That is a... very big assumption that I wouldn't put money on. It's become pretty clear that models aren't a moat. If everyone has Codex-class capability (whic

That is a... very big assumption that I wouldn't put money on. It's become pretty clear that models aren't a moat. If everyone has Codex-class capability (which is already happening), there's no real risk to them deploying on-prem, because the model itself is a commodity.