“This would provide an unjustified windfall to Anthropic’s much larger competitors in the AI space —including OpenAI, Meta, and ironically Google itself, which (through its DeepMind subsidiary) markets an AI language model, Gemini, that directly competes with Anthropic’s Claude line of products,” the company said in the filing.
Abhivyakti Sengar, senior analyst at Everest Group also shares Anthropic’s view on the effect of the proposed ban.
“Forcing Google to sell its stake in Anthropic throws a wrench into one of the AI industry’s most significant partnerships,” Sengar said, adding that while it might not cause an immediate loss of customers, any disruption to the performance or reliability of Anthropic’s models or its innovation speed could drive business towards its rivals.
