M.G. Siegler, former partner at Google Ventures, says Google is falling behind in the AI race. The company's Gemini 3.5 Pro model isn't ready, forcing awkward delays. Siegler says Google has lost ground to OpenAI and Anthropic in foundational models.
Sundar Pichai acknowledged Google lags in AI coding. Siegler warns Google's failure to lead in standalone AI apps could be a "company-destroying liability."
Google's web-centric DNA makes the shift to native AI apps difficult. Simplicity in design is crucial as AI moves beyond power users.
Siegler also believes Microsoft, Google, and OpenAI underestimated Anthropic's true value and strategic direction, redefining the competitive landscape for AI.