> The big companies in this space doing the research are not making leap over leap with each release, and the downstream open source projects are coming closer to the same quality or in fact can produce the same quality (e.g DeepSeek or LLAMA) hence why it’s becoming a commodity.

This was the assertion. "Open source is close/equal in quality", not "open source is enough for plenty of use-cases, not everyone needs the top of the line".