You can tell you live in the HN/tech bubble.

In the real world out there, Google and Microsoft are absolutely dominating enterprise customers.

Every single non-tech office worker I know is writing Gemini "gems" (sort of claude prompts/skills) or prompting Copilot to help drafting board meeting notes, insurance contracts updates that reflect changes in regulations, make quick loan feasibility assessments before passing them to the relevant office, presentations, etc, etc.

I'm talking insurance, banking, consultancy, manufacturing, etc, etc.

Why? Because Google and Microsoft already were in these companies, all they had to do is "oh, you also have AI now with your plans". Procurement and data compliance are the first thing businesses have to sort out. They were already sorted out.

Google doesn't need to have the best coding model or triumph in meaningless benchmarks, it only needs their models to get better and cheaper while serving them to their existing customer base.

They are playing a different game.

And Microsoft, doesn't even need to care about models at all, they can provide whatever open or closed AI with their services and have to focus on the harness in Excel or Github/Azure Copilot or whatever.

E.g. while developers in most of my clients use whatever they prefer or the company pays for, the remaining 90% uses either Google or Microsoft products.

Not a single one has incentives into venturing into OpenAI or Anthropic or Z.Ai lands because they might be better at some benchmark that is completely irrelevant to their tasks of updating powerpoints or summarizing incoming emails.