I think you're missing the larger point: software is about to be insanely easy to generate. Anthropic is churning out new products because they can basically spin these things up in a week, so there's really no "cost" to them in a traditional strategic sense.

The US had the atom bomb for a few years before anyone else had it. Anthropic has mythos now before anyone else - they are probably using it to churn out as many software clones as possible before someone else catches up.