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As told in Innovator's Dilemma mainframe companies would have told the exact same story right up until the cheaper alternative met all of their core needs. But in this case I don't think you get disrupted by copycats but instead by savvy business users building their own disposable alternatives which get just enough done.

Though I think one thing that is being overlooked is that Platforms are the hidden hero under all of this. A lot of AI products are benefiting from various cloud platforms that have been created that make it easy to deploy and opperate these apps. So as long as you are providing a sufficiently general, high productivity platform that can't be emulated by one of the major vendors you'll likely become the new runtime.