Do you have any links to further reading on this. I haven't read anything like this and also couldn't find anything in their newsrooms. The only thing I read is that they want to have more people work on implementations.
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.
Can you give me an example where this would make sense, because I just don't see e.g. OpenAI starting a grocery store chain or Anthropic building a wind turbine manufacturing company.
What I can see is that some company's products become useless, e.g. translation tools, as it is something that you can just do within ChatGPT or Claude.