Whether it's Anthropic or not, I think it's inevitable some highly specialized offerings like this will emerge. I suspect there are already some incredibly sophisticated, hyper-narrow, astronomically expensive models being created for private in-house use.

As an imaginary example, I wouldn't be shocked to learn some company like Jane Street has invested a billion dollars to create the highly specialized synthetic training data needed to create an AI that gives them .08% edge on certain kinds of commodity trades that we'll never hear about. If so, it's not a leap to imagine another company spending $100M on a model that gives a .008% edge and selling access to 100 high-volume traders for $2M each.

Expanding general purpose LLMs to incorporate increasingly specific use cases has, so far, seemed to be economically viable but I don't see a fundamental reason that would continue to remain true for incredibly narrow yet ultra high-value domains requiring monumental bespoke development, data, etc.