Comment by lumost

This just looks like a capex problem. There is no evidence that Anthropic has secret sauce above and beyond access to capital. If there is secret sauce, it's unclear that it changes the required amount of capital by all that much.

China will spend all of the money required to catch up, Google and OpenAI will both spend money to catch up as well. NVidia and others will not allow a frontier lab to become the AI bottleneck.