My guess is that google ran the numbers and isn’t willing to lose money like openai is, so they have been slower to develop things as cool as openai, leading to

My guess is that google ran the numbers and isn’t willing to lose money like openai is, so they have been slower to develop things as cool as openai, leading to a perception that they can’t do it. Hence the lack of excitement. But I think that’s unlikely, and once it’s not money-losing, google will be right there. Which, as you say, they might have an edge on due to hardware.