It doesn't matter if open source models win or not. The bottleneck is the compute. When capital becomes cognition everyone other than the demigod class is cooked. We have a vanishingly small window to make sure that the benefits of large scale automation go to the species and not the owners. Once the owners become more powerful than governments or accumulate enough power to co-opt the governments we're done for. You can already see that creeping in along the edges.