There's almost a negligible chance any one of these shops stays truly independent, unless propped up by a state-level actor (China/EU)
You might have some consulting/service companies that will promise to tailor big models to your specific needs, but they will be valued accordingly (nowhere near billions).
I don't know if the survivors are going to be in consulting - there is some kind of LLM-base product capability, you could conceivably see a set of LLM-based products building companies emerge. But it'll probably be a bit different, like the mobile app boom was a bit different from the web boom.
this endgame AI company are to create Intelligence equal to human, imagine you are not paying 23k workforce, that's a lot of money to be made
If machines can easily replace all of your workers, that means other people's machines can also replace your workers.
LLMs might lead to AGI. Eventually.
Meanwhile every company that is spruiking that, and betting their business that that's going to happen before they run out of VC funding, is going to fail.
The technology is useful, for some people, in some situations. It will get more useful for more people in more situations as it improves.
Current valuations are too high (Gartner hype cycle), after they collapse valuations will be too low (again, hype cycle), then it'll settle down and the real work happens.