If OSS models are 6-12 months behind, it means sometime during 2026, we'll see a model that is on par with the likes of GPT 5.2/Opus 4.5.
For code generation specifically, the performance level of this is going to be more than enough for this customer base. What does Anthropic do then to justify $200/mo price sticker? Better model? Just how much better? Better tools? Single company can't compete with the tools entire OSS can produce.
I would be unable to sleep if I was running OAI / Anthropic.
Just game the benchmarks, bro. (The singularity we didn't want or ask for.)
It's what the current model providers are doing anyways.
If capabilities stop increasing for some reason, then yeah, Anthropic is screwed.
If METR task times double twice into the multi-day range in 12 months, then it’s plausible to me that Anthropic can charge $1k/mo or more by automating large chunks of the SWE role. (They have 10x’d their revenue every year, perhaps “value of enterprise contracts” is a better way of intuiting their growth rather than “$/seat” since each seat gets way more productive in this world-branch.)