Google's Ultra subscribers can't access Carbon: incentive structure stalls Gemini app
sudoraohacker · x · 2026-11-02
An analysis of Meta vs Google in personal agents: search/ads are 75%+ of Google's revenue and 90%+ of profits, so Gemini's consumer app must deliver as agents take off. The author, an Ultra subscriber, reports the strong Carbon model remains locked to Vertex while Cloud/API teams claim access — a structural incentive failure wasting Google's 1-2 week window to win users, while Meta's Muse agent keeps improving.
Related event: Meta's Muse Tops App Store as Google's Incentives Blamed for Gemini Woes(2 posts)→
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