They've generated a few trillion dollars in profit over the past few decades, and now they have tens of billions at their disposal to invest in R&D now that the

They've generated a few trillion dollars in profit over the past few decades, and now they have tens of billions at their disposal to invest in R&D now that there's a market beginning to demand it. From an innovators dilemma perspective, if they can pivot, they will have nailed the balance perfectly (granted, we may have fucked the planet in the process, but that's just an outcome of a demand function).