Yeah I think it'll consolidate around one or two players. Mostly likely Xai, even though they're behind at the moment. No one can compete with the orbital infrastructure, if that works out. Big if. That's all a different topic.
But I feel you, part of me wants to quit too, but can't afford that yet.
I'm sorry but if you are taking orbital datacenters seriously in the same posts as boosting AI, it's hard not to discount your takes on AI severely.