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 I don’t have any insights on the direct questions but I do think there are too many open source models now. So any price reversal or stalling from big players wouldn’t matter. 
 Check, yea seems like the right train of thought. However the efficiency of the
models seem to have a natural limit with the current architecture though. So for costs I would think chips, transformers and energy are bigger drivers. Algos could be a potential driver if the eager beaver EU states block that out. Then the closed players could get some market power to influence prices. 

Just looking to get the total picture and see how I’m being stupid. 
 If you haven’t checked them out, the small quantized models can be run at home on fairly new laptops or desktops. “eager beaver EU states” 😂 that definitely seems to be the case!