gpt-oss-120b has cost OpenAI virtually all of my revenue, because I can pay Cerebras and Groq a fraction of what I was paying for o4-mini and get dramatically faster inference, for a model that passes my eval suite. This is to say, I think high-quality "open" models that are _good enough_ are a much bigger threat. Even more so since OpenRouter has essentially commoditized generation.

Each new commercial model needs to not just be better than the previous version, it needs to be significantly better than the SOTA open models for the bread-and-butter generation that I'm willing to pay the developer a premium to use their resources for generation.