Because their weakness is in focus and execution, not resources. If they focused all of their energy on, simply, a frontier AI model, and not trying to shoehor

Because their weakness is in focus and execution, not resources. If they focused all of their energy on, simply, a frontier AI model, and not trying to shoehorn a half-complete model into all of their products, there is no doubt they would be ahead. But this is the innovator's dilemma, and why it is that startups are the disruptors. Big companies move slow and lack focus. Small companies move fast and can only focus on one thing.