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.

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