An interesting thought experiment for me is I wonder when we read a statement like this from someone like Nvidia, Microsoft, Google, etc. in the future? The world changes around companies, and no empire lasts forever. Ask IBM. Ask the Dutch East India Company. Kodak didn’t adapt to a filmless world, what are FAANG companies not adapting to now?

Probably not within our lifetimes. IBM is still around. We can see from companies like Sears that it can take a long time for a company to completely disappear. They lasted what around 125 years right? Would be interesting to see how long NVIDIA lasts. Out of the companies you mentioned, if we look really long term they are the most replaceable, ie. on a long enough time horizon the Chinese could completely replicate/leapfrog what they do, they could become completely commoditized like sound cards were, or someone comes along that makes them irrelevant. Google/Microsoft have long term lock in that will keep them at the very least a trailing edge player just due to all the lock in and the bureaucracy of switching that entails.