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  For the vast majority of these companies, probably not. If the company is AI-only, then if/when the bubble bursts, I suspect it'll go under too. Only the biggest players will survive that, like OpenAI, since so many other services call out to their API. Companies that can pivot back to core markets will be fine, Google, Microsoft. Shovel sellers will mostly be okay too. What that'll look like for them is a period of huge overvaluation and then a return to sanity, you can see simila...

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  Not a fan of this model *broadly*. It discourages diverse membership and promotes cliques.

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  Honestly probably a good thing long-term, lots of platforms have been dragging their heels in adopting better newer codecs, so maybe this will finally give the justification required to put in the engineering hours.