> Coding is a pretty small slice of the markets in play.

I don't think that's true, mostly in that a lot of usecases are solved via coding models + a harness.

> Google's models are driving cars right now.

Yes + other models like alphafold. But those are (relatively) specialized models. Besides, the comment I was responding to was saying Google is sandbagging the market to keep it calm or something. I don't disagree that Google is doing well overall and has some clear advantages