Only if you think in terms of short term gains, but thinking in the long run, doesn't really matter if these models are crap today, all models will eventually be obsolete, unless we plateau hard on every aspect of the tech.
What matters is to have good sovereign models in 5, 10, 20 years time.
I'm curious why you think sovereign models matter that much if open source ones exist (unless that stops at some point). Sovereign model hosting services, yes.
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For the same reason it didn't matter whether coach makers were able to build carriages that went 5% faster when the automobile was introduced, and for the same reason it won't matter if VW and Mercedes are going to improve their EV lineup in the next 5, 10, 20 years time. Their window of opportunity will be long gone and the momentum elsewhere; most probably, the market will even have evolved further by then.
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In 5 years we'll have superintelligence, and thinking on 20 year timelines is simply absurd.
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