The frontier labs can have the models but without being where the workers are they cannot do much, lots of industries have strict requirements of not sending their data over to randos in the internet.
Microsoft and Google have the upper hand here with their workspace offerings and could easily position themselves as secure enclaves where you can use local LLMs where your data never leave your premises and is never used for training.
This is the part that is truly scary.
Nadella the CEO of MSFT wrote that post “ A frontier without an ecosystem is not stable”
It seems to me that the unspoken assumption in that post is that no matter what happens they’re gonna be training on your data.
He’s the CEO of Microsoft, he knows how these decisions go down, he knows how the world works, he is sending a warning.