Honestly given how good the open weight models are getting I don’t see a viable business model for OpenAI and Anthropic anymore. The profit is in the compute, not the model. OpenAI and Anthropic spent all their money renting compute from others so yes they can sell lightweight model inference but they have a massive structural disadvantage now as others can always sell good-enough inference much cheaper.

There’s also zero stickiness to models and most companies now have their own internal routing utilities so devs and users can just keep the same API endpoint and move between models with a single line of code swap.

Unless something changes with the big labs and fast, they look pretty f*cked.