It may solve the problem of anthropic and open ai going out of business with all major consequences that would have for the rest of the US.
"Puncture expectations of a multi-trillion dollar valuation" OTOH seems quite likely to me.
Kimi K3.1 is top 5 on AA and half the price of Opus 5.5, Qwen4 is coming soon. There is near zero difference for most tasks, so it matters less today and even less as time goes on. Price is now the top concern for a reason.
However, capability could plateau or reach a point where most of the market can't tell the difference and isn't willing to pay a premium.