Map the "Ways of Fighting" of the Big 4
OpenAI, Anthropic, Google, and Meta build the same "AI," but their placement of the winning path differs. Putting each company's strategy pattern in your head before chasing individual news speeds understanding.
The 4 Companies' Strategic Axes
- OpenAI: expand products on both consumer and developer sides, with ChatGPT as the entry
- Anthropic: put safety front and center, win trust in enterprise/developer (Claude)
- Google: embed AI in the huge existing funnels of Search, Workspace, Android
- Meta: widen the ecosystem with open weights (Llama) and integrate into own services
Lenses for Viewing Competition
- Model performance: "usable for your purpose" over benchmarks
- Distribution channels: where it's embedded and used (search, OS, SaaS)
- Price: the inference-cost-decline race; adoption from the layer that got cheap
- Open vs closed: the tug-of-war between open models and API-only
Caution: Specific Specs Change
Model names, versions, and prices update in short periods. This article shows the strategic composition; confirm the latest figures via each company's official and this site's "Updates" page.
Continuing Chapters
From here we dig into each company one by one. What to commonly look at is "to whom, via which channel, at what price they deliver."
