If the author is right, OpenAI have room for improvement where they can further improve the fast models for correctness for certain tasks while Anthropic are left with scaling vertically. OFC, it is likely that over time both approaches will converge when the companies understand the problem space better and what tradeoofs are worth making.

My personal take is that they will need a big model to plan and break down tasks and schedule them to specialized smaller models while there is a good enough model for real time interactions with the user, but it is the naive take and many other things might be shaping the decisions.