What competitive advantage does OpenAI/Anthropic has when companies like Qwen/Minimax/etc are open sourcing models that shows similar (yet below than OpenAI/Anthropic) benchmark results? Also, the token prices of these open source models are at a fraction of Anthropic's Opus 4.6[1] [1]: https://artificialanalysis.ai/models/#pricing
For coding often quality at the margin is crucial even at a premium. It’s not the same as cranking out spam emails or HN posts at scale. This is why the marginal difference between your median engineer and your P99 engineer is comp is substantial, while the marginal comp difference between your median pick and packer vs your P99 pick and packer isn’t. I’d also say it keeps the frontier shops competitive while costing…
That's a cryptic way to say "Only for vibe-coding quality at the margin matters". Obviously, quality is determined first and foremost by the skills of the human operating the LLM.
> No one really believes at face value a Chinese hosted firm isn’t mass trolling every competitive advantage possible
That's much easier to believe than the same but applied to a huge global corp that operates in your own market and has both the power and the desire to eat your market share for breakfast, before the markets open, so "growth" can be reported the same day.
Besides, open models are hosted by many small providers in the US too, you don't have to use foreign providers per se.