@Dice @matrix let me rephrase slightly, there's like GLM where I can't run it at home on my macbook, but any very small company with access to a datacenter can start a business with stock GLM (or similar model) fine-tuned to their customer needs, instead of everything being provided by three companies. This is a real threat, and they are scared shitless.
I am currently extremely effectively using ChatGPT and Claude for coding, and running some models locally that are far less capable but I'm getting good utility out of them. They would be useful even if they can't do what ChatGPT can, and running locally is a fantastic luxury.