Disagree, both are coexisting fine today.
A series "H" for $65 billion and no path to profitability is existing fine?
https://techcrunch.com/2026/05/20/anthropic-says-its-about-t...
Sure, if you think there is even a small chance that OpenAI and Anthropic will get to AGI, it's practically a bargain.
They don't seem too far off to me.