The question is if the company can add more value to the models than someone else. I still see a lot of gaps in the ecosystem, eg evaluation/testing systems and integrations beyond chat interface and active control to get good results, not to mention other types of models that deal with 3d world or temporal data. There is an opportunity for an outsider to come and grab parts of the pie whilst the biggest are competing.

They do look like trying to grab the market with tooling but if you can use their tools (oss) and switch the models then where is the moat?