Eh, seems likely to me existing companies are structured for human labor in a way that's hard to really hard to untangle — smart individuals can level up with this stuff, but remaking an entire company demands human-level AI (not there yet) or a mostly AI-fluent team (working with/through AI is a new skill and few workers have developed it).

New co's built by individuals who get AI are best positioned to unlock the dramatic effects of the technology, and it's going to take time for them to eclipse encumbent players and then seed the labor market with AI-fluent talent