I think this calculation is bad? I mean, they take sand and produce AI chips, and then the AI chips turn electricity into entertainment. So highly productive use of resources. Global entertainment industry is $3 trillion, easily justifies investment when combined with coding usage. So restructuring the economy etc. - those are moonshots that are like the cherry on top.

AI companies just need to capture more than half of the entire global entertainment market to avoid insolvency.

Seems unlikely, especially before the investment money runs out.