I think the other thing driving this is the market / investors. Companies have to get involved in this field because it's all the buzz, while everything else y

I think the other thing driving this is the market / investors. Companies have to get involved in this field because it's all the buzz, while everything else you said is true, this means companies have no choice to get involved. If someone like Adobe, google etc, doesn't get into the game, they are sure going to be a lot of questions on there next investment / financial calls. The incumbents need to keep up appearances and not look like they are behind / unaware of AI, else investors will be worried that they will simply be sidelined/replaced at some point in the future.