> they've made tremendous impact on society

How?

I can see Google did for fostering an environment that lead to the creation of the Transformer and LLMs. I can see OpenAI for pushing on LLM development and making it into a product that the whole world can use.

What did Anthropic introduce that Google or OpenAI (or any other lab) wouldn't have gotten to iteratively eventually?

he didn't say the impact was good. Could be talking about anything.