It depends on what Apple wants and what Google was willing to give. Google is in many ways the weakest player in the individual-user facing space.

It's a weird market and these companies want global domination. TBH, i don't have the knowledge or context to understand how to think in that mode and what the real facts are.

I wouldn't put much stock in the deeply held principles of Anthropic (or Apple for that matter). That's an appeal to emotion. I love the product, but they're happy to randomly rug-pull the product and how it works, both in the publicly available products and other contexts. It's just another company.