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.
Unless they had something in their “DNA” that allowed them to build enough compute and pay their employees, they were never going to “win” without a mass infusion of cash and only three companies had enough compute and revenue to throw at them and only two companies had relationships with big enterprise and compute - Amazon and Microsoft.