I'm personally convinced they're a cutout. They're being used to intentionally push this fear agenda so that the government can crack down and further implement the panopticon.
It's the only reasonable response to them repeatedly saying, "our products are dangerous". They're pushing for government intervention, and for whatever reason, want industry regulation or governmental industry control.
On one hand you've got potential nationstate-threatening technology which could take out power plants and penetrate sensitive top secret systems.
On the other hand you've got mean words and fake nudie pics.
I think your priorities are a bit fucked and navel gazing.
Why did you not list their lack of profits? Nobody cares about revenue growth, it looks impressive but is made up nonsense full of circle jerk deals among AI companies. Investors care about ROI and don't like capex unless there's a big payday coming very soon.
Here's a better number: Anthropic announced their first ever operating profit just ten days ago for Q2. Very suspicious timing given the IPO. And interestingly the profit claim happens to coincide with a compute discount for said Q2 from Elon. No discount for Q3+Q4. Elon has to make his profit claims.
Like I said: Circle jerk all around.
It's important to distinguish the model from the generated sequence dynamics. The "model" (in the traditional scientific sense) is a fixed function of the input data. It cannot improve itself, except when the scientist replaces it. But that's not improvement, that's revision.
Most regular people don't understand the word model, and think it refers to their interaction with the tool. That can indeed evolve, in the same way that if you repeatedly run an input output loop with a given transformation, and add some random perturbations (aka user control), you will get a trajectory that evolves. It will probably converge to some fixed point, but that could take a long time to detect by users, who think it's evolving before their eyes.
And now ask yourself what the obvious killer app is for a human output mimicking system? A system that allows the owner to pretend some human did something. There was never any other plausible outcome.
"Catch a wave and you're sitting on top of the world." - The Beach Boys