Isn't this similar to what happened with opengl (industry consortium, no clear driver) vs directx (ms owns; highly motivated; actually pretty decent a couple revs in)? Carmack seems to now find DirectX superior [1]. Note I'm not a graphics programmer so this is just my superficial understanding of the matter.
The quote from AMD's dev relations manager is damning: "AMD's GPU worldwide developer relations manager, Richard Huddy, agrees. He added that the actual innovation in graphics has been driven by Microsoft in the last ten or so years. 'OpenGL has largely been tracking that, rather than coming up with new methods,' he said. 'The geometry shader, for example, which came in with Vista and DirectX 10, is wholly Microsoft's invention in the first place.'" [1 also]
The quote from AMD's dev relations manager is damning: "AMD's GPU worldwide developer relations manager, Richard Huddy, agrees. He added that the actual innovation in graphics has been driven by Microsoft in the last ten or so years. 'OpenGL has largely been tracking that, rather than coming up with new methods,' he said. 'The geometry shader, for example, which came in with Vista and DirectX 10, is wholly Microsoft's invention in the first place.'" [1 also]
[1] http://www.tomshardware.com/news/john-Carmack-DirectX-OpenGL...