If that's the case, the winner will likely be cloud providers (AWS, GCP, Azure) who do compliance and enterprise very well.

If Open Source can keep up from a pure performance standpoint, any one of these cloud providers should be able to provide it as a managed service and make money that way.

Then OpenAI, Anthropic, etc end up becoming product companies. The winner is who has the most addictive AI product, not who has the most advanced model.