Thread

Gemini 4 Argon (High): Intelligence, Performance and Price Analysis

112 points · 61 comments · theanonymousone

ai-x · 1790804760 · focus · HN ↗
Note: Google can sell their tokens at cost if they really want to drive out competition, but long term they are better off by everyone making a healthy margin (and Google does a double-dip by also selling compute, services).
So, like any optimal game theory move, they are better off not starting a price war
1. pooper · 1790805147 · focus · HN ↗
  A slightly different question would be can they afford to "sit out" of any price war?
  1. ai-x · 1790815601 · focus · HN ↗
    As long as they are serving the models through Google Cloud and have a SOTA model for
    a) internal use b) embedding in their products c) stay abreast with capabilities
    they can sit it out.
2. miohtama · 1790808348 · focus · HN ↗
  Google is losing in the market share - their share is 0. Anthropic revenue was $60B in the last 12 months. Google is not growing the pie, it needs to buy its way to the market share and to a seat in the table.
  1. blinding-streak · 1790814638 · focus · HN ↗
    Huh?
    <a href="https://firstpagesage.com/reports/top-generative-ai-chatbots/" rel="nofollow">https://firstpagesage.com/reports/top-generative-ai-chatbots...
    <a href="https://techcrunch.com/2026/06/16/chatgpts-market-share-slips-below-50-for-first-time/" rel="nofollow">https://techcrunch.com/2026/06/16/chatgpts-market-share-slip...
3. gradus_ad · 1790809564 · focus · HN ↗
  Important to remember AI is a direct assault on their actually profitable business: search and ads.
  OpenAI and Anthropic are existential threats to Google and it will operate accordingly.
  1. [deleted] · 1790814270 · focus · HN ↗
    [deleted]

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