Hark Is Here, Anthropic Assumes Control, and OpenAI’s Sticky Strategy

Source: The Signal

The consolidation of AI capability among a handful of organizations—Anthropic’s expansion, OpenAI’s market stickiness despite competition—signals we’re past the “many players” phase and entering a winner-take-most infrastructure layer, where access to frontier models becomes the new gating function for downstream innovation rather than model capability itself. This matters because it means the real competitive advantage is shifting from building better AI to building better *integration workflows*—which is precisely why practical, implementable guides are becoming the scarce resource that determines who wins in the AI economy.