Tech is the least important thing even for a tech company. Unless you are a 10x better than anyone else in the game. This did happen once for a while but you can do it without AI anyway — and probably better for you because it’s a lot more difficult to copy yours. However, hardware oriented companies may be the outliers.
The ability to rent cheap AI capacities, the ability to push to a million consumers, the ability to persuade for large contracts, these are the most important ones.