It makes the best case for why Anthropic isnt worth its potential valuation. Anthropics customers are almost only turbo nerds.
Google has the products, the brand recognition, the hardware, the data and most importantly a billion normies.
Google was always going to win this thing, although I wouldn't discount meta. The only thing that matters is mindshare and Anthropic and OpenAI have largely generated NEGATIVE sentiment, outside some fanboys.
Google and Meta can plop cute products into your daily driver apps and you wont know the difference.
Outside their most successful products (YouTube, Android, GMail, Chrome, Search), their products are usually worse than their competitors (e.g. GMeet vs Zoom)
> the brand recognition
Of not maintaining/outright abandoning their products, and making Search worse over the years?
> most importantly a billion normies
ChatGPT has 1.2B weekly active users, all the normies know what ChatGPT is but don't know about Gemini (outside the "AI Mode" stuff)
I dunno if that's a great example - I'm sure Zoom has more awareness in the zeitgeist, but from my standpoint it's an app most well-known for security problems and abusing OS conventions, while Google Meet just quietly and simply works whenever I want to call my mom.
Thats kind of the brilliant thing, you dont need to seek it out. Their AI will just slowly get integrated into their products you already use. I'm more so saying that normies will use AI when it lands in the apps they already use. Google AI features have been popping up all over their ecosystem. Normies do not want claude code and they think Dario and Sam are both disgusting human beings, stictly off of vibes.
Anthropics only moat is vendor lock on Claude Code, especially if they cant maintain being the front runner of the frontier model space, this is a really brittle moat. Brittle moats wont attract strong investment at a 1-2T valuation (not to mention all the other fiscal unknowns).
I just want OpenAI and Anthropic to lose because they seem to be the ones going around saying they're going to replace peoples jobs, and usurp the value of human labor.
Id rather Meta and Gemini suceed who will genuinely just integrate it into normal products we already use. Their sales teams are not approaching my boss and telling them they can reduce their payroll burden by spending my paycheck on tokens and firing me.
Coding is going to be one of the smaller pieces of the AI revolution. People on this site are focused on it, but there are 10000x more opportunities outside of coding where Anthropic and OpenAI have zero presence. Anthropic might as well be an IDE company, Is jetbrains worth 2T? to signal that they can be useful in other fields because they know this is an issue.
Sure, bug Google always seems to be unable to deliver good UX.
UX matters if it's bad enough and there are competing options that are much friendlier and easy to engage.
Android is a UX, and so is gmail and calender. This is where 99% of people will use AI for the remainder of their lives. Very little of the forward looking value proposition of AI has to do with coding/harnesses. AI + coding is rapidly deflating as far as revenue potential, and TAM has been saturated and is possibly shrinking.
Google has the products, the brand recognition, the hardware, the data and most importantly a billion normies.
Google was always going to win this thing, although I wouldn't discount meta. The only thing that matters is mindshare and Anthropic and OpenAI have largely generated NEGATIVE sentiment, outside some fanboys.
Google and Meta can plop cute products into your daily driver apps and you wont know the difference.