One company comes to mind that is uniquely positioned to capitalize on the current situation by offering a convenient self-hosting solution: Ubiquiti. Despite their pretty bad missteps 5 years ago, their UniFi product range is still very decent and user-friendly for SOHO/SMB networking, and they seem to have the appetite to continue expanding their product line into adjacent markets.

I have deployed simple UniFi setups for all my relatives, and they are very happy (though they couldn't have done it themselves). IMHO, they have the DNA to go further and offer a full self-hosted cloud, if they're willing to put in the effort to make it even easier and more integrated.

Super interesting idea! Thanks for reading!