Earlier quoted context omitted.
The same way responsible enterprise class companies rely on "trust us bro" EULAs for financial systems, customer databases, payroll, and all the other systems it would be very expensive and error prone to build custom for every business.
But isn't AI very competitive right now? And also have more direct access to the "secret sauce" of the company?
A source code hosting service has direct access to the "secret sauce" of a company built around proprietary software. A customer relationship management service has direct access to the "secret sauce" of a company built around sales and customer relations. A document management service has direct access to the "secret sauce" of a company built around confidential documents. A cloud hosting provider has direct access to the "secret sauce" of a company built around a database.
Everything's SaaS. Everyone's confidential and critical data is aggregated in some big provider's system. Except for a few paranoid (sensible? rational?) holdouts who aren't competitive as a result.