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Strategic Map of AI

Updated: Aug 12

Strategic Map of AI
Strategic Map of AI

This analysis examines how Google, OpenAI, Microsoft, Meta, Amazon, Anthropic, Apple, and NVIDIA have positioned themselves across the AI value chain, revealing three distinct strategic archetypes: Full-Stack Integrators, Specialized Dominators, and Strategic Enablers.

The research reveals that, contrary to conventional wisdom, which suggests a winner-take-all AI race, the reality is more nuanced.

Companies pursuing similar strategies face intense competition, while those occupying unique positions enjoy sustainable competitive advantages.

3 Strategic Archetypes have emerged -

3 Archetypes
3 Archetypes

Rather than competing head-to-head across all dimensions, these companies have carved out distinct strategic positions that create both direct competition and surprising complementarity.

Which of these will be leader's basis approaches taken is a matter of demand, accelerators, integrators, outcomes and scalability across industries and continents!


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