Anthropic and OpenAI are really two different businesses in one company.

One business is serving great models via the API. I think that one is indeed going to become commoditized. The other is making consumer / developer focused products like Chat GPT, Claude Code or Codex.

Anthropic is leaning hard into making Claude Code work with things like enterprise compliance policies. I wouldn't be surprised if at least one of these companies basically ends up as a SaaS fronting many different models for different capability points, some of which are open.