I wonder if Anthropic and OpenAI possibly missed the window to go public. A 27B open-weight model trading blows with the SOTA from just half a year ago is not great news for trillion-dollar investments...
Another way of rephrasing that though is that the public (including large pension funds, retirees, etc.) just dodged a bullet and aren't left holding the bag. Nevertheless, I doubt anyone's going to emerge unscathed when the valuations start falling though. Vast sections of the American stock market will be wiped out yet and with it the global economy.
There will surely be tons of new companies that make a business off of hosting these models and even tuning them for specific purposes. Not to mention the massive pricing difference will benefit people who actually utilize them