It's an inconsequential competition because both are giving away products that are somewhere between non-functional and barely-functional while torching a mountain of borrowed money. Both will go bankrupt if not bailed out by the government.
Yeah. There were books written about Enron and Worldcom...
I don't know what frustrations you have, but the impact of Claude (and particularly Claude Code) on my productivity over the last year has been astronomical. If there wasn't this fierce competition, and I had to pay 10 times as much, I still gladly would.