Well, I can add two more points to your anecdata. I personally know of two companies where only exposure for peasants is Copilot.

Umm, just go look up the whole of software revenues globally and compare that to OpenAI. Its very small. Nobody is paying for SOTA models outside software engineering and ancillaries, except for some outliers fields like consulting. Then there's techies in every field who use it, but not companies themselves.

Companies as a whole, do not care about this technology, except tech companies and its adoption cant even be compared to CRMs. A company might buy a SaaS product with AI but most of them are not purchasing Anthropic subscriptions lol.