This is why I think many of the current application-layer AI startup valuations are a bit iffy. When the big AI companies like Anthropic start expanding their vertical products, the calculus changes.

I'm just wondering how committed they'll be - I guess the edge some startups still have, is the fear that product suites from OpenAI / Anthropic / etc. will go the way of Google products, a year or two then straight to the morgue.