How? OpenAI and Antrophic are basically the Big 2 racing away at light speed; the others who can't get near them are perhaps shaky & vulnerable. And sure, there's a garden full of those.
Google likely has its market share too, you can track how fast Cloud revenue increased.
Because the market almost certainly can’t support two foundation model labs given the increasingly little difference across models and the massive sums of cash required to keep it all going. There is no big 2, just a race to survive and be the big 1.