Fragmentation at first and you hinder the first mover in this case OpenAI in sizing the market completely and later on you can acquire the necessary pieces to get back into the market or buy time to close the gap.

Current Microsoft strategy seems so push into this direction. Open Source certain technologies and acquire important pieces e.g. Github / Stake in OpenAI etc. to build a bigger picture that they can monetize later.

OpenAI is a real threat to Google & Facebook