My hunch, The history of open source has been that companies who have customers with massive customization requirements land on the open source side of the equ

My hunch, The history of open source has been that companies who have customers with massive customization requirements land on the open source side of the equation. Companies who don't view a component as core to their product often land in a similar state. There is almost certainly at least one major firm that wants a GPT-5 like offering, but doesn't view the model as core to their business (Meta). It's also wholly unclear if large models are necessary - or simply convenient. In a similar veign, it's unclear that data must be labeled by humans - the open source data situation is getting better by the day. I'd expect that we'll see OpenAI hold an edge for many years, maybe we'll see a number two player as well for the foundation model, but after that everybody else will base off an open source FM and maybe keep the fine tuning/model augmentation proprietary.