Sure, AI might be in a bubble.
But AI giants today can crush big guys in financial industry.
Companies like Citadel and Citadel Securities compete with peers on talents and infra.
Infra is more influenced by compute and thus controlled by AI giants.
Talents will gradually be competed away by better AI models, support by AI giants.
So it does seem to me that if AI giants want to support someone that is friendlier towards AI, the can tilt the lanscape.