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I wouldn't be so quick about the data (from what I hear openai did a lot of data curation) and engineers (I don't think engineers at openai are any worse, and that are likely more focused), but Google does have a lot of money.

Sundar.

Innovator’s dilemma is how it’s called.

From Wikipedia:

"The Innovator's Dilemma: When New Technologies Cause Great Firms to Fail, first published in 1997, is the best-known work of the Harvard professor and businessman Clayton Christensen. It expands on the concept of disruptive technologies, a term he coined in a 1995 article "Disruptive Technologies: Catching the Wave".[1] It describes how large incumbent companies lose market share by listening to their customers and providing what appears to be the highest-value products, but new companies that serve low-value customers with poorly developed technology can improve that technology incrementally until it is good enough to quickly take market share from established business."

I guess Google is safe. They don't listen to their customers.