The models aside, my somewhat vague impression is that Anthropic is winning in large part because of very pragmatic and high-velocity product development on top of them; like with Claude Code. I haven't tested the similar OpenAI/Google tools in detail lately though.

Is there something to this?

My impression as well. OpenAI was riding the high of ChatGPT with a very confusing and seemingly unfocused offering beyond that. Anthropic was always laser focused on business use cases. Claude Code being the big one. Finance seems to be their next target.

Anthropic has much narrower capabilities. No image generation, no video generation, no 3d world models, barely any voice stuff. But they know who their target customers are, and their API has a model selection anyone can understand and pricing that rarely changes. Focus and predictably