Most analysts don't differentiate between:
1) AI research as science and
2) Productization and engineering that science into something to sell.
While Google DeepMind focused on things that won Hassabis and Jumper Nobel prize in Chemistry, OpenAI took transformers architecture (Google researchers invented), built the first big model, and engineered it into a product.
Google has the best researchers, and does most research. When they finally chose to jump into the business and pull Hassabis and others from doing more important stuff to moneymaking, obviously they win.
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