If you want to show that that there's a risk of disaster you need to do better than making a silly analogy. Companies will often start expensive projects that fail and then they pick themselves up and move on. Big, profitable companies can afford bigger failures. Google has had a slew of failed projects, and Meta's metaverse stuff tanked, and they're still fine. They can afford to experiment.
So which companies are betting so big that it might actually threaten them? Oracle maybe?