I just don’t see how they’ll be able to make a profit. Open models have the same performance on coding tasks now. The incentives are all wrong. Why pay more for a model that’s no better and also isn’t open? It’s nonsense
If the frontier models reach a point of barely any noticeable improvements the trade off changes.
You do not need a perfect substitute if you are getting it for free...
People will factor in future expectations about the development of open source vs frontier models. Why do you think OAI and anthropic are pushing hard on marketing? its for this reason. They want to get contractual commitments that firms have to honour whilst open source closes the gap.
It’s about the only one that is at that level though to be fair. They’re all still useful, still!