"People will not pay for a restricted model when free, unrestricted alternatives are comparable in quality. . ." I'll take the opposite side of that bet - MSFT

"People will not pay for a restricted model when free, unrestricted alternatives are comparable in quality. . ." I'll take the opposite side of that bet - MSFT / Goog / etc in the providers side will drive record revenues on the back of closed / restricted models: 1 - Table stakes for buying software at enterprise level is permissions based management & standardized security / hardening. 2 - The corporate world is also the highest value spender of software 3 - Corp world will find the "proprietary trained models" on top of vanilla MSFT OpenAI or Goog Bard pitch absolutely irresistible - creates a great story about moats / compounding advantages etc. And the outcome is going to most likely be higher switching costs to leave MSFT for a new upstart etc