The ads show they are out of ideas and with everything enshitifying, and a duopoly, they don't need to serve customers. just be slightly less shitty than google.

This puts them at existential risk of disruption, because it will build huge unseen pressure for customers to flee.

We saw this with Opus 4.7 - 5, losing folks to Sol when it came out. But Anthropic delivered with 5.5