It is BS to think that open source runs away with it by being cheaper. “This whole cost dynamic does not mean that open source just runs away with it. The labs are obviously also going to offer much cheaper versions of their own models. Their access to compute is structurally very strong, and they have a lot of different ways to make money. It does not mean that open source will dominate, but it does mean that open source is going to be a big part of the market.” @jaltma Love to hear your…