I'm not sure how much of that converts to revenue. If it's free plan users, that's just cost. You can say what you want about "creating a training data moat" but that doesn't seem like it's prevented the other labs from putting out excellent models.

Well we were talking about power and reputation and being well-known and all that. Being more ubiquitous is surely a big part of that. GP seems to think Anthropic is doing better because of the DoD thing. In my estimation, 90% of people do not care about that at all.