DeepSeek and friends already exists, yet $1T valuations still exist. I think we are nearing a point where inference and cost metrics become the primary optimization for a while. Both capacity and costs are going to drive it from the demand side. I've personally moved to open weights already, now setting up vendor calls to make them available at work.

Talking with OpenCode and Fireworks, appreciate any recommendations that have SOC-2 and the like

CloudFlare host the best models (Deepseek/Kimi)