I would expect it will be the market leader yes. But is there a market large enough to support the investment? That is debatable. If there isn’t then they will be in a deficit that is likely to do serious damage to the economy and investor confidence.

Currently there is no hard ROI on LLMs for example other than force bundling and using it to leverage soft outcomes (layoffs) and generating trash. User interest and revenue drops off fairly quickly. And there are regulations coming in elsewhere.

It’s really not looking good.