Hmm but isn't your point moot if the GLM 5.2 type models are good enough to do these large scale port to Rust projects? Like maybe Anthropic goes bust but doesn't really matter for this case.

I feel like your conflating some general skepticism around the trillion dollar valuation of the US majors and their business model with the topic at hand - large scale C to Rust conversions and similar.

It will be very difficult to get those used in production in any US enterprise in the Fortune 500.

The topic at hand wasn't rust conversions, it was token cost.

Effectively token cost for most in the US is whatever the companies and US Gov say it is... Until it pops because they have no real moat.