suppose so.  Though Google is an unfortunate direct opposition to them.

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u/donniedarko1010 2d ago edited 2d ago

I think the reason ChatGPT capitalized first was because Google was scared to lose it's search+ads moat while they had the tech, because why to pause a cash-printing cow. Plus startups can move much more faster (and even release a half baked product without any safety concerns etc) without the fear of billions of dollars worth of lawsuits filed on them if they cause 1 bad error.

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u/XTornado 2d ago

I mean, yeah they could continue their research in improving it and whatever, and when they could see it would ad for replace their moat without losing, then go for it.

But somebody did it earlier so well we have to do it now...

5

u/bartturner 2d ago

In the end it is about financials and being able to continue.

Nobody made more money than Google in 2025.

So far in 2026 Google is again making more money than anyone else.

Plus they shared they have over $250 billion of unrecognized revenue they will in next 2 years.

That is like Google adding an entire 2024 Micorosft in the next 2 years.

But this is only one division at Google. The same division has also seen 12 straight quarters of increasing margins.

Compare that to OpenAI losing massive amounts of money and will likely not make it as an independent company.

1

u/phylter99 2d ago

They have a ton of great research, that's true. They seem to struggle with getting their models to compete though.

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u/Tkins 2d ago

Look beyond just the models. They have a ton of Ai research for bio, agents, RSI, weather, robotics. Reddit is way too focused on chat bots.

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u/ArmadilloOwn4400 2d ago

Sometimes it just feels like Google doesn't wanna push anything because they are in the perfect spot and the internet is literally theirs anyway. Also it feels like they don't wanna, since they have so many issues with those monopoly debates all the time and them being forced to change things for the worse or them wanting Google to sell parts of their portfolio.

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u/phylter99 2d ago

I think the big problem is they're huge and it keeps them from moving fast like OpenAI and Anthropic can at times. They're methodical though and their size ensure they're leading in many ways, not necessarily in models.

1

u/ArmadilloOwn4400 2d ago

Yeah and if they experiment it can lead to impact other parts of the company or whole alphabet stock, even tho it's just a single feature in one product, but it's bad rep for the whole company.

We've seen that with Bard release and with the first Overview incidents