If I were them I'd go whole-hog on local models and:

* Work with somebody like System76 or Framework to create great hardware systems come with their ecosystem preinstalled.

* Build out a PaaS, perhaps in partnership with an existing provider, that makes it easy for anybody to do what Ollama search does. I'm more than half certain I could convince our cash strapped organization to ditch elastic search for that.

* Partner with Home Assistant, get into home automation and wipe the floor with Echo and its ilk (yeah basically resurrect Mycroft but add whole-house automation to it).

Each of those are half-baked, but it also took me 7 minutes to come up with them, and they seem more in line with what Ollama tries to represent than a pure cloud play using low-power models.