Self-hosted + self-trained LLMs are probably the future for enterprise. While consumers are happy to get their data mined to avoid paying, businesses are the opposite: willing to pay a lot to avoid feeding data to MSFT/GOOG/META. They may give assurances on data protection (even here GitHub copilot TOS has sketchy language around saving down derived data), but can’t get around fundamental problem that their products…
I suspect the major cloud providers will also each offer their own “enterprise friendly” LLM services (Azure already offers a version of OpenAI’s API). If they have the right data guarantees, that’ll probably be sufficient for companies that are already using their IaaS offerings.
It has worked before like in case of Linux and can work again.