Yeah I don't dispute they have (had?) successful products. Just saying for a company to abandon successful products in favor of a wildly costly gamble is insane. To even arrive at the point where it seems like a "tradeoff" is delusional thinking--like, "we're going to stop supporting this successful product because the future value of this other thing is greater"... what? They've contorted themselves into believing that the future value that product is irrelevant, and all their customers whose trust they're burning are irrelevant, because... chatbots?
It seems reckless and unnecessary even if the gamble were 100% a sure thing, which no gamble ever is.
Even if AI is a game changer, it doesn't mean that your business model will have a role in it.