Do you think there could exist a situation in the market where either Ford or Tesla will offer BMWs or Mercedes to their clients?
Why pay more for a middleman if you can go directly to the source?
The problem for Anthropic and OpenAI is to devise some political scheme to stop them.
Like the soap-making scene in Fight Club.
And let's remember, China conquered the US pork market many years ago ( https://en.wikipedia.org/wiki/Smithfield_Foods )
Porcine aviation may be closer than we think. We would be wise to not misunderestimate the Chinese.