There are tons. Open models + open source harness are already on par as a product and very likely to be a seamless substitute for most users.
Peruse any ai dev forum and you’ll see strong preferences towards one or the other (Claude/ChatGPT) due to capabilities. A negligible amount of people are running their own inference.
So long as theres a felt gap between open models and frontier you will have people pay for the best of the best. Not doing so is an admission of actively handicapping yourself and not in a way that is easy to justify.
When the company is big enough, the decision doesn't rest on developers and execs are much more likely to go with established vendors -> no open models
When the company is small enough, the 200$ plans from either ant or openai are way way better value for money than anything you can get with open models. This may change in the post-IPO future.
It is as simple as that.