OpenAI and Anthropic both are destined to doom for sure. There's no way around it and it is all in the math. Bun would be a causality. It is only a matter of time.
Only company that would survive the AI race - the one where the current wave was actually invented along with the research paper, the libraries and even specialised hardware: Google.
Google has a serious problem with its product management culture (long list of products and projects, people even skeptical of Flutter) otherwise they would have surpassed Anthropic long ago.