Given that this is 'research' carried out (and seemingly published) by a company with a direct interest in selling you a product (or, rather, getting investors excited/panicked), can we trust it?
It feels a little like Nestle funding research that tells everyone chocolate is healthy. I mean, at least in this case they're not trying to hide it, but I feel that's just because the target audience for this blog, as you note, are rich investors who are desperate to to trust Anthropic, not consumers.