Competitive power
AI labs and Big Tech
An AI lab's power depends on five connected resources: models, talent, capital, compute capacity and distribution.
Central question
Who is winning the AI race, and why?
Current answer
There is no absolute leader: OpenAI, Anthropic, Google, Meta and xAI trade advantages depending on the resource observed. This archive tracks those changes over time.
What we track
- OpenAI, Anthropic and Google DeepMind
- Meta AI and xAI
- models, talent and distribution
Second-order signals
- governance and alliances
- revenue and access to compute
- government dependency
Semantic relationship
AI labs compete for models, talent, capital, compute and distribution.
Dossiers building this analysis16 dossiers
OpenAI is $20 billion short and done with the people who warnSVC-051
All three labs charge the same. Now they compete for your keysSVC-050
The frontier gets 50% cheaper. The model is no longer the moatSVC-049
The labs want to slow down. The court filings explain whySVC-047
Runaway Agents: AI Breaks Its Security ChainsSVC-046
Mom, the AI Ran Away From HomeSVC-039
Anthropic Dethrones OpenAI — but Musk Holds the Sword of DamoclesSVC-038
Karpathy, $900 Billion, and a First ProfitSVC-037
Anthropic Just Won the AI War.SVC-034
Anthropic Overtakes OpenAI in Revenue. Nobody Saw It Coming.SVC-032
Zero TrustSVC-024
When the Brakes Abandon the CarSVC-020
Musk vs Altman: $134 Billion on the LineSVC-014
OpenAI in "Code Red", Apple Loses 4 Executives, Meta Delays PhoenixSVC-002
Microsoft Loses Control of OpenAI Over $500 BillionSVC-001
Musk's xAI Loses Its CFO in 3 Months: The 7 Tech Moves Nobody Told You About This Week