> None of these big tech companies have leveraged AI to build anything remotely interesting from a product perspective.

Not true. Ironically, the first exception I can think of is Github Copilot.

It is true these companies haven’t recouped anywhere near the $trillion they’ve invested in AI.

Only a sentence later do I explicitly reference Github Copilot; yet they belong on the list because despite having every advantage a company could have, the resources of a megacorporation, all the source code in the world, the semi-independence of a smaller team; they still managed to produce a mediocre and uninteresting product.

But, again: I think that state for Copilot is totally fine for Github. That product state of "its there, its builtin, and its fine" is a fantastic and extremely efficient market to service.