I somewhat agree to what you said, but also, the whole point of agentic coding is that "code is cheap". So I can't imaging companies like Google not having the resources (whether human or token) to build a better agentic assistant/harness than what Anthropic can. I mean Google has a pretty good starting point with Google Docs, etc.
Google’s issue (and many large companies’?) is organisational. Google has famously launched a bunch of products to compete in multiple markets, only to sunset these products soon after.
It’s asymmetrical though. Google is terrible at product and moves glacially slow.
Anthropic can take the parts of Google it needs FAR faster than Google can do the reverse.
These suites are also majorly sticky. Would you, as a business, want to completely ditch your ability to open any document you ever created?