Just as the investor funded AI companies think they have the shallowest of moats, and a chance to build revenue, no - once again Open Source is snapping at their heels. Someone is going to blink first in this race, and I suspect it will be the investor funded AI companies.
Paradoxically their approach is to use less training data. HF are saying they have reverse engineered some of the capabilities of OpenAI’s o1 model, by using an approach called ‘Test-time compute scaling’ which OpenAI have acknowledged using, but not disclosed exactly how.
https://the-decoder.com/study-shows-test-time-compute-scaling-is-a-path-to-better-ai-systems/