It's not their business. Anthropic and OpenAI don't have millions of phones in the wild blasting the ever-loving hell out of Luna or Haiku to create timers and search contacts. They probably made Carbon just to help distill the next Gemini Flash. They are fine letting a _few_ people use it, maybe, but I bet they are also fine if no one does. Worst case for them is probably a bunch of $20 subs building things with their top model and taking compute away from Pixel 11 calendar searches or google.com "summaries".

This sounds an awful lot like Yahoo not needing to compete with Google on search because they have the most valuable "web property".

ChatGPT and Google compete in the same market: a text box that answers your questions. The text box provider who can best answer the most difficult questions always wins because users don't care who they ask their easy questions to. Being a low-end text box provider is not a business model: providers either compete at the high-end or die.