4) There's nothing terribly special about Anthropic. No moat.
Agreed, but my suspicion is tied to the timing. Catching up eventually is to be expected. Having similar jumps in capability ready at the same time is odd.
brand is their power, they'd be wise to not wreck it with dumb moves or PR statements (they already have some)
Agreed, but my suspicion is tied to the timing. Catching up eventually is to be expected. Having similar jumps in capability ready at the same time is odd.