I agree, generally competition is a good thing, but in this case I think we're having a divide and conquer scenario that works in Google's advantage.

We're seeing that compute and investment liquidity is effectively a zero-sum game and by having Google go after the excess compute and liquidity (which they don't really need) will most likely weaken the competitors to the point where they aren't competitive. But if OpenAI and Anthropic merge they can pool resources and be more competitive.

This is a very persuasive argument that Google should have been broken up years ago.