Important to distinguish that they're likely using them for internal workflows (agents, etc) where the scope is well defined and they can tune their prompts and

Important to distinguish that they're likely using them for internal workflows (agents, etc) where the scope is well defined and they can tune their prompts and evals to accommodate a lower-performance model. Nobody is advocating switching their coding agents to open source (yet), but that's not the bulk of the tokens in companies that have automated workflows integrated into their business.