My observation for in this new technology compitition is that
1. Micro services =>
Microsoft ( Service fabric)
Docker ( containers)
Netflix and others...
2. Hadoop and Spark
Hadoop from Yahoo
Spark as open source
Microsoft integration with Data bricks
Data bricks. ( leader in this pace.)
3. AI ( machine learning, generative AI, RAG...)
Chat GPT..( Generative AI)
Open AI, microsoft ( generative AI, RAG...)
Deep seek,,gemeni..(Google), amazon, nvideo etc...
At the end of the race in any of those new technologies.. I am sure a start up / medium size company wins in next 2 years.