sam built openai on ONE assumption

running your own model would always be too expensive
llama and mistral are wrecking his thesis and threatening his biz model
sam can see it, read the same leak threads you’re reading... and still can’t restructure
the moment openai opens the weights, they kill the moat that justifies the valuation and anyone runs inference locally with no API call, no subscription, no revenue event for openai
every fork and fine-tune is one fewer customer paying sam’s margins