OpenAI/Anthropic are being valued at 25/50% of Alphabet respectively in secondary markets.
replyMaybe everybody is wrong about how valuable these companies will be, but atm it looks very dumb to not be competitive in coding.
Google is not being dumb or making some 4D strategic move by not going after coding capabilities.
replyOccam's Razor is overwhelmingly that they just don't have the organisational capability to capture this market. If they did then they absolutely would have.