That seems to be true for any startup that offers a wrapper to existing AIs rather than an AI on their own. The lucky ones might be bought but many if not most of them will perish trying to compete with companies that actually create AI models and companies large enough to integrate their own wrappers.
Actually just wrote about this: https://aimode.substack.com/p/openai-is-below-above-and-arou...
not sure if it binary like that but as startups we will probably collect the scraps leftover indeed instead