On the first point, I'm not sure. I definitely agree that left to their own devices the AIbros would just keep expanding and battling each other and chasing ever more pie in the sky. But I don't think they'll be left to themselves. I think the MBAs will move in and take over, and it'll shift to standard corporate tactics of buyouts and mergers and bankruptcies and liquidations, and inevitable consolidation.

On the second, I agree. I think the web is actually going to effectively split into a commercial system of monolithic corporations and subscriptions and fixed hardware and a much less formal true web of small servers and self hosting and ad hoc networks.