Deepseek is doing valuations right now.
Moonshot is just getting started. Same with AMD. mistral is still working hard at it and has a customer base.
An Egyptian company dropped their first small model this month, Horus.
There are enough geopolitics at play that I expect this to be a very different outcome from typical startup market dynamics. If anything j worry about the big us labs longevity. The world is fed up with US tech it seems, and even for us citizens it's questionable the frontier labs have their interests in mind as they risk the entire economy.
OpenAI has provided in the past a couple of open-weights models, but it does not seem to plan the release of any others.
But except for OpenAI and Anthropic, with this announcement Zyphra is the 12th company which has announced new improved open-weights models during the last couple of months.
A half of these 12 companies have launched not only small models with less than 128B parameters, but also big models with a number of parameters ranging from over 200B to over 1T.
So for now there is a healthy competition and the offerings in open-weights models are very diverse and numerous.
(The 12 directories on huggingface.co: deepseek-ai, google, ibm-granite, LiquidAI, MiniMaxAI, mistralai, moonshotai, nvidia, Qwen, XiaomiMiMo, zai-org, Zyphra.)