> The only thing keeping Anthropic in business is geopolitics. If China were allowed full access to GPUs, they would probably die.

Disagree. Anthropic have a unique approach to how they post-train their models and tune it to be the way they want it. No other lab has managed to reproduce the style and personality of Claude yet, which is currently a key reason why coders prefer it. And since post-training data is secret, it'll take other providers a lot of focused effort to get close to that.