Those companies are all toast. Companies in the middle, interfacing directly with OpenAI or Bing.

Any SAAS business is in the cross-hairs. Not unless they own decades of the data and are the glue to these retail systems.

Heck even advertising I believe is going to be crazy different.. if no one is paid for customers clicking through to find articles (if any answer is available at the drop of the hat). These LLMs will just order what they know you want already, potentially without asking.

What I’m really intrigued about is fully autonomous 1 or 0 person companies that achieve scale. Can’t wait to see more of that.

But to answer your questions, there’s going to be an LLM for everyone. It’s going to be so trivial to customize them to your preferences, already almost becoming a commodity.