If they want to survive they need to outrun Google and have a differentiated service. Which as of now it's not clear that OpenAI will have a reason to exist in the near future with Anthropic and Google.
They're likely betting on either training a model so big they can't be ignored or possibly focusing more B2B which means lots of compute to resell.
If their plan was to go toe to toe with Google as a foundation model/inference provider they would 100% be getting ground to dust, that's not a winnable fight. There's a reason they've pivoted to product and retained Jony Ive.
Anthropic gets a TON of hate on social media, their models are fragile, their infra is poorly managed, they're 100% going to end up in Jeff's pocket. OpenAI is a survivor.