Yeah I think that's a decent analog (Photoshop & GIMP). We're in a sort of "rapid expansion" phase right now, but unless the tech behind "AI" really evolves, better and better models will be harder to come by, with diminishing returns.
Even if the GIMP of LLMs is only 80% as good as the VC-funded stuff, that will still be plenty useful for lots of people.
And I think just having the option to use open source models is a win, even if it turns out to be true they'll never be quite as good as the proprietary ones.