It's an interesting story but a weird analogy and moral. What would have been better if the other 3,999 carriage companies had all tried to make automobiles? Probably about 3,990 shitty cars and a few more mild successes. I'm not sure that's any better.
That's what I see with AI. Every company wants to suddenly "be an AI company", although few are sure what that means. Companies that were legitimately very good at a specific thing are now more interested in being mediocre at the same thing as everyone else. Maybe this will work out in the long tun but right now it's a pain in the ass.