I believe Open RAN is mega trend. Changes seem slow, but can’t go against. Similar to software defined network.
If you observe Verizon, one of largest public network operator & RAN equipment buyer, already getting RU and DU from different vendors at the same cell sites.
And a few early adapting MNO’s deploys radio network function (DU, CU) on COTS.
Once 2 deployments become common, I believe various public/enterprise/gov use cases would require specific functions can be innovated by many software providers.
If I look back what happened to Sun microsystems and HP, incumbent RAN vendors management would worry, but employees can be part of innovations at new opportunities.