Fact not in evidence. Google's search and advertising revenue continues to grow.
I use Claude every day. I cannot get Gemini to do anything useful, at all. Every time I've tried to use it, it has just failed to do what was required.
So it is reasonable that Claude might show significantly better coding ability for most tasks, but the better general reasoning ability proves useful in coding tasks that are complicated and obscure.
Makes CoPilot look like something from a Sci-Fi movie.
Google has AI infrastructure that it has created itself as well as competitive models, demonstrating technical competence in not-legacy-at-all areas, plus a track record of technical excellence in many areas both practical and research-heavy. So yes, technical competence is definitely an advantage for Google.
Google somehow manages to fumble the easiest layups. I think Anthropic et al have a real chance here.