Anthropic I feel will be alright. They have their niche, it's good and people actually do pay for their services. Why do people still use salesforce when there's other free CRM's. They also haven't from what I can tell scaled for some imaginary future growth.

OpenAI I'm sorry to say are all over the place. They're good at what they do, but they try to do too much and need near ponzi style growth to sustain their business model.