The best open source AI beats or is on par with walled garden AI, as Jeff said, they have no moat. Big Tech owns the users because of monopolies and network effects, both of which don't apply to AI. Combined with advances happening now in secure compute, your personal AI can live in the cloud and still be 100% private and only answer to you. In that future, if Big Tech wants to stay relevant, they will have to provide provable privacy for their AI too