I think of it a little differently. LLMs are clearly poised to have a major impact. And Anthropic and OpenAI are at the forefront of that innovation. But if you look at other technologies that have have huge impacts (trains, semiconductors, you name it) the companies that start off in the lead are rarely the dominant players 20 years later.

Today, Nvidia is bigger than Shockley Semiconductor (founded 1955) and Rivian is bigger than Studebaker (founded 1852). Being first doesn't mean you'll stick around.

It can be two things!

just use xhigh setting to support them through this AI winter brrrrr.

they are obviously a con ( opinion). look at last slop report. opus 5.5 gets _worse_ when u put higher attention settings. u get banned for using better harnesses etc. etc.

they could do really well. a lot of avid supporters. But i think if they do not change their tactics then openAI, GLM for those who can run it, or others, might start taking even those (pardon my french) religious fans.