In general, preventing consumers from having fully featured AIs (especially local ones) will be worth about 10 trillion dollars to companies. That's my prediction.
Amazon is one example. If my basement AI drives my browser and never clicks an ad, Amazon loses big.
Or, the ad industry in general -- imagine the basement AI filtering out all ads at the analog level so nobody in my house ever sees an ad, and no software update can change that.
Or other optimizations. Right now companies enjoy a power imbalance because they have people who ruthlessly optimize 24/7 to save a buck. I can't do the same, because I have to work, and also prefer to spend my personal time with family -- a foolish thing to do in a capitalist society, at least from a capital perspective. Imagine I have an AI wheeling and dealing on my behalf 24/7 too. Especially in an age of online shopping and product deliveries, my AI will absolutely order from your competitor to save a penny, my AI will absolutely spend 400 hours disputing a medical bill I don't think is right, barely an inconvenience to me.
The ads (in general) will be redirected to where you will see it, regardless of whether or not Amazon allows bots. You don't think you're getting off that easily, do you?
One of the optimistic aspects of what's happening is that it doesn't seem like the leading model capabilities are outpacing the more open ones by that much- that just as a general principal there are pretty ok models relatively close behind the best ones.
This could mean the long term viability of my open claw bot to shop for me- that openai / google etc won't control AI, and I'll still just be able to use a model via API to do what's actually in my own self-interest.