I think you would be interested in Google's internal memo[0] that did the rounds here a couple weeks ago. The claim is that OpenAI and all competition is destined to fall behind open-source. All you need is a big model to be released and all fine tuning can be done by a smart, budget, distributed workforce.
[0]: https://www.semianalysis.com/p/google-we-have-no-moat-and-ne...