This gift NYT article is worth your time. It describes how Google, Apple, Microsoft, and the rest caught the same sort of stupid that the big US automakers did in the 1960-70s and lost their dominance and power because they lived off of monopoly and group think.
https://www.nytimes.com/2025/02/04/opinion/deepseek-ai-big-tech.html?unlocked_article_code=1.uU4.arGL.S-F1ZZ2KThOd&smid=url-share