The moat looks deep today but it's going to become more shallow every year. Training a new model from scratch takes serious resources. Post-training/fine-tuning an existing model, dramatically less. The knowledge for the process was esoteric two years ago, now you can ask a current model (one of several) to walk you through it, while building the tools to do it as you go. Several of my recent weekend projects have be…
Unless the frontier labs start nerfing their models, which is exactly what seems to be happening.
The counter-point to your argument is a future where less and less un-nerfed open-source frontier models exist. Sure, China/Meta might keep commoditizing their complement by releasing un-nerfed models, but these come with their own limitations too.
I am worried that the door to great open-source frontier models might be closing by the day now.