And, more likely, if a small company does come up with a great AI, they're going to get bought be Google, not compete. Reason being you are still going to need the sheer hardware capacity (a LOT of it) to process so much data. I remember a good article about how YouTube would have likely hit serious trouble had Google not bought them. YouTube was starting to crumble under the exponential growth in load, and Google was perfectly matched to provide infrastructure support.