It's true.

The field is moving so fast that things can change quickly, but the American labs are so caught up in saddling their models with safety overhead that the recent Chinese models are very close in practical use to the flagship American models if not pulling ahead (Sora vs Seedance 2).

I don't really need to solve Erdős problems in my day to day. Outside of increasingly edge case eval competition, I'm not sure what OpenAI brings that literally everyone else isn't also capable of providing (and more).

I'd maybe invest in Anthropic for an IPO if they turned around their own saddling of models and played nicer with open platforms, but if Claude is just going to get more and more anxious due to excessive red teaming and CC fall further and further behind stuff like Hermes Agent, they too are going to fall by the wayside as open models become the dominant inference for open infrastructure.