I'm highly skeptical that people are just going to leave the secret sauce out in the open for anyone to directly compete with them, feels a bit too idealistic to me.

If you look at Mosaic, their value, their secret sauce, is the infrastructure. The model, to say it cynically, was marketing. Now it's true it can be marketing and help push open source forward at the same time.

More of a separate point, but I also think models are going to be fairly quickly commoditized on a couple years timescale, so the infrastructure to train a model or serve a model, or the thing built on the model is the value, but right now models are still the value because they're so new and we haven't finished (in fact we're really only starting) the race to the bottom.