Correct. And they're likely very correct in the belief.
When people on the internet claim that frontier labs are done for because Chinese open-weight models exist, they really don't appreciate that the people spending the money do not want to hear "we can just run it cheaper ourselves!" Any software engineer with even a few years of experience knows that phrase is absurd, and executives are simply not interested in the risks associated with such an endeavour when they can just buy the solution outright.
Consumers will have access to open-weight models just like how consumers have access to Linux. But you can just go look at the market share of operating systems to see why something being free and openly available doesn't matter to executives who just wants to get things done and is willing to pay a premium to a trusted business to do the work for them.
And none of that even touches the fact that these frontier labs have only ever been in-front of open-weight alternatives. Again, if you're an executive, and you're questioning if you should pay a premium for a better version of a tool which you presume is important for your company's ability to compete, then the answer is immediately obvious: pay the premium or risk falling behind competition who is willing to pay the premium. And when you're talking about global companies who can pay these bills without it being significant enough to even show up on a quarterly financial statement, then it's an obvious sell.