Taking a guess here but, I think what they're saying is, if most investors have gone all-in on AI, and the bubble pops, who will be investing in the next big thing? What investors will still have money to invest?
These kind of investors are rarely really “all in.” As in they literally have their last dollar invested in a risky endeavor. They’ll be fine. They’ll still be rich, and they’ll still be looking for more pipe dreams to throw their gobs of money at.