Not everything is writing code and search. My uncle works in mortgages and the (very large) firm he works for is entirely Gemini. The way he talks about it is with wonderment in his eyes while he goes into detail on how it went through multiple documents and found unaccounted for cases. I think Google is doing fine in these kinds of industries.
I wouldn't even bet that Google is better than OpenAI and Anthropic for these categories, but they seem to be well used outside of our direct space.
It’s the classic SV flip. You scale your investors, your executive team, your sales people, hire a bunch of engineering you don’t need, then sell the company. The company’s product doesn’t matter, the company is the product.
I feel like half the game now is marketing though, so I can see why they'd be attractive to an investor. Maybe if they scale they can come up with something.
Always has been indeed.
Marketing is the closest thing to a real superpower if done right, no matter how successful your product in practice is, or if it even does anything at all (see any and all youtube sponsorships kind of...)
Yeah but there are also network effects of using fitness apps. Every engineer I know switches easily between Codex and Claude Code when one gets better than the other.
Jev has been around for a couple weeks. Cost and performance matter more than anything. Staying with an existing provider (the # of people choosing Jev without already having a frontier API key is probably zero?) is way easier than this.
I think it's a ridiculous amount of money they got, but we don't know what's in the pitch deck. Investors are also blind to most of these things and take the pedigree of the founders above else.
Kiro came out after both Claude and codex, so not sure that any enterprise stuck to kiro unless you mean that they stick to aws in general. I'd love to hear about usage of kiro even in vague terms compared to the competitors. Naively thinking, I'd guess it's 1% or less of Claude code.
"now"? It always was. Pre-AI we still had ton of great apps "losing" just because the couldn't be brought before the eyes of people that would like them
Marketing always was a forcing function. The barrier to product building has dropped immensely now, so it is more about "finesse" part of the product in that area.
> They either find some niche within the existing product
They should stay in where they started, dev experience and IDEs custom for each language. Entering the AI coding was a mistake in my opinion, I’m sure one can argue that AI coding would have better tooling without their IDEs, but AI coders (Cc and codex) don’t use IDEs anymore so it’s a lost battle before the start
I remember around 2019 or so they shipped their first AI feature and there was a huge backlash for it. Did that change their direction in anyway? Obviously 2026 is a way different landscape than back then.
> Since no individual buyer cares that much about geostrategic issues
You clearly haven’t worked in enterprise in the EU. Location of data processor is the first thing they check. That’s why every major cloud has regions with different offerings, not just for HA and redundancy
Yes - security concerns are now very real, but do not fall for this idea that anyone really cares about structural concerns.
Tons of EU companies are still selling crap to Russia, happy to look the other way wile the bear devours a neighbour, as long as profits are there.
What has happened is that Trump has given a face to the reality, and so companies are adjusting on some level.
But 1) it will be nominal 2) Trump will be gone and the impetus will fade 3) the conglomerates will react 4) modest legislation will mean ...
The can will get kicked down the road.
The invasion of E. Europe by Russia has not even caused defence spending or the size of Armies to change, doctrine is barely changing.
Nothing will make those beheamoths change other than other forms of structural concern.
The 'Riet of the Right' - partly due to collapse of Auto / China (among many other things) might cause some change. But the change won't happen until well after the damage has been done.
Brexit should have been an opportunity for institutional reform of the EU, but no - they blamed it all on populism.
Certain governing entities in Europe will try to move away from Microsoft, they will be pulled back.
There is hope, and certain champions can rise and causes pieces to collapse.
If SUSE had any true entrepreneurial whereiwthal - they would create a true consumer / prosumer / enterprise-user friendly variation and brand their flavour of Unix - and make sure that all Euopean governments us it exclusively, which would cascade into widespread use.
There are variations of insta, youtube, netflix that should all be Europe based that could 'theoretically happen' but it needs some structural impetus.
Things usually don't change. Usually there needs to be a collapse and re-order of the system for that to happne.
The people in charge just want to keep their jobs, their very high salaries, and protect their retirement, and will be happy to 'sell out' whatever other imperatives along the way.
Ending with a positive not - I would say current conditions mean the change is now 'plausible, it not likely' whereas before it was 'not very plausible'. So there's a candle, a bit of wind, but not a lot of tinder or dry wood.
Surprised people are comparing to muse. Meta reputation is terrible within HN audience, so for people to use their AI agent as an example feels like “muse generated” argument. Unless the sentiment has change quite recent and I missed it
My use case is simple classification for job ads. Things like, industry, work settings (remote, hybrid, onsite) and job type (full time, part time .. etc).
I did side by side comparison with Gemini 2.5 Flash Lite, Jev, Jeff
I tried the 0.8B model, completely useless in classification.
Qwen Jeff-Qwen3.5-2B was better, but still missed job type.
I suppose with larger model, this could be useful, but would require more ram and will be slower.
I remember reading about strands SDK and it looked great in terms how everything is an event that you can extend, so this harness feels quite about right.
However, for this kind of customisation, Pi is actually quite great. One of the most things I love about Pi is ability to ask it to create an extension and it does it quite well as it’s part of their docs. Also ability to customise the system prompt to avoid the clutter that Claude Code add (around 20k system prompt that mostly had nothing to do with the code).
The demo was showing something I have created for my Pi setup, which is asking me in each new session which skills and MCP I would to enable for the session. This works quite well if you have multiple projects where you don’t need all skills but just a small subset
Leetcode doesn’t tell you anything apart from someone memorised set of questions and their solution.
For your question, I assume you want people who can solve problems, can explain their thought process and reasons of decisions. I did interview devs recently, and my questions were related to their experience in their CV. Something like, tell me about project X in Y company, what did you do, what did you use, why, what did you learn from it.
My personal opinion is that LLMs are no difference from developers who over engineer and over complicate things. You can get them to do good work with the right steering and right understanding of the whole system within the context of the company.
Even if these numbers are correct, they don’t have any useful product for coding or search. Not sure what you’re referring to
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