This what they said about Google. Google would be evil monopoly that no one can compete in Search and Ad business. An AI startup disrupted Google Search marker and made them panic and Google is falling apart in other areas as well by themselves.
I'm sorry; if you think Google has been in any material way "disrupted" by ChatGPT or any of its brethren, you either have been duped by propaganda from OpenAI or you are buried deep, deep in a Silicon Valley techbro bubble.
Google is still what everyone thinks of when they want to search the web, despite how bad its results have gotten in recent years. Even actual alternative search engines, like DuckDuckGo, are still very minor players in comparison.
Google is still the default for search, and the monopolist on search ads. Open AI has ways to go to beat Google, and going by the recent performance concerns of ChatGPT, it's not highly inspiring either.
So no one is too big to fail or compete.