The answer is as straightforward as it is obvious.

AI harvesting bots gain nothing from "memorable" domain names, and computer-generated URLs don't care whether they're dictionary words, IP addresses, or gibberish.

Thus, Internet addresses that target bots can (and will increasingly) use http://randomcharacters.cheapestTLD or randomcharacters.COM and be just fine

IOW: your investment in a stable of speculative addresses, or a shiny new gTLD,  is not increasing in value. They were already decreasing as people used search engines to find Internet destinations; now as search becomes supercharged by AI the need for human-readable (let alone "memorable") the need decreases by the day.

Impact on ICANN: decreased revenue and status as the sugar daddy of Internet governance.

- Evan