According to CoinMeta, Anthropic indicates that the AI market is a winner-takes-all situation, and as long as one executes properly, they can dominate the entire market. Analyst Jukan mentioned that Anthropic believes it possesses the stability and better talent that the open-source camp lacks. In addition, Anthropic stated that the contract with SpaceX will not be renewed beyond the middle of next year, and the cost of developing Opus amounts to over $10 billion. This information comes from the paraphrases given by Barclays analysts to investors after attending a Anthropics non-trading roadshow, and is not a research report.