Hold on... we went from talking about disruptive technologies (where a startup had a chance to create/take a market) to sustaining technologies (where only leaders can push the state-of-the-art). Mobile was disruptive; AI (really, LLMs) is sustaining (just look at the capex spend from the big clouds). This is old school competition with some ideological BS thrown in for good measure --sure, go ahead and accelerate humanity; just need a few dozen datacenters to do so.
I am holding out hope that a breakthrough will create a disruptive LLM/AI tech, but until then...