Virtually no one is going to pay for the best performing lamp if the next best lamp does 90% as good for an order of magnitude cheaper.

I will say, as pointed out by others, DeepSeek and other Chinese providers still lack a bit in the tooling that Claude has, but they'll get there.

And yet it seems that 90% are happily paying for the marginal 10% capability and saturate datacenters.

If the second-best lamp is 90% as good and 10x cheaper, most people will use the second-best lamp...