It really is a damned if you do, damned if you don't.
Google had to join the field and come up with their own AI model, hoping to outlast competition. Was it really necessary though?
Apple fumbled the AI chase, then made a seemingly wise decision to onboard functionalities from external companies and they do not seem to be suffering too much.
It likely is a case hubris, everyone wants a slice of the AI bubble's money and once they put money in, they can only keep digging themselves deeper into the hole.
# Tesla's $16.8B Terafab — Can the AI Supply Chain Rally Find Its Catalyst

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