[bsder]

I agree that the vast majority of punters don't care about "local AI".

However, if you can deliver 90% of the value of AI for 90% less cost, that is a really big incentive. Companies will spring up to fill that kind of gap.

Nobody can undercut the big AI players right now because they are all over-funded by VC money. Once the frontier companies try to match cost to expense, suddenly they become very, very vulnerable.