> I don't buy this, because is predicated on staying permanently far ahead of the open weights models.

In my mind, that fits exactly how the SOTA labs think today about what they're doing, they're all both working towards and expecting to stay permanently ahead of FOSS, otherwise they'd change their tune really quickly, if they didn't think that was possible.

Sure, you might be able to use DeepSeek V8 Pro instead for the same purposes, but that'll hardly stop Anthropic from trying to sell bundles of use cases instead and claim it's "ethical AI", "Patriotic AI" or some marketing terms like that.