> This “open weight models will take over based on price” is analogous saying that Linux and LibreOfficr will displace Windows and Microsoft Office in the workplace because they’re drastically cheaper.

You can't just literally drop LibreOffice into an organization and have it automatically and seamlessly work.

LLMs are, definitionally, fungible. Their input is tokens. Their output is tokens. They have minor variations in chat templates and can be trained to perform better in a particular harness (like training GPT in Codex).

Do you or your friends at work use redis? Postgres? Are they hosted at "Redis Inc" and "Postgres Inc"? No, they're commodities hosted at a huge number of places.