this post was submitted on 17 May 2026
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I was going to say. If such a wave existed, Microsoft (which has considerable leverage over, and integration with, OpenAI) rode it better than almost every other company.
Oh no no, they have NOT been riding this wave well.
Microsoft and Google have each invested like 200 billion into AI crap and Google wound up with a MUCH better product.
Apple has invested like 10% of that, choosing instead to outsource. IMO they are the real winners here (of the previously-established tech giants)
My prediction is that Anthropic will "win" the AI arms race in the US but it won't really matter because Deepseek continues to one-up them and OpenAI's bankruptcy will destroy the economy anyway