There's always three:

   Google buys Anthropic.
   Microsoft buys Open AI (or vice versa depending on how things go).
   SpaceGrok buys Cursor, limps along in 3rd place.
   Meta is the last man standing, get's stuck with Oracle, dies.

And then hopefully some open source models save us from this nightmare before China commadatises everything.

Edit: I forgot Amazon. Who knows what they will do. They're the wildcard anyway.