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Selling tokens at a massive loss, burning billions a quarter isn't the win you think it is. They don't have a moat bc they literally just lost the lead, you on

Selling tokens at a massive loss, burning billions a quarter isn't the win you think it is. They don't have a moat bc they literally just lost the lead, you only can have a moat when you are the dominant market leader which they never were in the first place.

SR2Z 11mo ago
All indications are that selling tokens is a profitable activity for all of the AI companies - at least in terms of compute. OpenAI loses money on free users and paying the absurdly high salaries that they've chosen to offer.
- delis-thumbs-7e 11mo ago
  What indications?
- ludicrousdispla 11mo ago
  Chuck-E-Cheese is also very good at selling tokens.
- mbesto 11mo ago
  > All indications are that selling tokens is a profitable activity for all of the AI companies - at least in terms of compute. We actually don't this yet because the useful life of the capital assets (mainly NVIDIA GPUs) isn't really well understood yet. This is being hotly debated by wall st analysts for this exact reason. https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweave-nvidia-michael-burry.html https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweav...
sholain 11mo ago
Gemeni does not have 'the lead' in anything but a benchmark. The most applicable benchmarks right now are in software, and devs will not switch from Claude Code or Codex to Antigravity, it's not even a complete product. This again highlights quite well the arbitrary nature of supposed 'leads' and what that actually means in terms of product penetration. And it's not easy to 'copy' these models or integrations.
- riffraff 11mo ago
  Gemini-cli existed long before Antigravity. It took Google very little. And the gemini app will come preloaded on any android phone, who else can say the same?
  - famouswaffles 11mo ago
    So despite being preloaded on any android phone, a platform with billions of users, they are still a very distant 2nd to ChatGPT in terms of usage.
    - riffraff 11mo ago
      the keyword is _will_. New android phones have it preloaded, but the large majority of phones is not a new android.
      - famouswaffles 11mo ago
        No, old phones are having it downloaded. It's replacing Google Assistant. And of course it doesn't matter.
  - sholain 10mo ago
    Yes agree with the sentiment - G has the reach for sure.
- user34283 11mo ago
  Speak for yourself - I cancelled the Claude Code subscription after testing Antigravity. It works quite well here, and my phone came with a year of free Gemini Pro, so I don't currently see a reason to pay extra.

SR2Z 11mo ago

All indications are that selling tokens is a profitable activity for all of the AI companies - at least in terms of compute. OpenAI loses money on free users and paying the absurdly high salaries that they've chosen to offer.

delis-thumbs-7e 11mo ago
What indications?
ludicrousdispla 11mo ago
Chuck-E-Cheese is also very good at selling tokens.
mbesto 11mo ago
> All indications are that selling tokens is a profitable activity for all of the AI companies - at least in terms of compute. We actually don't this yet because the useful life of the capital assets (mainly NVIDIA GPUs) isn't really well understood yet. This is being hotly debated by wall st analysts for this exact reason. https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweave-nvidia-michael-burry.html https://www.cnbc.com/2025/11/14/ai-gpu-depreciation-coreweav...

sholain 11mo ago

Gemeni does not have 'the lead' in anything but a benchmark. The most applicable benchmarks right now are in software, and devs will not switch from Claude Code or Codex to Antigravity, it's not even a complete product. This again highlights quite well the arbitrary nature of supposed 'leads' and what that actually means in terms of product penetration. And it's not easy to 'copy' these models or integrations.

riffraff 11mo ago
Gemini-cli existed long before Antigravity. It took Google very little. And the gemini app will come preloaded on any android phone, who else can say the same?
- famouswaffles 11mo ago
  So despite being preloaded on any android phone, a platform with billions of users, they are still a very distant 2nd to ChatGPT in terms of usage.
  - riffraff 11mo ago
    the keyword is _will_. New android phones have it preloaded, but the large majority of phones is not a new android.
    - famouswaffles 11mo ago
      No, old phones are having it downloaded. It's replacing Google Assistant. And of course it doesn't matter.
- sholain 10mo ago
  Yes agree with the sentiment - G has the reach for sure.
user34283 11mo ago
Speak for yourself - I cancelled the Claude Code subscription after testing Antigravity. It works quite well here, and my phone came with a year of free Gemini Pro, so I don't currently see a reason to pay extra.