My guess is parsability. It’s easier to look for sentinel ``` blocks as opposed to building an HTML processor. An XML processor would have been easier, but people like Markdown. So, here we are.
I agree what you’ve listed makes sense as a product portfolio.
But AI Studio is getting vibe coding tools. AI Studio also has a API that competes with Vertex. They have IDE plugins for existing IDEs to expose Chat, Agents, etc. They also have Gemini CLI for when those don’t work. There is also Firebase Studio, a browser based IDE for vibe coding. Jules, a browser based code agent orchestration tool. Opal, a node-based tool to build AI… things? Stich, a tool to build UIs. Colab with AI for a different type of coding. Notebook LM for AI research (many features now available in Gemini App). AI Overviews and AI mode in search, which now feature a generic chat interface.
Thats just new stuff, and not including all the existing products (Gmail, Home) that have Gemini added.
This is the benefit of a big company vs startups. They can build out a product for every type of user and every user journey, at once.
In "real world" you don't use OpenAI or Anthropic API directly—you are forced to use AWS, GCP, or Azure. Each of these has its own service for running LLMs, which is conceptually the same as using OpenAI or Anthropic API directly, but with much worse DX. For AWS it's called Bedrock, for GCP—Vertex, and for Azure it's AI Foundry I believe. They also may offer complementary features like prompt management, evals, etc, but from what I've seen so far it's all crap.
Jules is the first and only one to add a full API, which I've found very beneficial. It lets you integrate agentic coding features into web apps quite nicely. (In theory you could always hack your own thing together with Claude Code or Codex to achieve a similar effect but a cloud agent with an API saves a lot of effort.)
Startups aren't supposed to be "venture scale" when they launch. (I don't know what "venture scale" means, but it sounds big.) They're supposed to make something that at least a few people want, and then iterate.
just keep in mind you weren't in the pitch room. I'm old enough now to realize that not everything we see in public is the full story.
It may be all a pipe dream and not pan out, but I bet they pitched a path to more broader optionality. That's all you really need, momentum and optionality.
Saw it on Twitter and was interested. But from the video and demos I immediately did not understand why Notebooks and Notes are two tabs? In my mind, a Note is IN a Notebook, not some separate adjacent item...
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