It also hints even The Big Guys can’t LLM their tooling fully, and that current bleeding edge “AI” companies are doing that IT thing of making IT for IT (ie dev components, tooling, etc), instead of conquering some entire market on one continent or the other…

Makes you really think about the true productivity. If these companies have the beyond cutting-edge unreleased models so best possible tools shouldn't they be able to poach just a few most important people for cheaper? And then those people could use AI to build new superior product in very fast time. There is also buying an userbase. But I wonder how the key talent purchase strategy would work in comparison...