Ok, so I just watched it, and I don't think that changes anything I said. Of course most people aren't going to run their own models though since most people are retarded. People would rather stream something than have their own media file too. That doesn't have anything to do with whether or not local ai can be useful. And "invalidates their main function"?? Have you actually used any of these things?
No idea if the availability of local models will have much of an impact on the big ai companies though. Companies are happy to throw lots of money at all things cloud so they don't have to deal with it themselves. I'm not sure the pace of current ai dev can continue. I imagine it will be like everything else where once someone wins, they'll just cut costs, increase prices, and make it shittier. However, what open models are doing is allowing competing companies to offer similar offerings for tiny, tiny fractions of the investment. If anything other than their insane spending dooms the big companies, cheaper competitors running open models is it.