When google became the king of search the incumbents were so far behind that catching up wasnt possible and they thought their position was entrenched anyway. With LLMs openAI's competitors are at or close to their capability already and everyone knows they need to keep spending to remain relevant. So unless the cash pipeline dries up for competitors that is unlikely to happen. The reason for that is anyone who has invested knows that either they give up and hand everything to their competitors or someone else does. Which means you need to keep spending to outlast your competitors. These companies are too rich and there is too much VC money around and enough billionaires with more money than they and their descendants could spent in many lifetimes, and a huge amount of greed. If the money runs out that is because some very bad shit has occurred and LLMs will be the leats of our worries.