OpenAI and Anthropic both are destined to doom for sure. There's no way around it and it is all in the math. Bun would be a causality. It is only a matter of time.

Only company that would survive the AI race - the one where the current wave was actually invented along with the research paper, the libraries and even specialised hardware: Google.

Google has a serious problem with its product management culture (long list of products and projects, people even skeptical of Flutter) otherwise they would have surpassed Anthropic long ago.

Doesn't seem that bad if you're convinced they're the only viable market dominator.

Google seems profoundly uninterested in the agentic coding world though. gemini-cli is underwhelming, Antigravity not super compelling, and the Gemini model itself absolutely terrible and non-competitive in basic tool use necessary for coding, even inside their own harnesses.

It's fine for other purposes though. Which are arguably a much larger and lucrative market.

That's assuming Google can outpace Nvidia, which may or never will. Nvidia is not just going to sleep on it.