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> I liked the take of the path to AGI being framed as a three horse race between OpenAI (consumer product DNA), Anthropic (business/enterprise DNA), and Google (infrastructure/data DNA)

Wouldn't want to forget Meta which also has consumer product DNA. They literally championed the act of making the consumer the product.



Jokes aside, it was interesting to me that the 'three horse race' excluded a company who is announcing 5GW data centers the size of Manhattan[0].

[0] https://techcrunch.com/2025/07/14/mark-zuckerberg-says-meta-...


And don't forget xAI, which has MechaHitler in its product DNA


lol, I almost missed the sarcasm there :)


"Hey, Twitter vibes are a metric, so make sure to mention the company on Twitter if you want to be heard."

Twitter is a one-way communication tool. I doubt they're using it to create a feedback loop with users, maybe just to analyse their sentiment after a release?

The entire article reads more like a puff piece than an honest reflection. Those of us who live outside the US are more sceptical, especially after everything revealed about OpenAI in the book Empire of AI.




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