I suspect the market won't split into "AI companies" and "non-AI companies". It will split into companies that measure outcomes versus companies that mandate tools.

I've worked at places that mandated a particular editor, programming language, or methodology. Those mandates were rarely the reason people joined. The healthier organizations tended to define the outcome they wanted and let engineers choose the tools, provided the results justified the choice.

I wouldn't be surprised if AI ends up following the same pattern.