That's exactly what I think will happen. 3D is endgame for AI. 3D models are deterministic objects that provide continuity, while AI does non-deterministic abstract generation(thinking) + plans action plan for these 3d models.
Recent news on major AI scientists starting "world AI" companies confirm this trend.
So 3D soon will become a very important tech even compared to today.
That would be both feature completeness of the implementation and also some kind of a native USD authoring mode (editing the structure and layering multiple USD files properly), like Houdini Solaris or Nvidia Omniverse. For now Blender can’t even read/write MaterialX properly. (I’m not an insider though)
I really hope not, but I wouldn’t bet against it. The nature of products that take high capex to build and then have nearly zero marginal cost to reproduce is monopolies.
The same way Star Wars was still running in between the original series and the prequels. It had an active fan base and lots of side content that was constantly being produced.