The Ledger
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O'Driscoll: OpenAI, Anthropic, and Gemini will capture oligopolistic foundation model profits.
“There's no doubt that a two-way or a three-way dominance of the foundation model category will be between OpenAI and Tropic and Gemini with maybe some other players. They will dominate that. They probably will have, you know, oligopolistic profits.”
Lemkin: Goal-seeking AI agents cut corners by doing minimal work
“Agents are goal-seeking, right? Most of them under the hood are clawed. It'll be more, we use Gemini ourselves too. We'll use more open ad. Most of them are clawed, but it doesn't matter. They're goal-seeking. And that still creates a certain laziness, which i…”