I'd think that it's a winner take most type of situation, most of these big companies are focused heavily on AI development and it seems more breakthroughs are ahead of us. What AI brings to the table, in terms of economic output will probably be multiples of what the internet brought.
Historically it was winner take most. However, if they are simply building something that becomes a commodity, it will be interesting to see if they are just reproduced.
After all, much of the training is on the same data.
Right, the same data will just be interpreted in different sorts of ways without creating something truly different from it. Perhaps, AI's main advantage could be speeding up processes that normally take a lot of time to complete.