The innovator's dilemma is real. IMO none of the big DAWs are well-positioned to capitalize on AI, but that doesn't mean they couldn't.

I'd argue music generation is different from image or code generation. It's closer to being purely art. Take image generation for example. Most of the disruption is coming from competition with graphic design, marketing, creative/production processes, etc. The art world isn't up in arms about AI "art" competing with human art.

It does mean. The switch from writing “applicable” software to creating cutting edge AI is almost impossible. The parent comment makes great examples, we can add to that list JetBrains (amazing IDEs, zero ability to catch up with ML), for example. It’s a very different fast-paced scientific driven domain.