this conversation happens over and over every 6 weeks. It is absolutely a commoditized product. The models are getting better but they're _all_ getting better. GPT beats Claude beats Gemini. Then open models distill them at cheaper prices, etc.

This is great for us, but that behavior is the behavior of a commoditized product.

Right, the thing is, for most tasks, there’s a finish line. Once a model can do a given task right, future improvements may be of little to no benefit beyond cost reduction.

Right now OpenAI and Claude (and maybe Gemini) are over the finish line with reasonable prices for many tasks whereas the rest are still in the race.

But what happens when the open weight models cross the line and it just comes down to price?