outsourcing state to openai & co is great for them as vendor lock-in. the real money in AI will be business- and user-interfacing tools built on top of the vendors and it would be a terrible business decision to not abstract away from the model provider in the background and keep all private data under your domain, also from a data protection / legal point of view

i can understand them trying to prevent their business from becoming a commodity but i don't see that working out for them except for some short term buzz, but others will run with their ideas in domain specific applications