SF Compute CEO @evanjconrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this…