The AI (LLM) market as a whole is very immature, trying to guess today what it will look like in a decade based on the investments/behaviour of the first couple movers is pretty foolish. Even predicting for a specific submarket (ie, consumer LLM products like ChatGPT) is hard enough. Who knows what other categories could develop and be dominated by companies who narrow in on them and once the R&D progress starts flatlining like it always does.