Ultimately OAI and ANthropic are destined to crash and burn - they have gambled a lot on LLM's paving the way toward accelerated research, discovery etc etc. But its not happened and its not happening - the only 'large' revenue stream they have all converged on is selling tokens in relation to software production. Which is pretty anti-climatic given all the hyping.

Keeping the hype alive through to IPO is critical now.