> OpenAI and Anthropic may both fail, or may not, I don't know. But I'm sure there is some kind of viable business running some kind of AI in the cloud.

The problem is that the investment does not expect "some kind of viable business" ROI needs to be in the order of several trillion for this to make any sense.

Well sometimes when people invest money that does not work out.

That money may not be made back in the way people hope.

But there is a whole ecosystem of companies on OpenRouter etc. who have a viable commodity business serving Chinese open source models on GPUs. I'm sure at least some kind of business like that will survive even if OpenAI and Anthropic completely fail. And I'm sure AWS, GCP and Azure will end up having something like that too.