The only winner (kind of), is the AI companies, with "token addicts" and subscription fees. But even that is in doubt, because of the data center debt[1][2] many are in and artificially low prices (to create addicts).
Unless laws are put up quickly to protect IP, which is doubtful (as courts and politicians are mostly clueless about technology), this has become the new weird reality.
[1] https://archive.ph/wWY2g (Investors dump data centre bonds as AI borrowers face ‘Darwin moment’)
[2] https://www.youtube.com/watch?v=KChHY1kDOFQ (AI Bubble | Ed Zitron)