I should have expanded, but basically, the OSS models becoming more and more capable to solve all day to day SWE coding needs will take a cut from frontier labs revenue.

Not to say that frontier labs won't make progress, but the bar for a sufficiently capable agent is all the OSS models need to meet to make this happen. I imagine a lot of hybrid setups where something like Opus is used only for planning/architecture, and anecdotally, the real token consuming part is implementation not architecture.

Not my comment, but I’d venture to guess they’re referring to the likes of DeepSeek et al, who are/will be able to host their top-tier inference infra more efficiently