> They have infinite money to burn so they aren't going to optimize.

They also kind of ("kind of" being the important clarifier here) can't optimize. See this is the trend with agentifying companies and the achilles heel for the frontier LLMs. We're starting to see diminishing returns on their capabilities, which means the rational enterprise is going to simply use the cheapest most efficient model for the task at hand. In turn we can just use an agent broker to decide which model is best and cost the least. Anthropic (today) has no incentive to do that other than to just use their own, best model for its own work.