I believe this question rests on a few faulty assumptions of the state of the AI race. Including the value of any particular snapshot in time when it comes to judgements about "who is ahead". And also failing to mention Google is an investor in at least one of the "two companies" I believe you are specifying.
replyIf you think Google (or any large firm) is going to be by necessity be a loser in the AI race relative to smaller firms, you should go ahead and explain why you think that is.
I don't know what you mean when you say "by necessity be a loser" here.
replyMy point is that Meta and Google have had an almost comical resource advantage when compared to all of the rest of the firms in the AI race.
Anthropic raised $65 billion this year, meta is spending double that on capex and alphabet 3x.
That's just their capex.
If you also factor the deadweight loss the duopoly imposes on the entire economy, it paints a grim resource efficiency picture.
Not to mention the negative externalities caused by the decline of journalism. This one is hard to quantify but I believe is the worst.