Does OSS models flip some of the economics in AI from foundation models to clouds? Does Meta continue to fund OS models? If so, does eg Llama-N catch up to the very frontier? A fully open source model performing at the very frontier of AI has the potential to flip a subportion the economic share of AI infra from LLMs towards cloud and inference providers and decreases revenue away from the other LLM foundation model companies. Again, this is likely an oligopoly market with no singular winner (barring AGI), but has implications on how to think about the relative importance of cloud and infrastructure companies in this market (and of course both can be very important!).