I think once the hardware process comes down and these mini DGXs become cheaper, and by then open models still be smaller and better, there is going to be less and less reason to use the providers. CEOs are already complaining that they are costing too much. There are also large organisations like Banks which can't use external services and are already looking at internal housing. it's a good thing so the big AI companies just went IPO as once the self hosting trend kicks in they are going bust.