As far as I understand the $100k fee applies only to consulate issued H1Bs. L1 -> H1B path (via AOS) is possible without fee. (Recent) US university graduates can also use similar path from what I understand.

We will see how much the $100k fee affects things during this H1B lottery round in few weeks.

Exactly https://news.bloomberglaw.com/daily-labor-report/few-us-busi...

> Only about 70 employers have paid a $100,000 Trump fee on H-1B workers from outside the US since it was imposed through a September White House proclamation, a government attorney said Thursday.