It happens as soon as they can't get more investments, up until now they could live on investment money but now they need real profits.

Theyre desperate to meet those lofty revenue objectives they put in their spreadsheet model.

Its kinda comical seeing this play out. I still laugh at the deluded fools who think something even close to AGI is here or coming in the future. If that were true, why haven't we seen genius plays from OAI and Anthropic, progressively over-time, if intelligence rises as compute scales up? If anything we are seeing the opposite.