Google are stuck because they have to compete with OpenAI. If they don’t, they face an existential threat to their advertising business.
But then they leave the door open for Anthropic on coding, enterprise and agentic workflows. Sensibly, that’s what they seem to be doing.
That said Gemini is noticeably worse than ChatGPT (it’s quite erratic) and Anthropic’s work on coding / reasoning seems to be filtering back to its chatbot.
So right now it feels like Anthropic is doing great, OpenAI is slowing but has significant mindshare, and Google are in there competing but their game plan seems a bit of a mess.
Yup, you got it. It's a weird situation for sure.
You know what's also weird: Gem3 'Pro' is pretty dumb.
OAI has 'thinking levels' which work pretty well, it's nice to have the 'super duper' button - but also - they have the 'Pro' product which is another model altogether and thinks for 20 min. It's different than 'Research'.
OAI Pro (+ maybe Spark) is the only reason I have OAI sub. Neither Anthropic nor Google seem to want to try to compete.
I feel for the head of Google AI, they're probably pulled in major different directions all the time ...
Google is scoring one own goal after another by making people working with their own data wonder how much of that data is sent off to be used to train their AI on. Without proof to the contrary I'm going to go with 'everything'.
They should have made all of this opt-in instead of force-feeding it to their audience, which they wrongly believe to be captive.
Google might be a mess now, but they have time. OpenAI and Anthropic are on barrowed time, Google has a built in money printer. They just need to outlast the others.