I am thinking a little further into the future where companies and people themselves become more dependent on AI. If LLMs disappeared today how many companies and people could not function? Probably not many. But, in 5 years how many companies will be dependent on AI? A future where companies are dependent on big AI labs to run their business could happen. I think the business term is forwards integration, where a seller moves into one of their buyer's markets.

Also, in such a future businesses would be reorganized to use AI. That probably means less employees and reduced human complexity. The business processes are further abstracted from people making it easier for a big AI lab to move in.

If I was looking at businesses today where the big AI labs could step in I would look for businesses where they earn high margins based on intellectually complex tasks. Maybe the most pure example would be trading in the stock market since it can be completely done by a computer. Then you have areas like law which process large amounts of data but are also heavily based on relationships.