Is a $3T enterprise valuation built on a 2-month lead over SOTA models?
prateeky2806 · x · 2026-10-30
scaling01 argues Google strategically shipped Carbon before OpenAI and Anthropic drop their next-gen frontier models, but is still roughly two months behind. Quoting that, thenickmoy poses a sharper question: can a $3 trillion enterprise valuation really hinge on holding just a two-month lead on SOTA models? The thread highlights how fragile Google's model-leadership window — and the valuation narrative built on it — may be.
More from Models
- MiniMax M3.1 Flash Builds Playable Arcade Game in 17 Minutes for 15 Cents — omarsar0 · 2026-10-31
- Grok Bot 1.0 stable build leaks with Tasks hub and iMessage/RCS texting in the works — testingcatalog · 2026-10-31
- Qwen3.5-4B variant with RISC-V compiled weights trends on Hugging Face — divagr1925 · 2026-10-31
- Ran the numbers: ChatGPT's $200 Pro plan nets ~$4,300/month of usage, $500 plan ~$10,500 — koltregaskes · 2026-10-31
- Opus 4.5 and Opus 3 in a long 'garden' chat: no mode collapse, grounded time and physics tracking — repligate · 2026-10-31
- Thinking 43x harder barely helps: GPT-6.1 high effort catches just one more silent failure — TruthDeep8659 · 2026-10-31