The model releases this week looked like one race on the surface, but the business models are separating. xAI's Grok 4.6 is a closed API product. Its leverage comes from controlling access and setting the token price. Alibaba's Qwen3.8 is an open-weight release. Its leverage comes from adoption by organizations that want to operate or adapt the model themselves. Nvidia's Switchyard is a routing layer. It sends each job to the cheapest model that can handle it, which means Nvidia can influe...