I think the real fear is that there has been a brain drain of high-level AI talent to well-funded startups because those startups can move faster without having the extreme fear/caution of a large company like Google/Facebook. E.g. my guess is that OpenAI doesn't have an "Ethical AI" team who sees their role as primarily to put up roadblocks to releasing.

Hence not surprised by the big investment in Anthropic by Google.

There was a different dynamic there. Apple was clearly focussed on the higher end of the market (price point) and unwilling to compromise on profit margins, while willing to sacrifice pure market share. Google took advantage of that to win the distribution space focussing on lower price point phones on Android (and then expanding to higher price point devices).

With ChatGPT the threat is different and both are going after expanding usage.