I don't know why nobody has said this yet, but...

The eventual logical move is that they build a completely reinvented AI-native operating system.

The funding they're getting gives them the resources to build and compete on a fundamental level, IMHO.

If you don't believe me, look at the recent demo where they had Fable 5.2 build an OS from scratch.

They are coming for the whole stack, my opinion.

How would they make money from an operating system?

Why? Given that there is a limit of things that they can do, why would inventing a new "AI-native OS" be an interesting target? They could instead focus on solving actual existing problems in science and engineering, finding solutions to problem that people already care about and would pay money for, instead of putting a lot of effort into inventing a middle layer, that might be used to solve problems or maybe not.

There will be a lot of competition in that space, because everyone will try to build an "AI OS", whatever that means to them.

Based on how shoddy their customer facing applications are, I wouldn't trust any of these AI companies for an OS. It's like Google II - can't trust them to support a product longer than it took to develop it.