OpenAI serving open-source models through Baseten is a big deal. They are embracing open source. Until now, OpenAI's pitch was "use our models." Now it is "commit your annual AI budget to us". We will get you the best model for each job, whether it's ours, someone else's, or open source. So if you're a large bank looking to commit $100M in AI spend, you centralize with OpenAI. One throat to choke. GPT handles the credit memos. Open-source handles the KYC volume at a fraction of the cost. A post-trained / specialized model handles fraud. This changes OpenAI's position. It stops competing only on whose model is best this season and starts competing to own the enterprise AI budget. A layer above being just an AI lab. Also proves AI is positive sum, not zero sum between closed and open source!