All replaced by open source LLMs at this point.
Most AI video will be produced by Hunyuan [1], LTX [2], and Mochi [3] in short order. These are the Flux / Stable Diffusion models for generative video. These can all be fine tuned to produce incredible results, and work with the Comfy ecosystem for wildly creative and controllable workflows.
I don't think it'll be possible for a closed source tool to compete with the open image/video ecosystem. Dall-E certainly didn't stay competitive for long. It's a totally different game.
[1] https://github.com/Tencent/HunyuanVideo
And I don't think the current status quo of open source models being entirely subsidised by startups and corporations is sustainable, they're all hemorrhaging money and their investors will only have so much patience before they expect returns. Enjoy it while it lasts.
Mochi is better positioned to build tools on top of their community model. They're already thinking about control.
Weights are commodity. Products have value.
Stability was supposed to be doing a similar "give away the models but sell products built on them" strategy and it doesn't seem to be working for them, by all accounts they're barely able to keep the lights on.