> In that case, this goes against Anthropic and OpenAI's business models. Which is a double whammy after Jensen Huang's recent comment about how agentic coding will only increase demand for software engineers, not reduce it.

The writing is on the wall, neither Anthropic nor OpenAI are anywhere near close to sustainability and if one or, worse, both fail the entire demand bubble for NVDA crashes.

It's smart to set up alternative destination markets while they can do so in peace.