Seems way too binary a statement. I am guessing you mean "frontier LLMs". Small models keep getting better and better and if you make domain specific ones, it will likely be even smaller. Companies renting smaller LLMs or using enterprise models might very well remain in the future. Consumers getting LLMs whose performance dont improve (think gpt 6 forever on premium or gpt 4.x on a cheap tier) might well become a thing.