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.