One of the optimistic aspects of what's happening is that it doesn't seem like the leading model capabilities are outpacing the more open ones by that much- that just as a general principal there are pretty ok models relatively close behind the best ones.
This could mean the long term viability of my open claw bot to shop for me- that openai / google etc won't control AI, and I'll still just be able to use a model via API to do what's actually in my own self-interest.