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leemoore | 2 months ago

What demographic are you in that is leaving anthropic in mass that they care about retaining? From what I see Anthropic is targeting enterprise and coding.

Claude Code just caught up to cursor (no 2) in revenue and based on trajectories is about to pass GitHub copilot (number 1) in a few more months. They just locked down Deloitte with 350k seats of Claude Enterprise.

In my fortune 100 financial company they just finished crushing open ai in a broad enterprise wide evaluation. Google Gemini was never in the mix, never on the table and still isn’t. Every one of our engineers has 1k a month allocated in Claude tokens for Claude enterprise and Claude code.

There is 1 leader with enterprise. There is one leader with developers. And google has nothing to make a dent. Not Gemini 3, not Gemini cli, not anti gravity, not Gemini. There is no Code Red for Anthropic. They have clear target markets and nothing from google threatens those.

discuss

Karrot_Kream|2 months ago

I agree with your overall thesis but:

> Google Gemini was never in the mix, never on the table and still isn’t. Every one of our engineers has 1k a month allocated in Claude tokens for Claude enterprise and Claude code.

Does that mean y'all never evaluated Gemini at all or just that it couldn't compete? I'd be worried that prior performance of the models prejudiced stats away from Gemini, but I am a Claude Code and heavy Anthropic user myself so shrug.

user34283|2 months ago

Enterprise is slow. As for developers, we will be switching to Google unless the competition can catch up and deliver a similarly fast model.

Enterprise will follow.

I don't see any distinction in target markets - it's the same market.

Imustaskforhelp|2 months ago

Yeah, this is what I was trying to say in my original comment too.

Also I do not really use agentic tasks but I am not sure that gemini 3/3 flash have mcp support/skills support for agentic tasks

if not, I feel like they are very low hanging fruits and something that google can try to do too to win the market of agentic tasks over claude too perhaps.