I think it's just a logical conclusion if everyone keeps feeding OpenAI and Anthropic data. I don't think it's imminent, but if AI keeps improving and regulation is very lax I could see this world developing in 5-10 years.
Say OpenAI builds GPT-11 and they realize it can do 95% of their clients work. Why not hire away key people from the client or the client's competitors and start eating into their market share? OpenAI would realize if GPT-11 has this ability then Anthropic is probably able to do the same thing. The company that has the most money and credit available is going to be able to buy more compute. OpenAI and Anthropic cannot slow down unless mandated to by the government.
Say OpenAI builds GPT-11 and they realize it can do 95% of their clients work. Why not hire away key people from the client or the client's competitors and start eating into their market share? OpenAI would realize if GPT-11 has this ability then Anthropic is probably able to do the same thing. The company that has the most money and credit available is going to be able to buy more compute. OpenAI and Anthropic cannot slow down unless mandated to by the government.