I would say, any company who doesn't have their own AI developed. You always hear companies "mandating" AI usage, but for the most part it's companies developing their own solutions/agents. No self-respecting company with a tight opsec would allow a random "always-online" LLM that could just rip your codebase either piece by piece or the whole thing at once if it's a IDE addon (or at least I hope that's the case). So yeah, I'd say locally deployed LLM's/Agents are a gamechanger.