> But running models yourself might be something you don't have expertise with, you need GPU ready DC, hardware, a new/diffferent team, quality assurances etc.

Absolutely nothing stops Microsoft/Amazon/Open Router( with partners) from hosting the Chinese models. As far as I can tell this is already the case.

This establishes a defacto price cap on what Anthropic and Open AI can charge. If you’re a heavy user blowing past 400$ a month self hosting becomes economical. A Mac Studio with 128GB of ram is about 6k.

Every day local tools are getting better, the OSX ecosystem here is exceptional.

You do have a point with frontier models, but most of the time you don’t need frontier models.

If I knew for sure I’d short Anthropic and retire early.