I don't mind companies taking a more careful approach (= being slower); for one, Google is funding itself, Anthropic and OpenAI rely on a steady influx of investor money while they're not profitable - and I think there's a high chance one or both of them will go under and be subsumed into another player. That player will (I think) most likely be a Google or Microsoft, as they have their own means to buy up a party like that.

Or they may choose not to because the companies are massively overvalued and they have their own AI technologies / technologists already.