I've been wondering how they've been able to be so generous with Composer usage with it still making business sense. Seems like this is the answer: presumably they think they'll have a competitive advantage in not just the UX space but the model space as well soon. It's a great strategy, but I do wonder if the moat will be big enough with how fast things are moving and how competitive the model landscape is.
After seeing the last few releases for GPT and Claude, I’m not sure how anyone (else) is gonna build a durable advantage on proprietary model quality.
The capabilities of the top labs’ models have improved so much in just the last few releases, and I definitely foresee a world where they gate those models away behind 1st-party harnesses/tooling.