To the extent that the 3rd party inference resellers are a viable market because of Chinese/certain US AI labs (current) willingness to absorb substantial compu

To the extent that the 3rd party inference resellers are a viable market because of Chinese/certain US AI labs (current) willingness to absorb substantial compute/R&D/data harvesting costs while releasing weights on permissive licensing terms for free, then yes, current pricing is distorted.