He never said that companies will trust a one man shop. His point was clearly that people and companies will make products designed for themselves, using LLMs.

Why pay for a piece of software that you really only use 5% of all the features, and still may need customizations for. Vs just internally have somebody code a custom solution for your company.

The only benefit of a outside solution is that you can blame a outsider. Internal solution used to be bad because if the person with the knowledge of the codebase left, you ended up screwed. But with LLMs and "vibe" coding, there becomes a disconnect between the code and whoever wrote it. Making it easier to later make modifications on that same codebase, using ... LLMs.