Serving requests where every user has their own set of self-updating weights will absolutely murder whatever minimal margin the AI providers have today
Imagine an OpenAI owning the ERP and CRM databases and workflows of a big chunk of the Fortune 500. Their typical customer's employee headcount might be 10% of what it once was, and OpenAI might capture 25% of the resulting savings. The contracts are signed in the same hemoglobin-based ink that Larry Ellison uses.