Agree all. And as the revenues become questionable, the frontier labs practices will necessarily become (more) questionable. Vicious cycle.
To avert that dynamic, the frontier labs must deflect and otherwise act to prevent this controversy from breaking through. Both to the general public, but also more specifically to the firms' decision-makers. All of whom are generally aware of the IP issues, and some of whom are aware of what happened with Cursor and Figma, but with few exceptions have not yet themselves acted to protect their property.