Clay Christenson in the “Innovators Dilemma” would call AI a “sustaining innovation” not a “disruptive innovation”.

At the end of the day. Open AI is losing billions of dollars and Google caught up while still seeing record revenues and profits using its own infrastructure and TPUs

Even the laggard Apple is reportedly just going to throw a billion (chump change) at Google for its model and keep selling phones and other hardware while OpenAI is reportedly working on a “smart egg”