Of course they can and they already did , openAI is one , Tesla could launch their tesla phones anytime now and capture a big part of the market , 500B for stargate investement for deep tech and software infrastructure , not supporting but this is the reality
Discussion
Sure, good point with openAI... Although I still have my doubts as to whether this is a technology that any particular incumbent can effectively monopolize, or whether it winds up being a "commodity" that everyone has.
"Deep tech" is another thing, because anything non-digital is inherently more difficult to copy, and achieve scale... I guess my point is that it seems SpaceX is way further ahead of its competition than openAI is...