I'm suspicious of that take from Mark Gurman. That's a lot of detail around pricing and "holding Apple over a barrel" as relates to the Siri deal that seems like a nice PR spin from Anthropic.
Anthropic probably couldn't give the uptime guarantees that Google can, right?
Gueman might be the only leaker in tech who, so far, doesn’t seem to fuck around. Low miss rate, rarely exaggerates. Of course that could change and he could always get insider info that is wrong.
Gurman is clearly Apple's preferred go to for leaking info
Apple is a pretty difficult company to deal with on a B2B basis.
If you have terms that conflict with theirs, they aren’t very flexible. Anthropic can be similarly difficult, and their needs from a business perspective probably don’t align with Siri. I would imagine that Google has a more flexible/long term approach to absorbing some risk in a revenue share arrangement than anthropic who generally wants cash.
Anthropic’s only purpose is to juice whatever KPI‘s are gonna increase their IPO market cap.