It seems that Anthropic's thesis is that vertical integration wins.
It's too soon to tell if that's true or not.
One of the features of vertical integration is that there will be folks complaining about it. Like the way folks would complain that it's impossible or hard to install macOS on anything other than a Mac, and impossible or hard to install anything other than macOS on a Mac. Yet, despite those complains, the Mac and macOS are successful. So: the fact that folks are complaining about Anthropic's vertical integration play does not mean that it won't be successful for them. It also doesn't mean that they are clueless
I, personally, will churn once my CC pro subscription is up. They're harshing my vibe.
They're probably losing money on each pro subscription so they probably won't miss me!
Interestingly, another front page article today is about Apple choosing to use Gemini for Siri.
A lot of the comments revolve around how much they will be locked in and how much the base models are commoditized.
Google is pretty clearly ok with being an infrastructure/service provider for all comers. Same is true for Open AI (especially via Azure?) I guess Anthropic does not want to compete like that.