Comment by ForHackernews
2 months ago
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.
The only reason people use google apps is because they are cheap and reliable. The user experience is awful. Have you ever tried to find a document you had open yesterday in drive?
You just got to https://drive.google.com/drive/u/0/recent
I used their enterprise chat the other week coz one of the clients used it
It is truly amazing how bad it is. Made me miss using MS Teams. No software should make anyone miss using MS Teams
Uh? Recently and frequently opened documents always show up on the first screen as soon as I open the app or website.
Anthropic is at least renting their datacenters, not owning, so all the capital accounting bullshit is getting laundered by someone else, who will wind up holding that bag.
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.