If Cloudflare demonstrates it can reliably distinguish AI scraper traffic from human traffic, then they will be able to force AI companies to step up, no assumption necessary. Still a big if, but (this one clause you quoted notwithstanding) it doesn't read to me like they're relying on the goodwill of AI companies.
Edit: Re-read it and just noticed this:
> assuming the AI companies are willing to step up, support the ecosystem, and pay for the content that is the most valuable to them
Lolllllll. Y'all are gonna love my pitch for an airline startup. It begins, "assuming we can turn off gravity..."