CHECKING IN ON AI AND THE BIG FIVE

Summary from the TLDR newsletter

This post evaluates the state of AI's biggest players, primarily through the lens of the Big Five: Apple, Google, Meta, Microsoft, and Amazon. It looks at each company's infrastructure, models, partners, data, distribution, core business, scarcity risk, and more and analyzes its position in the industry. The post also looks at model makers like OpenAI and Anthropic and discusses the elephant in the room: China.