It could be, formally, if they have a monopoly.

However, I’m tempted to compare to GitHub: if I join a new company, I will ask to be included to their GitHub account without hesitation. I couldn’t possibly imagine they wouldn’t have one. What makes the cost of that subscription reasonable is not just GitHub’s fear a crowd with pitchforks showing to their office, by also the fact that a possible answer to my non-question might be “Oh, we actually use GitLab.”

If Anthropic is as good as they say, it seems fairly doable to use the service to build something comparable: poach a few disgruntled employees, leverage the promise to undercut a many-trillion-dollar company to be a many-billion dollar company to get investors excited.

I’m sure the founders of Anthropic will have more money than they could possibly spend in ten lifetimes, but I can’t imagine there wouldn’t be some competition. Maybe this time it’s different, but I can’t see how.