The way this will play out, most likely, is that smaller models will continue to get released, anyone willing to drop 1-3k on a home upgrade/new LLM box (no that isn’t cheap, it also isn’t outrageously expensive) along with improved open source agents or whatever (lot of meat on that bone) will sneak up behind the big players and start taking dents. Smaller companies will pop up providing 50 users unlimited whatever for a lower cost than the big companies.
The whole ecosystem will twist and evolve, and the big companies will be left begging for corporate subscriptions.
I finally caved when I realized I could build a PC, for myself, with dual video cards that I wanted, which can play games that I like and run models that I want, without worrying about giving my payment info to someone I don’t trust, or invoking token anxiety that I don’t want.
Like every major tech-software innovation of the last 20 years, I think it’s just going to be consolidation all over again.