Why should they be in that market at all? I don't understand why we've got to this place where every big tech company needs to have it's fingers in every pie or

Why should they be in that market at all? I don't understand why we've got to this place where every big tech company needs to have it's fingers in every pie or "they're falling behind". AI / LLMs look to be on their way to being infrastructure more than product in and of themselves. A patient huge company could build on top of what others are doing and wait for the market to settle, then buy for vertical integration.