Small teams building continuously get to write features that are 90% correct in a tenth of the time.
Big enterprises get to write features that are 90% correct barely twice as fast, because all of the bottleneck lies elsewhere. They also spend more on AI per user because of the internal dynamics pushing people to adopt AI irresponsibly. They can correct the 10% of errors slower than small teams because of bureaucracy, increasing the cost of errors that show up in the product. Furthermore, they have less to gain from a given amount of speedup because they had plenty of engineering velocity anyway compared to small teams.
I don't think big enterprises will start winning from AI technology until AI truly can automate almost everything in a company and let said company outproduce competitors by burning tokens alone. That's nowhere near possible right now.