[simonw]

"having famously been focused on privacy for its users and thus having no particular advantage in this space due to not having customer data to train on"

That may not be as big a disadvantage as you think.

Anthropic claim that they did not use any data from their users when they trained Claude 3.5 Sonnet.

[whimsicalism]

sure but they certainly acquired data from mass scraping (including of data produced by their users) and/or data brokering aka paying someone to do the same.