Google already owns the app layer, and hardware, and they are a frontier-level AI research firm.
I don't see how Anthropic or OpenAI survives being eaten by DeepSeek et al from the bottom of the stack and Google from the top.
I don't see how Anthropic or OpenAI survives being eaten by DeepSeek et al from the bottom of the stack and Google from the top.
It is truly amazing how bad it is. Made me miss using MS Teams. No software should make anyone miss using MS Teams
And Anthropic is currently cornering the enterprise coding market, and they were smart to avoid video. Under current economic conditions they're a lot closer to being profitable than anyone else, and they can take advantage of crashing prices for compute if we hit a datacenter-buildout-glut.