this won't be the same story when SoftBank and Oracle go under, the compute is no longer subsidized, and the same experiment costs _literally_ $26000 based on analyst estimates of the real opex
security groups at big orgs can swing that kind of price but most of us won't and that customer base won't be enough to sustain the labs, all that's ever going to be left is niche uses of open weight models IF anyone can afford to continue to train them so they don't become immediately out of date
we'll see