I somewhat agree to what you said, but also, the whole point of agentic coding is that "code is cheap". So I can't imaging companies like Google not having the resources (whether human or token) to build a better agentic assistant/harness than what Anthropic can. I mean Google has a pretty good starting point with Google Docs, etc.
These suites are also majorly sticky. Would you, as a business, want to completely ditch your ability to open any document you ever created?
Anthropic is locking me in how exactly? Everything's a markdown document.
No, they specifically are not sticky at all. Thats the whole problem.
For developers or the business team? Which group are you and are you making assumptions about the other?
either ... portability is nearly instant except for KV Cache, which is extrodinarily expensive to store.
Business people do not even know what that is. Are you talking about models when the rest of us are talking about harnesses and the interface people use?
Google’s issue (and many large companies’?) is organisational. Google has famously launched a bunch of products to compete in multiple markets, only to sunset these products soon after.
Everybody, everywhere pretty much always underestimates maintenance. And AI sucks at maintenance. It’ll just as likely nuke everything than actually maintain a piece of code running in production.
It’s asymmetrical though. Google is terrible at product and moves glacially slow.
Anthropic can take the parts of Google it needs FAR faster than Google can do the reverse.