Not only the giants. They will face significant threat from open source too[1]. But they just need to carve their own user base and be profitable in that space.

Not only the giants. They will face significant threat from open source too[1]. But they just need to carve their own user base and be profitable in that space. 1. For example, I have built http://gitpodcast.com http://gitpodcast.com which can be run for free. Can also be self hosted using free tier of gemini and azure speech.