I don't see how this works, as the costs of running inference is so much higher than the revenues earned by the frontier labs. Anthropic and OpenAI don't continue to exist long-term in a world where GPT-5 and Claude 4.1 cost-quality models are SOTA.
I think it's relatively easy for Meta to plow billions into AI. Last quarter their revenue was something like $15 billion. Open AI will be lucky to generate that over the next year.
For a couple of years, until someone who did keep doing research pulled ahead a bit with a similarly good UI.