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huh, I've been reading HN on and off for >10 years and this is the very first time I see a poll like this.
Yes, Anthropic/OpenAI are manufacturing those bubbles. This will become evident once they stop with their subscriptions, force everyone onto their ridiculous API pricing.
Anthropic is actively manufacturing scarcity of it's models to drive up their prices and prevent harder benchmarks showing how close the open weight models are to parity.