fuddie
08-12

$Alphabet(GOOG)$ Feels like Google is up to something big and bold with AI, possibly making Gemini free to undercut everyone and crush token prices. Risky approach, but it fits the Android playbook. That might explain why they keep raising, and I imagine they would have to dump their Anthropic shares at IPO.

Their open-source models will have hooks into YouTube and other properties.

Big moves are happening among the big players right now.

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