Sure but you’re forgetting that competition exists. If anthropic investors suddenly say “enough” and demand positive cash flow it wouldn’t be that hard, everyone is capturing users for flywheels and capex for model improvements because if they don’t they will be guaranteed to lose.

It’s going to definitely be crappy, remember Google in 2003 with relevant results and no endless SEO , or Amazon reviews being reliable, or Uber being simple and cheap, etc. once growth phase ends monetization begins and experience declines but this is guard railed by the fact that there are many players.