It's really a matter of iterating on the problem and validation right?

Models make progress on coding and math because they can write tests and proofs to an extent. Many industries that are more 'physical' and require performing experiments lack that instant feedback loop. Find a way to close that loop and AI begins to look useful.

But try and convince companies to invest on closing that loop just to see if the current models work well on their problems or not? Tough sell. So Anthropic just shows them, hey look, this is possible and if you don't do it I will.. so they fold.