I would say they are split. Users clearly capture a ton. Anthropic is IPO'ing although probably at lower than initially hoped for. Big players are making big bets (datacenters, money on training). I would say right now:
-workers (employees) make absolute killing
-users of the product make absolute killing
-capital is making risky bets that may pay-off but for now it's unclear if they will and if so if it's going to be fast enough to be worth it
-workers (employees) make absolute killing
-users of the product make absolute killing
-capital is making risky bets that may pay-off but for now it's unclear if they will and if so if it's going to be fast enough to be worth it