These companies know their value was never in the models. There’s a scramble to acquire as much hardware as possible, and to build as many services that people

These companies know their value was never in the models. There’s a scramble to acquire as much hardware as possible, and to build as many services that people get soft locked into, such that they have a moat when the open weight models fully catch up. Doesn’t matter that the models are open weight, if you want access to the hardware you will have to pay. I dont see how the outlook is any better for the open weight companies. They’re in the exact same situation as the closed weight companies except they have had much less revenue, and built up less of a brand, leading up the the point where they are equal in terms of model quality.