I don't expect movement towards AI among small business to show up in total cloud AI revenues.

Small businesses are typically more competently run than the typical big corporation, so I doubt they're going to do things like lay most of their quality control people off thinking AI will do it. Big companies are mostly mid-wit trendies not anything that bright. Due to the perpetual motion of mature companies once they get off the ground, its hard for their stupid decisions to lead to bankruptcy. It takes a long time. They're essentially doing the bumper cars version of business, while small business is in the 1960s Formula 1 where any major mis-step could end their companies' existence.

Small businesses also don't need to spend a lot. Their needs could be met by a semi-skilled local IT guy they hire to set up LM Studio on a gaming PC to run a 26B or 35B model. Big companies will spend the same amount on their peoples' Dell or HP laptops business laptops that cost about the same but can't run local AI.

Open weights models like Kimi and GLM provide near-frontier quality on any low cost service that installs them. GLM 5.2 is excellent.