While, there's a real risk of overselling the enthusiasm right now, there's a much bigger risk of complacency making dinosaurs stick their head in the sand and think nothing ever changes.

IMO, if ones thinks the lessons about competition between tech platforms from the previous few decades are 1-to-1 applicable in the current geopolitical, economical, and strategic state of the world, then that person is either not paying attention, or they're in denial.

Companies, governments, and militaries are looking around their office right now and realizing their organization could grind to a complete halt if Trump made a phone call to a very small handful of executives.

That's an existential risk, and organizations absolutely can and do choose products that are on their face inferior if it helps shield them from existential risk. (Western) Tech is one of few industries that has no institutional experience with dealing with geopolitical risk, but it's happening now.