The rapid release cadence and rate of innovation of Anthropic (and OpenAI) is impressive. And obviously it's because these are startups solely dedicated to AI so they can move quickly. Big Tech (like Google) won't be able to keep up with the pace of them (too much bureaucracy and red tape at Google). Classic Innovator's Dilemma. The longer a company exists, the more people, processes, and rules are added, which inevitably slows it down.
Jeff Bezos said this too, Amazon won't last forever. Eventually some startup is going to come and eat its lunch.