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I don't think they'll have a choice, open weights models are not far behind. At some point it's essentially a commodity game

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they also already do this…

Anthropic and OpenAI license to the public clouds. Google reportedly licenses to Apple. licensing to Fortune 100 companies running on their own infra is an obvious next step

it is a race to the bottom and I’m not sure the labs win that race. we’ll see!

I'm not sure the labs will win either. I wouldn't be surprised to see OpenAI & Anthropic just get acquired, either by Microsoft or Amazon and their models just become another product offering in their public cloud and and some hybrid on-prem offering like Azure Stack HCI or Azure Stack Hub (already basically a "cloud in a black box" that could become "AI in a box")

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