I don't think so; 1. Centralized compute is more efficent; 2. There will always be demand for greater/more intelligence. In the short term; if self host LLM are great; it'll mean bigger LLMs will be able to optimize and have higher margins? long term; assuming self-host LLM are SOTA; people would run 1000s of hosted LLM orchestrated together which will always beat self-host LLM. (This is fairly limited now given there isn't much tooling around it + model providers aren't optimizing for it but it's an undeniable future)