Well it would be in oxide's interest to do that before their competitors do if it's profitable, right? Wouldn't the more established companies have more money to invest in research and development to try to beat oxide to their own follow-up, now that the market has spoken in oxide's favor?

This is the concept I'm referring to:

https://gwern.net/complement

https://www.joelonsoftware.com/2002/06/12/strategy-letter-v/