A la carte in AI is going to be the name of the game for a couple reasons:

- Avoids regulatory scrutiny (for now at least)

- Nobody is actually entrenched enough for customers to matter

- Weird "celebrity" culture in tech, and AI especially. Everyone is looking for a "whisperer" or a "godfather" or whatever.

- Investors still get paid out

Smart operational talent will probably adapt by demanding higher salary, signing bonuses, severance packages in lieu of equity. Distribution of the true "lottery tickets" will get more uneven.