Why did Google struggle to catch up with OpenAI and Anthropic?

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Summary

Analyzes why Google, despite its vast resources in data, infrastructure, and talent, fell behind OpenAI and Anthropic in the consumer AI race.

Google had a huge advantage before ChatGPT launched. It had massive amounts of data, powerful infrastructure, advanced AI researchers, TPUs, and products used by billions of people. Despite that, OpenAI became the leader in consumer AI, and Anthropic now seems to outperform both OpenAI and Google in some areas with models such as Claude Fable 5. Why was Google unable to turn its resources into a clear lead?
Original Article

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@FuSheng_0306: In an interview with Yao Shunyu, Google's internal strategy is indeed going all out to catch up. Google had been competing with OpenAI on chatbots, and fortunately, Gemini 3 performed well, increasing its market share. However, the rise of Anthropic made Sergey Brin realize that the decisive battle of large models lies in code-writing ability...

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The article discusses Google's internal strategic adjustment in the face of competition from OpenAI and Anthropic. Google saw some success with Gemini 3, but realized the decisive battle of large models is in code-writing ability, reflecting the urgency of catching up.