Claude Code just caught up to cursor (no 2) in revenue and based on trajectories is about to pass GitHub copilot (number 1) in a few more months. They just locked down Deloitte with 350k seats of Claude Enterprise.
In my fortune 100 financial company they just finished crushing open ai in a broad enterprise wide evaluation. Google Gemini was never in the mix, never on the table and still isn’t. Every one of our engineers has 1k a month allocated in Claude tokens for Claude enterprise and Claude code.
There is 1 leader with enterprise. There is one leader with developers. And google has nothing to make a dent. Not Gemini 3, not Gemini cli, not anti gravity, not Gemini. There is no Code Red for Anthropic. They have clear target markets and nothing from google threatens those.