EDIT: typo
AI will most likely face the same, unless they can come up with ways to integrate the AI into the business. Similar to how people would benefit hugely from having personalized AIs that look out for them and their families. It would need to be more then just a "theme" on top of OpenAI / Claude etc; It would need to run locally... somehow. A lot of businesses can afford to buy or rent the hardware required, smaller businesses would probably need to use someone else's service for it.
What we call AI is still in its infancy and its going to be interesting to see if we get another AI winter and how much of the current tech sticks around. The LLMs we have today can be very useful if used responsibly, but we need something more around them to make them useful personalized AIs that can run on.. something at home and in the businesses datacenter.
Sure, the current board and c suites don't care. Your point is true. But the company is affected and it will be told as it goes in and out of the market and private equity: otherwise valuable, it will be less valuable on this score.
Larry Ellison won't care, but not all companies are Oracle.
