In the US, there isn't one, which is why nobody in the US is currently doing it at frontier scale. And the people that were doing it stopped.

The same business model that Deepseek is using.

Open-source models + services. This is more attractive because it doesn't lock in the vendors. If I grow larger, I can decide to deploy the open-source models.

Thinky has a potential answer in Tinker — give away the weights and charge for the SFT (and maybe RL down the line) to make the model more capable for specific tasks.

To compete against America. If your country has something like DeepSeek you really can't afford to let it fall as it's your best leverage if the US government decides to ban companies in your country from accessing American LLMs. And this is why there will never be a "DeepSeek of the US."