Exactly. If open weight models are not cheaper than the big labs then the economic model of the big labs is in trouble. To survive the big labs need to be charging much much more but the market is dragging everything in the wrong direction for them.

It also further exposes the “we’re profitable this quarter” claims coming from big labs. These statements increasingly look like WeWork “community adjusted EBITDA” nonsense of “we’re profitable if you ignore all the reasons why we’re deeply unprofitable.”