> the question of cost to be answered.

Commoditizing complements. If Anthropic/OpenAI/etc is eating your lunch, make it work with cheap local LLMs , you can beat them on price by having local inference you don't pay (nor need data centers for), and try to keep your (user/data) moat.

The more Anth/OAI disrupt, the more likely this is to happen. If they don't disrupt enough (.ie: grow as an ecosystem to defend against incentives to commoditize), then yes, those incentives are removed, but they also leave money on the table, which they need.

Not only at business level, but also geopolitical (to a lesser extent? or not since lots of open weight models comes form China?).