> There’s a short sighted cheering on of the 3rd tier and lower companies offering lower rates, but we’re already seeing them ratchet up the pricing and keep larger models closed after they get market attention.

Sorry, but people are cheering on Chinese companies (of whom your are unduly dismissive with your '3rd rate' comment given how good GLM-5.3, Kimi K3 are) not only because they are more economical, but also because they do not constantly refuse to do legitimate tasks and provide you with the weights for self hosting these models.