Thats a weird take. Google/Alphabet can literaly just afford their AI investment.

Microsoft can as well.

So Anthropic only has a few thousand people which is nothing and OpenAI has also only a few thousand.

A lot of people working at these companies would find a new job easily and probably making a shit ton of money anyway.

The broader AI companies do not have that much venture capital, not that many peple and potentially not even that high of risks.

Deepseek didn't do their funding round because they could'nt even get the compute if they wanted to. So they might be very lean.

And even investors for OpenAI and Anthropic might accept that they stop R&D and just keep the services up and running as they are cost effective.

The bigger problem will be the industry itself: If i'm 5x more productive, and generate now more costs on the business, they will reduce headcounts to compensate for it.