Is there any scenario where it's not catastrophic for for the frontier labs? They just got their market cut to a fraction. Investing in new tech is now very ri

Is there any scenario where it's not catastrophic for for the frontier labs? They just got their market cut to a fraction. Investing in new tech is now very risky because even if things work out you might not be able to sell anything. There were already serious doubts about ROI for the frontier labs. If they can only sell to 100 or so entities it's over business wise. What's the endgame here?