It's highlighted in this article briefly, particularly the section about integration: One cannot win the AI product arms race without a core solution to a real problem. This is why most "winners" currently, are either the ones with dominant control over access to AI (those who rent out hardware to use expensive AI, access to easy to use AI - basically google and microsoft for both categories lol). The next winners are those who control access to integral data needed for AI to be useful in that niche.

Everyone else is running around with a hammer, desperately looking for a 2x4. Applying it anywhere and everywhere hoping it does something, but I reckon for most of them if they were to do a cost analysis in the next ~5 years they'll have noticed how costly it was and how little it changed for their core solution.

The heavy hitters and potential big winners (outside of the above noted gatekeepers) are still yet to come thankfully.