It may be that no model supplier is in this category and the only winners are hardware suppliers, if e.g. open weights models are good enough for approximately all* problems.

* Has to be very close to all problems, because an AI which is wildly better than anything else at what it does but what it does is only a percent or so of the economic problems… that's in the same space as "software" generally today, and that's a big enough market to supply multiple trillion-dollar-market-cap companies.