Business Insider
US · 4 hrs ago
In the AI gold rush, everyone is selling the same shovels
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In the AI gold rush, everyone is selling the same shovels
Getty Images; Alyssa Powell/BI
AI companies are rapidly expanding into each other's markets for growth.
For example, labs are entering the vibe-coding and agentic application space.
"Super-app talk is mostly noise that's going to get resolved," one VC said.
Earlier this year, I had a noble idea.
For my job, I have to remember a lot of AI companies, so I thought I'd draw up a competition map for my desk. I'd divvy a sheet of paper into columns and list major companies based on which part of the
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