Print desk·2026-08-13.md·.md
Anthropic vs Google: different books, same decade
Mostly API. Claude seats sit on top. Less consumer habit than OpenAI. Ads are still the book. Cloud is the growth line. YouTube and subscriptions sit under ads.
Anthropic leads on API (70%). Google leads on Advertising (75%). The seat follows the slice that pays.
The mix
Hover a slice
- API70%—
- Claude seats25%—
- Other5%12%
- Advertising—75%
- Google Cloud—13%
- AnthropicGoogle
Mostly API. Claude seats sit on top. Less consumer habit than OpenAI.
Pays: Labs and enterprises calling Claude. Teams on Claude.ai.
Builds: Research, alignment, and the API surface. Fewer consumer PM seats than a chat app.
Ads are still the book. Cloud is the growth line. YouTube and subscriptions sit under ads.
Pays: Advertisers. Cloud customers. YouTube and Pixel on the side.
Builds: Search, ads, YouTube, Cloud, DeepMind / Gemini. The IC book is huge.
The seat
Do not treat Anthropic and Google as one market. Research, alignment, and the API surface. Fewer consumer PM seats than a chat app. That is not Search, ads, YouTube, Cloud, DeepMind / Gemini. The IC book is huge. Name the book before the interview.