I understand your thoughts regarding pace but I don't think that places like ChatGPT will improve at the same rate especially if their rather disappointing recent release is anything to go by.

Hardware can be bought or rented, and AI talent isn't US centric or anything, it exists in many industries and will easily be found. Any knowledge that is missing will be learned. Possibly even better than competitors as there are many flaws in existing options.

Many USPs are out there, from focused use cases, to accuracy all of which could be extremely useful.