> Dario already said it according to multiple sources: he believes Anthropic will be the last surviving company in the world, where all the value will accumulate

Given that LLMs are practically commodities and open models are a dime a dozen, this is pure insanity. There's no way there from here.

It's pretty easy to imagine them creating a new AI that is an order of magnitude better than the current models with no one else having access to that technology.

It's easier to imagine Google doing it. It's equally likely to imagine OpenAI (equally resourced) or Deepseek (pushing novel optimizations) doing it.

And it's pretty easy to imagine me creating a castle made of cake and ice cream.

That doesn't mean there's any actual mechanism for me to do so.

What you're talking about requires a genuine breakthrough in AI research, not just iterative improvements on what we've already got. By their very nature, those are not something that can be predicted or relied upon; you cannot even be guaranteed that a given type of breakthrough will ever happen.

Hard to imagine for me -- how exactly do you get there?

It would be completely realistic if the US was the only player in AI. But that era is over.

LLMs are commodity. The ability to run them at scale is not.

Yes, and Anthropic doesn't have that ability and has to lease data centers from AWS and Google!

Neither of those is a reasonable belief; the two of them are either delusional, or lying.