That’s true, there will always be demand for ultra-intelligent assistants, especially if they surpass what humans can achieve at similar cost. For the other 90%, the average frontier model will be good enough.

I don't disagree with you, but it's important to pay attention to where the money is. Cheap non frontier models is something that Anthropic and open AI could do too, but who's willing to pay a premium for using them? It will be like competing to sell rice, lots of demand at Rock bottom margins.