> But Google being the only company in the world without access (except for GDM+labs) to a competent coding agent will take a toll.
I doubt it. I use Gemini CLI daily because Gemini is what work pays for, and I have a personal Claude account. The difference is not that great, especially if you're not doing full vibe-coding. It's unlikely to have the kind of effect you're describing.
I look forward to seeing that play out in the market, if true. But from what I've seen, it really isn't.
If you're talking about the ability to churn out low-stakes systems like websites, or variations on existing widely available systems, then perhaps. But once you get to more complex systems, especially large already existing systems, all LLMs today need significant ongoing assistance to prevent them from going off the rails and down rabbit holes. At that point, the advantage you're claiming tends to evaporate.
I doubt it. I use Gemini CLI daily because Gemini is what work pays for, and I have a personal Claude account. The difference is not that great, especially if you're not doing full vibe-coding. It's unlikely to have the kind of effect you're describing.