Anthropic is perceived as the leading AI company in the world. Even if they started selling inference alone, people would prefer to pay them a premium for it ra

Anthropic is perceived as the leading AI company in the world. Even if they started selling inference alone, people would prefer to pay them a premium for it rather than figuring out how to operate opencode or other replacements. Add to that government contracts, enterprise and other markets, and I think Anthropic would be totally fine even if models plateau. Transistor count has increased exponentially for decades and so did demand for compute. I think we will see a similar phenomenon with AI.