Obviously, I agree.
My other question, is how long will they be able to get away with this sort of thing, before customers decide the risk of disclosing your data to these external AI firms, is greater than the cost of building the capacity to run your own models in-house.
I don't use LLM, generally. But I was messing around and got some older models running on my laptop last night. Nothing special, no idea what I would use them for (couldn't generate a paragraph of text before clearing losing all coherence, because these were small old models running on 5 year old hardware). Supposedly Mac Studios and Mac minis are selling like hotcakes because hobbyists want to run local models. How long before the Venn Diagram for "can be run locally" and "capable enough model" overlaps for most use cases, making the risk of data exfiltration by these firms not worth the risk?
Lot of words to say this kind of thing may accelerate the bubble bursting.