Being the first to achieve something does not make you a winner. This lesson has been taught countless times in tech from Yahoo to MySpace yet people believe OpenAI has won.
At least Google can pivot a new version of adsense easily with this products.
Technology!=business viability
That's what many first mover don't think about
But yes, first movers don’t always win. They have an advantage when there are network effects, but there’s a lot more to it.