Comment by eru

What makes you think so? So far, many new AI companies are sprouting and many of them seem to be able to roughly match the state-of-the-art very quickly. (But pushing the frontier seems to be harder.)

From the evidence we have so far, it does not look like there's any natural monopoly (or even natural oligopoly) in AI companies. Just the opposite. Especially with open weight models, or oven more so complete open source models.