If Ed Zitron -- the best journalist/analyst I've encountered in the AI bubble world -- is right about this, Larry Ellison's Oracle is toast. If so, he'll still be ultra-rich but a LOT of other people will lose an unbelievable amount of money.
https://www.wheresyoured.at/how-openai-kills-oracle/?ref=ed-zitrons-wheres-your-ed-at-newsletter