Jun. 5 at 10:22 PM
The AI ecosystem is already concentrated around a handful of players, which makes it difficult for newcomers to gain meaningful share. For
$AMZN and
$MSFT, the battle is as much about enterprise adoption and cloud infrastructure as it is about the models themselves.
$META is playing a different game. They're not chasing enterprise customers in the same way, so the success of their AI investments may depend more on consumer products, engagement, and monetization than on winning cloud contracts.