At this point, Anthropic only needs to release models to the public when the competition forces them to.
OpenAI also has a better model (Astra) that they haven't released yet.
They can't release it - it's contaminated, and they will have to go back to a much earlier version. At least I hope they are doing that!
So no, they probably don't have a better model.
The question is whether this steals enough marketshare from frontier providers that they don’t have the capital to train the next model iteration. The open models are going to push down the unit price of an intelligence-token, but there will still be a market for a smarter bot. And as intelligence gets cheaper, the demand for it will rise (see Hank Green’s Jevons Paradox video). Not to mention there’s all kinds of other directions to go at the frontier (world models, robotics, video gen, etc).
Another thing, and this is pure speculation, but if the Chinese model providers already discovered the decrypting COT trick and leveraged it to do RL training, and assuming frontiers plug that hole, then maybe future distillation will be harder.
Assuming the government allows them to lol