But doesn't this mean they have twice the costs in training? I was under the impression that was still the most expensive part of these companies' balance.
Most likely they built this as a post-train of an open model that is already strong on coding like Qwen 2.5.
It is very puzzling why "wrapper" companies don't (and religiously say they won't ever) do something on this front. The only barrier is talents.
That being said I am sure a lot of the so called wrapper companies are paying insanely well too, but competing with FAANGMULA might be trickier for them.