I don’t know anything about the open weight host business model. Do we know for certain that the folks selling inference by the token are really selling them in an upfront and profitable way? No subsidies from harvesting the info, to sell to the model trainers or anything like that?

I was thinking of user-side regulations as well, not only provider-side ones. I could imagine a world where a government rules that you may not use LLMs for anything, which would be much easier to get around if you have local means.