On the other hand, I think IBM’s problem is its finance focus and longterm decay of technical talent. It is well known for maintaining products for decades, but when’s the last time IBM came out with something really innovative? It touted Watson, but that was always more of a gimmick than an actually viable product.
Google has the resources and technical talent to compete with OpenAI. In fact, a lot of GPT is based on Google’s research. I think the main things that have held Google back are questions about how to monetize effectively, but it has little choice but to move forward now that OpenAI has thrown down the gauntlet.