I agree that Opus and GPT are almsot surely better, but so many real users are nervous enough about giving Anthropic and OpenAI access to all of their internal information that they may be willing to stomach worse models if it gives them more security.
The real question is if this model is good enough that it can still accelerate work, and not be a hindrance to real work like older Mistral models often were.
If they can do that, they'll have customers.
The Navier-Stokes fiasco made me push for local/controlled models very hard. "Can't rule out" that they stole data (backed up by their backdoor offers of sharing credit).
If these companies will steal from deep pockets like Disney or Sony (some of the most infamously litigious copyright trolls to ever exist), they won't think twice of stealing every bit of code you upload to them.
If your code passes through an AI company's servers, you can assume you just gave it to them. In turn, when your competitor tries to copy that new feature you just added, the AI is now trained in exactly how to copy you and eliminate your competitive edge. Unlike your employees, the AI isn't bound by the same rules and even if it were and violated them, your company probably doesn't have enough money to prove it in court (and that's if we somehow reverse some of the stupid "AI is the most transformative use of copyright I've ever seen" judges who have drunk the coolaid).
Most companies could build the compute to run GLM or Kimi models for way less than the potential loss due to IP theft from using third-party systems.