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To me it’s clear what’s going on.

The American firms are focused on marketing now to convince people to not even consider open sourced models / open weight models as they are inferior (that’s what they want you to believe).

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IPO is coming is what is going on

That’s implicit in my post.

If people actually believe the narrative then the bankers will over price Anthropic and get away with it.

what's weirdest to me (and i agree with you) is that it could ALSO be true that a highly competently managed, highly capitalized closed source and weights model training on tons of real-world data non-stop COULD stay ahead of open weights models, and that lead COULD grow. now, how competent (much less merciless) the frontier-blazing U.S. corporations will be able to be long-term ... i suspect they are right to be nervous and highly focused on optics, regardless of the truth :)

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