A key subtext in the tweets is that high-margin enterprise/coding/cyber workloads may now be sufficient to support frontier labs without broad public access to their best models. This becomes more plausible if Anthropic’s revenue is indeed compounding as fast as posters claim.
The author presents this as a 'subtext,' but it's actually a central thesis being pushed. It reframes the 'hoarding' of powerful models not as a potential negative, but as a new, economically rational business model—a highly counterintuitive position that challenges the traditional 'open access' ethos of AI development.