Is being a serious competitor to OpenAI a good business proposition? OpenAI burns through insane amounts of cash and it seems pretty likely that it will ultimately just be replaced by cheaper Chinese models/inference.

The real product is the agent harnesses, which to be fair can be trained specifically to work with an in-house harness, but not sure it's necessary to own the models, especially if Chinese companies are licensing theirs for fine-tuning like we see with Cursor.