The number of compute is certainly almost half of the battle. With the other half the available data. Meta with FB, and Insta has a lot to draw from, and can continue to do so in the foreseeable future. Elon with Twitter has something similar. I think most companies have already legally or illegally gotten a lot of information from the internet, as we've seen from OpenAI. I think the real battle starts once data becomes so scarce that only those that have access to them get it.