It might not seem like the case right now, but I think the real disruption is just about to begin. OpenAI does not have in its DNA to win, they're too short-sighted and reactive. Big techs will have incredible distribution power but a real disruptor must be brewing somewhere unnoticed, for now.
Anthropic formed from people who split from OpenAI, and xAI in response to either the company or ChatGPT, so people would have plenty of options.
If the staff had as little to go on as the rest of us, then the board did something that looked wild and unpredictable, which is an acute employment threat all by itself.