> without burning 10 years of cash flow.

Of all the companies to survive a crash in AI unscathed, I would bet on Apple the most.

They are only ones who do not have large debts off(or on) balance sheet or aggressive long term contracts with model providers and their product demand /cash flow is least dependent on the AI industry performance.

They will still be affected by general economic downturn but not be impacted as deeply as AI charged companies in big tech.