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.
Reminds me of a quote: "A civilization is a heritage of beliefs, customs, and knowledge slowly accumulated in the course of centuries, elements difficult at times to justify by logic, but justifying themselves as paths when they lead somewhere, since they open up for man his inner distance." - Antoine de Saint-Exupery.