This is my speculation as well. For the time being, knowing how to use Claude extremely effectively probably beats out industry insider status. And Anthropic can attract whatever expertise it needs to build scrappy research teams in house. I'm guessing this kind of work doesn't need 100+ people, maybe just a dozen highly specialized people.

Given the prestige of the AI labs, the recent explosion of math proofs, the literal millions they can throw around, it seems very likely they can attract then fund small research projects across a broad range of science. And like startup math, it only takes one or two ground breaking results from a hundred attempts to pay back in the PR/hype.