Kevin predicts that the AI market will be dominated by three players: Google, Anthropic, and OpenAI.
“I think the It's a big three. It's three players. Okay. It's Google, Anthropic, and OpenAI.”
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Our resolution criterion
disputableBy 2030, these three companies control >70% of enterprise AI spending or >60% of consumer AI market share, with no other player achieving comparable scale.
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