We have lots of open-weight models like DeepSeek V4 Pro that are very close to SOTA and we know the cost of running them.
This helps keeps the other players honests: there's a limit to which they can raise prices when there are already alternatives today and when there's zero lock in.
That those companies can make revenues but only at the cost of burning investors money: that's not my problem.
My take on it is simple: "Give me something MUCH better than the best open-weight models at a price that's not crazy or you're not getting my money".
And it happens to be the take of many devs.
I'm still paying Anthropic, Google and OpenAI (OpenAI because I didn't manage to cancel my subscription and now their model is competitive vs Anthropic's models again) but eye'ing a "Pi + open weights" solution.
Raise the prices too much and those companies selling access to private models aren't getting my money anymore.
This helps keeps the other players honests: there's a limit to which they can raise prices when there are already alternatives today and when there's zero lock in.
That those companies can make revenues but only at the cost of burning investors money: that's not my problem.
My take on it is simple: "Give me something MUCH better than the best open-weight models at a price that's not crazy or you're not getting my money".
And it happens to be the take of many devs.
I'm still paying Anthropic, Google and OpenAI (OpenAI because I didn't manage to cancel my subscription and now their model is competitive vs Anthropic's models again) but eye'ing a "Pi + open weights" solution.
Raise the prices too much and those companies selling access to private models aren't getting my money anymore.