I'm not sure about "no" expertise in AI. A lot of their AI work has been in efficiency and getting models running on the fanless rectangles everyone has in their pockets. Same for Google. They just don't seem to be interested in developing big, expensive frontier models. They've leaked CLAUDE.md in software releases a lot, so for internal development it seems they're fine paying Claude API prices while Anthropic burns piles of cash on training and advancement.