The gamble: gunning for market supremacy before investor cash dries up.
The real gamble: betting there is a large enough pool of c-suite that doesn't fundamentally grasp the concept of vertical integration that they're willing to pay to train their competition. Because if you think AI companies aren't training models how to do everything your company does with your data you are deeply delusional.
The real real gamble: praying sovereign governments stay anesthitized to the national security implications of a handful of extra-national organizations operating the conputer security equivalent of WMD with no oversight.