Different situation. Uber's entire strategy was to "disrupt" the transportation industry by undercutting everyone, with the promise that eventually adoption (and monetization via data, advertising, etc.) would be large enough for fees not to rise so much as to push consumers and drivers into the established taxi industry. Anthropic, on the other hand, is a competitor brand in a brand-new industry, one with heavy reliance on capex and exploding employee salaries, for that matter.

Totally different than except for the fact that it shows that "money" is able to wait 14 years, which is 28x longer than 6 months.