I read it quite differently. The frontier labs can have the models but without being where the workers are they cannot do much, lots of industries have strict

I read it quite differently. 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.