I think the most is small but it’s not gone yet: in these discussions I almost never see the people reporting productivity wins say they’re running local models, and there’s a standard response to problems that you should switch to a different vendor, which suggests that there are enough differences in the training and tooling to make switching non-trivial. This will especially be true for all of the non-tech specialist companies adopting things – if you bought an AI tool to optimize your logistics and the vendor pulls a Broadcom on your contract renewal, they’re probably going to do so only after you’ve designed your business around their architecture and price it below where it’d make sense to hire a team and spend years building something in house. Having laid off a lot of in-house knowledge directly helps them, too.