> ie. Anthropic did not invest in image generation, Google did and Gemini has a shot at the market now.

They're after the enterprise market - where office / workspace + app + directory integration, security, safety, compliance etc. are more important. 80% of their revenue is from enterprise - less churn, much higher revenue per W/token, better margins, better $/user.

Microsoft adopting the Anthropic models into copilot and Azure - despite being a large and early OpenAI investor - is a much bigger win than yet another image model used to make memes for users who balk at spending $20 per month.

Same with the office connector - which is only available to enterprises[0] (further speaking to where their focus is). There hasn't yet been a "claude code" moment for office productivity, but Anthropic are the closest to it.

[0] This may be a mistake as Claude Code has been adopted from the ground up