They are good comparisons. All startups go against incumbents/competitors with deeper pockets.

Re: Anthropic specifically, I tend to agree, hence why I'm saying the deeper pockets (eg. Google, Amazon, etc) are perfectly positioned to win here. However, big companies have a way of consistently missing the future due to internal incentive issues. Google is deathly afraid of cannibalizing their existing businesses.

Plus, there's many investors with deep pockets who would love to get in on Anthropic's next round if their technical lead proves to be durable over time (like 6 months in AI terms).

This fight is still early innings.