>- 2 won't use AI at all and simply be left behind and stagnate (or go bust)

Would why would they? As if their software being made faster is the differentiator?

In my career as a consumer (lol), choice was never about that. It was about the business proposition, pricing, quality of implementation, guarantees the company is gonna be there long term, them not being scumbags, and so on.

If anything software churn put me off, especially when it come at the cost of messing with my established use, or stability.