THe problem with analogies is that they are imperfect.

I would argue those who already rule the world, will continue to do so.

What happens to OAI and Anthropic? No idea, probs go bust. Google just has to offer a half-decent offering in the long run and have a cost-advantage and it'll eventually knock OAI and Anthropic out as firms figure out what combination of models they want to be best for their economics and generating returns. Enterprises trust google over OAI and Anthropic. A clear signal of this was the Apple deal.

Dont forget those sweet returns fellas! CEO's are hired to make the owners wealthier. That is not gone.