them having an actual product with huge demand makes them immune
Just like Tesla was immune from all the naysayers which were saying its a highly unprofitable company which will 100% go bankrupt because its economics dont make any sense, and they lost huge amounts of money shorting the stock
Tesla is profitable, but income per share has been very low relative to share price. People who were short Tesla weren't necessarily betting on a bankruptcy, just that shareholders wouldn't put up with the low ROI for much longer. And depending on exactly when they shorted it, they might've actually made a profit.
In contrast, AI companies that are actually unprofitable are dependent on continuously raising additional money to sustain their operations, so a sudden drop in market confidence could become a self-fulfilling prophecy as it makes it more difficult to raise money which makes the business more risky which decreases market confidence in a downward spiral.
An actual product with huge demand is not enough to avert bankruptcy, you also need to serve that demand profitably (like Tesla does).
Just like Tesla was immune from all the naysayers which were saying its a highly unprofitable company which will 100% go bankrupt because its economics dont make any sense, and they lost huge amounts of money shorting the stock