The bubble is going to burst, if only because the growth in these numbers is obviously unsustainable – we just don't have trillions – and if the growth slows th

The bubble is going to burst, if only because the growth in these numbers is obviously unsustainable – we just don't have trillions – and if the growth slows the hype dies. Maybe the current level can be stable, maybe the market will shrink, but the growth cannot continue. When the bubble bursts who will survive? The existing, profitable, big tech companies will, if not without pain. The startup ecosystem will likely be decimated. But what about the in-betweens, OpenAI, Anthropic, etc? My guess is that Anthropic will sell to (or merge with) another profitable company and live on because they'll be relatively cheap for some excellent technology, but OpenAI might be too big for that, too expensive.