The missing piece here is Anthropic is not playing the same game. Consumer branding and larger user base are concerns for OpenAI vs Google. Personal chatbot/companion/ search isn’t their focus.

Anthropic is going for the enterprise and for developers. They have scooped up more of the enterprise API market than either Google or OpenAI, and almost half the developer market. Those big, long contracts and integration into developer workflows can end up as pretty strong moats.