At Anthropic's developer conference last week, I ran into Guillermo Rauch, CEO of AI startup Vercel. We started chatting, and the first company he mentioned wasn't Anthropic; it was Google. Overall, demand for AI is off the charts, he said. But Google's models, in particular, are in demand amongst Vercel customers. Rauch even mentioned that he had to call a top Google executive recently to ask for more Gemini tokens, the core unit of AI usage.While all the talk lately has been about Anthropic and OpenAI, G ...