Yeah you're right about investments like pensions/401k whatever. I won't be a winner, we will see if I even will be a survivor. I don't think the major Ai companies will completely die because most of them have other revenue sources, Nvidia Microsoft etc will still be there and there stock will still be valuable. Anthropic may turn to ash, openai will probably be incorporated into Microsoft. The small companies selling bespoke Ai solutions may die or thrive depending on if they are actually producing something useful but likely won't have a tremendous effect on the stock market.
Just like the dot com bubble, useful companies with thrive and useless ones living off vc funding with die. I don't think Ai is like 3d tvs where it was everywhere and then no where. I have a feeling it's more like dot Com where there is so much over investment which will correct itself but won't go to 0.
Really? Not just stock price goes up but actual profit? I know they went into funko pops and such but surprised that can cover the cost of their stores and land...