We expect that DNNs will a fundamental thread to computing going forward. AFGAM has effectively locked up all of the talent and data in the broadest markets already. Not only that they are building and deploying the frameworks that new products will be built on in those other markets. So they don't need to create the product, they just need YOU to use Tensorflow or CUDA or whatever they come up with that runs on GoogleCloudGPU or Azure Compute etc...
What you're missing is that it's not about making a few million as a startup. It's that they are so far ahead in what is the most fundamental game changing, final human technology that I don't see a future where they are unseated.