Winner take all is a farce. It didn't work for Uber when they tried to out-spend the competition, Lyft is still very much a thing, and so are taxis (the non-robo kind). There will always be many, many AI companies and trying to execute "winner take all" in this space is only going to make more problems and waste a shit-ton of money.
If you subscribe to an AGI/ASI view, the stakes are different than the network effects that Uber thinks they could get. Success here would mean you could theoretically pull away from the competition so far and so fast, whether that be at a company or nation-state level.