This is a weird takeaway from the recent changes. Right now companies can scale because there's stupid amount of stupid money flowing into the AI craze, but that's going to end. Companies are already discovering the issues with monetising those systems. Sure, they can "let go" and burn the available cash, but the investors will come knocking finally. Since everyone figures out similar tech anyway, it's the people with most tech improvement experience that will be in the best position long term, while openai will be stuck trying to squeeze adverts and monitoring into their chat for cash flow.
Until we see progress slowing down, I don’t see venture capital disappearing in the race to ASI and beyond.