> $200 in rent every month into the large model providers

We all know that is hugely subsidized, and I guarantee that OpenAI and Anthropic are looking to enshittify that ASAP.

The enterprise users, however, are not subsidized like that. They pay per token. And some developers in those companies are chewing down a lot of tokens. Self-hosting an open weight model could be a massive savings very quickly. It also gives them negotiation leverage when talking to OpenAI and Anthropic.