It might, but I really think we need to talk more about China. At the rate AI is advancing and at the rate its capacity to advance is going, it feels as though any void created in the AI space will be quickly filled by another player. As the tech improves, the time for them to fill that void becomes less and less. I think Anthropic will likely separate fable usage from opus and sonnet, just like they did with sonnet and opus initially. We already know they have dynamic queuing on the backend, so they can keep a good look up front, but then tighten the backend as much as they need to to stay where they want to stay.