>Troubles for Anthropic IPO would channel all those money into OpenAI's one.

Troubles for Anthropic would almost certainly affect OpenAI, significantly. Yesterday just proved that the government sees it within their remit to shut down AI models. All current and future AI investment now has to contend with this risk. You should even see the effect of this decision on SPCX on market open despite X.ai being whatever tiny fraction that it is.