And why, exactly, would the other players not be able to simply do the same? Since all the important parts of the tech are widely understood and largely published?
Why has no one else been able to replicate Google, Apple, Facebook, Amazon, Salesforce, Oracle, IBM, Cisco, HP even though all of the tech is largely out there?
Because half of those have a real moat. Facebook has a strong network effect. Apple controls a platform and is deeply integrated between devices. There are cases to be made to a lesser degree for Amazon and Google and Salesforce.
Oracle, IBM, Cisco and HP have all strong competitors and hardly a unique product.