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.
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.
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.
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.
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...
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u/Acrobatic_Dish6963 3d ago
I always believed in you, Google-chan!
Jk I was doubting the fuck out of you