You’re overlooking the red queen race. That there’s “no edge” in using the same tools as everyone else is the wrong way round - the edge is lost if you stop using it.

A few years ago someone built a fibre optic cable between New York and Chicago to save 3ms on trades. Naturally every trader had to pay to use it, at great expense. One company couldn’t decline to use it “because everyone else was using it so there’s no edge”.

Goldman have said they’re not using Claude, because their claude use will be leaking their secrets and IP. They will absolutely buy the hardware to reimplement their own version of Claude.