I don't know about that they have multiple successful businesses with or without AI and they stand to have all of OpenAI's IP when they implode (their license gives them free access to fork all of OpenAI's AI models with the sole exception of some hypothetical future artificial general intelligence) my guess is they take a hit to the stock price but so will everyone else and they will go on a shopping spree of buying up any IP or infrastructure left after the bubble pops.