Maybe there’s some truth to that, but then why haven’t OpenAI made the same move? I believe the main reason is platform control. Anthropic can’t survive as a pipeline for tokens, they need to build and control a platform, which means aggressively locking out everybody else building a platform.
OpenAI has never shyed away from burning mountains of cash to try and capture a little more market share. They paid a billion dollars for a vibe coded mess just for the opportunity to associate themselves with the hype.