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Skeptic: few outside Google use Argon as a daily driver

An investing account argues Google is lagging mega-cap peers because almost no one outside Google picks Argon as their daily driver, and upcoming Anthropic and OpenAI models will pressure it further.

tae kim

@firstadopterArchived 12 days agoOriginally posted 2026.10.21

Skeptic: few outside Google use Argon as a daily driver

tae kim @firstadopterOriginally posted 2026.10.21

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Google is significantly underperforming its mega cap and hyperscaler peers. It's almost as if no one outside of Google is choosing Argon as their daily driver and the next models from Anthropic and OpenAI will wallop it even further.

x.com/firstadopter/status/2112915107181433341Archived 2026.10.22 10:00