Google are stuck because they have to compete with OpenAI. If they don’t, they face an existential threat to their advertising business.
But then they leave the door open for Anthropic on coding, enterprise and agentic workflows. Sensibly, that’s what they seem to be doing.
That said Gemini is noticeably worse than ChatGPT (it’s quite erratic) and Anthropic’s work on coding / reasoning seems to be filtering back to its chatbot.
So right now it feels like Anthropic is doing great, OpenAI is slowing but has significant mindshare, and Google are in there competing but their game plan seems a bit of a mess.
But then they leave the door open for Anthropic on coding, enterprise and agentic workflows. Sensibly, that’s what they seem to be doing.
That said Gemini is noticeably worse than ChatGPT (it’s quite erratic) and Anthropic’s work on coding / reasoning seems to be filtering back to its chatbot.
So right now it feels like Anthropic is doing great, OpenAI is slowing but has significant mindshare, and Google are in there competing but their game plan seems a bit of a mess.