Maybe not now, but in a few years, we might not need frontier models anymore. Open-weight models are only half a year behind the frontier, and both categories are advancing really fast.
Gemini 2.0 Flash, released just 1.5 years ago, could not even repeat a few paragraphs unchanged. Now, we have Mistral, DeepSeek, and MiMo.
The TAM is already covered by local models. 10% of a health society could use better models.
We are in the 70s era of gas guzzling before the gas embargo and cheap foreign imports and economy cars reign.