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Those are two different things. The market is expanding, so even if competitors are catching up, you can have your own revenue, in absolute terms, grow.

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That's fair, I left out a part of what I keep hearing in relation to the open weight models only being a few months behind, which is that they're going to eat the big labs' lunch, but then the big labs keep growing...

> but then the big labs keep growing...

Yeah, I could buy a bigger and bigger vehicle when a new one goes to market, but using a semi-truck to drive myself around would not only be significantly more wasteful but also more inconvenient and limiting compared to a sedan. Very much like advanced closed models vs performant open ones.

And yet the labs keep growing revenue like crazy…

A lot of big enterprise customers are already starting to question their spend and there is more and more pushback in regards to sharing private data with both AI orgs, even with the enterprise agreements in place. There might be growing revenue at the moment, but enterprise finance moves slowly, so the next couple of years will be the deciding factor.

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