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.
What does that even mean?
In any case, it's not OpenAI, it's Microsoft, and it has a long history of winning and bouncing back.