The winner in the long term will be the one that will deliver the best performance and low-memory ratio for local models.
Anthropic, OpenAI and Mistral are just companies that are making money right now (still not profitable), but will lost their tractions and values in the long term.
However, I am more appealing to see how OpenCode Go subscriptions will go in the future: cheaper than big techs, more tokens, and they don't train on our data to (try to) improve...
Local models will never compete with large SOTA models, in the same way an iPhone doesn't compete with supercomputers doing nuclear simulations.
They paths will differentiate and split. Probably SOTA models will eventually be locked down and only accessible to state actors because of how expensive they will be to run (already started with Mythos).