The Best Model Doesn't Win: Why AI is Repeating the Browser Wars, Not the Cloud Wars
About this episode
This episode explores the competitive landscape of AI models and their varying market shares.
Send us Fan Mail Three years into the foundation model race, the scoreboard depends entirely on which metric you read. ChatGPT still dominates consumer traffic. Google Gemini is growing faster than anything in the market by bundling AI into every surface it controls. And Anthropic's Claude, with barely 3% of consumer share, has quietly captured 40% of enterprise LLM spend and become the default tool for the developers building the next generation of software. In this episode, we examine the d...
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