Matt Levine has put this forward in his newsletter - if you're moderately influential you can go on TV and tell people that "X industry will be dead in 10 years" because of AI and then profit from the inevitable stock dip.

Because we live in the worst possible timeline the end result for AI companies does seem to be "too big to fail", where these massive investments will get foisted on working class people via a bailout or an IPO and index inclusion.

You're attributing way too much intent to what is the viewpoint of some random analyst at Goldman Sachs (who doesn't even control any purse strings). A year ago there was another big hullabaloo when a GS team wrote a long post about how AI companies would never make enough revenue.