I'm far from an AI hater, but I fully agree with this.
I think there's a distinct business oppotunity coming up for two things: Hassle-free self-hosting and back-to-basics apps and services.
Nobody is tapping into those correctly (you're going to want to give me examples of self-hosted things, and you're wrong), and it's extremely hard to do either right, but if you can figure it out and are ballsy enough to build a proper business around it I may be interested in your pitch deck.