Can someone breakdown to me how this makes any sort of economical sense? Spending billions and billions to have the 3rd best model while even the number 1 and 2 players already seem to struggle making a profit. What am I missing here? Not trying to go full Ed Zitron but this doesn’t make sense to me.
My hypothesis is that all the top providers realize that, lacking vendor lock in, all SOTA models in a year or so's time will be similar in capability. Also, open weights models are continuing to catch up in a year's time, sometimes less.
So they are trying to lure you in with differentiating, superior capabilities into their proprietary, non-open, non-standard agent harness.
It's the Hotel California playbook: These amazing capabilities are to attract you like moths to a flame and keep you warm and alive around the flame but waterboard and shock you if you attempt to move away from it. Like AWS Egress charges.