I still strongly believe Google Gemini has the best position for one simple reason: model maintenance. Accurate information is a moving target.
Open models are indeed very capable, but they will eventually become more specialized to the application to keep an edge. It makes perfect sense that the future shape of AI conforms to the landscape it was born out of.
You're saying it's important to have up-to-date facts stored in parametric knowledge? It seems to me like that's grown less and less important as agentic capabilities have grown. Even if a frontier model doesn't know something, if it's out there, it can easily find it through tool use.
But google can give gemini access to summaries of all the avaiable information google has, including what people look for right now and where and how long.
Open models are indeed very capable, but they will eventually become more specialized to the application to keep an edge. It makes perfect sense that the future shape of AI conforms to the landscape it was born out of.