What it really shows is that Dario is in total panic mode over his business.

Ever it is because it is financially becoming unsustainable for them, they have hard time to raise more money, and the craziness of finance of all of that will be exposed soon.

Or that he is so scared of new open source models that might make his company obsolete in the long run in the sense that he will never be able to return the income expected by investors by fighting cheaper competitors.

You can run opus 4.8 level models on $10k in hardware or less. Just seems like there is little argument to explain why there are 10s of trillions in future profits for these labs.