I think there will be an increase in subscribers as people get more used to them. But there's probably also people like me who just dropped 2k on a new system to self host my own to customise the pipeline, and integrate it into my house without sending data offsite.
I'm playing with qwen3:32b on an Asahi M1 currently, and it does more than enough for me, but might be tempted if there is a bigger model within reach.
Currently working on a memory system to help the model changes, so it's all a bit up in the air for now haha.
There's dozens of us I tell you! We're entirely irrelevant in this story. The only thing that would change this is if Apple at some point makes it turnkey to run good models on their hardware. That's it.