Wasn't it announced that Anthropic is having their first profitable quarter right now in Q2? From what I've personally seen it's all driven by enterprise adoption.

Open source/foreign models are already way cheaper and will work just fine for most use cases but a lot of businesses are already pretty locked in to Claude, and with enterprise costing $240 a year at a 20 seat minimum it's a pretty big investment to make and won't be worth migrating unless the gains are significant.