My guess is we've got a speculative bubble and bust to get through first. Now that LLMs are running into hard limits, i.e., they don't work as advertised, I expect to see shares in the relevant stocks flogged relentlessly to get them out of the hands of their current owners and into those of as many chumps as possible, before the bottom falls out and the companies in question move inexorably toward their ultimate role as object lessons in speculative absurdity. Hang on!