I don't know why you're getting downvoted. You're spot on.

Almost everyone developing their own AI is doomed to fail. I would not be surprised that when the dust settles, Microsoft CoPilot and Google Gemini will be left standing while OpenAI and Anthropic fade away. They will get what they need and then throw them away.

"Embrace, extend, extinguish" is the same playbook for decades, and you can only do that when you make money. Yes, making money still matters and post-capitalism is a big fat lie.