And at one point in the 90s, Internet=Netscape Navigator.

I see Google doing to OpenAI today what Microsoft did to Netscape back then, using their dominant position across multiple channels (browser, search, Android) to leverage their way ahead of the first mover.

That's funny, the way I see it is Microsoft put tens of billions of dollars behind an effort to catch Google on the wrong foot, or at least make Google look bad, but they backed the wrong guy and it isn't quite going to make it to orbit.