I'm not sure why this style of cocksure Zitronesque comment is so trendy. It seems strange to make this statement, as if one has teleported to September 2026 from the end of the universe. Commenters in this vein aren't looking back to see that Anthropic and OpenAI models were the only truly usable ones for software development at the beginning of the year. Even Deepseek, which was and is revolutionary, was not useful for independent code commits longer than a few dozen lines.

It certainly is possible that Anthropic and OpenAI are doomed to bankruptcy, but without a known drop in revenue it seems exceptionally confident to make such a certain claim.