Honestly, if you look at the FAANGs as well, possibly the most successful current businesses, 2 out of the 5 are just ad dependent. If there was a new revolutionary method of as delivery that supplanted mobile/web, then Google and Facebook would basically go the way of print media, but worse, because print media at least bought some time by being 50% ads and 50% subscriptions usually.

I don’t understand Amazon so I can’t really comment on it.

Netflix would probably do fine.

Apple would also likely do fine overall, but growth would reduce. It remains to be seen if the slowing growth would lead them to throw away what’s made them successful.