https://www.dbresearch.com/PROD/RI-PROD/PROD0000000000611818...
Anthropic planning an IPO this year is a broad meta-indicator that internally they believe they'll be able to reach break-even sometime next year on delivering a competitive model. Of course, their belief could turn out to be wrong but it doesn't make much sense to do an IPO if you don't think you're close. Assuming you have a choice with other options to raise private capital (which still seems true), it would be better to defer an IPO until you expect quarterly numbers to reach break-even or at least close to it.
Despite the willingness of private investment to fund hugely negative AI spend, the recently growing twitchiness of public markets around AI ecosystem stocks indicates they're already worried prices have exceeded near-term value. It doesn't seem like they're in a mood to fund oceans of dotcom-like red ink for long.
VC firms, even ones the size of Softbank, also literally just don't have enough capital to fund the planned next-generation gigawatt-scale data centers.
If you want to talk about applications, then this representation is especially bad. Since the intuition it gives is just straight up false.
Maintainers could just accept feature requests, point their own agents at them using donated compute, and skip the whole review dance. You get code that actually matches the project's style and conventions, and nobody has to spend time cleaning up after a stranger's slightly-off take on how things should work.