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this only means employees sign up to use new toys and they are paying enough seats for all employees.

it's like companies paying all those todolist and tutorial apps left running on aws ec2 instances in 2007ish.

I'd be worried if i were a google investor. lol.



I'm not sure I get your point. Google created Gemini and whatever internal LLM their employees are using for code generation. Who are they paying, and for what seats? Not Microsoft or OpenAI or Anthropic...




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