I’m not sure we agree on what zero sum here means, but one direct consequence of having a decent exit here is that the investors in Silo will get a capital return they can use to raise more funds.

I don’t know what the founders of Silo will do, but the investors are in the business of investing, and incrementally the viability of being an AI VC in this area has gone up (depends on the counterfactual but I think cash exit is better than some chance of IPO).