Google’s search engine is demonstrating resilience against AI competitors, with its new "AI Overview" tool attracting over 2 billion monthly users. The company reported a 12% increase in search revenue, reaching a record $54.2 billion, suggesting that AI features are driving more search activity rather than diminishing it.
Anthropic has achieved a remarkable $5 billion revenue run rate, but its dependence on two major customers poses significant risks. With OpenAI launching GPT-5 at lower prices, Anthropic faces pressure to adjust its pricing strategy while maintaining its market dominance in AI-powered coding.