> And that means: none of them can make a profit

Well, no. It just means no single player can dominate the field in terms of profits. Anthropic is probably still losing money on subscribers, so other companies "reselling" their offering does them no good. Forcing you to use their TUI at least gives them control of how you interact with the models back. I'm guessing but since they've gone full send into the developer tooling space, their pitch to investors likely highlights the # of users on CC, not their subscriber numbers (which again, lose money). The move makes since in that respect.