The problem, I think, is that IF OpenAI fail, they'll take with them a lot of other AI companies, simply because funding will be redirected away from the field entirely. If you're profitable, then you're probably going to be fine. If anything your operating costs will go down as there is less competition for staff and compute.
If we go purely by economics, then Anthropic belongs to the same category of LLM corporations - ones which have only LLM as a product. As opposed to the likes of Google, Microsoft, even Facebook. Sure, these LLM-first corporations have a very tiny lead in both technology and (LLM) brand recognition, but it is shrinking fast. I suspect that only companies which will bundle LLMs with other big products (and do it cheaply) will survive in the long run.
The problem, I think, is that IF OpenAI fail, they'll take with them a lot of other AI companies, simply because funding will be redirected away from the field entirely. If you're profitable, then you're probably going to be fine. If anything your operating costs will go down as there is less competition for staff and compute.
If we go purely by economics, then Anthropic belongs to the same category of LLM corporations - ones which have only LLM as a product. As opposed to the likes of Google, Microsoft, even Facebook. Sure, these LLM-first corporations have a very tiny lead in both technology and (LLM) brand recognition, but it is shrinking fast. I suspect that only companies which will bundle LLMs with other big products (and do it cheaply) will survive in the long run.