teams that sit this out while competitors are hustling could be out of business before the dust settles. That’s a real, existential threat.

I would like to see proof of this. Why is it assumed that first to market is all that survives? If this were true there'd be no Apple Computer. Don't let those who want your money bully you into giving it to them.

I predict that companies that have become too dependent on AI workflows will be the ones going out of business when token or request costs rise to fill the gaps left by dwindling investment. At some point ROI will be expected.