Comment by jurgenburgen

I think you went from one extreme to another.

OpenAI and Anthropic rent their compute from AWS & friends. When we say large enterprises are moving to open weight models it means they are cutting out the middleman and renting the compute directly from AWS instead of giving OpenAI and Anthropic a margin.

> they have at least a 3-6 month head start

This is a moat of nothing. Our company still hasn’t gotten access to Fable so switching to open weight models would mean getting access to similar quality models. In some orgs they are still on 2025 models.