Another thing is competitive edge, if you use claude and your competitors use claude then nothing really gives you an edge. AI is a commodity, not competitive edge.
The competitive pressure should drive human work because it's unique.
Often small technical changes like "making a service 5% faster" are worth millions for large companies. That's all implementation.
If you want LLMs to be your advantage you can train your own, that's completely valid.
Let's say you want to have a company that runs inference 5% faster, if everyone can do it your business model is worthless.