> I don't see any price war happening. What signs do you see that Anthropic and Openai are in the race to the bottom?

There doesn't need to be signs of a race (or a price-war),only signs of commodification; all you need is a lack of differentiation between providers for something to turn into a commodity.

When you're buying a commodity, there's no big difference between getting your commodity delivered by $PROVIDER_1 and getting your commodity delivered by $PROVIDER_2.

The models are all converging quality-wise. Right now the number of people who swear by OpenAI models are about the same as the number of people who swear by Anthropic models, which are about the same as the number of people who swear by Google's models, etc.

When you're selling a commodity, the only differentiation is in the customer experience.

Right now, sure, there's no price war, but right now almost everyone who is interested are playing with multiple models anyway. IOW, the target consumers are already treating LLMs as a commodity.