Why would any of this have an impact on stock prices? LLMs are insanely competitive and a dime a dozen now. Most professional uses can get away with local mode

Why would any of this have an impact on stock prices? LLMs are insanely competitive and a dime a dozen now. Most professional uses can get away with local models. This is image generation... Niche cases in another saturated market. How are any of these supposed to make google billions of dollars?