The speaker says it is unclear whether companies focused on scaling AI can directly build viable, highly scalable business models, and whether the market can support many such companies.

“And there's a few companies that are sort of still stick with the scaling up of, of the AI business, but it's not as clear, uh, how you would sort of directly turn this into a viable, sort of really scalable bu-business model, and if there's even room for many of these.”