> most of the technology in ChatGPT came from Google research efforts

Google is also a bit notorious in the ML space for taking concepts from other companies and academy, making a couple changes and slipping a google logo on it and then dubiously claiming superior performance (see the inception convnets, photo coloration and object removal etc, even the transformer itself to some degree)

They deserve credit for the transformer but I’m not sure that means they will have a leg up here overall. I agree though it is likely to be the bureaucracy that will take them down if they in fact do not succeed.