Before thinking about investing in AI, it might be worth watching the all in podcast from last week (not the most recent one) https://www.youtube.com/watch?v=qQ544sWC8ZQ

I am not saying the hosts are right about everything but they made a point that the first to the market may not be the eventual winner and provided some examples of how revolutionary ideas such as a cell phone/smart phone were iterated several times before major leaders broke away.

The same can be seen with search and other technologies.