Open model demand debate: enterprise self-hosting is overestimated, demand comes from products
zephyr_z9 · x · 2026-10-28
Amid the open-model demand debate, thdxr adds context: hidden enterprise demand exists among top inference providers, but only 5 of them aggressively chase it at similar scale. Few engineers can run reliable inference, and GPU leasing doesn't deliver sovereignty. The real lens is products — traction-heavy products like OpenCode are what create demand for open models, not spontaneous growth.
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