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That's why it's titled "It's a ticking time bomb for enterprise" not necessarily for AI companies.
Hmm. Doesn't seem like it'll be good news for the average person afterwards then. But perhaps when the bomb goes off computer (ram) prices can go down(?).
If the bomb goes off AI companys' enterprise customers will die like flies. That's not good for business. If they scaled up too fast, AI companies can't get a return on their investments and die with their clients.
Depends though, because companies like Google and Meta are still ad platform companies first when looking at profits.
Not sure what the most likely, favourable outcome is supposed to look like atp.