Especially when Google owns 15% of anthropic and serves them compute. Double especially when your boss (Hassibis) is also an early investor in Anthropic. Hell his NW might be more Anthropic than Google.

Yep, agreed. They still are not releasing anything frontier-class (Gemini Pro) at this point. Feels to me that they keep getting scooped by others (e.g. Kimi 3) and then are retrenching.