You're right in one respect; it's the Innovator's Dilemma. It's how monopolies have historically been weakened and eventually destroyed. I don't think we've see

You're right in one respect; it's the Innovator's Dilemma. It's how monopolies have historically been weakened and eventually destroyed. I don't think we've seen enough actual leadership (aside from simple rent-seeking) from Google, and I'm not even sure the erstwhile thought leaders haven't already left the building and been replaced by people who are more concerned with stock prices and DEI than with actual innovation. On the other hand, Google is still an incredibly formidable force, and it would be incredibly foolish for any prospective competitor (even in an adjacent field like AI) to ignore them. But, lest you be too freaked out: just remember Google Stadia.