Have you really found claude to much more more capable than eg deepseek? Anthropic has little to no chance of producing a competitive business model in the long term.
But they take a lot longer to reach the same goal for complex tasks, so the difference is still very real, and the cost-savings are still very much a question of how well you manage to characterise the tasks they will do quickly and pick and choose what to use when.
I kind of agree that I think the cheap models will eat away at the moat very effectively, but if it doesn't seem more capable to you, you're not giving it complex enough tasks to see what they can do.
(FWIW, I've burned billions of tokens on each of Deepseek, Kimi, GLM5.2, GPT, Sonnet, Opus, Haiku using the same harness, and we've kept stats on cost per task)
Extraordinary thing to say about the fastest growing company in the history of capitalism. They will soon have access to public markets, essentially unlimited capital, and can build insanely large models that they don't have to make public... ever. They can just use those models to run their business, train better models, eat competitors, etc.
But maybe it's Anthropic that isn't thinking ahead enough - you clearly think you can see around corners with your proclamation. So why do you think they have "little to no chance" of surviving long term?
There is no such thing as unlimited capital. The faster they grow the faster they burn capital. Eventually it will run out.