Ok, bear with me here.

Theory 1: the internet has been fully strip mined for all content and is now dead. See that graph of StackOverflow questions dropping off a cliff to zero. Nothing much worthwhile is being added.

Theory 2: they are all unethical as fuck and definitely learning off your data. You would be insane not to - theory 1 means all your free training data is gone, but all that corporate data is fresh, ripe and covers many domains that the amateurs on the internet never filled. You have to launder it some way of course, but it's definitely happening.

Theory 3: winner takes all. I don't care for "Claude" and your wishy-washy ethics performance. ChudAI has a better model and harness? I'm gone this evening.

Having all the users, even if they are exploiting you for cheap compute with their own harness, is essential.