Google doesn’t break out earnings from its new AI ventures, but we can safely assume there’s no profit to be had. No one has managed to turn these huge LLMs into a viable business yet. OpenAI, which has the largest user base with ChatGPT, loses money even on the users paying for its $200 Pro plan. Google is planning to spend $75 billion on AI infrastructure in 2025, so it will be crucial to make the most of this very expensive hardware. Building models that don’t waste cycles on overthinking “Hi, how are you?” could be a big help.
Missing technical details
Google plays it close to the chest with Gemini, but the 2.5 Pro release has offered more insight into where the company plans to go than ever before. To really understand this model, though, we’ll need to see the technical report. Google last released such a document for Gemini 1.5. We still haven’t seen the 2.0 version, and we may never see that document now that 2.5 has supplanted 2.0.
Doshi notes that 2.5 Pro is still an experimental model. So, don’t expect full evaluation reports to happen right away. A Google spokesperson clarified that a full technical evaluation report on the 2.5 branch is planned, but there is no firm timeline. Google hasn’t even released updated model cards for Gemini 2.0, let alone 2.5. These documents are brief one-page summaries of a model’s training, intended use, evaluation data, and more. They’re essentially LLM nutrition labels. It’s much less detailed than a technical report, but it’s better than nothing. Google confirms model cards are on the way for Gemini 2.0 and 2.5.
Given the recent rapid pace of releases, it’s possible Gemini 2.5 Pro could be rolling out more widely around Google I/O in May. We certainly hope Google has more details when the 2.5 branch expands. As Gemini development picks up steam, transparency shouldn’t fall by the wayside.