There’s a notable difference between saying those companies may crater, and predicting confidently that they will crater. The wording of your comment makes it seem like a foregone conclusion.
for real i hold the opposing view i think openai will be a 5-10T dollar company in the next 5 years, but im speculating just as much as he is.
Because it is, there isn’t enough money to be made to cover their valuation and their competition are essentially free by comparison.