I don't think long term any of the AI companies are going to survive. The more the costs go up the more incentivized someone is to come up with a more efficient model that doesn't require the Earth into a planet-sized data center. Obviously the likes have open AI don't want that because then they'd lose control.

It's a stupid thing for him to say out loud, because the way tech has been, the consumer market is never going to be a threat by self hosting instead of renting it. Time and time again the consumer market has displayed that it will happily toss money at uncertain subscriptions. Even when they buy home electronics, they don't seem to mind when it's inexorably tied to a company cloud service subject to termination at will. Same for businesses. Even for things that are trivial to self host, or things that don't get value from an online service at all, people go for the cloud tied option.