Is market economics catching up with the AI market?

In this article, Cathie Wood talks about the big 4 players in AI becoming 2

It reminds me of market economics and how this always plays out

You are probably aware In marketing there is usually only 2, 3 maybe 4 big players

Take the CRM market you have Salesforce as market leader

Then Hubspot, Msft Dynamics and then a long tail of small vendors 

In ERP, (the market I worked in) there was Oracle (who I worked for), SAP and Workday

The only way you can get from being a small vendor to get to being a big vendor is to spend more than the big vendors on marketing

That means having a bigger marketing budget than the market leader

That means spending more on sales, so having more sales people than the market leader

OR by doing something disruptive 

If you are a vendor and want to do something disruptive in the market, DM me