This feels extremely ungenerous to the Big Tech companies.
What's wrong with trying out 100 different AI features across your product suite, and then seeing which ones "stick"? You figure out the 10 that users find really valuable, another 10 that will be super-valuable with improvement, and eventually drop the other 80.
Especially when if Microsoft tries something and Google doesn't, that suddenly gives Microsoft a huge lead in a particular product, and Google is left behind because they didn't experiment enough. Because you're right -- Google investors wouldn't like that, and would be totally justified.
The fact is, it's often hard to tell which features users will find valuable in advance. And when being 6 or 12 months late to the party can be the difference between your product maintaining its competitive lead vs. going the way of WordPerfect or Lotus 123 -- then the smart, rational, strategic thing to do is to build as many features as possible around the technology, and then see what works.
I would suggest that if Adobe is being slower with rolling out AI features, it might be more because of their extreme monopoly position in a lot of their products, thanks to the stickiness of their file formats. That they simply don't need to compete as much, which is bad.