Like ISPs, right?

In the short term perhaps, but I like to think that unlike ISPs, this kind service isn't bound by network effects. You can't just "generate your own internet"; like it or not you have to connect to something. With time though I think it'll increasingly be possible and cost-effective to generate inference locally.

So like electricity, where most people will probably just use the network, but a few will opt to invest upfront and generate their own.