I think it'll be Google and effectively Microsoft -- OpenAI is already so partnered with Microsoft, and if OpenAI messes up financially, Microsoft will end up bailing it out in exchange for majority ownership. So yes the music may stop playing but that doesn't mean OpenAI disappears, but maybe Sam does.

Unless there are antitrust concerns, but that's hard to see because Google is competition and Anthropic will probably remain the third more niche player.