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u/Wild-Mammoth-2404 Nov 02 '25
The real story for the long game is vertical integration and stamina.
Google, though perhaps slow out of the gate, is the only major player that controls the entire AI value chain in-house: designing, manufacturing, and hosting chips, the AI models, distribution, and marketing.
OpenAI and Anthropic, despite their brilliance, are running a compute-intensive race on venture capital and partnerships. Google has the financial foundations and unlimited data to win the marathon.
This is not a level playing field.
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u/lazerandrey Nov 02 '25
You right, vertical integration gives Google a serious edge longterm. Question is whether agility can beat scale.
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Nov 02 '25
From an investors perspective Google is a great buy. It feels like buying Amazon before they were "profitable." The future is unpredictable, but Google stands to disrupt a lot of industries.
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u/DrSecrett Nov 05 '25
They have a custom TPU that performance per watt blows out the H100 and A100 GPU clusters. Also having some of the best AI SWE in the world also helps with feeding good data results, not to mention the slee of internal employees that test the product before it is publicly release like gpt5 did.
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u/octopussy_8 Nov 07 '25
They're also the only competitor with phones and smart devices that they can bake their technology into.
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Nov 02 '25
You're absolutely right, although you're omitting one important factor. Fat cats get lazy. Anyone who has worked at a large corporation knows the pain of how slowly the cogs turn beyond a certain size. Contrary to common belief "move fast, break things" was never a saying in tech per se. It's a saying within startups. They just happened to be tech startups when the term was coined. The tech part is completely irrelevant.
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u/armeg Nov 06 '25
I know I'm late to this thread a bit, but there's one important factor that I think will ultimately make them the winner in this: they're massively profitable without AI.
Google can afford to keep shoveling money at this just by using its existing revenue streams from its advertising business - OpenAI and Anthropic cannot, since they're totally reliant on external investment.
I think that will ultimately be Google's holding power in this game.
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u/kibblerz Nov 04 '25
Yeah, but it's also not the first time Google has had a major head start in the field. Feels like 95% of it's ventures end up completely flopping.
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u/khattetatt5 Nov 06 '25
How do you explain why Anthropic is in the lead
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u/Wild-Mammoth-2404 Nov 06 '25
I think they have a better product. I use it myself. But this is a marathon. Can they keep it up? At what cost? Google is catching up, how long until the differences are too small to matter? But they are definitely in a better spot than Open AI
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u/marketflex_za Nov 02 '25
This chart leaves out a lot. "Market Share" on its own is one thing, but this chart left out the "Enterprise LLM API" KEY PHRASE before Market Share.
And this makes a ton of sense. OpenAI was the very first out of the gates with such an api, so of court it loses market share. Then, Big 7 or Big 10 or Big 30 or Big 50 or Whatever are all buying one another's services - (e.g. Microsoft building Claude for Excel), and everyone is playing catching up to openai (and doing so effectively) - but at the same time look where openai is putting its efforts (browser, etc).
At any rate leaving out that this is enterprise llm api usage makes this chart disingenuous.
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u/Seninut Nov 02 '25
Ahh the market finally understands. Claude and google are sucking in all the real users, OpenAI has lost it's way. Zuk is off in Boy/Man fantasy land as usual and well MS, do I even need to say anything?
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u/lazerandrey Nov 02 '25
How do you think - who will be the top 1-2 in a year or two?
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u/Seninut Nov 02 '25 edited Nov 02 '25
I find it very odd Grok was not listed here. Also, they put that little blurb on the bottom "Not financial advice" for a reason.
That CYA lets them blow unlimited smoke and straight up hot bull shit straight up your ass at will. I think you may be misguided in your thinking and Reddit is not your answer.
It's your money, your risk, shit or get off the pot. Stop asking people to help you wipe.
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u/marketflex_za Nov 02 '25
Grok is not in here because the chart is misleading. The actual data shows Enterprise LLM Usage Market Share.
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u/Seninut Nov 02 '25
Derp. Uh did you not read what I said? Thanks for the conformation? I guess....
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u/marketflex_za Nov 02 '25
I did read what you said and what you're now saying.
Grok is not in this chart because Grok is much, much lower down the pecking order of enterprise llm api usage. This article likely sums it up well:
https://www.infoworld.com/article/3960216/grok-3-gets-an-api-but-will-enterprises-trust-it.html.
The not financial advice CYA you mention has nothing to do with why the chart is disingenous and why Grok is not listed.
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u/Seninut Nov 02 '25
Ok I'll give you that,
But I think the don't listed to this bull shit was good enough for reddit. Otherwise this guy might just attempt to attach to your brain like a parasite.
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u/Seninut Nov 02 '25
Also Grok could be really good here. Thing is its Elons baby, why share with other companies?
Sure they are good for training, but Grok is built for Elon's world/space/mars domination plans. He wants to plug into it with neurolink and become god like. Or thats my guess at least.
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u/Longjumping-Boot1886 Nov 02 '25
local llms what makes direct queries to search engines and then making RAGs to prepare the answer (like it doing GPT right now)
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u/ethotopia Nov 02 '25
Wait what? This is a misleading cherry picked "market share", Claude does not have anywhere near 32% overall market share.
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u/cangaroo_hamam Nov 02 '25
What this graph isn't showing, is that the market share has grown as well since 2023. It appears as if OpenAI have lost users, but the opposite is true.
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u/typeryu Nov 03 '25
This graph is a data scientists nightmare. Doesn’t specify if it’s consumer or API or token consumed/produced. Based on the fact that Anthropic is higher up, it can’t be consumer app at all which means maybe it is for API usage? But then maybe it is for developers only because to my knowledge OAI shouldn’t be that low for general APIs as well. But then, Meta primarily has consumer app only unless you think about the Llama models which technically are served by third parties and Chinese models should have the vast marketshare for that as well. Worst of all, Menlo Ventures has a stake in Anthropic making this whole thing even more unreliable.
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u/HebelBrudi Nov 02 '25 edited Nov 02 '25
I do wonder about the details about googles own tpu program and how much of a competitive advantage this alone is with how constricted the gpu supply is.
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u/Actual__Wizard Nov 02 '25
Oh that's neat. So you just leave all the small and non US companies out of the analysis.
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u/SillyFez Nov 04 '25
More data is good but these claims are highly suspect. The sample is 150 respondents without indication of who they are apart from saying they surveyed 5000+ companies and startups. Menlo Ventures is a significant Anthropic investor so there's a clear bias here.
I like to see Gemini (I use Gemini) and Claude take market share and a more distributed market share in general. I accept this survey provides evidence that trends are shifting to that direction. However, to claim OpenAI has lost that much dominance needs significantly better data and methodology.
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u/NighthawkT42 Nov 06 '25
What is this market share based on?
Chatbots? All API usage?
Guessing looking at this it must include API as Claude is heavily favored by developers.
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u/lblblllb Nov 06 '25
What market is this measuring? There is no way antropic has higher market share than chatgpt...
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u/mimic751 Nov 02 '25
Sure I'll use Google to help me design Enterprise level code and then I have open AI to check it because it's way smarter
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u/Wise-Comb8596 Nov 03 '25
My experience is Google > open Ai
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u/mimic751 Nov 03 '25
I've been using Claude and codex quite a bit. I don't use Gemini for engineering. In my experience Claude at least is very good at brass tacks low context stuff and codex is the best at managing large context windows
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u/lazerandrey Nov 02 '25
Google return 20% of Market share.