For example Amazon Kindle was not the first eReader. But its platform-ecosystem was years sooner than Barnes & Nobles Nook and Kindle won out.
Amazon itself is technically a "second mover" because there was an obscure online book shop before, but no one else from the established sales companies or Walmart could compete with them.
Tesla was not the first electric car. But it is arguably the first reaching a production of a million, so it is the first e-car from a "main" manufacturer?
Incumbent companies have huge advantages, and it takes a lot to dislodge them even with new technology (as in your Amazon example.) Basically they have to be unwilling to match competitors' tech over a long period of time.
In my life I've seen that happen a handful of times. When it does, it's usually due to (1) tragic management ineptitude over an extended period of time, or (2) fear of cannibalizing an existing profitable business (e.g.,: Kodak refusing to move from film to digital cameras, or the car industry being slow to re-invest away from ICE production.) I see no evidence (yet) that AI-enhanced search is going to threaten Google's core business of "displaying ads on relevant search results", so the main risk here is long-term management failure. Right now Google's management is doing everything it can to signal (to shareholders and partners) that they're going to throw every resource they have at the problem.
Kodak actually had one of the first digital cameras, and the company still exists. And automotive OEMs are investing heavily into EVs, and they do this comparatively fast for companies of the size we are talking about.
For example Amazon Kindle was not the first eReader. But its platform-ecosystem was years sooner than Barnes & Nobles Nook and Kindle won out.
Amazon itself is technically a "second mover" because there was an obscure online book shop before, but no one else from the established sales companies or Walmart could compete with them.
Tesla was not the first electric car. But it is arguably the first reaching a production of a million, so it is the first e-car from a "main" manufacturer?