Odin Research Lead @credistick takes a contrarian view on the AI lab race: "Until they're public companies, all of this stuff is kind of smoke and mirrors." "The difference in how Anthropic and OpenAI account for revenue through big partners is $10 billion of the difference in run rate between the two." "Long-term, I don't think these two labs really have a ton of differentiation." "Just like Azure and AWS, over time their performance is going to converge. Their market share will…