The rapid release cadence and rate of innovation of Anthropic (and OpenAI) is impressive. And obviously it's because these are startups solely dedicated to AI so they can move quickly. Big Tech (like Google) won't be able to keep up with the pace of them (too much bureaucracy and red tape at Google). Classic Innovator's Dilemma. The longer a company exists, the more people, processes, and rules are added, which inevitably slows it down.

Jeff Bezos said this too, Amazon won't last forever. Eventually some startup is going to come and eat its lunch.

Yes, I think this has become their competitive edge to stay relevant and retain customers. If a lab falls behind the frontier for too long, they will lose customers to other models. Google, DeepSeek, and XAI have all released frontier models in the past, but they fall behind and people lose interest.

I think big tech can catch up. Both Google and Meta have carved out startup like environments internally that move extremely fast. Neither OAI nor Anthropic can afford to rest on their laurels.