Not really, because investors will sooner or later want to see real returns on what they invested. Tokens are suddenly not dirt cheap and enterprises are screwed.
It's like selling dope, once they're addicted, a dealer could turn the screw on them
That's why it's an issue for investors. Their investment may not payout. But the things that were built will still have been built and available to sell for related purposes, the models that were trained will still be trained, and so on.
If things don't end up working out a lot of people have already been (and in the future will be) paid. It's the investors that will lose out, not the subscriber.
Not if they IPO and some other sucker buys the stock.
When I compare different foundational models on the problems I solve with AI, the differences are not that large to prevent a switch if the price gets too high. I do this like each 6 months, just to assess what is the risk of getting dependent on one provider. It's not yet worring, at least for my use-cases.