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.
No, that's not at all obvious because building products for any given market is a radically different competency than research, and the kind of basic, fundamental research that tends to win Nobels is actually a competency a step further removed from product than normal corporate R&D; outside of Google-scale orgs, it's mostly (whether or not of Nobel quality) done at universities with both product-oriented research and actual productization done in industry, often based largely on published academic results, but generally with no strong direct connection between the people doing the basic research and the people winning the competition for successful commercial products.