That deal is a win-win for Google. If they develop a better coding model than Anthropic and beat them at coding, then they win. If they don’t, they still win by making a ton of money from Anthropic long term.
Well, it's a lose for Google if all the money disappears into thin air - but I agree that it's mostly upsides for them because of how (relatively) small the investment is for this much upside.
