In the early days of widespread internet connectivity (dial-up) it generally went two ways:
1) You lived in a big city and AOL/Compuserve/Prodigy/etc was a local call. Practically everyone had it.
2) You lived "somewhere else" and some random guy you could pay had a T1 and a bunch of modems in a garage (this was me).
Eventually it became worth it and technology advanced enough (with demand) for cable cos to deploy cable modems. At first only in dense metro areas, then slowly out to more rural areas.
Point is - there's a TON of opportunity for "guy with a T1 and modems in a garage" in this space. There is a huge market of ignored and underserved businesses/customers/applications/integrations/etc that (like AOL/Cable Cos) the big AI guys don't care about (yet).
And if something that performs better than current LLMs comes around, all those engineers will shift over to whatever field develops them.