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Open weights models in the data center are more important than on consumer devices.

In the future, even consumers will launch weights and fine tunes they own in the cloud.

People don't own the fiber to their home, so why should they expect to run the GPUs? If they want smart coding and video models, they'll need H200s and B200s, and they'll need to rent them.

counterpoint: I have smart coding at this very second, and I am running it on 128GB of ddr4 with a 16GB gpu. (Qwen 3.8 Flash Next).

I expect to continue to have this, and more, as smaller models become even more capable. I also expect hardware prices to resume going down once the supply crunch ends.

I see no need to stop owning things or change my expectations around ownership, nor will I accept something like that.