I am also a fan of Clayton Christensen's The Innovator's Dilemma, and connecting the dots I can't help but wonder what's after what comes next.
OpenAI is out there very prominently, but so was AOL; but the long game didn't belong to AOL, it was created by disruptive business models like Amazon/eBay, Yahoo->Google, MySpace->Facebook and others.
At the same time timelines are faster and more compressed in this AI-era than in the internet era.
So, what is around the corner? Who will leverage the second-to-market advantage standing on the shoulders of the early giants?