It's been pretty clear for a while that companies who have developed foundation models have essentially unprecedented levels of investment to recoup. For all the talk of faster hardware and more efficient models, that spend hasn't gone away and ultimately that investment needs to get a return somewhere.

Dependency on cloud AI models is, in effect, dependency on VC subsidy. From the user's point of view, this dependency is debt which will either be repaid with interest to a model provider or through the hard work of making themselves independent of such models after having become dependent.