As an AI startup founder, I worry pieces like this miss the point — we are so early into this new era of computing that it’s premature to call any winners.

It’s also simplistic, because AI-related innovation is happening across companies of every size at every layer of the tech stack. Even Open AI with its state of the art foundation models needs to compete with both open source and large companies coming out with new LLMs.

Pieces like this may also discourage bright people from taking risks and building cool things, because they worry that this is just a big company game. It’s just too early to think like that.