Google is playing a different game. I don't really know what game they're playing, but they're not trying to beat Claude Code. They have coding capabilities and Antigravity, but I'd be surprised if it's much more than an afterthought. They're focusing on efficiency, models at the edge, human interaction, image and video, etc. in ways Anthropic, in particular, is not.
Google wants its AI to be pervasive in everyone's daily life. Merely being the best at coding is not how you get there.
I am more bullish on Google in AI than most folks, I think, as they have been focused on efficiency in a way most US vendors have not. They've published a ton of papers on ways to make LLMs more efficient and capable on smaller devices.. Google wants to own the on-device market for AI, and I don't see many credible competitors in that space.
> Google wants its AI to be pervasive in everyone's daily life.
Google wants nothing more than the world to remain stuck in 2000 - 2020 where search was king. Their organisational inertia will fight its AI progress every step of the way and this very well explains why they are not leading the AI pack despite inventing the technology.
If I had to summarise Google’s effort it would be: stay close but let the others burn themselves out. Position for the long game until you see something worth betting the company on.
Apple similar, without the “stay close” bit.
At the same time that they’re seemingly exiting android?
Google seems to become a dead business very soon. Search traffic is being split between AI and social networks and google is bad on both fronts. Its AI proposition is more or less like the Google Plus. Nobody really wants it but they know about it because google pushes it everywhere it can.