By the time the capital runs out, I suspect we'll be able to get open models at the level of current frontier and companies will buy a server ready to run it for internal use and reasonable pricing. It will be useful but a complete commodity.
I know folk now that are selling, basically, RAG on lammas, "in a box". Seems a bunch of mid-level at SME are ready to burn budget on hype (to me). Gotta get something deployed in the hype-cycle for quarterly bonus.
I think we can already get open-weight frontier class models today. I've run Deepseek R1 at home, and it's every bit as good as any of the ChatGPT models I can use at work.
