As do Amazon and Apple who aren't just sitting back doing nothing.
So I think even 4th place is putting it nicely. Far more likely to be 6th at best.
Since when? If that's the case then why are Meta, Microsoft, Amazon and even Google not nr 1 right now?
IMO the deciding factor for success is super obviously leadership. Hence why xAI got 6 billy thrown at it.
Microsoft is nr 1 right now, via OpenAI. Microsoft was behind on AI so they sent their compute for 49% of OpenAI and full access to OpenAI's models.