It's more about billions at stake and the nature of AI business. You either score big, or go belly up with diminishing funding.

Well let's be fair here - you either go belly up with diminishing funding or get bailed out (maybe by the government, maybe by private funds that themselves expect to be bailed out by the government).

There currently is no path towards profitability, it's just a question of whether you can grab funding before it dries up.