There is too much business risk in running on an American company. They can pull the model back or lobotimize it. No Alex Karp fan, but he was right: companies are worried about hyperscalers stealing their alpha. The lack of guardrails, data security and control really give these open models the edge. If you factor in that they appear to cost less, the hyperscalers are in big trouble. I don't see how this works out. Software was always supposed to be deflationary and collapse down to 0 marginal cost but this isn't remotely the case. It's truly amazing to see the state of open weight models