Comment by kylecazar
On the AI front, I think they definitely had lost ground, but have made significant progress on recovering it in 2025. I went from not using Gemini to mostly using 3 Pro.
Just the fact that they managed to dodge Nvidia and launch a SOTA model with their own TPU's for training/inference is a big deal, and takes a lot of resources and expertise not all competitors have in-house. I suspect that decision will continue to pay dividends for them.
As long as there is competition in LLM's, Google will now be towards the front of the pack. They have everything they need to be competitive.