> Access to compute could be the differentiator.

Already is the differentiator even with the models we have now which while having differences are mostly swappable for a lot of users/use cases.

For all that the local models have improved (and Qwen 3.8 27b is still impressing me) they aren't what you can run (or would run) if you have an entire data centre stuffed with H200's.

All this does is further widen the divide we already know exists by those with access to resources using them to increase their access to resources and those without getting to watch because there isn't much they can do without resources.