But their product isn’t really differentiated anymore and has really low switching costs: Opus is better at almost anything than the 4-series (training on MMLU isn’t a capability increase), Mistral is competitive and vastly more operator-aligned, both are cheaper and non-scandal plagued.
Mistral even has Azure distribution.
FAIR is flat open-sourcing competitive models and has a more persuasive high-level representation learning agenda.
What cards? Brand recognition?