Google, Microsoft, Meta, and Amazon.
In the early internet days, there were no web-native companies. No entities really using the reach and software distribution power of the internet. It was a wide open pasture you could use to ship products and build communities.
AI is not that. It’s an algorithm and data, not an entire communication platform. IMO it’s not even its own product category. Once the market stops being hyped, there won’t be an AI industry, it’ll just be another slice of the software industry.
We have our big players. They’ll win in the end. Just like AT&T did with telecom. They even came back from being broken up.
I do find it interesting that people seem to talk about perplexity and Anthropic as having the better products but openAI, but OpenAI is perceived as the obvious winner