The thing is: availability of near-SOTA cheap Chinese models is forcing OAI and Anthropic to bring prices down and offer more efficient models, instead of simply focusing on super expensive SOTA LLMs.

"companies" is a meaningless metric.

If you want to make it about 99% of real world companies, they are all on Gemini or Copilot anyway, nobody is going through legal and procurement to get models from dubious silicon valley startups when you have relations with Microsoft or Google or Amazon from ages because some benchmark is showing some minor digit benefit when vibe coding GTA 6.