Winner-takes-all markers are never healthy IMO - it's hardly a market when the winner took all.

What I love about "open" models in general and Deepseek in particular, is how they undermine that market. Deepseek drops especially were fun to watch, they were like last minute plot twists, like dropping some antibiotic into a perti dish filled with bacteria. Sorry, try again with a better moat.

"Open" models are in fact the very thing enabling having a functioning market in this space.