No, that's not my point. My point is that AI looks like something fairly unique in today's landscape: a resource that almost everyone is starting to depend on. It's a bit like the Internet, except usage is metered, and paying more can improve the quality of the result for the same underlying task, such as cybersecurity.

In this context I also imagine we will have greater and greater local models, and the (dependency) ending game is completely unclear.

It's just computation, which the world already depended on. we're in the mainframe era, but "AI" will go personal, and on-device.