> Meanwhile, Google and Microsoft, which already dominate that area, seem to be dormant.

Google owns 15% of Anthropic I think.

And Google offers Argon 4 to paying Workspace and Google One customers now. How's what was the number 1 model on nearly every single bench a few weeks ago being "dormant"?

I know people all in in the Google ecosystem (getting credits from Android phones they buy etc.) who only swear by the Google models and who are now using Argon 4: I asked them and a few days ago they had access (but they were already using other Google models before that).

Doesn't GMail have billions account by now?

I'd tend to say with billions of users on GMail and a model like Argon and 15% of the Anthropic shares, Google is not where you think it is.

It's easier to use claude to do stuff insider workspace than it is to use the integrated gemini. Claude has more power to do stuff than gemini, in it's own house. That is such an egregious fumble that it's honestly hilarious.

It's almost like the workspace devs are anthropic plants that are purposely underminig google.

Integrated gemini stuff sucks but it's nothing that special about Claude, the general agentic tools are just better, Agy is also much better at doing things in workspace than the bespoke in-app gemini stuff

Which is true, but if you are going for the enterprise market, you need to have the thing that is right in front of the user be the thing that works.

Right, because Google actually has assets and a responsibility to keep their customers secure, whereas Claude can do things that are completely insane from a security perspective because they have no liability.

The sad thing is Google could totally own this space. They had a huge head start, more raw data (from search) than anyone, a huge installed base on Workspace and consumer Gmail, tons of compute resources...

Yes, that's the direction I've been witnessing for Claude too. But it's a short to middle-term strategy IMO, by the time companies are ready to drop all these apps they will need something else entirely, not Claude's slides or spreadsheets or Salesforce.

The fact that Frontier AI can become Google Workspace at a flip of a switch is what is crazy valuable. Anthropic and OpenAI can enter and disrupt any market, especially software, faster than any company ever could, because users want the flow to start and end in their chat interfaces.

[delayed]

If Google and Microsoft have gone dormant in this space, I have to think it’s because they haven’t been seeing any ROI, either. Possibly because customers have been so underwhelmed.

I’ve been using Office Copilot more or less since it was released, and the general opinion around the office is that it’s a huge waste of time. The auto-transcripts produce 3 pages of fluff when previously someone would send 3 sentences’ worth of what actually mattered. The auto-drafted documents rarely add anything meaningful beyond what was already in the prompt. The question answering and research tools are only as good as Sharepoint/Confluence/Jira/etc’s pre-existing search feature, and therefore untrustworthy, etc.

What made Anthropic exciting was they had locked onto a use case that reliably generates positive value: coding. Not much else has proven, from a business perspective, to be anything more than an exceptionally buzzworthy money pit.

I have been using Claude privately for coding a few weeks now, and my company encouraged us to use company paid Copilot recently. I tried coding with it and the result made me irate i had to close it it was so infuriating. The idea that i need to point out it’s bugs and have Copilot tell me “you are absolutely right!” Haha never again

Helping my wife this past week try and setup an automation in her workspace account revealed how dormant google is here.

Gemini is unable to take an attachment from gmail, read it, then place it in the correct drive folder and update a spreadsheet with what it found in the attachment.

For whatever reason, Google decided to firewall "Gmail Gemini" from "Drive Gemini". Gmail Gemini can send files to drive, but not edit anything, and Drive Gmail can edit files, but cannot be initiated from gmail.

Meanwhile claude code with Google extensions can do this no problem.

Google, wtf are you doing?