This is a fun peek into the economic implications of RSI/ASI. Because it's so infinitely valuable that it basically destroys all markets, labs will eventually do stuff like stop releasing models completely and skipping out on contracted commitments because they'll have the power to just drive their competitors out of business before the legal battle gets expensive.

Cloud providers - at first smaller ones, then the hyperscalers - will follow suit, completely closing sales to anyone but the labs and demanding payment in equity/direct decision-making power rather than cash. There's no particular reason why the inference/training split has to be 80/20, and no amount of willingness to pay can help you in an event that turns your money worthless.