They'll still have their dedicated enterprise customers. I think the Chinese providers will pull more of the single users who're paying their own way, than those backed by company budget. And it's a pretty good split as the demand becomes better distributed, resulting in better service (I'll never forgot must how bad access to Claude became until they got access to Colossus) and less potential for lock-in (we really don't want there to be a duopoly, etc on good AI).