It will kill startups working on AI Agents, it is already clear from the last updates that they compete with the APIs customers and that is bad for the creative startups. The world require better open source LLLm models. Akso the startups should lwarn to collaborate and not reinvent everything, but how to do it is an unsolved challenge in the current capitalist economic model...

Do you think products that are "bring your own LLM" have a chance?

I would say in the end you will have to build a whole product around your agent, no matter what. So the same for GPTs or other agents to make them reliable on prod.