It seems like OSS will win, I can't see people willing to pay like 10x the price for what seems like 10% more performance. Especially once we get better at routing the hardest questions to the better models and then using that response to augment/fine-tune the OSS ones.
to me it seems like the market is breaking into an 80/20 of B2C/B2B; the B2C use case becoming OSS models (the market shifts to devices that can support them), and the B2B market being priced appropriately for businesses that require that last 20% of absolute cutting edge performance as the cloud offering
