I think you misread the situation. The move is towards open models, small efficient models, what makes you believe there will be a moat around AI for automation?
I think the point here is that a lot of automation still requires "real-world" components (read: hardware). E.g. robots, factories with said robots and so on. So you being able to run LLMs on your PC is still not going to put big factories owned by big companies out of business.
