Same as it compared against "Build your website without any code" startups 2 months ago. Now they are dropping like flies.
A life of every thin wrapper company will be the same. Anthropic/OpenAI will just cut the middle-man as soon as they see potential.
While i agree for the most part, they can only cut the middle man so many times before they get themselves in antitrust trouble.
I suspect that will happen faster than they'd like, because regulators (at least outside the US) are not interested in a repeat of Google/Amazon/Facebook/etc.