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.
If Google is going for the casual group of users, why do they make their AI offerings so hard to buy?
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.
> Google has the products
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)