It's not clear to me that one horse-sized AI allows you to outcompete 100 duck-sized AIs in use by everyone else once you factor in the non-intelligence contributions that the others with weaker AIs bring to the table.

There's a lot more to building a successful product than how smart your engineers/agents are, how many engineers/agents you have, and capital.

Google, for example, can be extremely dysfunctional at launching new products despite unimaginably vast resources. They often lack intangible elements to success, such as empathizing with your customers' needs.

If we were in a world where AI was not already widespread, then I would agree that having strong AI would be an immense competitive advantage. However, in a world where "good enough" AI is increasingly widespread, the competitive advantage of strong AI diminishes as time goes on.