Some companies (OpenAI, Anthropic…) base their whole business on hosted closed source models. What’s going to happen when all of this inevitably gets commoditized? This is why I’m putting my money on Google in the long run. They have the reach to make it useful and the monetization behemoth to make it profitable.
I know it sounds crazy but that is what they actually believe and is a regular theme of conversations in SF. They also think it is a flywheel and whoever wins the race in the next few years will be so far ahead in terms of iteration capability/synthetic data that they will be the runaway winner.