oss models don't directly matter when multiple at-scale frontier API providers have to compete on price: they are limited in defensible margin

They do matter in that oss researchers enable faster cross-pollination of good inferencing efficiency improvements to help the big boys adapt ideas from the community

Long-term local ai may matter more, but imo not there until models + hw get way better (1-2 years?) . Reasoning grade quality at speed is still $$$: we need fast opus, not slow sonnet.