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Right now AI is too expensive or too risky to be used by businesses at a high scale
That's exactly how I see it as well and that's why I believe that the industry might not evolve like everybody things. I see more and more people looking for local AI implementation on self hosted machines with no connections to the internet.
Some will do that. But I doubt this is for the majority. Even if we speak exclusively about businesses and not people, some may choose this road while others will wait to buy access to AI, perhaps at more affordable prices down the road.