but they will probably soon have a GPT-bio that they license to Pfizer and a GPT-quant that they license to Citadel, rather than keeping those valuable capabilities in the public models
Nein. Neither Pfizer nor Citadel are going to use a hosted model - their whole business is IP. They will invest in self hosting models. Self hosting is becoming a big deal in the industries you're talking about.
Why?
Neither Pfizer nor Citadel wants to pay a supplier/vendor to build a core capability that the supplier/vendor will turn around and sell to their competition.
Sure, and OpenAI will be happy to let them self-host for a large fee. However I doubt that Pfizer will be developing their own frontier models for biological research.
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Nein. Neither Pfizer nor Citadel are going to use a hosted model - their whole business is IP. They will invest in self hosting models. Self hosting is becoming a big deal in the industries you're talking about.
Why?
Neither Pfizer nor Citadel wants to pay a supplier/vendor to build a core capability that the supplier/vendor will turn around and sell to their competition.
Citadel already is. They are happy to do it - bedrock is the host of choice. They are less happy about cost - but that is a question of value :)
Citadel are using which models on bedrock and for what purpose?
Core portfolio research? Update Confluence pages and JIRA tickets? Create marketing copy?
Sure, and OpenAI will be happy to let them self-host for a large fee. However I doubt that Pfizer will be developing their own frontier models for biological research.