They won't, because this isn't how you run a tech company successfully. You don't raise billions of dollars, hire thousands of employees, and take several years just to get anything to market. (Nevermind that what they got to market cost a fortune and by all accounts is massively underwhelming.) I can't think of a single successful company that started this way, but I can think of many failures.

They're a hedge bet made by VCs who don't want their LPs asking "why didn't you bet on the obvious market leader?" if AR blows up.

They cannot do anything but fail.