@dbattistella The services that we describe as "utilities" are the ones that are, for geographical or technological reasons, considered "natural monopolies."
The infrastructure of a public water system is phenomenally important, useful, and *expensive*. It wouldn't make sense to build several competing systems. Imagine how long it would take to fix things if your city's streets contained 3x as many pipes as they already do. A water system is a natural monopoly.
LLMs aren't like that at all. There *already are* many competing systems, and distributing those services to users is not a difficulty. They're already running distributed, locally. Their utility to anyone is still an open question.
Who is he trying to persuade with this POV?